In this article
In this article
Find out where you stand.
Find out where you stand.
Find out where you stand.
Connect your accounts and unlock ways to save in minutes.
Connect your accounts and unlock ways to save in minutes.
⏱ 10 min read
Searching for "Perplexity Neuberger Berman"? You're in the right place. Your Neuberger Berman account holds your financial life: private wealth portfolios, mutual fund positions, and institutional asset management balances. Until now, getting "AI for Neuberger Berman" 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 Neuberger Berman connection through Truthifi, Perplexity can see your live Neuberger Berman 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 Neuberger Berman data, and shows you how to turn raw financial data into actionable Neuberger Berman AI insights with Perplexity — combining Perplexity's real-time web search with your live financial accounts.
What You Need
Neuberger Berman account with NB Private Wealth Client Account Access or Mutual Fund Access
Perplexity Pro plan ($20/mo) with connector access
Free Truthifi account registration at truthifi.com
Approximately 5 minutes for setup
Looking for ChatGPT? See chatgpt-neuberger-berman
How to Connect Perplexity to Your Neuberger Berman Account
Ready to connect Perplexity to financial accounts? Here's how to connect Perplexity to your Neuberger Berman account.
Open Settings in Perplexity — Go to perplexity.ai. Click your profile → Settings → Connectors.
Add the Truthifi connector — Under custom connectors, click Add connector. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Click Add.
Authorize your accounts — Perplexity redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, select which Neuberger Berman accounts to share with Perplexity, confirm the read-only scope, and click Authorize.
Enable Truthifi per thread — In any new thread, enable the Truthifi connector before sending your first message. Must be set each thread.
Verify the connection — Send: "What is my current asset allocation across all my connected Neuberger Berman accounts?" If Perplexity responds with your actual Neuberger Berman holdings alongside cited market context, the connection is live.
Perfect! You've successfully linked your Neuberger Berman account to Perplexity for comprehensive Perplexity financial planning assistance.
Example Prompts for Perplexity
Portfolio Deep Dive with Citations — "Pull my complete asset allocation across all my Neuberger Berman accounts, break it down by asset class, and cite current sector outlook reports from major research houses."
Fee Audit + Market Context — "Calculate the total expense ratios across every fund in my Neuberger Berman portfolio. Compare each fund's expense ratio to category medians from Morningstar with citations."
Retirement Readiness with Sourced Inflation Data — "Run a retirement readiness analysis using my current Neuberger Berman balances. Use the latest CPI and Social Security COLA figures with sources."
Stress Test with Historical Citations — "Stress-test my Neuberger Berman portfolio against a 2008-style crash. Cite the actual S&P 500 drawdown and recovery timeline."
Tax-Loss Harvesting with Tax Rules — "Identify tax-loss harvesting opportunities in my Neuberger Berman taxable accounts. Cite current IRS wash-sale rules and explain how they apply."
Cash Flow Analysis — "Analyze distributions and cash flow from my Neuberger Berman transaction history over the past 6 months. Categorize income into dividends, interest, and capital gains."
Rebalancing Plan with Benchmark Research — "Compare my current Neuberger Berman portfolio to a 60/40 target allocation. Cite current strategist views on the 60/40 portfolio's viability."
Holdings Review with Live News — "Review my top 10 Neuberger Berman holdings. For each, pull current analyst consensus and recent news with citations."
Account Overlap Check — "Analyze overlap between my Neuberger Berman Private Wealth accounts and mutual fund holdings. Identify duplicate exposures and concentration risks."
Financial Dashboard with Sourced Benchmarks — "Summarize my financial picture across Neuberger Berman accounts. Cite current benchmark performance figures for context."
Why Truthifi?
5.1. Security
Your Neuberger Berman 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.
5.2. Privacy
Your financial data stays under your complete control when using Truthifi. We never store login credentials from Neuberger Berman or any financial institution. You decide which specific accounts Perplexity can access, creating selective permissions rather than blanket access. Data is never sold to third parties.
5.3. Audit Trail
Every MCP data request is logged with complete session details for Perplexity financial planning transparency. When Perplexity accesses your Neuberger Berman account data, the timestamp and specific information retrieved is recorded automatically.
5.4. Data Quality
When Neuberger Berman delivers raw transaction data with limited lookback, Truthifi rebuilds historical information from multiple aggregation sources — BAA (4 endpoints), Plaid (3), and Yodlee (3) — for deep 10-row coverage. Our normalization process fills data gaps and resolves ticker mismatches that could mislead Perplexity financial planning analyses.
About Perplexity
Perplexity is an answer engine that combines large language models with real-time web search and citations. When connected to Truthifi, Perplexity becomes a particularly powerful financial research tool because it can reason about your actual Neuberger Berman portfolio data alongside live market context — and it cites sources for every external claim it makes.
This unique blend of personal account data plus live web research means Perplexity can answer questions like "How does my Neuberger Berman fund's expense ratio compare to current category medians?" with both your real data and sourced benchmarks. Perplexity personal finance analysis becomes evidence-based rather than just plausible-sounding.
About Neuberger Berman
Neuberger Berman serves high-net-worth individuals through NB Private Wealth, retail and institutional investors through mutual funds, and large institutions through Private Asset Management (PAM) and dedicated investment teams. The firm's clients are seeking long-tenured active management and the stability that comes from one of the few large asset managers that is 100% employee-owned.
Headquarters: New York, NY
Founded: 1939 by Roy Neuberger and Robert Berman
Ownership: 100% employee-owned (since 2009 management buyout)
Assets Under Management: ~$567 billion (March 31, 2026)
Authentication: Username/password + MFA via NB Private Wealth Client Account Access and Mutual Fund Access
Transaction History: Up to 24 months from provider; up to 10 years rebuilt through Truthifi
Supported Account Types: Mutual Funds, NB Private Wealth, Institutional Asset Management, Private Asset Management (PAM)
Neuberger Berman was founded in 1939 by Roy Neuberger and Robert Berman during the depths of the Great Depression, building a research-driven active management practice that survived more than 85 years of market cycles
In 2009, after the collapse of parent company Lehman Brothers, Neuberger Berman's management and employees completed a buyout, restoring the firm to 100% employee ownership — a rare structure among large asset managers and a defining feature of the firm's culture
The firm manages approximately $567 billion across equities, fixed income, private equity, hedge funds, and multi-asset strategies, serving individuals, advisors, and institutions worldwide
Neuberger Berman website → · About Neuberger Berman →
Frequently Asked Questions
Is it safe to connect my Neuberger Berman account through Truthifi?
Connecting through Neuberger Berman's Username/password + MFA authentication ensures your login credentials stay exactly where they belong: on Neuberger Berman's own secure servers. When you connect, you're redirected to Neuberger Berman'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. Complete security details at https://truthifi.com/security.
What does Truthifi allow with my Neuberger Berman 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 Username/password + MFA authentication prevents Perplexity from executing any transactions. Instead, Perplexity personal finance capabilities focus on surfacing your fee burden, flagging allocation drift, and answering questions with cited market context.
What about my financial advisor?
The relationship between Neuberger Berman advisors and Perplexity creates a comprehensive support system. Your advisor brings deep knowledge of your goals; Perplexity supplements with always-on cited research between meetings.
What Neuberger Berman account types does Truthifi support?
Truthifi supports connecting your Neuberger Berman Mutual Funds, NB Private Wealth, Institutional Asset Management, and Private Asset Management (PAM) accounts through its read-only MCP connector.
How does Truthifi compare to other options?
Feature | Truthifi + AI | Manual Upload | No Connection |
|---|---|---|---|
Live portfolio data | Live at query time | Manual export | 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 NB business lines | One at a time | N/A |
Cost basis | Normalized | Raw broker data | N/A |
Neuberger Berman + Perplexity | AI planning with live data + citations | Manual comparison | No analysis |
How do I disconnect Perplexity from Truthifi?
To disconnect Perplexity from Truthifi, go to Settings → Connectors → find Truthifi → Disconnect. You can also revoke access directly from Neuberger Berman.
Do I need a paid Perplexity plan?
To use Perplexity financial planning features with Truthifi, you need a Pro subscription at $20/mo or higher. Custom connectors require Pro. Free Perplexity accounts cannot use MCP connectors required for Neuberger Berman integration.
Note: MCP connections require a Pro subscription ($20/mo).
Where is my data stored?
Perplexity does not retain your portfolio information beyond the active session. When you connect to Neuberger Berman through our MCP system, data flows directly to your thread without being saved.
Can I connect both Perplexity and ChatGPT to my Neuberger Berman account?
Yes. Each AI connection through Truthifi is independent. Connecting Perplexity does not expose your data to ChatGPT, and vice versa.
Does Neuberger Berman's employee ownership affect how I should think about my account?
Neuberger Berman's 100% employee ownership — restored in 2009 after the Lehman Brothers buyout — is unusual among large asset managers. Perplexity can help you contextualize how that structure shapes portfolio team retention and active management philosophy, citing public sources where available.
Subject to Perplexity privacy policy.
Continue learning
Truthifi connects Perplexity to your Neuberger Berman accounts through a layered MCP architecture with 10 total data provider rows for deep, redundant coverage:
BAA (Bank Account Aggregation, 4 endpoints) — Primary path for NB Private Wealth Client Account Access and direct institutional reporting feeds. Highest fidelity for cost basis and tax lots.
Plaid (3 endpoints) — Secondary path covering Mutual Fund Access and consumer-facing balance retrieval. Fastest reconnect when MFA refreshes.
Yodlee (3 endpoints) — Tertiary path for legacy account types and historical transaction backfill. Used to reconstruct extended lookback windows.
Truthifi automatically selects the highest-quality available path per account and silently fails over when a provider degrades — your Perplexity thread continues without interruption.
MCP (Model Context Protocol) — The protocol that enables Perplexity to connect to your Neuberger Berman accounts read-only.
AI Financial Dashboard — A unified view of all your connected Neuberger Berman accounts plus any other institutions you link.
AI Market Analysis — Perplexity pairs cited market research with your actual Neuberger Berman holdings.
AI Compliance & Security — Truthifi builds AI fraud detection, AI identity verification, and AI regulatory compliance principles into every layer of its connector.
AI Financial Reporting — Perplexity can read your Neuberger Berman data and pair it with sourced market reports.
AI Stock Research — Perplexity is especially well-suited for cited stock research applied to your real holdings.
📈 AI Investing & Trading — AI stock analysis, AI portfolio management.
💰 AI Budgeting & Personal Finance — AI budgeting apps, AI savings tools.
📋 AI Tax Planning — AI tax software and tax-loss harvesting.
🏠 AI Retirement & Estate Planning — AI retirement calculators.
🤖 AI Financial Advisors — How AI complements human advisors.
🏦 AI Banking & Fintech — Infrastructure powering modern finance.
Related guides:
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 June 2026.
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 Neuberger Berman"? You're in the right place. Your Neuberger Berman account holds your financial life: private wealth portfolios, mutual fund positions, and institutional asset management balances. Until now, getting "AI for Neuberger Berman" 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 Neuberger Berman connection through Truthifi, Perplexity can see your live Neuberger Berman 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 Neuberger Berman data, and shows you how to turn raw financial data into actionable Neuberger Berman AI insights with Perplexity — combining Perplexity's real-time web search with your live financial accounts.
What You Need
Neuberger Berman account with NB Private Wealth Client Account Access or Mutual Fund Access
Perplexity Pro plan ($20/mo) with connector access
Free Truthifi account registration at truthifi.com
Approximately 5 minutes for setup
Looking for ChatGPT? See chatgpt-neuberger-berman
How to Connect Perplexity to Your Neuberger Berman Account
Ready to connect Perplexity to financial accounts? Here's how to connect Perplexity to your Neuberger Berman account.
Open Settings in Perplexity — Go to perplexity.ai. Click your profile → Settings → Connectors.
Add the Truthifi connector — Under custom connectors, click Add connector. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Click Add.
Authorize your accounts — Perplexity redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, select which Neuberger Berman accounts to share with Perplexity, confirm the read-only scope, and click Authorize.
Enable Truthifi per thread — In any new thread, enable the Truthifi connector before sending your first message. Must be set each thread.
Verify the connection — Send: "What is my current asset allocation across all my connected Neuberger Berman accounts?" If Perplexity responds with your actual Neuberger Berman holdings alongside cited market context, the connection is live.
Perfect! You've successfully linked your Neuberger Berman account to Perplexity for comprehensive Perplexity financial planning assistance.
Example Prompts for Perplexity
Portfolio Deep Dive with Citations — "Pull my complete asset allocation across all my Neuberger Berman accounts, break it down by asset class, and cite current sector outlook reports from major research houses."
Fee Audit + Market Context — "Calculate the total expense ratios across every fund in my Neuberger Berman portfolio. Compare each fund's expense ratio to category medians from Morningstar with citations."
Retirement Readiness with Sourced Inflation Data — "Run a retirement readiness analysis using my current Neuberger Berman balances. Use the latest CPI and Social Security COLA figures with sources."
Stress Test with Historical Citations — "Stress-test my Neuberger Berman portfolio against a 2008-style crash. Cite the actual S&P 500 drawdown and recovery timeline."
Tax-Loss Harvesting with Tax Rules — "Identify tax-loss harvesting opportunities in my Neuberger Berman taxable accounts. Cite current IRS wash-sale rules and explain how they apply."
Cash Flow Analysis — "Analyze distributions and cash flow from my Neuberger Berman transaction history over the past 6 months. Categorize income into dividends, interest, and capital gains."
Rebalancing Plan with Benchmark Research — "Compare my current Neuberger Berman portfolio to a 60/40 target allocation. Cite current strategist views on the 60/40 portfolio's viability."
Holdings Review with Live News — "Review my top 10 Neuberger Berman holdings. For each, pull current analyst consensus and recent news with citations."
Account Overlap Check — "Analyze overlap between my Neuberger Berman Private Wealth accounts and mutual fund holdings. Identify duplicate exposures and concentration risks."
Financial Dashboard with Sourced Benchmarks — "Summarize my financial picture across Neuberger Berman accounts. Cite current benchmark performance figures for context."
Why Truthifi?
5.1. Security
Your Neuberger Berman 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.
5.2. Privacy
Your financial data stays under your complete control when using Truthifi. We never store login credentials from Neuberger Berman or any financial institution. You decide which specific accounts Perplexity can access, creating selective permissions rather than blanket access. Data is never sold to third parties.
5.3. Audit Trail
Every MCP data request is logged with complete session details for Perplexity financial planning transparency. When Perplexity accesses your Neuberger Berman account data, the timestamp and specific information retrieved is recorded automatically.
5.4. Data Quality
When Neuberger Berman delivers raw transaction data with limited lookback, Truthifi rebuilds historical information from multiple aggregation sources — BAA (4 endpoints), Plaid (3), and Yodlee (3) — for deep 10-row coverage. Our normalization process fills data gaps and resolves ticker mismatches that could mislead Perplexity financial planning analyses.
About Perplexity
Perplexity is an answer engine that combines large language models with real-time web search and citations. When connected to Truthifi, Perplexity becomes a particularly powerful financial research tool because it can reason about your actual Neuberger Berman portfolio data alongside live market context — and it cites sources for every external claim it makes.
This unique blend of personal account data plus live web research means Perplexity can answer questions like "How does my Neuberger Berman fund's expense ratio compare to current category medians?" with both your real data and sourced benchmarks. Perplexity personal finance analysis becomes evidence-based rather than just plausible-sounding.
About Neuberger Berman
Neuberger Berman serves high-net-worth individuals through NB Private Wealth, retail and institutional investors through mutual funds, and large institutions through Private Asset Management (PAM) and dedicated investment teams. The firm's clients are seeking long-tenured active management and the stability that comes from one of the few large asset managers that is 100% employee-owned.
Headquarters: New York, NY
Founded: 1939 by Roy Neuberger and Robert Berman
Ownership: 100% employee-owned (since 2009 management buyout)
Assets Under Management: ~$567 billion (March 31, 2026)
Authentication: Username/password + MFA via NB Private Wealth Client Account Access and Mutual Fund Access
Transaction History: Up to 24 months from provider; up to 10 years rebuilt through Truthifi
Supported Account Types: Mutual Funds, NB Private Wealth, Institutional Asset Management, Private Asset Management (PAM)
Neuberger Berman was founded in 1939 by Roy Neuberger and Robert Berman during the depths of the Great Depression, building a research-driven active management practice that survived more than 85 years of market cycles
In 2009, after the collapse of parent company Lehman Brothers, Neuberger Berman's management and employees completed a buyout, restoring the firm to 100% employee ownership — a rare structure among large asset managers and a defining feature of the firm's culture
The firm manages approximately $567 billion across equities, fixed income, private equity, hedge funds, and multi-asset strategies, serving individuals, advisors, and institutions worldwide
Neuberger Berman website → · About Neuberger Berman →
Frequently Asked Questions
Is it safe to connect my Neuberger Berman account through Truthifi?
Connecting through Neuberger Berman's Username/password + MFA authentication ensures your login credentials stay exactly where they belong: on Neuberger Berman's own secure servers. When you connect, you're redirected to Neuberger Berman'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. Complete security details at https://truthifi.com/security.
What does Truthifi allow with my Neuberger Berman 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 Username/password + MFA authentication prevents Perplexity from executing any transactions. Instead, Perplexity personal finance capabilities focus on surfacing your fee burden, flagging allocation drift, and answering questions with cited market context.
What about my financial advisor?
The relationship between Neuberger Berman advisors and Perplexity creates a comprehensive support system. Your advisor brings deep knowledge of your goals; Perplexity supplements with always-on cited research between meetings.
What Neuberger Berman account types does Truthifi support?
Truthifi supports connecting your Neuberger Berman Mutual Funds, NB Private Wealth, Institutional Asset Management, and Private Asset Management (PAM) accounts through its read-only MCP connector.
How does Truthifi compare to other options?
Feature | Truthifi + AI | Manual Upload | No Connection |
|---|---|---|---|
Live portfolio data | Live at query time | Manual export | 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 NB business lines | One at a time | N/A |
Cost basis | Normalized | Raw broker data | N/A |
Neuberger Berman + Perplexity | AI planning with live data + citations | Manual comparison | No analysis |
How do I disconnect Perplexity from Truthifi?
To disconnect Perplexity from Truthifi, go to Settings → Connectors → find Truthifi → Disconnect. You can also revoke access directly from Neuberger Berman.
Do I need a paid Perplexity plan?
To use Perplexity financial planning features with Truthifi, you need a Pro subscription at $20/mo or higher. Custom connectors require Pro. Free Perplexity accounts cannot use MCP connectors required for Neuberger Berman integration.
Note: MCP connections require a Pro subscription ($20/mo).
Where is my data stored?
Perplexity does not retain your portfolio information beyond the active session. When you connect to Neuberger Berman through our MCP system, data flows directly to your thread without being saved.
Can I connect both Perplexity and ChatGPT to my Neuberger Berman account?
Yes. Each AI connection through Truthifi is independent. Connecting Perplexity does not expose your data to ChatGPT, and vice versa.
Does Neuberger Berman's employee ownership affect how I should think about my account?
Neuberger Berman's 100% employee ownership — restored in 2009 after the Lehman Brothers buyout — is unusual among large asset managers. Perplexity can help you contextualize how that structure shapes portfolio team retention and active management philosophy, citing public sources where available.
Subject to Perplexity privacy policy.
Continue learning
Truthifi connects Perplexity to your Neuberger Berman accounts through a layered MCP architecture with 10 total data provider rows for deep, redundant coverage:
BAA (Bank Account Aggregation, 4 endpoints) — Primary path for NB Private Wealth Client Account Access and direct institutional reporting feeds. Highest fidelity for cost basis and tax lots.
Plaid (3 endpoints) — Secondary path covering Mutual Fund Access and consumer-facing balance retrieval. Fastest reconnect when MFA refreshes.
Yodlee (3 endpoints) — Tertiary path for legacy account types and historical transaction backfill. Used to reconstruct extended lookback windows.
Truthifi automatically selects the highest-quality available path per account and silently fails over when a provider degrades — your Perplexity thread continues without interruption.
MCP (Model Context Protocol) — The protocol that enables Perplexity to connect to your Neuberger Berman accounts read-only.
AI Financial Dashboard — A unified view of all your connected Neuberger Berman accounts plus any other institutions you link.
AI Market Analysis — Perplexity pairs cited market research with your actual Neuberger Berman holdings.
AI Compliance & Security — Truthifi builds AI fraud detection, AI identity verification, and AI regulatory compliance principles into every layer of its connector.
AI Financial Reporting — Perplexity can read your Neuberger Berman data and pair it with sourced market reports.
AI Stock Research — Perplexity is especially well-suited for cited stock research applied to your real holdings.
📈 AI Investing & Trading — AI stock analysis, AI portfolio management.
💰 AI Budgeting & Personal Finance — AI budgeting apps, AI savings tools.
📋 AI Tax Planning — AI tax software and tax-loss harvesting.
🏠 AI Retirement & Estate Planning — AI retirement calculators.
🤖 AI Financial Advisors — How AI complements human advisors.
🏦 AI Banking & Fintech — Infrastructure powering modern finance.
Related guides:
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 June 2026.
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.
Ready to get started?