TitleVest

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.

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

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

• Title insurance services
• Real estate closing
• Co-op lien searches
• UCC filing services
• Property insurance brokerage

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. 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.
3. UCC Filings: UCC Financing Statement filing services for lenders, particularly in connection with cooperative apartment lending. Includes automatic tracking services.
4. Document Recording Services: Recording fees for deeds, mortgages, and other documents with city and state agencies.
5. 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.
6. 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

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core 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

Named customers5 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Partnerships

Eleven partnerships are on record, tiered minor and core.

• Arbor Day FoundationminorStrategic or Co-development Partner · 23 April 2008Partnership 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 or Co-development Partner · 2 November 2006Strategic alliance to offer PropertyShark services to TitleVest users. First product launched was 'Detailed Foreclosure Research' service.
• Lawyers Alliance for New YorkminorStrategic or Co-development Partner · 30 September 2005Pro 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 IncorporatedcoreTechnology or Integration · 19 July 2005Strategic 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 InsuranceminorChannel Partner/ Reseller/ Distributor · 27 February 2004Chicago 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 CompanycoreChannel Partner/ Reseller/ DistributorOne 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 CompanycoreChannel Partner/ Reseller/ DistributorOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.
• Chicago Title Insurance CompanycoreChannel Partner/ Reseller/ DistributorOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.
• Commonwealth Land Title Insurance CompanycoreChannel Partner/ Reseller/ DistributorOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.
• Stewart Title Insurance CompanycoreChannel Partner/ Reseller/ DistributorOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.
• Old Republic National Title Insurance CompanycoreChannel Partner/ Reseller/ DistributorOne of six major title insurance underwriters for whom TitleVest is a policy-issuing agent.

Scale indicators10 records

Recent moves10 records

Expansion highlights5 records

Emerging 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

• LinkedInlinkedin.com/company/titlevest

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TitleVest