$
m+
Monitored
+
institutions
Bank-grade
security
Your new financial checkup
Truthifi® instantly checks your finances for 100+ common investing mistakes and opportunities.
No credit card required.
$
m+
Monitored
+
institutions
Bank-grade
security
Your new financial checkup
Truthifi® instantly checks your finances for 100+ common investing mistakes and opportunities.
No credit card required.
$
m+
Monitored
+
institutions
Bank-grade
security
Your new financial checkup
Truthifi® instantly checks your finances for 100+ common investing mistakes and opportunities.
No credit card required.
Unlock 100+ real ways you could improve your growth.
Knowing your numbers isn’t the same as knowing if you’re okay—and that’s where Truthifi® comes in. We tell you how you’re doing, so small issues don’t quietly turn into big regrets.
Leaks to plug
High-priced funds
Idle cash
Commissions
+9 more
Risky habits
Industry concentrations
Single stock exposure
Hidden risks
+12 more
Things to focus on
Low performers
Top performers
Conversation topics
+100 more
Smart liquidity
Falling dividends
Income concentration
Missed yield opportunities
+20 more
Tax strategy
Tax hostages
Untapped losses
Capital gains build-up
+1 more
Unlock 100+ real ways you could improve your growth.
Knowing your numbers isn’t the same as knowing if you’re okay—and that’s where Truthifi® comes in. We tell you how you’re doing, so small issues don’t quietly turn into big regrets.
Leaks to plug
High-priced funds
Idle cash
Commissions
+9 more
Risky habits
Industry concentrations
Single stock exposure
Hidden risks
+12 more
Things to focus on
Low performers
Top performers
Conversation topics
+100 more
Smart liquidity
Falling dividends
Income concentration
Missed yield opportunities
+20 more
Tax strategy
Tax hostages
Untapped losses
Capital gains build-up
+1 more
Unlock 100+ real ways you could improve your growth.
Knowing your numbers isn’t the same as knowing if you’re okay—and that’s where Truthifi® comes in. We tell you how you’re doing, so small issues don’t quietly turn into big regrets.
Leaks to plug
High-priced funds
Idle cash
Commissions
+9 more
Risky habits
Industry concentrations
Single stock exposure
Hidden risks
+12 more
Things to focus on
Low performers
Top performers
Conversation topics
+100 more
Smart liquidity
Falling dividends
Income concentration
Missed yield opportunities
+20 more
Tax strategy
Tax hostages
Untapped losses
Capital gains build-up
+1 more
How it works
Powerful monitoring,
simple to live with.
Connect once, and Truthifi® quietly watches over your investments—surface-level simple when you want it, deep and analytical when you don’t.
1
2
3
NOW
You’ll set up your home base.
First, you’ll securely connect investment, retirement, and brokerage accounts from 18,000+ providers and unlock a unified, easy-to-read portfolio dashboard—all in minutes.
TODAY
We’ll start listening.
We’ll start automatically scanning and translating your account metrics into simple health opportunities in the background—no spreadsheets, no rituals.
ONGOING
We’ll keep watch while you improve.
We’ll keep monitoring in the background and let you know when something important appears—helping you stay financially well without becoming a full-time investor.
How it works
Powerful monitoring,
simple to live with.
Connect once, and Truthifi® quietly watches over your investments—surface-level simple when you want it, deep and analytical when you don’t.
You’ll set up your home base.
First, you’ll securely connect investment, retirement, and brokerage accounts from 18,000+ providers and unlock a unified, easy-to-read portfolio dashboard—all in minutes.
1
We’ll start listening.
We’ll start automatically scanning and translating your account metrics into simple health opportunities in the background—no spreadsheets, no rituals.
2
We’ll keep watch while you improve.
We’ll keep monitoring in the background and let you know when something important appears—helping you stay financially well without becoming a full-time investor.
3
How it works
Powerful monitoring,
simple to live with.
Connect once, and Truthifi® quietly watches over your investments—surface-level simple when you want it, deep and analytical when you don’t.
1
2
3
NOW
You’ll set up your home base.
First, you’ll securely connect investment, retirement, and brokerage accounts from 18,000+ providers and unlock a unified, easy-to-read portfolio dashboard—all in minutes.
TODAY
We’ll start listening.
We’ll start automatically scanning and translating your account metrics into simple health opportunities in the background—no spreadsheets, no rituals.
ONGOING
We’ll keep watch while you improve.
We’ll keep monitoring in the background and let you know when something important appears—helping you stay financially well without becoming a full-time investor.
What we offer
What does wealth health look like?
Prevention of costly mistakes—before they build up.
A referee, not another player in a crowded game.
Identification of growth opportunities—early.
Simple translations of confusing financial jargon.
Shortcuts through statements and spreadsheets.
Confidence that you can trust your numbers.
What we offer
What does wealth health look like?
Prevention of costly mistakes—before they build up.
A referee, not another player in a crowded game.
Identification of growth opportunities—early.
Simple translations of confusing financial jargon.
Shortcuts through statements and spreadsheets.
Confidence that you can trust your numbers.
What we offer
What does wealth health look like?
Prevention of costly mistakes—before they build up.
A referee, not another player in a crowded game.
Identification of growth opportunities—early.
Simple translations of confusing financial jargon.
Shortcuts through statements and spreadsheets.
Confidence that you can trust your numbers.
Why people add us to the mix
Trackers
Process
History
Wellness
Help
Bias
Experience
Set and forget
Automatically rebuilt
100+ checks
Clarifies strategy
100% neutral
Everyone
Trackers
Check in periodically
Start over on day 1
On you to figure out
Give you metrics
No perspective
Mostly DIYers
Wealth portals
Check in periodically
Limited to 1 provider
Single perspective
Limited products
May have competing interests
No simple answers
(By the way, no data reset. We rebuild your history so you never start from zero.)
Why people add us to the mix
Set & forget
History rebuilt
100+ checks
Strategy clarifying
100% neutral
Beginner-friendly
Others
You check in
History limited
Single view
Just metrics
Possible upsells
No simple answers
(By the way, no data reset. We rebuild your history so you never start from zero.)
Why people add us to the mix
Trackers
Process
History
Wellness
Help
Bias
Experience
Set and forget
Automatically rebuilt
100+ checks
Clarifies strategy
100% neutral
Everyone
Trackers
Check in periodically
Start over on day 1
On you to figure out
Give you metrics
No perspective
Mostly DIYers
Wealth portals
Check in periodically
Limited to 1 provider
Single perspective
Limited products
May have competing interests
No simple answers
(By the way, no data reset. We rebuild your history so you never start from zero.)
Does your tracker wish you well?
Truthifi® does. It runs 100+ continuous, unbiased checks on your investments—prioritizing your financial health over screen time, sales goals, or engagement tricks.
Does your tracker wish you well?
Truthifi® does. It runs 100+ continuous, unbiased checks on your investments—prioritizing your financial health over screen time, sales goals, or engagement tricks.
Does your tracker wish you well?
Truthifi® does. It runs 100+ continuous, unbiased checks on your investments—prioritizing your financial health over screen time, sales goals, or engagement tricks.
Trusted by $800m AUM
Before Truthifi, everyday investors were left in the dark.
Here’s what they’re saying now.
“I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.”
Ted S.
User since 2023
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…”
Marco S.
User since 2022
“Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process.”
Craig B.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…”
Regina W.
User since 2024
“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi.”
Mike M.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Trusted by $800m AUM
Before Truthifi, everyday investors were left in the dark.
Here’s what they’re saying now.
“I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.”
Ted S.
User since 2023
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…”
Marco S.
User since 2022
“Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process.”
Craig B.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…”
Regina W.
User since 2024
“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi.”
Mike M.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Trusted by $800m AUM
Before Truthifi, everyday investors were left in the dark.
Here’s what they’re saying now.
“I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.”
Ted S.
User since 2023
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…”
Marco S.
User since 2022
“Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process.”
Craig B.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…”
Regina W.
User since 2024
“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi.”
Mike M.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Prevent $10,000 mistakes for $240.
Investment clarity shouldn’t be reserved for the ultra-wealthy.
Truthifi annual membership
$240
/ year
Start with a free health check. Upgrade and get your first 30 days for free.
No CC required. Free trial. Bank-grade security.
Ongoing monitoring for mistakes & opportunities
100+ unbiased checks for fees, drift, risk, odd activity, and hidden concentrations—run automatically, every night.
A shortcut through spreadsheets & statements
Plain-English explanations of everything that's going on, so you know what matters—and what doesn’t.
Coverage across your entire financial picture
Get secure, read-only connections to 18,000+ banks, brokers, 401(k)s, and providers.
Independent by design
No commissions. No incentives. Just a second set of eyes.
More pricing information
Prevent $10,000 mistakes for $240.
Investment clarity shouldn’t be reserved for the ultra-wealthy.
Truthifi annual membership
$240
/ year
Start with a free health check. Upgrade and get your first 30 days for free.
No CC required. Free trial. Bank-grade security.
Ongoing monitoring for mistakes & opportunities
100+ unbiased checks for fees, drift, risk, odd activity, and hidden concentrations—run automatically, every night.
A shortcut through spreadsheets & statements
Plain-English explanations of everything that's going on, so you know what matters—and what doesn’t.
Coverage across your entire financial picture
Get secure, read-only connections to 18,000+ banks, brokers, 401(k)s, and providers.
Independent by design
No commissions. No incentives. Just a second set of eyes.
Prevent $10,000 mistakes for $240.
Investment clarity shouldn’t be reserved for the ultra-wealthy.
Truthifi annual membership
$240
/ year
Start with a free health check. Upgrade and get your first 30 days for free.
No CC required. Free trial. Bank-grade security.
Ongoing monitoring for mistakes & opportunities
100+ unbiased checks for fees, drift, risk, odd activity, and hidden concentrations—run automatically, every night.
A shortcut through spreadsheets & statements
Plain-English explanations of everything that's going on, so you know what matters—and what doesn’t.
Coverage across your entire financial picture
Get secure, read-only connections to 18,000+ banks, brokers, 401(k)s, and providers.
Independent by design
No commissions. No incentives. Just a second set of eyes.
Start monitoring for free
Designed by personal finance veterans from top firms like Fidelity Investments, Merrill Lynch, TIAA, and more.
Designed by personal finance veterans from top firms like Fidelity Investments, Merrill Lynch, TIAA, and more.
Designed by personal finance veterans from top firms like Fidelity Investments, Merrill Lynch, TIAA, and more.
Stop living in spreadsheets.
800,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal
Stop living in spreadsheets.
800,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal