FOR ADVISORS
Every account. Every opportunity. Your best growth engine.
See and act on held-away assets—every day
Consolidate and grow AUM
Differentiate with household advice and advocacy
FOR ADVISORS
Every account. Every opportunity. Your best growth engine.
See and act on held-away assets—every day
Consolidate and grow AUM
Differentiate with household advice and advocacy
FOR ADVISORS
Every account. Every opportunity. Your best growth engine.
See and act on held-away assets—every day
Consolidate and grow AUM
Differentiate with household advice and advocacy
The challenge
You can’t grow what you can’t see.
10-12
Number of held-away accounts in the average household, preventing you from knowing their full picture
Source: synthesis of Federal Reserve Survey of Consumer Finances, FDIC, and Experian data
95%
Advisors say clients ask for advice on held-away assets
Source: Fiserv Advisor Research
75%
Of households have investments outside their primary advisor relationship
Source: Cerulli Associates
The challenge
You can’t grow what you can’t see.
10-12
Number of held-away accounts in the average household, preventing you from knowing their full picture
Source: synthesis of Federal Reserve Survey of Consumer Finances, FDIC, and Experian data
95%
Advisors say clients ask for advice on held-away assets
Source: Fiserv Advisor Research
75%
Of households have investments outside their primary advisor relationship
Source: Cerulli Associates
The challenge
You can’t grow what you can’t see.
10-12
Number of held-away accounts in the average household, preventing you from knowing their full picture
Source: synthesis of Federal Reserve Survey of Consumer Finances, FDIC, and Experian data
95%
Advisors say clients ask for advice on held-away assets
Source: Fiserv Advisor Research
75%
Of households have investments outside their primary advisor relationship
Source: Cerulli Associates
How it works
From capture to action—automatically.
1
Clients connect.
You invite your clients. We automate, you win.
2
We analyze.
Truthifi runs nightly checks on every household, account, and opportunity.
3
You grow.
Our AI agent highlights your consolidation opportunities, risks, and next-best actions.
4
You advocate.
You become the only one clients trust with their complete financial health.
How it works
From capture to action—automatically.
1
Clients connect.
You invite your clients. We automate, you win.
2
We analyze.
Truthifi runs nightly checks on every household, account, and opportunity.
3
You grow.
Our AI agent highlights your consolidation opportunities, risks, and next-best actions.
4
You advocate.
You become the only one clients trust with their complete financial health.
How it works
From capture to action—automatically.
1
Clients connect.
You invite your clients. We automate, you win.
2
We analyze.
Truthifi runs nightly checks on every household, account, and opportunity.
3
You grow.
Our AI agent highlights your consolidation opportunities, risks, and next-best actions.
4
You advocate.
You become the only one clients trust with their complete financial health.
What we deliver
It’s easier to win new assets from your existing clients than cold prospecting.
All the held-away, one view.
Unify bank, brokerage, retirement, held-away, and alternative accounts into a single household picture—updated continuously.
Insight you can act on.
Analyze performance, fees, taxes, risk, and cash across held-away assets with 100+ diagnostics and AI-driven queries.
Seamless integration.
No friction with your current tech stack, no new workflows, and no new software to learn.
Automated prompts = less work.
Advisor-controlled alerts, nudges, and the only monthly podcast statement that covers every client account—even those you don’t manage.
What we deliver
It’s easier to win new assets from your existing clients than cold prospecting.
All the held-away, one view.
Unify bank, brokerage, retirement, held-away, and alternative accounts into a single household picture—updated continuously.
Insight you can act on.
Analyze performance, fees, taxes, risk, and cash across held-away assets with 100+ diagnostics and AI-driven queries.
Seamless integration.
No friction with your current tech stack, no new workflows, and no new software to learn.
Automated prompts = less work.
Advisor-controlled alerts, nudges, and the only monthly podcast statement that covers every client account—even those you don’t manage.
What we deliver
It’s easier to win new assets from your existing clients than cold prospecting.
All the held-away, one view.
Unify bank, brokerage, retirement, held-away, and alternative accounts into a single household picture—updated continuously.
Insight you can act on.
Analyze performance, fees, taxes, risk, and cash across held-away assets with 100+ diagnostics and AI-driven queries.
Seamless integration.
No friction with your current tech stack, no new workflows, and no new software to learn.
Automated prompts = less work.
Advisor-controlled alerts, nudges, and the only monthly podcast statement that covers every client account—even those you don’t manage.
The truthifi® advantage
From fragmented data, to continuous asset growth.
From capture → action, in one system
Higher link rates, better insights, better meetings, better outcomes—and less work.
2x higher account link rates
Users connect twice as many accounts to Truthifi compared to traditional aggregation tools.
Continuous household visibility
Once accounts are linked, Truthifi monitors them continuously—not just at onboarding or review time.
Actionable held-away intelligence
100+ AI-powered diagnostics turn held-away data into actions across performance, concentrations, and more.
The truthifi® advantage
From fragmented data, to continuous asset growth.
From capture → action, in one system
Higher link rates, better insights, better meetings, better outcomes—and less work.
2x higher account link rates
Users connect twice as many accounts to Truthifi compared to traditional aggregation tools.
Continuous household visibility
Once accounts are linked, Truthifi monitors them continuously—not just at onboarding or review time.
Actionable held-away intelligence
100+ AI-powered diagnostics turn held-away data into actions across performance, concentrations, and more.
The truthifi® advantage
From fragmented data, to continuous asset growth.
From capture → action, in one system
Higher link rates, better insights, better meetings, better outcomes—and less work.
2x higher account link rates
Users connect twice as many accounts to Truthifi compared to traditional aggregation tools.
Continuous household visibility
Once accounts are linked, Truthifi monitors them continuously—not just at onboarding or review time.
Actionable held-away intelligence
100+ AI-powered diagnostics turn held-away data into actions across performance, concentrations, and more.
With Truthifi, you’re the only advocate for your clients’ complete financial health...
...and that means real revenue and practice valuation growth.
With Truthifi, you’re the only advocate for your clients’ complete financial health...
...and that means real revenue and practice valuation growth.
With Truthifi, you’re the only advocate for your clients’ complete financial health...
...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
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 the full household. Unlock every opportunity.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See the full household. Unlock every opportunity.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See the full household. Unlock every opportunity.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal