Low-effort
Private
Advisor-friendly
Make sure your complex portfolio is still serving you.
Truthifi® is a new premium portfolio monitoring service for investors seeking unbiased oversight of their hard-earned wealth. Not an advisor—an analyzer.
$800m+
Monitored
18k+
institutions
Bank-grade
security
Low-effort
Private
Advisor-friendly
Make sure your complex portfolio is still serving you.
Truthifi® is a new premium portfolio monitoring service for investors seeking unbiased oversight of their hard-earned wealth. Not an advisor—an analyzer.
$800m+
Monitored
18k+
institutions
Bank-grade
security
Low-effort
Private
Advisor-friendly
Make sure your complex portfolio is still serving you.
Truthifi® is a new premium portfolio monitoring service for investors seeking unbiased oversight of their hard-earned wealth. Not an advisor—an analyzer.
$800m+
Monitored
18k+
institutions
Bank-grade
security
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.
NEW FEATURE!
Ask your finances anything.
Introducing the Truthifi AI Agent.
What if you could get simple, straight answers to the questions that keep you up at night?
The new Truthifi AI agent helps you know what aspects of financial wellness to focus on next—and why. No advice. No jargon. Just 24/7 access to the simple truth.
NEW FEATURE!
Ask your finances anything.
Introducing the Truthifi AI Agent.
What if you could get simple, straight answers to the questions that keep you up at night?
The new Truthifi AI agent helps you know what aspects of financial wellness to focus on next—and why. No advice. No jargon. Just 24/7 access to the simple truth.
NEW FEATURE!
Ask your finances anything.
Introducing the Truthifi AI Agent.
What if you could get simple, straight answers to the questions that keep you up at night?
The new Truthifi AI agent helps you know what aspects of financial wellness to focus on next—and why. No advice. No jargon. Just 24/7 access to the simple truth.
All of your
—no digging required.
Unlock a living view of your financial wellness. All the numbers you actually care about, front and center, and monitored for red flags.
Investments
0
$1,500,000.50
+ $25k this year
Cash
0
$10,000
Total idle cash
Composition
1
80% stocks
20% bonds/other
Activity
1
4,500
Transactions
Spending
0
$6,500
$4k from investments
Net returns
0
$22,000.50
+$250 vs benchmark
Fees
1
$1,500.25
$750 above average
Advanced insights
0
4 detected
Upgrade and unlock limitless financial health checks.
All of your
—no digging required.
Unlock a living view of your financial wellness. All the numbers you actually care about, front and center, and monitored for red flags.
Investments
0
$1,500,000.50
+ $25k this year
Cash
0
$10,000
Total idle cash
Composition
1
80% stocks
20% bonds/other
Activity
1
4,500
Transactions
Spending
0
$6,500
$4k from investments
Net returns
0
$22,000.50
+$250 vs benchmark
Fees
1
$1,500.25
$750 above average
Advanced insights
0
4 detected
Upgrade and unlock limitless financial health checks.
All of your
—no digging required.
Unlock a living view of your financial wellness. All the numbers you actually care about, front and center, and monitored for red flags.
Investments
0
$1.5m
+ $25k this year
Cash
0
$10k
Total idle cash
Composition
1
80% stocks
20% bonds/other
Activity
1
4.5k
Transactions
Spending
0
$6.5k
$4k investments
Net returns
0
$22k
+$250 vs benchmark
Fees
1
$1.5k
+$750 vs average
Other insights
0
4 detected
Upgrade for more
How is it different from financial advice?
Financial advice happens in meetings. Truthifi works in between them.
We monitor all of your accounts continuously—not just the ones an advisor manages—so you always have up-to-date, unbiased insight into your full financial picture.
How is it different from financial advice?
Financial advice happens in meetings. Truthifi works in between them.
We monitor all of your accounts continuously—not just the ones an advisor manages—so you always have up-to-date, unbiased insight into your full financial picture.
How is it different from financial advice?
Financial advice happens in meetings. Truthifi works in between them.
We monitor all of your accounts continuously—not just the ones an advisor manages—so you always have up-to-date, unbiased insight into your full financial picture.
Trusted by $800m AUM
Used alongside advisors and professional strategies.
“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
Used alongside advisors and professional strategies.
“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
Used alongside advisors and professional strategies.
“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
Unbiased, premium analysis for a simple flat cost.
24/7 monitoring
100+ unbiased checks across fees, risk, concentration, and drift—run automatically.
Time-saving clarity
Plain-English explanations help you understand what matters—without digging through reports.
Complexity-proof
Secure, read-only monitoring across 18,000+ banks, brokers, retirement accounts, and providers.
Independent by design
No commissions. No incentives. Just independent monitoring and a second set of eyes.
Limited time
Truthifi monitoring subscription
$79.99
/ year
That’s less than $7/month.
First 30 days are free. No credit card required.
Unbiased, premium analysis for a simple flat cost.
24/7 monitoring
100+ unbiased checks across fees, risk, concentration, and drift—run automatically.
Time-saving clarity
Plain-English explanations help you understand what matters—without digging through reports.
Complexity-proof
Secure, read-only monitoring across 18,000+ banks, brokers, retirement accounts, and providers.
Independent by design
No commissions. No incentives. Just independent monitoring and a second set of eyes.
Limited time
Truthifi monitoring subscription
$79.99
/ year
That’s less than $7/month.
First 30 days are free. No credit card required.
Unbiased, premium analysis for a simple flat cost.
24/7 monitoring
100+ unbiased checks across fees, risk, concentration, and drift—run automatically.
Time-saving clarity
Plain-English explanations help you understand what matters—without digging through reports.
Complexity-proof
Secure, read-only monitoring across 18,000+ banks, brokers, retirement accounts, and providers.
Independent by design
No commissions. No incentives. Just independent monitoring and a second set of eyes.
Limited time
Truthifi monitoring subscription
$79.99
/ year
That’s less than $7/month.
First 30 days are free. No credit card required.
Got questions? Request a sample checkup.
We’ll happily email you a sample financial wellness checkup, so you can explore more of our insights.
Got questions? Request a sample checkup.
We’ll happily email you a sample financial wellness checkup, so you can explore more of our insights.
Got questions? Request a sample checkup.
We’ll happily email you a sample financial wellness checkup, so you can explore more of our insights.
Common questions
I already have a financial advisor. Why would I need this?
Truthifi doesn’t replace advice—it gives you independent visibility. Most people use it to stay informed and have better, more focused conversations with their advisor.
Is this evaluating or second-guessing my advisor?
No. It’s not judging anyone’s decisions. It simply brings everything into one clear view so nothing important is missed.
What does Truthifi actually do?
It monitors your full financial picture and highlights changes, patterns, and potential blind spots—without market noise or jargon.
How much does it cost?
It’s 100% free to sign up, connect a few accounts, and receive a preview of your portfolio health report—no credit card required. If you’d like to unlock the full report and ongoing monitoring, you can start a 30-day free trial of membership. You won’t be charged unless you choose to continue after the trial period. Right now, we’re offering a limited-time rate of $79.99 for the year—less than $7 per month—for full access and continuous monitoring. You can cancel anytime.
Is this complicated to use?
Not at all. Most members connect their accounts once and check in occasionally—usually for just a few minutes at a time.
Is it private?
Yes. Your portfolio health results are completely private. Your advisor is not notified, and nothing is shared with anyone unless you choose to share it. We use bank-grade encryption, multi-factor authentication, and secure data connections through trusted aggregators. Your information is encrypted in transit and at rest. This is independent oversight for you—and only you. If you decide to share insights with your advisor, you’re welcome to. Many members use our findings to have more informed, productive conversations.
Is my information secure?
Yes. Truthifi uses bank-level security, read-only access, and never sells or shares your data.
Common questions
I already have a financial advisor. Why would I need this?
Truthifi doesn’t replace advice—it gives you independent visibility. Most people use it to stay informed and have better, more focused conversations with their advisor.
Is this evaluating or second-guessing my advisor?
No. It’s not judging anyone’s decisions. It simply brings everything into one clear view so nothing important is missed.
What does Truthifi actually do?
It monitors your full financial picture and highlights changes, patterns, and potential blind spots—without market noise or jargon.
How much does it cost?
It’s 100% free to sign up, connect a few accounts, and receive a preview of your portfolio health report—no credit card required. If you’d like to unlock the full report and ongoing monitoring, you can start a 30-day free trial of membership. You won’t be charged unless you choose to continue after the trial period. Right now, we’re offering a limited-time rate of $79.99 for the year—less than $7 per month—for full access and continuous monitoring. You can cancel anytime.
Is this complicated to use?
Not at all. Most members connect their accounts once and check in occasionally—usually for just a few minutes at a time.
Is it private?
Yes. Your portfolio health results are completely private. Your advisor is not notified, and nothing is shared with anyone unless you choose to share it. We use bank-grade encryption, multi-factor authentication, and secure data connections through trusted aggregators. Your information is encrypted in transit and at rest. This is independent oversight for you—and only you. If you decide to share insights with your advisor, you’re welcome to. Many members use our findings to have more informed, productive conversations.
Is my information secure?
Yes. Truthifi uses bank-level security, read-only access, and never sells or shares your data.
Common questions
I already have a financial advisor. Why would I need this?
Truthifi doesn’t replace advice—it gives you independent visibility. Most people use it to stay informed and have better, more focused conversations with their advisor.
Is this evaluating or second-guessing my advisor?
No. It’s not judging anyone’s decisions. It simply brings everything into one clear view so nothing important is missed.
What does Truthifi actually do?
It monitors your full financial picture and highlights changes, patterns, and potential blind spots—without market noise or jargon.
How much does it cost?
It’s 100% free to sign up, connect a few accounts, and receive a preview of your portfolio health report—no credit card required. If you’d like to unlock the full report and ongoing monitoring, you can start a 30-day free trial of membership. You won’t be charged unless you choose to continue after the trial period. Right now, we’re offering a limited-time rate of $79.99 for the year—less than $7 per month—for full access and continuous monitoring. You can cancel anytime.
Is this complicated to use?
Not at all. Most members connect their accounts once and check in occasionally—usually for just a few minutes at a time.
Is it private?
Yes. Your portfolio health results are completely private. Your advisor is not notified, and nothing is shared with anyone unless you choose to share it. We use bank-grade encryption, multi-factor authentication, and secure data connections through trusted aggregators. Your information is encrypted in transit and at rest. This is independent oversight for you—and only you. If you decide to share insights with your advisor, you’re welcome to. Many members use our findings to have more informed, productive conversations.
Is my information secure?
Yes. Truthifi uses bank-level security, read-only access, and never sells or shares your data.
You deserve better oversight. Unlock your potential today.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
You deserve better oversight. Unlock your potential today.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal