Our Story
“Am I doing okay?”
“Am I doing okay?”
“Am I doing okay?”
It’s a simple question. But scattered accounts and complex products make it difficult to find the answer.
It’s a simple question. But scattered accounts and complex products make it difficult to find the answer.
It’s a simple question. But scattered accounts and complex products make it difficult to find the answer.
Truthifi® makes it easy.
Truthifi® makes it easy.
Truthifi® makes it easy.
We bring people and all of their financial products together in a single, living view of their health—continuously updated, and easy to understand.
We bring people and all of their financial products together in a single, living view of their health—continuously updated, and easy to understand.
We bring people and all of their financial products together in a single, living view of their health—continuously updated, and easy to understand.
We give people clarity, confidence, and control over what they own—and how it’s doing. And if they have a wealth manager, we make it easy for everyone get on the same page.
We give people clarity, confidence, and control over what they own—and how it’s doing. And if they have a wealth manager, we make it easy for everyone get on the same page.
We give people clarity, confidence, and control over what they own—and how it’s doing. And if they have a wealth manager, we make it easy for everyone get on the same page.
No surprises, no held-away pieces of the puzzle.
No surprises, no held-away pieces of the puzzle.
No surprises, no held-away pieces of the puzzle.
This empowers providers to be true advocates, with better insight and accountability, to deliver smarter guidance and better outcomes.
This empowers providers to be true advocates, with better insight and accountability, to deliver smarter guidance and better outcomes.
This empowers providers to be true advocates, with better insight and accountability, to deliver smarter guidance and better outcomes.
When there’s a singular, complete picture, conversations improve, decisions get clearer, and trust is strengthened.
When there’s a singular, complete picture, conversations improve, decisions get clearer, and trust is strengthened.
When there’s a singular, complete picture, conversations improve, decisions get clearer, and trust is strengthened.
And that question—“Am I doing okay?”—finally has an answer, and a clear path forward.
And that question—“Am I doing okay?”—finally has an answer, and a clear path forward.
And that question—“Am I doing okay?”—finally has an answer, and a clear path forward.
Our mission
Our mission
Our mission
To improve trust, collaboration, and outcomes — by creating a complete and connected view of financial health.
To improve trust, collaboration, and outcomes — by creating a complete and connected view of financial health.
To improve trust, collaboration, and outcomes — by creating a complete and connected view of financial health.
To provide a holistic view of their wealth
To provide a holistic view of their wealth
To deliver an unbiased source of truth
To deliver an unbiased source of truth
To repair and rebuild trustworthy data
To repair and rebuild trustworthy data
To save time by running in the background
To save time by running in the background
Built by people who know financial systems.
Built by people who know financial systems.
Built by people who know financial systems.
Scott Blandford
CEO & Founder
A longtime leader inside the world’s largest wealth institutions.
A longtime leader inside the world’s largest wealth institutions.
After 25 years at TIAA, Fidelity, and Merrill, he founded Truthifi to make the global investment system legible for the first time.
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
A strategic operator and connector across the wealth management ecosystem.
A strategic operator and connector across the wealth management ecosystem.
Having led strategy, partnerships, and marketing at Envestnet, Fidelity, Merrill, and Lincoln, he knows how firms, advisors and clients interact—and how to make it better.
Having led strategy, partnerships, and marketing at Envestnet, Fidelity, Merrill, and Lincoln, he knows how firms, advisors and clients interact—and how to make it better.
Nathan Knight
Head of Engineering
A deeply technical, hands-on engineering leader with a founder’s mindset.
A deeply technical, hands-on engineering leader with a founder’s mindset.
Trained in computer science at the University of Waterloo and battle-tested at ConsenSys, he has repeatedly built and owned complex systems end to end. At Truthifi, he leads engineering with a bias toward speed, rigor, and shipping resilient infrastructure from day one.
Trained in computer science at the University of Waterloo and battle-tested at ConsenSys, he has repeatedly built and owned complex systems end to end. At Truthifi, he leads engineering with a bias toward speed, rigor, and shipping resilient infrastructure from day one.
Mike Young
Head of Product
A senior product and design leader with 20+ years inside top-tier wealth institutions.
A senior product and design leader with 20+ years inside top-tier wealth institutions.
Former Director of Digital Product & Experience Design at TIAA and Director of GWIM Technology UI Design at Merrill, where he led the creation of large-scale platforms for investors and advisors.
Former Director of Digital Product & Experience Design at TIAA and Director of GWIM Technology UI Design at Merrill, where he led the creation of large-scale platforms for investors and advisors.
Kate Blandford
Head of Design
A multidisciplinary designer focused on turning complexity into clear, human experiences.
A multidisciplinary designer focused on turning complexity into clear, human experiences.
She began her career leading digital and visual design across campaigns, content, and brand storytelling, and now brings that same rigor and energy to building intuitive, investor-first product experiences at Truthifi.
She began her career leading digital and visual design across campaigns, content, and brand storytelling, and now brings that same rigor and energy to building intuitive, investor-first product experiences at Truthifi.
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
Stop living in spreadsheets.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Stop living in spreadsheets.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Stop living in spreadsheets.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal