The Truthifi® team is committed to filling the trust and transparency gaps in wealth management. Our mission is to empower everyday investors with the professional tools they deserve—minus the jargon and headache that usually accompanies investing tools.
We do the hard work—securely gathering, scanning, and analyzing financial data against personalized benchmarks—so that investors, advisors, and asset managers can all sleep better.
Kindly,
Scott, Mike, Nathan & Kate
Our customers are busy people who don’t have time to sift through statements to find the truth.
We use secure, bank-grade technology to retrieve, analyze, and protect your data. Learn more
We support over 18,000 banks and brokerages, so you can monitor everything from one secure place.
We do the heavy lifting for you, distilling thousands of financial records into simple truths.
We always use benchmarks. For example, instead of stopping at a 2% return, we’d say, “You’re $4k ahead.”
We detect and score advisory fees, maintenance fees, fund fees, transaction fees, and commissions.
Supercharge the next meeting with your advisor by knowing exactly what’s going on—and what to ask.
To guarantee no conflicts of interest, we charge a flat fee and will never give you advice or sponsor products.
Being an early adopter means you can use the “Feedback” button to influence what features we build.
