$800m+
Monitored
18k+
institutions
Bank-grade
security
Trust your advisor. Verify their results.
Sign up once, connect your accounts, and Truthifi® will continuously check your entire financial setup for issues and opportunities you and your advisor might otherwise miss.
$800m+
Monitored
18k+
institutions
Bank-grade
security
Trust your advisor. Verify their results.
Sign up once, connect your accounts, and Truthifi® will continuously check your entire financial setup for issues and opportunities you and your advisor might otherwise miss.
$800m+
Monitored
18k+
institutions
Bank-grade
security
Trust your advisor. Verify their results.
Sign up once, connect your accounts, and Truthifi® will continuously check your entire financial setup for issues and opportunities you and your advisor might otherwise miss.
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.
Comprehensive monitoring that runs in the background.
Comprehensive monitoring that runs in the background.
Comprehensive monitoring that runs in the background.
Truthifi® continuously runs over 100 financial wellness diagnostics to watch for risks, inefficiencies, and opportunities as your financial life evolves.
Truthifi® continuously runs over 100 financial wellness diagnostics to watch for risks, inefficiencies, and opportunities as your financial life evolves.
Truthifi® continuously runs over 100 financial wellness diagnostics to watch for risks, inefficiencies, and opportunities as your financial life evolves.
Risk exposure changes
Risk exposure changes
Hidden risk
Fees creeping higher
Fees creeping higher
Fee creep
Concentrations building quietly
Concentrations building quietly
Concentrations
Cash sitting idle
Cash sitting idle
Idle cash
Gaps in protection
Gaps in protection
Gaps
Room for growth
Room for growth
Growth opportunities
100+ more financial wellness diagnostics
100+ more financial wellness diagnostics
100+ more
Monitoring, not managing.
Truthifi® doesn’t replace advisors or manage money. It provides independent financial monitoring—sitting on top of existing accounts and advisors and watching for portfolio drift over time.
Monitoring, not managing.
Truthifi® doesn’t replace advisors or manage money. It provides independent financial monitoring—sitting on top of existing accounts and advisors and watching for portfolio drift over time.
Monitoring, not managing.
Truthifi® doesn’t replace advisors or manage money. It provides independent financial monitoring—sitting on top of existing accounts and advisors and watching for portfolio drift over time.
Truthifi® helps investors who work with financial advisors . It provides portfolio monitoring and oversight between conversations—not advice.
BEFORE:
AFTER:
Truthifi® helps investors who work with financial advisors . It provides portfolio monitoring and oversight between conversations—not advice.
BEFORE:
AFTER:
Truthifi® helps investors who work with financial advisors . It provides portfolio monitoring and oversight between conversations—not advice.
BEFORE:
AFTER:
Trusted by $800m AUM
Before Truthifi, it was hard to get a straight answer to simple questions.
“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 $800m AUM
Before Truthifi, it was hard to get a straight answer to simple questions.
“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 $800m AUM
Before Truthifi, it was hard to get a straight answer to simple questions.
“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
Get an unbiased second opinion in minutes.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Get an unbiased second opinion in minutes.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Get an unbiased second opinion in minutes.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal