TitleVest
TitleVest is a privately-held, technology-driven New York title insurance agency that issues policies through all six major underwriters, performs co-op lien searches, UCC filings, and 1031 exchanges, and serves real estate attorneys, mortgage lenders, and property buyers and sellers across multiple US states.
- Company typePrivate
- Founded2000
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What TitleVest does
TitleVest Agency, Inc. is a privately-held, founder-controlled title insurance and real estate services agency founded in 2000 by Bill Baron and headquartered in Midtown Manhattan at 110 East 42nd Street. The company operates six offices across New York, New Jersey, Florida, and Texas, and serves clients in all 50 states primarily through a product-led growth model with no traditional sales force. Its service portfolio centers on issuing owner's and lender's title insurance policies as an agent for all six largest US title underwriters (First American, Fidelity National, Chicago Title, Commonwealth Land, Stewart Title, Old Republic), and includes co-op lien searches, UCC financing statement filings, document preparation and recording, 1031 tax-deferred exchanges (via the 1031Vest subsidiary), and property & casualty insurance brokerage (via the VestInsurance and InsureVest subsidiaries).
Underlying these services is a proprietary web-based platform originally built on IBM Lotus Domino and Notes, layered with patented and trademarked automation tools. The core differentiator is ACRISasap™, a US-patented tool that reduces NYC ACRIS E-Tax form processing time by 90% (3–5 minutes vs. 30–60 minutes on the city portal). The stack also includes Interactive Online Report™ (transaction management with 24/7 access), ACRIStracker™ and UCCtracker™ (document and UCC filing alerts), Legal Form Generator™ (powered by Adobe technology), Closing Cost Calculator™, and New York's largest digital library of more than 6,000 co-op and condo offering plans. The company reports reinvesting approximately 50% of profits into technology annually.
The business model combines regulated, filed-rate title insurance premiums with unregulated search, filing, and ancillary fees, supplemented by commission revenue from insurance brokerage and professional service fees from 1031 exchange qualified intermediary services. Primary customers are real estate attorneys and law firms, mortgage lenders, and property buyers/sellers; commercial and residential real estate transactions are both served, with a particular focus on New York City's co-op-heavy market (co-ops account for roughly 80% of NYC residential transactions). Distribution is primarily self-serve through TitleVest.com, supported by direct client service via a team of 150+ attorneys, title professionals, and support staff, and recognized annually as Best Title Agency by the New York Law Journal Reader Rankings Survey since 2013.
TitleVest firmographics
Firmographics- Name
- TitleVest
- Legal name
- TitleVest Agency, Inc.
- Website
- https://titlevest.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- TitleVest is a privately-held, technology-driven New York title insurance agency that issues policies through all six major underwriters, performs co-op lien searches, UCC filings, and 1031 exchanges, and serves real estate attorneys, mortgage lenders, and property buyers and sellers across multiple US states.
- Ownership category
- akta.pro rank
TitleVest industry classification
Industry- Product category
- Title Insurance and Real Estate Closing Services
- NAICS
- Title Abstract and Settlement Offices (541191), Direct Title Insurance Carriers (524127), Insurance Agencies and Brokerages (524210)
- SIC
- Title Insurance (6361), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Title Insurance & Underwriting (BPAJAOAA)
- akta.pro secondary industries
- Title Search & Examination (BPAJAOAB), Document Preparation & Recording Services (Deeds, Liens) (BPAJAOAG)
Keywords
Where TitleVest is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
TitleVest business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Title Insurance Premiums: Title insurance policy premiums for both owner's and lender's policies. Premiums are filed and regulated by state (in New York), but provide the core revenue stream. TitleVest acts as a policy-issuing agent for six major underwriters.
- Co-op Lien Searches: Lien searches on cooperative apartments required for property transfers. TitleVest has underlying title search database for thousands of co-op buildings, providing cost advantages.
- UCC Filings: UCC Financing Statement filing services for lenders, particularly in connection with cooperative apartment lending. Includes automatic tracking services.
- Document Recording Services: Recording fees for deeds, mortgages, and other documents with city and state agencies.
- 1031 Exchange Services (1031Vest): Qualified intermediary services for IRC Section 1031 tax-deferred exchanges. Includes set-up fees and share of interest on banked proceeds.
- Property and Casualty Insurance (VestInsurance): Full-service insurance brokerage for personal and commercial lines including business owner's policies, professional liability, D&O, homeowners, auto, and umbrella policies through network of carriers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Regulated title insurance premiums |
| Freemium | Pay-as-you-go | Free proprietary web tools |
| Unit Pricing | Pay-as-you-go | Digital offering plans - Free; Printed copies - $150 |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
TitleVest product offering
Product offeringCore offering
TitleVest is a New York-based title insurance agency providing owner's and lender's title insurance policies, co-op lien searches, UCC financing statement filings, document preparation and recording, ACRIS E-Tax services, 1031 tax-deferred exchange services (via 1031Vest), and property/casualty insurance brokerage (via VestInsurance). The company acts as a policy-issuing agent for six major title insurance underwriters and delivers services through proprietary web-based tools that automate manual portions of real estate transactions.
Product overview
TitleVest is a technology-driven title insurance and real estate services company offering a comprehensive platform of integrated products. The core portfolio centers on title insurance policies (owner's and lender's), cooperative apartment lien searches, and UCC filings, supported by a suite of proprietary web-based tools including ACRISasap™ (patented E-Tax form automation), Interactive Online Report™ (web-based title review and closing management), Legal Form Generator™ (powered by Adobe technology), Closing Cost Calculator, and a Coop/Condo Offering Plan Library with 6000+ plans. The platform also includes specialized tracking tools (ACRIStracker™ for document recording, UCCtracker™ for UCC fraud protection), 1031Vest for tax-deferred exchanges, and VestInsurance for property/casualty coverage. The company's technology-first approach enables 24/7 online ordering, tracking, and management of all services.
Differentiator
Problem solved
Functional benefit
Brands
- VestInsurance: Full-service property and casualty insurance brokerage offering personal and commercial insurance products including business owners policies, professional liability, D&O, homeowners, auto, and umbrella coverage.
- 1031Vest
- InsureVest
- ACRISasap
- Interactive Online Report
Products and services
- Title Insurance Services Full range of title insurance services including Owner's Policies and Lender's Policies, protecting buyers and lenders against defects in title, defending in court if title is attacked, and covering attorney expenses up to policy face amount.
- Interactive Online Report Revolutionary web-based tool offering status summaries, interactive links for clearing title exceptions, marked-up title reports prior to closing, scheduling capabilities, secure 24/7 access from any device, third-party secure links, integrated ACRIS E-Tax ordering, free 1099-S creation, and post-closing policy archives.
- ACRISasap Patented, web-based tool that automates the creation of NYC ACRIS E-Tax forms, cutting processing time by 90%. Single-page interface compared to 14 pages on NYC's ACRIS website, completing forms in 3-5 minutes vs 30-60 minutes. US Patent awarded.
- Legal Form Generator Online tool powered by Adobe Systems technology that creates real estate legal forms by automatically sharing information across multiple forms, eliminating redundant data entry.
- Closing Cost Calculator Web-based tool for calculating an itemized breakdown of all title insurance and related closing costs for any type of real estate transaction.
- Coop/Condo Offering Plan Library New York's largest library of over 6,000 coop and condo offering plans, with web-based access, keyword-searchable PDFs, hyperlinked tables of contents, and 24/7 online availability. Digital access is free; printed copies available for $150.
- Coop Lien Search Cooperative apartment lien searches with automated ordering, tracking, and online viewing capabilities, including continuation search requests and auto-fill options for UCC forms. TitleVest achieves 2-3 day turnaround vs 2 weeks industry standard.
- UCC Filing UCC financing statement filing services with auto-fill options allowing users to pull information from related and previously processed documents, with forms submitted for filing with a click of a button.
- 1031Vest (1031 Exchange Services) Qualified Intermediary services for IRC Section 1031 tax-deferred exchanges, including forward, reverse, and construction/improvement exchanges, with tools and calculators for tax-deferred exchange transactions.
- VestInsurance Full-service personal and commercial lines insurance brokerage offering property and casualty insurance products including business owners policy, professional liability, D&O, homeowners, auto, and umbrella coverage through a network of carriers.
- Document Prep/Recording Document preparation and recording services for real estate transactions including contracts of sale, deeds, transfer tax forms, and affidavits, with submission to city and state agencies.
- ACRIS Services ACRIS E-Tax preparation and related services for NYC property transfers, including cover pages for co-op transactions and automatic filing with NYC Department of Finance.
- Specialized Commercial Services Specialized commercial real estate title insurance and related services for large, complex commercial transactions, leveraging relationships with six major title insurance underwriters for complex clearance.
Quantifiable outcome
- 90% reduction in ACRIS form processing time (3-5 minutes vs 30-60 minutes)
- +4 more outcomes
Companies that use TitleVest
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles3 records
TitleVest technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
TitleVest partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered minor and core.
- Arbor Day FoundationminorPartnership for Grow Paperless initiative. TitleVest plants one tree for every order placed by a client who opts to go paperless. In first year, planted 3,044 trees equivalent to 5.5 acres.
- PropertySharkminorStrategic alliance to offer PropertyShark services to TitleVest users. First product launched was 'Detailed Foreclosure Research' service.
- Lawyers Alliance for New YorkminorPro bono partnership providing title, lien, and search services at no cost to affordable housing clients vetted by the alliance. Services include title searches, judgment and lien searches, open mortgage searches, bankruptcy and foreclosure searches, escrow services, and document recording - all free for eligible clients.
- Adobe Systems IncorporatedcoreStrategic alliance to create an online program that generates multiple real estate documents by entering basic information just once. Adobe's document technology integrated with TitleVest's platform. Launch scheduled for Fall 2005. Donald M. Beck, Adobe VP noted TitleVest 'continues to reset that bar through the use of technology as a market differentiator.'
- Chicago Title InsuranceminorChicago Title subcontracts its co-op lien searches to TitleVest. TitleVest achieves 2-3 day turnaround vs 2 weeks previously, and at lower cost.
- First American Title Insurance CompanycoreOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent. Allows TitleVest to provide competitive choice of underwriters, particularly useful on large commercial transactions with complex clearance issues.
- Fidelity National Title Insurance CompanycoreOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.
- Chicago Title Insurance CompanycoreOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.
- Commonwealth Land Title Insurance CompanycoreOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.
- Stewart Title Insurance CompanycoreOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.
- Old Republic National Title Insurance CompanycoreOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.
Scale indicators10 records
Recent moves10 records
Expansion highlights5 records
TitleVest competitors and assessment
Company assessmentEmerging players
- ClosingCorp: Provider of closing cost data, calculators, and settlement service technologies to title companies, lenders, and real estate professionals. Closely comparable to TitleVest's Closing Cost Calculator and data-driven closing tools, though positioned as a data and software vendor.
- Qualia: Cloud-based title and closing technology platform serving title agents, underwriters, and real estate professionals. Comparable to TitleVest in targeting the same real estate closing workflow, but positioned as a software vendor rather than a title-issuing agency.
- SoftPro (Dominion Vesta): Closing and title production software provider widely used by title agencies. Comparable to TitleVest in serving the title and closing process for real estate professionals, but at the software-infrastructure layer rather than as a direct title agent.
Broad incumbents
- Old Republic National Title Insurance: National title underwriter within TitleVest's six-carrier panel. Comparable product set (title insurance and settlement services), serving similar lender and real estate attorney customers, but at multi-state carrier scale.
- Commonwealth Land Title Insurance Company: Title insurance underwriter represented by TitleVest. Directly comparable in title insurance product, but operates as a national carrier rather than as a regional agency with proprietary workflow technology.
- Chicago Title Insurance Company: National title underwriter that subcontracts co-op lien searches to TitleVest and is one of the six underwriters TitleVest represents. Comparable through shared title insurance and settlement product offerings, but at significantly larger geographic and capital scale.
- Fidelity National Title: Major national title insurance underwriter that TitleVest represents as a policy-issuing agent. Highly comparable product set (title insurance, escrow, closing) at much larger carrier scale, and a direct counterparty in TitleVest's distribution model.
- Black Knight (now ICE Mortgage Technology): Large-scale mortgage and real estate technology platform providing title production, closing, and document services. Comparable in supporting the title and closing workflow, but at a national, enterprise-software scale rather than as a regional title agency.
- First American Title Insurance Company: One of the largest US title insurance underwriters and a parent-adjacent counterparty to TitleVest (which issues policies on its behalf). Comparable through overlap in title insurance issuance, escrow, and closing services, but operating at national carrier scale rather than as a regional agency.
- Stewart Title: Major title underwriter represented by TitleVest as a policy-issuing agent. Comparable in core offering (title insurance, escrow, closing), but Stewart operates a national direct and agency network rather than a single-region tech-led model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
TitleVest social profiles
Digital presenceTitleVest financial estimates
Financial estimateRevenue estimate
Valuation estimate
TitleVest leadership team
Management profileNumber of profiles
Profiles5 records
TitleVest subsidiaries and ownership
Company hierarchySubsidiaries2 records
TitleVest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TitleVest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TitleVest
What does TitleVest do?
TitleVest is a New York-based title insurance agency providing owner's and lender's title insurance policies, co-op lien searches, UCC financing statement filings, document preparation and recording, ACRIS E-Tax services, 1031 tax-deferred exchange services (via 1031Vest), and property/casualty insurance brokerage (via VestInsurance). The company acts as a policy-issuing agent for six major title insurance underwriters and delivers services through proprietary web-based tools that automate manual portions of real estate transactions.
Is TitleVest a public or private company?
TitleVest is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TitleVest founded?
TitleVest was founded in 2000. It employs 101 to 250 people.
Where is TitleVest based?
TitleVest is headquartered in New York, United States, in the North America region.
How does TitleVest make money?
Six revenue lines are on record. Title Insurance Premiums are the primary driver. The others are co-op Lien Searches, UCC Filings, document Recording Services, 1031 Exchange Services (1031Vest) and property and Casualty Insurance (VestInsurance).
Who are TitleVest's main competitors?
Emerging players on record are ClosingCorp, Qualia and SoftPro (Dominion Vesta). Broad incumbents are Old Republic National Title Insurance, Commonwealth Land Title Insurance Company, Chicago Title Insurance Company, Fidelity National Title, Black Knight (now ICE Mortgage Technology), First American Title Insurance Company and Stewart Title.
Does TitleVest have an API?
No public API is recorded for TitleVest.
What industry is TitleVest in?
TitleVest's product category is Title Insurance and Real Estate Closing Services. Its primary akta.pro industry code is BPAJAOAA, Title Insurance & Underwriting, with a secondary code of BPAJAOAB, Title Search & Examination. Its NAICS code is 541191 and its SIC code is 6361.