I founded Truthifi to help busy people protect their investments. Today, the complex wealth management and investing products that surround us make it impossible to see the forest for the trees.

The 25 years I spent working on Wall Street made me realize that everyone involved in this business—investors, advisors, and asset managers alike—suffers from the complexity. But it doesn’t have to be that way.

At Truthifi, we believe that everyone deserves to easily see the forest and the trees. So we built an app that gives busy investors a simple, holistic view of their “setup”—and our automated scanner sifts through millions of data points to highlight threats and opportunities. 

We believe that the great people and firms on Wall Street create unbelievable wealth for investors, but that the clarity and transparency we provide will help everyone take their relationship with Wall Street to the next level. 

We do the hard work—securely gathering, scanning, and analyzing financial data against personalized benchmarks—so that investors, advisors, and asset managers can all sleep better. With the world’s first digital investment monitoring system, anyone can now unlock the truth about what’s happening with the wealth they worked so hard to create—with the click of a button.