protecting $250m

Catch hidden threats to your wealth in minutes

We save you time and money by translating millions of your cryptic financial records into the simple truth.

protecting $250m

Catch hidden threats to your wealth in minutes

We save you time and money by translating millions of your cryptic financial records into the simple truth.

protecting $250m

Catch hidden threats to your wealth in minutes

We save you time and money by translating millions of your cryptic financial records into the simple truth.

what we do

We make investment due diligence easy.

In a world where it’s increasingly hard to get straight answers to simple questions, we make sure nothing slips through the cracks.

we've got you covered.

Our coverage spans 18,000+ banks & brokerages.

New feature!

All your money & managers, one map.

We don't just track—we organize. View your wealth mapped out by owner, advisor, goal, and much more.

Security

Your data belongs to you—
not your broker, and certainly not us.

Truthifi uses the very highest level of security to protect your financial information. Learn more here.

Reports designed for real people.

Cut to the chase and skip the jargon. Keep it simple and stick to the Score, or dive deep into revolutionary reports.

...For years I have asked for detail and clarity on the fees that I pay... With Truthifi I have at my fingertips more details and categorization than I have ever had.”
KIM D
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
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
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
So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
KIM D

Do your due diligence at warp speed.

Wouldn’t you like to know if you're taking on hidden risks, over-paying, or falling behind the benchmark?

Pay us way less than you
would pay any advisor

Tracking

Free

Billed annually as $120

Up to 10 links

Simplified dashboard

Global performance

Flexible statement

Activity feed

Automatic scanning

Advisor monitoring

Portfolio score

Fee analysis

65+ flag checks

Normalized pure data

Priority assistance

Early feature access

Monitoring

$20

/month

Billed annually as $240

14-day free trial

Up to 10 links

Simplified dashboard

Global performance

Flexible statement

Activity feed

Automatic scanning

Advisor monitoring

Portfolio score

Fee analysis

65+ flag checks

Normalized pure data

Priority assistance

Early feature access

Plus

$30

/month

Billed annually as $360

14-day free trial

Unlimited links

Simplified dashboard

Global performance

Flexible statement

Activity feed

Automatic scanning

Advisor monitoring

Portfolio score

Fee analysis

65+ flag checks

Normalized pure data

Priority assistance

Early feature access

FAQ

Do I need Truthifi™?

How does Truthifi™ help?

Do I need to be an investment professional?

Do you provide investment advice?

Do you sell investment products?

Can I connect any provider?

How secure is Truthifi™?

Truthifi™ is the world’s first investment monitoring system, for investors who want clarity, advisors who want distinction, and an industry that needs trust.

Home

Join now

Security

Truthifi™ is the world’s first investment monitoring system, for investors who want clarity, advisors who want distinction, and an industry that needs trust.

Home

Join now

Security

Truthifi™ is the world’s first investment monitoring system, for investors who want clarity, advisors who want distinction, and an industry that needs trust.

Home

Join now

Security

Catch hidden threats to your wealth in minutes

Catch hidden threats to your wealth in minutes

Catch hidden threats to your wealth in minutes

what we do

what we do

what we do

We make investment due diligence easy.

We make investment due diligence easy.

We make investment due diligence easy.

we've got you covered.

Our coverage spans 18,000+ banks & brokerages.

All your money & managers, one map.

All your money & managers, one map.

All your money & managers, one map.

Security

Your data belongs to you—not your broker, and certainly not us.

Reports designed for real people.

Reports designed for real people.

Reports designed for real people.

Do your due diligence at warp speed.

Do your due diligence at warp speed.

Do your due diligence at warp speed.

Pay us way less than you would pay any advisor

Tracking

Free

$20

$30

FAQ

Your data belongs to you—
not your broker, and certainly not us.

Pay us way less than you
would pay any advisor