FOR 401k professionals
The missing link between workplace savings and long-term growth.
Deliver participant advocacy that hyper-drives loyalty
Turn engagement into measurable growth
Sponsor-ready insights that demonstrate fiduciary care
FOR 401k professionals
The missing link between workplace savings and long-term growth.
Deliver participant advocacy that hyper-drives loyalty
Turn engagement into measurable growth
Sponsor-ready insights that demonstrate fiduciary care
FOR 401k professionals
The missing link between workplace savings and long-term growth.
Deliver participant advocacy that hyper-drives loyalty
Turn engagement into measurable growth
Sponsor-ready insights that demonstrate fiduciary care
The challenge
You can’t grow the opportunity if you only see the 401(k).
2-3x
Higher engagement driven by personalized insight
source: Truthifi internal data/research
$1.5T
Rollover-ready assets that are sitting idle in old plans
Source: Capitalize Department of Labor data and industry analysis (2023–2024)
78%
People want a unified view of their finances, but only 29% have it
Source: Industry research (Accenture / PwC / EY consumer financial engagement surveys)
The challenge
You can’t grow the opportunity if you only see the 401(k).
2-3x
Higher engagement driven by personalized insight
source: Truthifi internal data/research
$1.5T
Rollover-ready assets that are sitting idle in old plans
Source: Capitalize Department of Labor data and industry analysis (2023–2024)
78%
People want a unified view of their finances, but only 29% have it
Source: Industry research (Accenture / PwC / EY consumer financial engagement surveys)
The challenge
You can’t grow the opportunity if you only see the 401(k).
2-3x
Higher engagement driven by personalized insight
source: Truthifi internal data/research
$1.5T
Rollover-ready assets that are sitting idle in old plans
Source: Capitalize Department of Labor data and industry analysis (2023–2024)
78%
People want a unified view of their finances, but only 29% have it
Source: Industry research (Accenture / PwC / EY consumer financial engagement surveys)
How it works
Better outcomes. Participant + revenue growth.
1
Connect.
Participants link key accounts beyond the plan.
2
Understand.
Truthifi continuously analyzes the full financial picture.
3
Engage
Targeted insights and prompts drive automated action.
4
Prove.
Sponsors see measurable trends and documented progress.
How it works
Better outcomes. Participant + revenue growth.
1
Connect.
Participants link key accounts beyond the plan.
2
Understand.
Truthifi continuously analyzes the full financial picture.
3
Engage
Targeted insights and prompts drive automated action.
4
Prove.
Sponsors see measurable trends and documented progress.
How it works
Better outcomes. Participant + revenue growth.
1
Connect.
Participants link key accounts beyond the plan.
2
Understand.
Truthifi continuously analyzes the full financial picture.
3
Engage
Targeted insights and prompts drive automated action.
4
Prove.
Sponsors see measurable trends and documented progress.
What we deliver
Better outcomes & greater visibility—at scale.
Beyond-the-plan visibility.
See the full financial context driving participant behavior, including debt, cash flow, outside savings, and competing priorities.
Off-track participant detection.
Identify participants who are not using the match, have low savings rates, or have improper allocations.
Plan sponsor dashboard.
Monitor aggregate financial health, engagement trends, and outcome signals across the plan—without exposing individual participant data.
Participant communications.
Automated nudges and the monthly podcast statement help participants understand their complete financial picture and take informed action.
What we deliver
Better outcomes & greater visibility—at scale.
Beyond-the-plan visibility.
See the full financial context driving participant behavior, including debt, cash flow, outside savings, and competing priorities.
Off-track participant detection.
Identify participants who are not using the match, have low savings rates, or have improper allocations.
Plan sponsor dashboard.
Monitor aggregate financial health, engagement trends, and outcome signals across the plan—without exposing individual participant data.
Participant communications.
Automated nudges and the monthly podcast statement help participants understand their complete financial picture and take informed action.
What we deliver
Better outcomes & greater visibility—at scale.
Beyond-the-plan visibility.
See the full financial context driving participant behavior, including debt, cash flow, outside savings, and competing priorities.
Off-track participant detection.
Identify participants who are not using the match, have low savings rates, or have improper allocations.
Plan sponsor dashboard.
Monitor aggregate financial health, engagement trends, and outcome signals across the plan—without exposing individual participant data.
Participant communications.
Automated nudges and the monthly podcast statement help participants understand their complete financial picture and take informed action.
The truthifi® advantage
Plan engagement that goes beyond contribution rates.
Improved participant outcomes
Participants make better decisions when their full financial context is visible—reducing leakage and improving long-term readiness.
Participant advocacy vs. selling
Provide participants with engagement tools that foster loyalty.
Documented fiduciary confidence
Continuous monitoring and engagement tracking create a clear, defensible record of fiduciary care.
Strong sponsor trust
Sponsors gain visibility into what’s working—building confidence in plan design, engagement strategy, and advisor value.
The truthifi® advantage
Plan engagement that goes beyond contribution rates.
Improved participant outcomes
Participants make better decisions when their full financial context is visible—reducing leakage and improving long-term readiness.
Participant advocacy vs. selling
Provide participants with engagement tools that foster loyalty.
Documented fiduciary confidence
Continuous monitoring and engagement tracking create a clear, defensible record of fiduciary care.
Strong sponsor trust
Sponsors gain visibility into what’s working—building confidence in plan design, engagement strategy, and advisor value.
The truthifi® advantage
Plan engagement that goes beyond contribution rates.
Improved participant outcomes
Participants make better decisions when their full financial context is visible—reducing leakage and improving long-term readiness.
Participant advocacy vs. selling
Provide participants with engagement tools that foster loyalty.
Documented fiduciary confidence
Continuous monitoring and engagement tracking create a clear, defensible record of fiduciary care.
Strong sponsor trust
Sponsors gain visibility into what’s working—building confidence in plan design, engagement strategy, and advisor value.
When you see beyond the plan, you can improve outcomes—and prove you did.
When you see beyond the plan, you can improve outcomes—and prove you did.
When you see beyond the plan, you can improve outcomes—and prove you did.
Leadership
Built by people who know financial systems.
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.
Leadership
Built by people who know financial systems.
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.
Leadership
Built by people who know financial systems.
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.
Our advisors
Roger Ferguson
Former Fed Vice Chair, CEO TIAA
Steve Jenks
CMO, Empower
Bill Crager
CEO, Founded Envestnet
Anton Honikman
CEO MyVest
Dan Petrozzo
Serial founder, VC, Goldman & Fidelity CIO
Our advisors
Roger Ferguson
Former Fed Vice Chair, CEO TIAA
Steve Jenks
CMO, Empower
Bill Crager
CEO, Founded Envestnet
Anton Honikman
CEO MyVest
Dan Petrozzo
Serial founder, VC, Goldman & Fidelity CIO
Our advisors
Roger Ferguson
Former Fed Vice Chair, CEO TIAA
Steve Jenks
CMO, Empower
Bill Crager
CEO, Founded Envestnet
Anton Honikman
CEO MyVest
Dan Petrozzo
Serial founder, VC, Goldman & Fidelity CIO
See beyond the plan. Improve outcomes with confidence.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See beyond the plan. Improve outcomes with confidence.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See beyond the plan. Improve outcomes with confidence.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal