Replaces your tracker
Clarifies robo, AI & advisor guidance
Your money, monitored.
Truthifi® continuously runs 100+ portfolio checks for leaks, risk, and odd activity—so you can see what a professional would notice, without doing the work.
Automatic. Unbiased. Built for everyday investors AND experts.
Replaces your tracker
Clarifies advice
Your money, monitored.
Truthifi® continuously runs 100+ portfolio checks for leaks, risk, and odd activity—so you can see what a professional would notice, without doing the work.
Automatic. Unbiased. All experience levels.
Replaces your tracker
Clarifies robo, AI & advisor guidance
Your money, monitored.
Truthifi® continuously runs 100+ portfolio checks for leaks, risk, and odd activity—so you can see what a professional would notice, without doing the work.
Automatic. Unbiased. Built for everyday investors AND experts.
Ultra-secure
We protect your data with bank-grade security. Learn more →
Under your control
Collaborate, keep things private, or request deletion at any time.
Limited by design
Read-only access means you stay in control—we just analyze.
Ultra-secure
We protect your data with bank-grade security. Learn more →
Under your control
Collaborate, keep things private, or request deletion at any time.
Limited by design
Read-only access means you stay in control—we just analyze.
Ultra-secure
We protect your data with bank-grade security. Learn more →
Under your control
Collaborate, keep things private, or request deletion at any time.
Limited by design
Read-only access means you stay in control—we just analyze.
Can your current tracker detect 100+ ways you could improve?
Keep things simple or dive deep into your metrics: it’s your life, so spend your time how you want to.
What we test →
Can your current tracker detect 100+ ways you could improve?
Keep things simple or dive deep into your metrics: it’s your life, so spend your time how you want to.
Start monitoring for free
Can your current tracker detect 100+ ways you could improve?
Keep things simple or dive deep into your metrics: it’s your life, so spend your time how you want to.
Start monitoring for free
We’re smarter than trackers and spreadsheets.
Unlike standard portfolio trackers, Truthifi automatically scans for costly fees, concentration risk, and optimization gaps—then shows you what matters in plain English.
Costs—plus context.
What trackers do, plus:
Benchmark your costs
See where fees can be lowered
Preserve your wealth
Returns—plus realizations.
What trackers do, plus:
See what can be improved
Compare yourself to peers
Boost your growth
Pie charts—plus perception.
What trackers do, plus:
Identify overlap
Keep an eye on drift
Know what you own
We’re smarter than trackers and spreadsheets.
Unlike standard portfolio trackers, Truthifi automatically scans for costly fees, concentration risk, and optimization gaps—then shows you what matters in plain English.
Costs—plus context.
What trackers do, plus:
Benchmark your costs
See where fees can be lowered
Preserve your wealth
Returns—plus realizations.
What trackers do, plus:
See what can be improved
Compare yourself to peers
Boost your growth
Pie charts—plus perception.
What trackers do, plus:
Identify overlap
Keep an eye on drift
Know what you own
We’re smarter than trackers and spreadsheets.
Unlike standard portfolio trackers, Truthifi automatically scans for costly fees, concentration risk, and optimization gaps—then shows you what matters in plain English.
Costs—plus context.
What trackers do, plus:
Benchmark your costs
See where fees can be lowered
Preserve your wealth
Returns—plus realizations.
What trackers do, plus:
See what can be improved
Compare yourself to peers
Boost your growth
Pie charts—plus perception.
What trackers do, plus:
Identify overlap
Keep an eye on drift
Know what you own
How it works
Three simple steps is all it takes to start unlocking your growth opportunities and improving your financial health.
1
You’ll set up your home base
Securely connect all of your accounts in minutes and get a unified, easy-to-read view.
We’ll scan & translate
We’ll start checking your accounts every night and translate your financial data into simple health opportunities.
2
3
You’ll improve—easily
Whether you love fine-tuning your strategy or prefer peace of mind, spend your time how you want to.
How it works
Three simple steps is all it takes to start unlocking your growth opportunities and improving your financial health.
You’ll set up your home base
Securely connect all of your accounts in minutes and get a unified, easy-to-read view.
1
2
We’ll scan & translate
We’ll start checking your accounts every night and translate your financial data into simple health opportunities.
You’ll improve—easily
Whether you love fine-tuning your strategy or prefer peace of mind, spend your time how you want to.
3
How it works
Three simple steps is all it takes to start unlocking your growth opportunities and improving your financial health.
1
You’ll set up your home base
Securely connect all of your accounts in minutes and get a unified, easy-to-read view.
We’ll scan & translate
We’ll start checking your accounts every night and translate your financial data into simple health opportunities.
2
3
You’ll improve—easily
Whether you love fine-tuning your strategy or prefer peace of mind, spend your time how you want to.
“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…”
%
People discover tax hostage positions
%
People discover low-performing accounts
%
People discover hidden concentrations
“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…”
%
People discover tax hostage positions
%
People discover low-performing accounts
%
People discover hidden concentrations
“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…”
%
People discover tax hostage positions
%
People discover low-performing accounts
%
People discover hidden concentrations
Reveal what’s holding your wealth back—starting with a free health preview.
best value
Free checkup
Get a free preview of what you’re missing.
Free
Free health preview
Opportunities preview
Up to 5 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
best value
Monitoring
Protect your growth with 24/7 monitoring.
$20
/month
(Billed annually as $240)
24/7 health monitoring
Full opportunities report
Up to 10 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
best value
Monitoring Plus+
Monitoring, plus early access and VIP support.
$79
/month
(Billed annually as $948)
24/7 health monitoring
Full opportunities report
Unlimited secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
Reveal what’s holding your wealth back—starting with a free health preview.
best value
Free checkup
Get a free preview of what you’re missing.
Free
Free health preview
Opportunities preview
Up to 5 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
best value
Monitoring
Protect your growth with 24/7 monitoring.
$20
/month
(Billed annually as $240)
24/7 health monitoring
Full opportunities report
Up to 10 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
best value
Monitoring Plus+
Monitoring, plus early access and VIP support.
$79
/month
(Billed annually as $948)
24/7 health monitoring
Full opportunities report
Unlimited secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
Reveal what’s holding your wealth back—starting with a free health preview.
Monitoring
Most popular
$20/mo, billed annually as $240
Protect your growth with 24/7 monitoring.
24/7 health monitoring
Full opportunities report
Up to 10 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to features
White glove support
Inner circle of feedback
Free checkup
Free
Monitoring Plus+
$79/mo, billed annually as $948
You’ll choose your membership later.
Reveal what’s holding your wealth back—starting with a free health preview.
Monitoring
Most popular
$20/mo, billed annually as $240
Protect your growth with 24/7 monitoring.
24/7 health monitoring
Full opportunities report
Up to 10 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to features
White glove support
Inner circle of feedback
Free checkup
Free
Monitoring Plus+
$79/mo, billed annually as $948
You’ll choose your membership later.
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.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal
Stop living in spreadsheets.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal