FOR ADVISORS
The advisor who sponsors the complete household owns the relationship.
Become the proactive advocate for the household—not just the portfolio
Be the first to see and capture held-away assets your clients have elsewhere
Answer the AI-generated questions clients are already bringing
FOR ADVISORS
The advisor who sponsors the complete household owns the relationship.
Become the proactive advocate for the household—not just the portfolio
Be the first to see and capture held-away assets your clients have elsewhere
Answer the AI-generated questions clients are already bringing
FOR ADVISORS
The advisor who sponsors the complete household owns the relationship.
Become the proactive advocate for the household—not just the portfolio
Be the first to see and capture held-away assets your clients have elsewhere
Answer the AI-generated questions clients are already bringing
The challenge
Your clients are arriving with AI-generated questions. Do you have the answers?
45m
Americans already use AI to help manage their finances—but most AI systems still operate on fragmented household data and partial context.
Source: FNBO Financial Wellbeing Survey 2025.
54%
Of client wealth sits at other firms—invisible by default
Source: Cerulli Associates
43%
Decline in advisor organic growth over 3 years—a structural data problem
Source: PriceMetrix / McKinsey
The challenge
Your clients are arriving with AI-generated questions. Do you have the answers?
45m
Americans already use AI to help manage their finances—but most AI systems still operate on fragmented household data and partial context.
Source: FNBO Financial Wellbeing Survey 2025.
54%
Of client wealth sits at other firms—invisible by default
Source: Cerulli Associates
43%
Decline in advisor organic growth over 3 years—a structural data problem
Source: PriceMetrix / McKinsey
The challenge
Your clients are arriving with AI-generated questions. Do you have the answers?
45m
Americans already use AI to help manage their finances—but most AI systems still operate on fragmented household data and partial context.
Source: FNBO Financial Wellbeing Survey 2025.
54%
Of client wealth sits at other firms—invisible by default
Source: Cerulli Associates
43%
Decline in advisor organic growth over 3 years—a structural data problem
Source: PriceMetrix / McKinsey
How it works
One sponsored household. Complete intelligence. No disruption to your existing stack.
1
Clients connect.
You invite. They link. We normalize accounts across 18,000+ institutions—read-only, bank-grade, in minutes.
2
We decode.
Truthifi’s household intelligence layer runs nightly across every account, not just the ones you manage.
3
You see the full picture.
The complete household (held away assets, 100+ AI diagnostics, consolidation opportunities) decoded and ready before every meeting.
4
They trust you.
You become the advisor who can answer the question they actually asked. That relationship doesn’t go to an app.
How it works
One sponsored household. Complete intelligence. No disruption to your existing stack.
1
Clients connect.
You invite. They link. We normalize accounts across 18,000+ institutions—read-only, bank-grade, in minutes.
2
We decode.
Truthifi’s household intelligence layer runs nightly across every account, not just the ones you manage.
3
You see the full picture.
The complete household (held away assets, 100+ AI diagnostics, consolidation opportunities) decoded and ready before every meeting.
4
They trust you.
You become the advisor who can answer the question they actually asked. That relationship doesn’t go to an app.
How it works
One sponsored household. Complete intelligence. No disruption to your existing stack.
1
Clients connect.
You invite. They link. We normalize accounts across 18,000+ institutions—read-only, bank-grade, in minutes.
2
We decode.
Truthifi’s household intelligence layer runs nightly across every account, not just the ones you manage.
3
You see the full picture.
The complete household (held away assets, 100+ AI diagnostics, consolidation opportunities) decoded and ready before every meeting.
4
They trust you.
You become the advisor who can answer the question they actually asked. That relationship doesn’t go to an app.
What we deliver
Sponsoring your client’s household is the highest-return relationship move in your practice.
First to see the full picture.
The complete household—every account, every asset, every liability across 18,000+ institutions—decoded and interpreted continuously. Not just the accounts your client mentioned.
Held-away capture & activation.
See the 401(k) at the old employer, the spouse’s brokerage, the SMA at another firm. Surface consolidation opportunities automatically. Answer what they’re actually asking.
AI-generated questions, answered.
Your clients are asking AI about their complete finances. Truthifi gives you the same picture they have—so you’re never behind the conversation.
No disruption to your existing stack.
No new workflows. No rip-and-replace. Truthifi sits alongside your current tech and adds the household intelligence layer on top.
What we deliver
Sponsoring your client’s household is the highest-return relationship move in your practice.
First to see the full picture.
The complete household—every account, every asset, every liability across 18,000+ institutions—decoded and interpreted continuously. Not just the accounts your client mentioned.
Held-away capture & activation.
See the 401(k) at the old employer, the spouse’s brokerage, the SMA at another firm. Surface consolidation opportunities automatically. Answer what they’re actually asking.
AI-generated questions, answered.
Your clients are asking AI about their complete finances. Truthifi gives you the same picture they have—so you’re never behind the conversation.
No disruption to your existing stack.
No new workflows. No rip-and-replace. Truthifi sits alongside your current tech and adds the household intelligence layer on top.
What we deliver
Sponsoring your client’s household is the highest-return relationship move in your practice.
First to see the full picture.
The complete household—every account, every asset, every liability across 18,000+ institutions—decoded and interpreted continuously. Not just the accounts your client mentioned.
Held-away capture & activation.
See the 401(k) at the old employer, the spouse’s brokerage, the SMA at another firm. Surface consolidation opportunities automatically. Answer what they’re actually asking.
AI-generated questions, answered.
Your clients are asking AI about their complete finances. Truthifi gives you the same picture they have—so you’re never behind the conversation.
No disruption to your existing stack.
No new workflows. No rip-and-replace. Truthifi sits alongside your current tech and adds the household intelligence layer on top.
The truthifi® advantage
From fragmented account data to household comprehension & growth.
Not aggregation.
The intelligence layer above it. Aggregators give you a feed. Truthifi gives you a decoded, interpreted, continuously updated household.
2x linking rates
Clients connect twice as many accounts because they see the value immediately. (Source: Truthifi platform data.)
Continuous household visibility
Nightly diagnostics across every account. You’re alerted when something matters—not just when a review is scheduled.
Coexists with your current tech
Not a rip-and-replace. The household intelligence layer on top of whatever you already use—and the source of truth for assets your existing platforms don’t see.
The truthifi® advantage
From fragmented account data to household comprehension & growth.
Not aggregation.
The intelligence layer above it. Aggregators give you a feed. Truthifi gives you a decoded, interpreted, continuously updated household.
2x linking rates
Clients connect twice as many accounts because they see the value immediately. (Source: Truthifi platform data.)
Continuous household visibility
Nightly diagnostics across every account. You’re alerted when something matters—not just when a review is scheduled.
Coexists with your current tech
Not a rip-and-replace. The household intelligence layer on top of whatever you already use—and the source of truth for assets your existing platforms don’t see.
The truthifi® advantage
From fragmented account data to household comprehension & growth.
Not aggregation.
The intelligence layer above it. Aggregators give you a feed. Truthifi gives you a decoded, interpreted, continuously updated household.
2x linking rates
Clients connect twice as many accounts because they see the value immediately. (Source: Truthifi platform data.)
Continuous household visibility
Nightly diagnostics across every account. You’re alerted when something matters—not just when a review is scheduled.
Coexists with your current tech
Not a rip-and-replace. The household intelligence layer on top of whatever you already use—and the source of truth for assets your existing platforms don’t see.
The question isn’t whether your clients will demand intelligence. It’s whether you’ll be the advisor who delivers it.
...and that means real revenue and practice valuation growth.
The question isn’t whether your clients will demand intelligence. It’s whether you’ll be the advisor who delivers it.
...and that means real revenue and practice valuation growth.
The question isn’t whether your clients will demand intelligence. It’s whether you’ll be the advisor who delivers it.
...and that means real revenue and practice valuation growth.
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
ADVISOR
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
ADVISOR
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
ADVISOR
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
SPONSORSHIP BENEFITS
The advisor who sponsors the household becomes the advisor most connected to it.
When advisors sponsor clients onto Truthifi, they become the first financial professional operating from the connected household.
That changes the relationship dynamic entirely.
Sponsor
Household visibility
See the complete household across held-away assets and liabilities.
Managed assets
Held-away
Sponsor
Catch red flags
Continuous, 24/7 monitoring means early detection of financial wellness changes.
Runs 24/7
Wellness-oriented
Sponsor
AI-ready data
Operate with AI-ready household intelligence instead of fragmented account data.
Data normalization
Held-away
Sponsor
Bypass jargon
Collaborate with clients using one connected financial language.
Wellness-oriented
Held-away
Sponsor
Proactive insights
Deliver proactive advice moments instead of reactive reviews.
Wellness-oriented
Runs 24/7
Sponsor
Automatic detection
Surface rollover, consolidation, and liquidity opportunities automatically
Wellness-oriented
Runs in background
SPONSORSHIP BENEFITS
The advisor who sponsors the household becomes the advisor most connected to it.
When advisors sponsor clients onto Truthifi, they become the first financial professional operating from the connected household.
That changes the relationship dynamic entirely.
Sponsor
Household visibility
See the complete household across held-away assets and liabilities.
Managed assets
Held-away
Sponsor
Catch red flags
Continuous, 24/7 monitoring means early detection of financial wellness changes.
Runs 24/7
Wellness-oriented
Sponsor
AI-ready data
Operate with AI-ready household intelligence instead of fragmented account data.
Data normalization
Held-away
Sponsor
Bypass jargon
Collaborate with clients using one connected financial language.
Wellness-oriented
Held-away
Sponsor
Proactive insights
Deliver proactive advice moments instead of reactive reviews.
Wellness-oriented
Runs 24/7
Sponsor
Automatic detection
Surface rollover, consolidation, and liquidity opportunities automatically
Wellness-oriented
Runs in background
SPONSORSHIP BENEFITS
The advisor who sponsors the household becomes the advisor most connected to it.
When advisors sponsor clients onto Truthifi, they become the first financial professional operating from the connected household.
That changes the relationship dynamic entirely.
Sponsor
Household visibility
See the complete household across held-away assets and liabilities.
Managed assets
Held-away
Sponsor
Catch red flags
Continuous, 24/7 monitoring means early detection of financial wellness changes.
Runs 24/7
Wellness-oriented
Sponsor
AI-ready data
Operate with AI-ready household intelligence instead of fragmented account data.
Data normalization
Held-away
Sponsor
Bypass jargon
Collaborate with clients using one connected financial language.
Wellness-oriented
Held-away
Sponsor
Proactive insights
Deliver proactive advice moments instead of reactive reviews.
Wellness-oriented
Runs 24/7
Sponsor
Automatic detection
Surface rollover, consolidation, and liquidity opportunities automatically
Wellness-oriented
Runs in background
See the full household. Unlock every opportunity.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See the full household. Unlock every opportunity.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See the full household. Unlock every opportunity.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal