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⏱ 10 min read
Searching for “Perplexity Equity Trust”? You’re in the right place. Your Equity Trust account holds your financial life: checking balances, investment positions, retirement savings. Until now, getting “AI for Equity Trust” meant exporting CSVs, copying numbers, and hoping nothing was stale by the time you asked a question.
By Scott Blandford, Founder & CEO of Truthifi | Reviewed by Mike Young
Truthifi changes that. With a Perplexity Equity Trust connection using Truthifi, Perplexity can see your live Equity Trust portfolio data, balances, and transaction history. Truthifi rebuilds your historical data on connection: it fills gaps, corrects cost basis errors, and resolves ticker mismatches, so Perplexity works with clean, normalized data from day one. All of this happens through a read-only MCP connector that never touches your credentials and cannot move money.
This guide walks you through setup (about 5 minutes), explains exactly what Truthifi allows and blocks with your Equity Trust data, and shows you how to turn raw financial data into actionable Equity Trust AI insights with Perplexity.
Before you begin, you'll need:
A paid Perplexity subscription (Pro, Max, or Enterprise). MCP connectors require a paid plan. Free accounts cannot add custom connectors.
A Truthifi Connect account with at least one linked financial institution. Truthifi Connect is free to try, with paid plans from $5.99/month.
What You Need
How to Connect Perplexity to Your Equity Trust Account
Open Settings in Perplexity. Go to perplexity.ai. Click your profile icon → Account Settings → Connectors.
Add the Truthifi connector. Click + Custom connector (top-right). In the modal, select "Remote". Enter Name: Truthifi, URL:
https://api.truthifi.com/mcp. Transport: Streamable HTTP (auto-detected). Auth type: OAuth 2.0.Authorize your accounts. Check the risk acknowledgement and click Add. Then click the Truthifi connector card to start the OAuth flow. Sign in to your Truthifi account, select which Equity Trust accounts to share with Perplexity, confirm the read-only scope, and click Authorize.
Enable Truthifi per conversation. In any new chat, Perplexity automatically detects available connectors. If prompted, confirm you want to use Truthifi for the current session.
Verify the connection. Send: “What is my current asset allocation across all my connected accounts?” If Perplexity responds with your actual Equity Trust holdings, the connection is live.
Example Prompts for Perplexity
Portfolio Deep Dive
Pull my complete asset allocation across all my Equity Trust accounts and break it down by asset class, sector, and geography. Format the results as a table with dollar amounts and percentages for each category.
Fee Audit
Calculate the total expense ratios, advisory fees, and any other costs I'm paying across every fund and account in my Equity Trust portfolio. Show me the dollar amount per year for each fee layer and the cumulative impact over 10 years assuming 7% annual growth.
Retirement Readiness
Run a retirement readiness analysis using my current Equity Trust balances, contribution rate, and historical savings trajectory. Model three scenarios — conservative, moderate, and optimistic — and tell me at what age each scenario runs out of money. Present the results as a comparison table.
Stress Test
Stress-test my entire Equity Trust portfolio against a 2008-style market crash, a 2020-style rapid drawdown, and a sustained stagflation environment. Show projected drawdown percentages and estimated recovery timelines for each scenario.
Tax-Loss Harvesting
Identify every tax-loss harvesting opportunity in my Equity Trust taxable accounts. For each position with an unrealized loss, estimate the tax savings at a 24% federal bracket and suggest a replacement holding that maintains similar sector exposure.
Cash Flow Analysis
Analyze my spending and cash flow from my Equity Trust transaction history over the past 6 months. Categorize expenses into fixed, variable, and discretionary. Calculate my savings rate and flag any months where I spent more than I earned.
Rebalancing Plan
Compare my current Equity Trust portfolio to a standard 60/40 target allocation and to a three-fund lazy portfolio. For each comparison, show me where I'm overweight and underweight, and recommend specific rebalancing moves with dollar amounts.
Holdings Review
Review my top 10 holdings by portfolio weight and run a fundamental analysis on each — P/E ratio, dividend yield, 52-week performance, and analyst consensus. Flag any positions where concentration exceeds 10% of my total portfolio.
Account Overlap Check
Analyze the overlap between my Equity Trust brokerage account and my retirement accounts. Identify any duplicate holdings, correlated positions, or sectors where I have unintentional concentration risk across accounts.
Financial Dashboard
Summarize my complete financial picture across all connected Equity Trust accounts — total net worth, investment performance over the past 1, 3, and 5 years, total fees paid last year, and my current savings rate. Format this as an executive financial dashboard.
Why Truthifi?
Security
Your Equity Trust username and password never touch Truthifi's servers. Authentication occurs directly on your provider's domain, creating a read-only, protocol-enforced connection secured with AES-256 encryption. Perplexity receives only scoped data tokens, never your actual credentials. You maintain complete control and can revoke access anytime at Equity Trust's connected apps settings or through your Truthifi dashboard.
Privacy
Your financial data stays under your complete control when using Truthifi. We never store login credentials from Equity Trust or any financial institution. You decide which specific accounts Perplexity can access, creating selective permissions rather than blanket access. Data never gets sold to third parties, and connecting one AI tool doesn't automatically grant access to others.
Audit Trail
Every MCP data request is logged with complete session details for Perplexity financial planning transparency. When Perplexity accesses your Equity Trust account data, the timestamp and specific information retrieved gets recorded automatically. You maintain full visibility into which financial details were accessed during each interaction. This tracking means you always know exactly what happened with your sensitive financial information.
Data Quality
When Equity Trust delivers raw transaction data with normalized account data, Truthifi rebuilds historical information from multiple aggregation sources to correct these inconsistencies. Our normalization process fills data gaps and resolves ticker mismatches that could mislead Perplexity financial planning algorithms. This process delivers up to 10 years of clean, accurate transaction history for reliable analysis.
About Perplexity
Perplexity combines large language model reasoning with real-time web search, delivering answers that cite their sources. With MCP connector support, Perplexity can pull live portfolio data from financial institutions using Truthifi and ground every response in your actual balances, holdings, and transaction history — not hypothetical examples.
This search-plus-analysis architecture is especially effective for financial questions that benefit from current market context. When Perplexity analyzes your portfolio, it can simultaneously reference current fund performance data, fee benchmarks, and economic indicators to provide complete, sourced financial insights.
About Equity Trust
Equity Trust Company serves self-directed retirement investors who want to hold alternative assets such as real estate, private equity, precious metals, cryptocurrency, and promissory notes inside tax-advantaged IRAs, Solo 401(k)s, HSAs, and CESAs. Typical clients are entrepreneurs, real estate investors, accredited investors, and small-business owners who value control over their retirement portfolio and seek diversification beyond publicly traded stocks and mutual funds.
These investors prioritize custodial compliance with IRC Section 408, fee transparency, and access to the myEQUITY online platform for managing complex alternative investments at scale.
Headquarters: Westlake, Ohio
Founded: 1974
AUM: $77B+ assets under custody and administration (November 30, 2025)
Account Types:
Self-Directed Traditional IRA
Self-Directed Roth IRA
SEP IRA
SIMPLE IRA
Solo 401(k)
Roth Solo 401(k)
Health Savings Account (HSA)
Coverdell Education Savings Account (CESA)
Notable Facts:
Largest self-directed IRA custodian in the United States with $77B+ in assets under custody and administration across 400,000+ accounts as of November 30, 2025
Provides IRC Section 408 custodial services for alternative assets including real estate, private equity, precious metals, cryptocurrency, promissory notes, and tax liens within tax-advantaged retirement accounts
Celebrated 50 years of operation in 2024, founded in 1974 by Richard Desich as a predecessor brokerage business and approved as an IRS custodian in 1983
Recognized by Investopedia and U.S. News & World Report as a top self-directed IRA custodian; serves clients across all 50 states from offices in Ohio, Florida, Illinois, and South Dakota
Frequently Asked Questions
Is it safe to connect my Equity Trust account using Truthifi?
Connecting through Equity Trust's OAuth 2.0 flow ensures your login credentials stay exactly where they belong: on Equity Trust's own secure servers. When you connect, you're redirected to Equity Trust's domain to log in directly, then grant specific read-only permissions before returning to Truthifi. Your username and password never pass through our systems. Perplexity receives only a scoped data token with read-only access, meaning it cannot move money, execute trades, or modify account settings. Every data request is logged for transparency, and you maintain full control through Equity Trust's connected apps settings or our dashboard. Complete security details at https://truthifi.com/security.
What does Truthifi allow with my Equity Trust data — and what does it block?
When you connect Perplexity to financial accounts, the AI cannot move money, place trades, or change account settings due to architectural limitations. The read-only access token from OAuth 2.0 flow prevents Perplexity from executing any transactions on your Equity Trust account. Instead, Perplexity personal finance capabilities focus on surfacing your fee burden across funds, flagging allocation drift from your target, and modeling retirement scenarios using your actual contribution rate.
Financial advisors provide guidance based on your full financial picture, while AI analysis supplements your understanding between professional meetings.
What about my financial advisor?
The relationship between Equity Trust advisors and Perplexity creates a support system for your financial planning needs. Your advisor sets strategy and provides personalized recommendations, while Perplexity helps you research financial concepts, review your portfolio data, and prepare informed questions for your next meeting. AI analysis supplements — but does not replace — professional guidance.
What Equity Trust account types does Truthifi support?
Truthifi supports connecting your Equity Trust Self-Directed IRA, Self-Directed Roth IRA, Traditional IRA, SEP IRA, SIMPLE IRA accounts through its read-only MCP connector. Each account type is linked with the same security architecture — no trading, no transfers, no changes to your Equity Trust settings. You can connect multiple account types simultaneously for a complete financial picture.
How does Truthifi compare to other options?
Feature | Truthifi + AI | Manual Upload | No Connection |
|---|---|---|---|
Live portfolio data | Live at query time | Manual export each session | Not available |
Read-only access | Protocol-enforced | Full account needed | N/A |
Credential storage | Never stored | Stored by tool | N/A |
Multi-account view | Unified across accounts | One at a time | N/A |
Cost basis | Normalized | Raw broker data | N/A |
Historical depth | Rebuilt on connection | Current only | N/A |
normalized account data | Corrected automatically | As-is from broker | N/A |
Equity Trust + Perplexity | AI financial planning with live data | Manual comparison | No analysis |
How do I disconnect Perplexity from Truthifi?
Disconnect anytime through Perplexity Settings → Connectors → Truthifi → Remove. You can also revoke access from your Equity Trust account-security settings or from your Truthifi account dashboard at truthifi.com. Removing the connector immediately ends Perplexity's read access to your accounts.
Do I need a paid Perplexity plan?
Yes, you'll need a Pro subscription at $20/mo to use Truthifi with Perplexity. Custom MCP connectors require the Pro tier — free accounts cannot access the Equity Trust integration. Pro also gives you advanced reasoning models, longer context windows, and unlimited Pro searches for in-depth analysis of your Equity Trust portfolio.
Where is my data stored?
Your Equity Trust data stays where it belongs. Perplexity does not store account information between conversations — the AI sees your live data only during active sessions through the read-only MCP connector. Truthifi holds only an encrypted OAuth token to maintain the connection; no balances, transactions, or holdings are persisted on our servers.
How do I enable the Perplexity connection with Truthifi?
Open Perplexity at perplexity.ai and navigate to Settings → Connectors. Click Add custom connector and enter Truthifi as the name and https://api.truthifi.com/mcp as the URL. Authorize through Truthifi's OAuth flow with your Equity Trust account, select which accounts to share, and confirm read-only access. Setup takes about 5 minutes.
Does this replace my financial advisor?
No, connecting Equity Trust through Truthifi does not replace your financial advisor. The platform offers data analysis, not advisory services, while Perplexity supplements advisors between meetings with account insights.
What is Truthifi?
Truthifi serves as an independent financial data platform that enables you to connect Perplexity to financial accounts from over 18,000 US institutions. The service operates on a subscription model and does not sell data, earn commissions, or sell financial products. Through secure MCP integration, Perplexity can access your Equity Trust accounts and other holdings for AI financial planning purposes.
Who can see my data?
No external parties can access your Equity Trust account information when using Perplexity for finance. Only Perplexity receives your data during active conversations, and we maintain a subscription model that never involves selling your financial information to third-party companies.
Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform. This guide reflects current product functionality as of May 2026.
Learn more (T17): $13 trillion in alternatives: should any of it be yours?
About the author
Scott Blandford is Founder & CEO of Truthifi, where he leads the company’s vision for transparent, AI-powered financial intelligence. Before founding Truthifi, Scott spent 25+ years in financial services, including senior roles at Fidelity Investments, Merrill Lynch, Bank of America, and TIAA, building the data infrastructure that institutions rely on to manage wealth at scale. He writes about the technology reshaping how people connect with and understand their financial lives.
Reviewed by Mike Young, Head of Product at Truthifi. Mike has 20+ years building digital investment platforms at Merrill Lynch, TIAA, JP Morgan, and Vanguard.
⏱ 10 min read
Searching for “Perplexity Equity Trust”? You’re in the right place. Your Equity Trust account holds your financial life: checking balances, investment positions, retirement savings. Until now, getting “AI for Equity Trust” meant exporting CSVs, copying numbers, and hoping nothing was stale by the time you asked a question.
By Scott Blandford, Founder & CEO of Truthifi | Reviewed by Mike Young
Truthifi changes that. With a Perplexity Equity Trust connection using Truthifi, Perplexity can see your live Equity Trust portfolio data, balances, and transaction history. Truthifi rebuilds your historical data on connection: it fills gaps, corrects cost basis errors, and resolves ticker mismatches, so Perplexity works with clean, normalized data from day one. All of this happens through a read-only MCP connector that never touches your credentials and cannot move money.
This guide walks you through setup (about 5 minutes), explains exactly what Truthifi allows and blocks with your Equity Trust data, and shows you how to turn raw financial data into actionable Equity Trust AI insights with Perplexity.
Before you begin, you'll need:
A paid Perplexity subscription (Pro, Max, or Enterprise). MCP connectors require a paid plan. Free accounts cannot add custom connectors.
A Truthifi Connect account with at least one linked financial institution. Truthifi Connect is free to try, with paid plans from $5.99/month.
What You Need
How to Connect Perplexity to Your Equity Trust Account
Open Settings in Perplexity. Go to perplexity.ai. Click your profile icon → Account Settings → Connectors.
Add the Truthifi connector. Click + Custom connector (top-right). In the modal, select "Remote". Enter Name: Truthifi, URL:
https://api.truthifi.com/mcp. Transport: Streamable HTTP (auto-detected). Auth type: OAuth 2.0.Authorize your accounts. Check the risk acknowledgement and click Add. Then click the Truthifi connector card to start the OAuth flow. Sign in to your Truthifi account, select which Equity Trust accounts to share with Perplexity, confirm the read-only scope, and click Authorize.
Enable Truthifi per conversation. In any new chat, Perplexity automatically detects available connectors. If prompted, confirm you want to use Truthifi for the current session.
Verify the connection. Send: “What is my current asset allocation across all my connected accounts?” If Perplexity responds with your actual Equity Trust holdings, the connection is live.
Example Prompts for Perplexity
Portfolio Deep Dive
Pull my complete asset allocation across all my Equity Trust accounts and break it down by asset class, sector, and geography. Format the results as a table with dollar amounts and percentages for each category.
Fee Audit
Calculate the total expense ratios, advisory fees, and any other costs I'm paying across every fund and account in my Equity Trust portfolio. Show me the dollar amount per year for each fee layer and the cumulative impact over 10 years assuming 7% annual growth.
Retirement Readiness
Run a retirement readiness analysis using my current Equity Trust balances, contribution rate, and historical savings trajectory. Model three scenarios — conservative, moderate, and optimistic — and tell me at what age each scenario runs out of money. Present the results as a comparison table.
Stress Test
Stress-test my entire Equity Trust portfolio against a 2008-style market crash, a 2020-style rapid drawdown, and a sustained stagflation environment. Show projected drawdown percentages and estimated recovery timelines for each scenario.
Tax-Loss Harvesting
Identify every tax-loss harvesting opportunity in my Equity Trust taxable accounts. For each position with an unrealized loss, estimate the tax savings at a 24% federal bracket and suggest a replacement holding that maintains similar sector exposure.
Cash Flow Analysis
Analyze my spending and cash flow from my Equity Trust transaction history over the past 6 months. Categorize expenses into fixed, variable, and discretionary. Calculate my savings rate and flag any months where I spent more than I earned.
Rebalancing Plan
Compare my current Equity Trust portfolio to a standard 60/40 target allocation and to a three-fund lazy portfolio. For each comparison, show me where I'm overweight and underweight, and recommend specific rebalancing moves with dollar amounts.
Holdings Review
Review my top 10 holdings by portfolio weight and run a fundamental analysis on each — P/E ratio, dividend yield, 52-week performance, and analyst consensus. Flag any positions where concentration exceeds 10% of my total portfolio.
Account Overlap Check
Analyze the overlap between my Equity Trust brokerage account and my retirement accounts. Identify any duplicate holdings, correlated positions, or sectors where I have unintentional concentration risk across accounts.
Financial Dashboard
Summarize my complete financial picture across all connected Equity Trust accounts — total net worth, investment performance over the past 1, 3, and 5 years, total fees paid last year, and my current savings rate. Format this as an executive financial dashboard.
Why Truthifi?
Security
Your Equity Trust username and password never touch Truthifi's servers. Authentication occurs directly on your provider's domain, creating a read-only, protocol-enforced connection secured with AES-256 encryption. Perplexity receives only scoped data tokens, never your actual credentials. You maintain complete control and can revoke access anytime at Equity Trust's connected apps settings or through your Truthifi dashboard.
Privacy
Your financial data stays under your complete control when using Truthifi. We never store login credentials from Equity Trust or any financial institution. You decide which specific accounts Perplexity can access, creating selective permissions rather than blanket access. Data never gets sold to third parties, and connecting one AI tool doesn't automatically grant access to others.
Audit Trail
Every MCP data request is logged with complete session details for Perplexity financial planning transparency. When Perplexity accesses your Equity Trust account data, the timestamp and specific information retrieved gets recorded automatically. You maintain full visibility into which financial details were accessed during each interaction. This tracking means you always know exactly what happened with your sensitive financial information.
Data Quality
When Equity Trust delivers raw transaction data with normalized account data, Truthifi rebuilds historical information from multiple aggregation sources to correct these inconsistencies. Our normalization process fills data gaps and resolves ticker mismatches that could mislead Perplexity financial planning algorithms. This process delivers up to 10 years of clean, accurate transaction history for reliable analysis.
About Perplexity
Perplexity combines large language model reasoning with real-time web search, delivering answers that cite their sources. With MCP connector support, Perplexity can pull live portfolio data from financial institutions using Truthifi and ground every response in your actual balances, holdings, and transaction history — not hypothetical examples.
This search-plus-analysis architecture is especially effective for financial questions that benefit from current market context. When Perplexity analyzes your portfolio, it can simultaneously reference current fund performance data, fee benchmarks, and economic indicators to provide complete, sourced financial insights.
About Equity Trust
Equity Trust Company serves self-directed retirement investors who want to hold alternative assets such as real estate, private equity, precious metals, cryptocurrency, and promissory notes inside tax-advantaged IRAs, Solo 401(k)s, HSAs, and CESAs. Typical clients are entrepreneurs, real estate investors, accredited investors, and small-business owners who value control over their retirement portfolio and seek diversification beyond publicly traded stocks and mutual funds.
These investors prioritize custodial compliance with IRC Section 408, fee transparency, and access to the myEQUITY online platform for managing complex alternative investments at scale.
Headquarters: Westlake, Ohio
Founded: 1974
AUM: $77B+ assets under custody and administration (November 30, 2025)
Account Types:
Self-Directed Traditional IRA
Self-Directed Roth IRA
SEP IRA
SIMPLE IRA
Solo 401(k)
Roth Solo 401(k)
Health Savings Account (HSA)
Coverdell Education Savings Account (CESA)
Notable Facts:
Largest self-directed IRA custodian in the United States with $77B+ in assets under custody and administration across 400,000+ accounts as of November 30, 2025
Provides IRC Section 408 custodial services for alternative assets including real estate, private equity, precious metals, cryptocurrency, promissory notes, and tax liens within tax-advantaged retirement accounts
Celebrated 50 years of operation in 2024, founded in 1974 by Richard Desich as a predecessor brokerage business and approved as an IRS custodian in 1983
Recognized by Investopedia and U.S. News & World Report as a top self-directed IRA custodian; serves clients across all 50 states from offices in Ohio, Florida, Illinois, and South Dakota
Frequently Asked Questions
Is it safe to connect my Equity Trust account using Truthifi?
Connecting through Equity Trust's OAuth 2.0 flow ensures your login credentials stay exactly where they belong: on Equity Trust's own secure servers. When you connect, you're redirected to Equity Trust's domain to log in directly, then grant specific read-only permissions before returning to Truthifi. Your username and password never pass through our systems. Perplexity receives only a scoped data token with read-only access, meaning it cannot move money, execute trades, or modify account settings. Every data request is logged for transparency, and you maintain full control through Equity Trust's connected apps settings or our dashboard. Complete security details at https://truthifi.com/security.
What does Truthifi allow with my Equity Trust data — and what does it block?
When you connect Perplexity to financial accounts, the AI cannot move money, place trades, or change account settings due to architectural limitations. The read-only access token from OAuth 2.0 flow prevents Perplexity from executing any transactions on your Equity Trust account. Instead, Perplexity personal finance capabilities focus on surfacing your fee burden across funds, flagging allocation drift from your target, and modeling retirement scenarios using your actual contribution rate.
Financial advisors provide guidance based on your full financial picture, while AI analysis supplements your understanding between professional meetings.
What about my financial advisor?
The relationship between Equity Trust advisors and Perplexity creates a support system for your financial planning needs. Your advisor sets strategy and provides personalized recommendations, while Perplexity helps you research financial concepts, review your portfolio data, and prepare informed questions for your next meeting. AI analysis supplements — but does not replace — professional guidance.
What Equity Trust account types does Truthifi support?
Truthifi supports connecting your Equity Trust Self-Directed IRA, Self-Directed Roth IRA, Traditional IRA, SEP IRA, SIMPLE IRA accounts through its read-only MCP connector. Each account type is linked with the same security architecture — no trading, no transfers, no changes to your Equity Trust settings. You can connect multiple account types simultaneously for a complete financial picture.
How does Truthifi compare to other options?
Feature | Truthifi + AI | Manual Upload | No Connection |
|---|---|---|---|
Live portfolio data | Live at query time | Manual export each session | Not available |
Read-only access | Protocol-enforced | Full account needed | N/A |
Credential storage | Never stored | Stored by tool | N/A |
Multi-account view | Unified across accounts | One at a time | N/A |
Cost basis | Normalized | Raw broker data | N/A |
Historical depth | Rebuilt on connection | Current only | N/A |
normalized account data | Corrected automatically | As-is from broker | N/A |
Equity Trust + Perplexity | AI financial planning with live data | Manual comparison | No analysis |
How do I disconnect Perplexity from Truthifi?
Disconnect anytime through Perplexity Settings → Connectors → Truthifi → Remove. You can also revoke access from your Equity Trust account-security settings or from your Truthifi account dashboard at truthifi.com. Removing the connector immediately ends Perplexity's read access to your accounts.
Do I need a paid Perplexity plan?
Yes, you'll need a Pro subscription at $20/mo to use Truthifi with Perplexity. Custom MCP connectors require the Pro tier — free accounts cannot access the Equity Trust integration. Pro also gives you advanced reasoning models, longer context windows, and unlimited Pro searches for in-depth analysis of your Equity Trust portfolio.
Where is my data stored?
Your Equity Trust data stays where it belongs. Perplexity does not store account information between conversations — the AI sees your live data only during active sessions through the read-only MCP connector. Truthifi holds only an encrypted OAuth token to maintain the connection; no balances, transactions, or holdings are persisted on our servers.
How do I enable the Perplexity connection with Truthifi?
Open Perplexity at perplexity.ai and navigate to Settings → Connectors. Click Add custom connector and enter Truthifi as the name and https://api.truthifi.com/mcp as the URL. Authorize through Truthifi's OAuth flow with your Equity Trust account, select which accounts to share, and confirm read-only access. Setup takes about 5 minutes.
Does this replace my financial advisor?
No, connecting Equity Trust through Truthifi does not replace your financial advisor. The platform offers data analysis, not advisory services, while Perplexity supplements advisors between meetings with account insights.
What is Truthifi?
Truthifi serves as an independent financial data platform that enables you to connect Perplexity to financial accounts from over 18,000 US institutions. The service operates on a subscription model and does not sell data, earn commissions, or sell financial products. Through secure MCP integration, Perplexity can access your Equity Trust accounts and other holdings for AI financial planning purposes.
Who can see my data?
No external parties can access your Equity Trust account information when using Perplexity for finance. Only Perplexity receives your data during active conversations, and we maintain a subscription model that never involves selling your financial information to third-party companies.
Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform. This guide reflects current product functionality as of May 2026.
Learn more (T17): $13 trillion in alternatives: should any of it be yours?
About the author
Scott Blandford is Founder & CEO of Truthifi, where he leads the company’s vision for transparent, AI-powered financial intelligence. Before founding Truthifi, Scott spent 25+ years in financial services, including senior roles at Fidelity Investments, Merrill Lynch, Bank of America, and TIAA, building the data infrastructure that institutions rely on to manage wealth at scale. He writes about the technology reshaping how people connect with and understand their financial lives.
Reviewed by Mike Young, Head of Product at Truthifi. Mike has 20+ years building digital investment platforms at Merrill Lynch, TIAA, JP Morgan, and Vanguard.
Related guides
Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article's publication date. Sources are linked throughout.
Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article's publication date. Sources are linked throughout.
Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article's publication date. Sources are linked throughout.
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