Make sure your personal finance AI is accurate.
Truthifi keeps your numbers correct and current—whether we're monitoring your financial wellness or sharing it with your AI assistant.
$4B+
Connected
99.7%
Accuracy
18k+
Institutions
Sonnet 4.6
Make sure your personal finance AI is accurate.
Truthifi keeps your numbers correct and current—whether we're monitoring your financial wellness or sharing it with your AI assistant.
$4B+
Connected
99.7%
Accuracy
18k+
Institutions
Sonnet 4.6
Make sure your personal finance AI is accurate.
Truthifi keeps your numbers correct and current—whether we're monitoring your financial wellness or sharing it with your AI assistant.
$4B+
Connected
99.7%
Accuracy
18k+
Institutions
Sonnet 4.6
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
We’re more accurate than other financial AI—here’s why.
We’re more accurate than other financial AI—here’s why.
We’re more accurate than other financial AI—here’s why.
Most financial data is broken before it reaches your AI. We fix it first, solving five problems AI doesn't even know exist—so you can get answers you can actually trust.
A full security universe.
A full security universe.
Most platforms recognize easy securities, but miss everything else—CITs, private securities, muni bonds, options, futures. We recognize the full security universe, so nothing goes unidentified.
Most platforms recognize easy securities, but miss everything else—CITs, private securities, muni bonds, options, futures. We recognize the full security universe, so nothing goes unidentified.
Corrected transactions.
Corrected transactions.
Data aggregation services regularly miscode transactions. Dividend reinvestments become buys, sweeps becomes withdrawals, and so on... But we intercept and decode these at the source.
Data aggregation services regularly miscode transactions. Dividend reinvestments become buys, sweeps becomes withdrawals, and so on... But we intercept and decode these at the source.
Up-to-date records.
Up-to-date records.
Most platforms start measuring performance from the day you sign up. We go back to your earliest available transactions, normalize the full record, and connect everything into a single continuously updated view.
Most platforms start measuring performance from the day you sign up. We go back to your earliest available transactions, normalize the full record, and connect everything into a single continuously updated view.
Reconstructed histories.
Reconstructed histories.
When a brokerage connection drops, your performance history often goes with it. Not with Truthifi—we reconstruct missing periods from transaction records so your timeline (and everything built on it) stays intact.
When a brokerage connection drops, your performance history often goes with it. Not with Truthifi—we reconstruct missing periods from transaction records so your timeline (and everything built on it) stays intact.
Missing signals.
Missing signals.
AI doesn’t just need accurate data—it's needs context. Truthifi checks 100+ wellness signals across your entire financial picture automatically, every day, so you (and your AI) always know what to focus on.
AI doesn’t just need accurate data—it's needs context. Truthifi checks 100+ wellness signals across your entire financial picture automatically, every day, so you (and your AI) always know what to focus on.
Explore what you can build in our community gallery.
Explore what you can build in our community gallery.
Explore what you can build in our community gallery.
Audit your subscriptions
Find what subscriptions you have—and what changed.
Fund twin finder
Find cheaper alternatives to the ETFs and funds you already own
Country exposure map
An international diversification map that shows where your money is actually invested
Tax prep dashboard
A tax prep dashboard that surfaces unrealized gains, losses, and harvesting opportunities before your 1099 arrives
Conscious spend dashboard
A conscious spending tracker that shows what your transactions say about your values
Portfolio wrapped
A year-in-review that tells your investing story the way Spotify tells your listening one
Advisor prep sheet
An AI-powered briefing that prepares you for your next financial advisor meeting
FIRE dashboard
An AI FIRE retirement calculator that models early retirement with your real balances
Allocation drift dashboard
A portfolio rebalancing tool that tracks allocation drift across your real holdings
Reddit portfolio roast
A portfolio roast that shows your investments the way the internet would
Audit your subscriptions
Find what subscriptions you have—and what changed.
Fund twin finder
Find cheaper alternatives to the ETFs and funds you already own
Country exposure map
An international diversification map that shows where your money is actually invested
Tax prep dashboard
A tax prep dashboard that surfaces unrealized gains, losses, and harvesting opportunities before your 1099 arrives
Conscious spend dashboard
A conscious spending tracker that shows what your transactions say about your values
Portfolio wrapped
A year-in-review that tells your investing story the way Spotify tells your listening one
Advisor prep sheet
An AI-powered briefing that prepares you for your next financial advisor meeting
FIRE dashboard
An AI FIRE retirement calculator that models early retirement with your real balances
Allocation drift dashboard
A portfolio rebalancing tool that tracks allocation drift across your real holdings
Reddit portfolio roast
A portfolio roast that shows your investments the way the internet would
Simple, secure, powerful.
Step 1
Add your accounts.
We use bank-grade encrypted aggregation, read-only access, and work with 18,000+ institutions.
Step 2
We monitor them.
Step 3
Get answers, 24/7.
Simple, secure, powerful.
Step 1
Add your accounts.
We use bank-grade encrypted aggregation, read-only access, and work with 18,000+ institutions.
Step 2
We monitor them.
Step 3
Get answers, 24/7.
Simple, secure, powerful.
Step 1
Add your accounts.
We use bank-grade encrypted aggregation, read-only access, and work with 18,000+ institutions.
Step 2
We monitor them.
Step 3
Get answers, 24/7.
Every investor deserves a second set of eyes.
Retirement-focused
You've spent decades building toward retirement. Make sure it'll hold.
Retirement
Dividends
Equity exposure
Withdrawals
Do-it-yourself
You're hands-on. Get an independent read without an agenda.
Benchmarking
Expense ratios
Net returns
Low-rank funds
Strategically complex
Complexity compounds at this level. Watch the details that matter.
All assets
Tax impact
Fees
Concentrations
Value & ESG-driven
Your investments should reflect what you care about. Verify that they do.
ESG score
Bank rating
Sectors
Industries
Focused on saving
You're still building wealth. Catch potentially risky habits early.
Spending
Debt
Goals
Cash sitting idle
Advisors & more
Your clients trust you. Unlock the data that makes that trust bulletproof.
Book health
Client side
Engagement
Held-away
Every investor deserves a second set of eyes.
Retirement-focused
You've spent decades building toward retirement. Make sure it'll hold.
Retirement
Dividends
Equity exposure
Withdrawals
Do-it-yourself
You're hands-on. Get an independent read without an agenda.
Benchmarking
Expense ratios
Net returns
Low-rank funds
Strategically complex
Complexity compounds at this level. Watch the details that matter.
All assets
Tax impact
Fees
Concentrations
Value & ESG-driven
Your investments should reflect what you care about. Verify that they do.
ESG score
Bank rating
Sectors
Industries
Focused on saving
You're still building wealth. Catch potentially risky habits early.
Spending
Debt
Goals
Cash sitting idle
Advisors & more
Your clients trust you. Unlock the data that makes that trust bulletproof.
Book health
Client side
Engagement
Held-away
Every investor deserves a second set of eyes.
Retirement-focused
You've spent decades building toward retirement. Make sure it'll hold.
Retirement
Dividends
Equity exposure
Withdrawals
Do-it-yourself
You're hands-on. Get an independent read without an agenda.
Benchmarking
Expense ratios
Net returns
Low-rank funds
Strategically complex
Complexity compounds at this level. Watch the details that matter.
All assets
Tax impact
Fees
Concentrations
Value & ESG-driven
Your investments should reflect what you care about. Verify that they do.
ESG score
Bank rating
Sectors
Industries
Focused on saving
You're still building wealth. Catch potentially risky habits early.
Spending
Debt
Goals
Cash sitting idle
Advisors & more
Your clients trust you. Unlock the data that makes that trust bulletproof.
Book health
Client side
Engagement
Held-away
What you get
What you get
What you get
Built by people who know financial systems.
Truthifi® was built by people who believe financial clarity should actually help people win—not confuse them. With Truthifi®, you’re not just using software; you’re working with a team that’s invested in getting this right.
Scott Blandford
ceo & founder
After 25 years at TIAA, Fidelity, and Merrill, he founded Truthifi to make the global investment system legible for the first time.
Rich Aneser
strategy & partnerships
Having led strategy and marketing for 25+ years, from Fidelity to Merrill Lynch to Envestnet, he knows how firms and clients interact—and how to make it better.
Mike Young
head of product
A senior product and design leader with more than a decade shaping digital experiences at Merrill, he brings institutional product rigor to Truthifi.
Nathan Knight
head of engineering
Trained in computer science at the University of Waterloo and battle-tested at ConsenSys, he has built and owned several complex systems end to end.
Built by people who know financial systems.
Truthifi® was built by people who believe financial clarity should actually help people win—not confuse them. With Truthifi®, you’re not just using software; you’re working with a team that’s invested in getting this right.
Scott Blandford
ceo & founder
After 25 years at TIAA, Fidelity, and Merrill, he founded Truthifi to make the global investment system legible for the first time.
Rich Aneser
strategy & partnerships
Having led strategy and marketing for 25+ years, from Fidelity to Merrill Lynch to Envestnet, he knows how firms and clients interact—and how to make it better.
Mike Young
head of product
A senior product and design leader with more than a decade shaping digital experiences at Merrill, he brings institutional product rigor to Truthifi.
Nathan Knight
head of engineering
Trained in computer science at the University of Waterloo and battle-tested at ConsenSys, he has built and owned several complex systems end to end.
Built by people who know financial systems.
Truthifi® was built by people who believe financial clarity should actually help people win—not confuse them. With Truthifi®, you’re not just using software; you’re working with a team that’s invested in getting this right.
Scott Blandford
ceo & founder
After 25 years at TIAA, Fidelity, and Merrill, he founded Truthifi to make the global investment system legible for the first time.
Rich Aneser
strategy & partnerships
Having led strategy and marketing for 25+ years, from Fidelity to Merrill Lynch to Envestnet, he knows how firms and clients interact—and how to make it better.
Mike Young
head of product
A senior product and design leader with more than a decade shaping digital experiences at Merrill, he brings institutional product rigor to Truthifi.
Nathan Knight
head of engineering
Trained in computer science at the University of Waterloo and battle-tested at ConsenSys, he has built and owned several complex systems end to end.
Start free. Upgrade if it makes sense.
1
Portfolio setup
FREE
Add accounts and financial advisors for free. (It’s easy to remove them if you change your mind.)
2
First checkup
FREE
Unlock financial wellness preview and a baseline picture of where things stand—all for free.
3
Premium insights
PAID
Unlock 24/7 monitoring, AI answers, and the complete suite of 130+ premium wellness diagnostics when you upgrade to Monitoring or Monitoring+.
Truthifi financial wellness membership
$8.99
/ month
Or $79.99/year.
Free for the first 14 days.
No credit card required.
Want to connect your finances to AI? Check out our new MCP-only product!
Start free. Upgrade if it makes sense.
1
Portfolio setup
FREE
Add accounts and financial advisors for free. (It’s easy to remove them if you change your mind.)
2
First checkup
FREE
Unlock financial wellness preview and a baseline picture of where things stand—all for free.
3
Premium insights
PAID
Unlock 24/7 monitoring, AI answers, and the complete suite of 130+ premium wellness diagnostics when you upgrade to Monitoring or Monitoring+.
Truthifi financial wellness membership
$8.99
/ month
Or $79.99/year.
Free for the first 14 days.
No credit card required.
Want to connect your finances to AI? Check out our new MCP-only product!
Start free. Upgrade if it makes sense.
1
Portfolio setup
FREE
Add accounts and financial advisors for free. (It’s easy to remove them if you change your mind.)
2
First checkup
FREE
Unlock financial wellness preview and a baseline picture of where things stand—all for free.
3
Premium insights
PAID
Unlock 24/7 monitoring, AI answers, and the complete suite of 130+ premium wellness diagnostics when you upgrade to Monitoring or Monitoring+.
Truthifi financial wellness membership
$8.99
/ month
Or $79.99/year.
Free for the first 14 days.
No credit card required.
Want to connect your finances to AI? Check out our new MCP-only product!
Trusted by $4B AUM
Here’s what our customers are saying.
“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 $4B AUM
Here’s what our customers are saying.
“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 $4B AUM
Here’s what our customers are saying.
“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
Real people. Real answers. Happy to help.
Security concerns? Questions about results? Need tech support? Drop us a line anytime. We’re here to help.
Real people. Real answers. Happy to help.
Security concerns? Questions about results? Need tech support? Drop us a line anytime. We’re here to help.
Real people. Real answers. Happy to help.
Security concerns? Questions about results? Need tech support? Drop us a line anytime. We’re here to help.
Common questions about wealth monitoring
What is Truthifi?
Truthifi is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift.
What is wealth monitoring?
Wealth monitoring is the ongoing process of automatically watching your financial accounts and investments to make sure nothing drifts from your intended strategy. Truthifi continuously monitors portfolios for risk, fees, concentration, and other issues without requiring daily involvement.
How is this different from tracking apps?
Most tracking apps show balances and performance. Truthifi monitors for deeper issues like risk changes, rising fees, concentrations, and strategy misalignment as your financial life evolves.
Do I still need a financial advisor if I use Truthifi?
Truthifi is designed to complement financial advisors, not replace them. Many investors use Truthifi alongside advisors to stay informed between meetings and feel confident that nothing important is being missed.
Who is Truthifi best for?
Truthifi is ideal for investors with multiple accounts, professional advisors, or complex portfolios who want confidence without micromanagement.
How do I know if I need something like this?
If you have multiple accounts, aren’t sure what you’re really paying, or haven’t reviewed risk and concentration in years, you’re exactly who Truthifi is built to protect.
How safe is my data?
We use bank-grade encryption and read-only connections. Truthifi can’t move money or place trades; it can only see positions and activity to monitor them.
Common questions about wealth monitoring
What is Truthifi?
Truthifi is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift.
What is wealth monitoring?
Wealth monitoring is the ongoing process of automatically watching your financial accounts and investments to make sure nothing drifts from your intended strategy. Truthifi continuously monitors portfolios for risk, fees, concentration, and other issues without requiring daily involvement.
How is this different from tracking apps?
Most tracking apps show balances and performance. Truthifi monitors for deeper issues like risk changes, rising fees, concentrations, and strategy misalignment as your financial life evolves.
Do I still need a financial advisor if I use Truthifi?
Truthifi is designed to complement financial advisors, not replace them. Many investors use Truthifi alongside advisors to stay informed between meetings and feel confident that nothing important is being missed.
Who is Truthifi best for?
Truthifi is ideal for investors with multiple accounts, professional advisors, or complex portfolios who want confidence without micromanagement.
How do I know if I need something like this?
If you have multiple accounts, aren’t sure what you’re really paying, or haven’t reviewed risk and concentration in years, you’re exactly who Truthifi is built to protect.
How safe is my data?
We use bank-grade encryption and read-only connections. Truthifi can’t move money or place trades; it can only see positions and activity to monitor them.
Common questions about wealth monitoring
What is Truthifi?
Truthifi is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift.
What is wealth monitoring?
Wealth monitoring is the ongoing process of automatically watching your financial accounts and investments to make sure nothing drifts from your intended strategy. Truthifi continuously monitors portfolios for risk, fees, concentration, and other issues without requiring daily involvement.
How is this different from tracking apps?
Most tracking apps show balances and performance. Truthifi monitors for deeper issues like risk changes, rising fees, concentrations, and strategy misalignment as your financial life evolves.
Do I still need a financial advisor if I use Truthifi?
Truthifi is designed to complement financial advisors, not replace them. Many investors use Truthifi alongside advisors to stay informed between meetings and feel confident that nothing important is being missed.
Who is Truthifi best for?
Truthifi is ideal for investors with multiple accounts, professional advisors, or complex portfolios who want confidence without micromanagement.
How do I know if I need something like this?
If you have multiple accounts, aren’t sure what you’re really paying, or haven’t reviewed risk and concentration in years, you’re exactly who Truthifi is built to protect.
How safe is my data?
We use bank-grade encryption and read-only connections. Truthifi can’t move money or place trades; it can only see positions and activity to monitor them.
Upgrade the way you look after your wealth.
$4,000,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
features
Company
Legal
Upgrade the way you look after your wealth.
$4,000,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
features
Company
Legal