FOR family offices
Multi-custodian. Multi-generational. One picture.
See every dollar and custodian, including held-away
Clean, verified data—ready for AI, reports & decisions
Independent oversight of advisors, managers, and OCIO performance
FOR family offices
Multi-custodian. Multi-generational. One picture.
See every dollar and custodian, including held-away
Clean, verified data—ready for AI, reports & decisions
Independent oversight of advisors, managers, and OCIO performance
FOR family offices
Multi-custodian. Multi-generational. One picture.
See every dollar and custodian, including held-away
Clean, verified data—ready for AI, reports & decisions
Independent oversight of advisors, managers, and OCIO performance
The challenge
Most family offices are flying with instruments they can't fully trust.
6-12
Custodians and platforms in the average UHNW household, each producing reports in a different format and refresh cycle.
Source: industry research; Federal Reserve SCF; Truthifi onboarding data.
30-80 bps
Typical fee leakage families discover within the first 30 days of independent monitoring — across share classes, wrappers, and platform layers.
Source: SEC fee disclosure analyses; Truthifi onboarding data.
99.7%
Truthifi data accuracy after our repair engine reconstructs gaps, fixes misclassifications, and corrects transaction types most platforms ignore.
Source: Truthifi internal benchmarking.
The challenge
Most family offices are flying with instruments they can't fully trust.
6-12
Custodians and platforms in the average UHNW household, each producing reports in a different format and refresh cycle.
Source: industry research; Federal Reserve SCF; Truthifi onboarding data.
30-80 bps
Typical fee leakage families discover within the first 30 days of independent monitoring — across share classes, wrappers, and platform layers.
Source: SEC fee disclosure analyses; Truthifi onboarding data.
99.7%
Truthifi data accuracy after our repair engine reconstructs gaps, fixes misclassifications, and corrects transaction types most platforms ignore.
Source: Truthifi internal benchmarking.
The challenge
Most family offices are flying with instruments they can't fully trust.
6-12
Custodians and platforms in the average UHNW household, each producing reports in a different format and refresh cycle.
Source: industry research; Federal Reserve SCF; Truthifi onboarding data.
30-80 bps
Typical fee leakage families discover within the first 30 days of independent monitoring — across share classes, wrappers, and platform layers.
Source: SEC fee disclosure analyses; Truthifi onboarding data.
99.7%
Truthifi data accuracy after our repair engine reconstructs gaps, fixes misclassifications, and corrects transaction types most platforms ignore.
Source: Truthifi internal benchmarking.
How it works
One independent view. Continuous truth. No disruption to your existing stack.
1
Connect.
Custodians, advisor platforms, retirement plans, banking, and held-away assets. Read-only. Bank-grade. 18,000+ institutions supported.
2
Reconcile.
Our data repair engine rebuilds missing history, corrects misclassified securities, and standardizes transaction types — so your numbers actually agree with each other.
3
Monitor.
Performance, fees, concentration, tax exposure, liquidity, and IPS drift — monitored continuously in the background, not just at quarterly review.
4
Act.
Principals get clarity. CIOs get an independent read. Advisors get accountability. Your AI gets data it can be trusted with.
How it works
One independent view. Continuous truth. No disruption to your existing stack.
1
Connect.
Custodians, advisor platforms, retirement plans, banking, and held-away assets. Read-only. Bank-grade. 18,000+ institutions supported.
2
Reconcile.
Our data repair engine rebuilds missing history, corrects misclassified securities, and standardizes transaction types — so your numbers actually agree with each other.
3
Monitor.
Performance, fees, concentration, tax exposure, liquidity, and IPS drift — monitored continuously in the background, not just at quarterly review.
4
Act.
Principals get clarity. CIOs get an independent read. Advisors get accountability. Your AI gets data it can be trusted with.
How it works
One independent view. Continuous truth. No disruption to your existing stack.
1
Connect.
Custodians, advisor platforms, retirement plans, banking, and held-away assets. Read-only. Bank-grade. 18,000+ institutions supported.
2
Reconcile.
Our data repair engine rebuilds missing history, corrects misclassified securities, and standardizes transaction types — so your numbers actually agree with each other.
3
Monitor.
Performance, fees, concentration, tax exposure, liquidity, and IPS drift — monitored continuously in the background, not just at quarterly review.
4
Act.
Principals get clarity. CIOs get an independent read. Advisors get accountability. Your AI gets data it can be trusted with.
What we deliver
Built for the family office balance sheet—not retrofitted from a retail app.
Whole-balance-sheet visibility
Continuous, reconciled view across every custodian, advisor, and account type — including 401(k)s, alternatives, crypto, and held-away positions most reporting platforms miss.
Independent oversight of advisors and managers
Verify reported performance. Surface fees you weren't told about. Catch concentration and drift before the next quarterly review. Read-only and conflict-free by design.
100+ diagnostics, continuously running
Performance, fees, tax impact, concentration, liquidity, dividend coverage, idle cash, ESG and values alignment, low-rank funds, and more — every day, in the background.
AI-ready and MCP-native
If you're building or buying AI for the family, Truthifi delivers clean, verified data through our MCP product — so your agents answer with truth, not approximations.
What we deliver
Built for the family office balance sheet—not retrofitted from a retail app.
Whole-balance-sheet visibility
Continuous, reconciled view across every custodian, advisor, and account type — including 401(k)s, alternatives, crypto, and held-away positions most reporting platforms miss.
Independent oversight of advisors and managers
Verify reported performance. Surface fees you weren't told about. Catch concentration and drift before the next quarterly review. Read-only and conflict-free by design.
100+ diagnostics, continuously running
Performance, fees, tax impact, concentration, liquidity, dividend coverage, idle cash, ESG and values alignment, low-rank funds, and more — every day, in the background.
AI-ready and MCP-native
If you're building or buying AI for the family, Truthifi delivers clean, verified data through our MCP product — so your agents answer with truth, not approximations.
What we deliver
Built for the family office balance sheet—not retrofitted from a retail app.
Whole-balance-sheet visibility
Continuous, reconciled view across every custodian, advisor, and account type — including 401(k)s, alternatives, crypto, and held-away positions most reporting platforms miss.
Independent oversight of advisors and managers
Verify reported performance. Surface fees you weren't told about. Catch concentration and drift before the next quarterly review. Read-only and conflict-free by design.
100+ diagnostics, continuously running
Performance, fees, tax impact, concentration, liquidity, dividend coverage, idle cash, ESG and values alignment, low-rank funds, and more — every day, in the background.
AI-ready and MCP-native
If you're building or buying AI for the family, Truthifi delivers clean, verified data through our MCP product — so your agents answer with truth, not approximations.
The truthifi® advantage
Complements your existing reporting platform, sans overhead
Coexists with Addepar, Black Diamond, Orion.
We're not a rip-and-replace. We're the independent verification layer on top of whatever you already use — and the source of truth for assets your reporting platform doesn't see.
Continuous, not quarterly.
Quarterly reviews leave 90-day blind spots. Truthifi monitors every day, so your next meeting is a strategic conversation, not a status update.
Held-away by default.
Every advisor sees their slice. Truthifi sees the whole family balance sheet — including the spouse's IRA, the trust at a different custodian, the crypto wallet, the old 401(k).
Data integrity is the product.
Most platforms display whatever the custodian sends, errors and all. We fix the data first. That's why family offices building AI start with us.
The truthifi® advantage
Complements your existing reporting platform, sans overhead
Coexists with Addepar, Black Diamond, Orion.
We're not a rip-and-replace. We're the independent verification layer on top of whatever you already use — and the source of truth for assets your reporting platform doesn't see.
Continuous, not quarterly.
Quarterly reviews leave 90-day blind spots. Truthifi monitors every day, so your next meeting is a strategic conversation, not a status update.
Held-away by default.
Every advisor sees their slice. Truthifi sees the whole family balance sheet — including the spouse's IRA, the trust at a different custodian, the crypto wallet, the old 401(k).
Data integrity is the product.
Most platforms display whatever the custodian sends, errors and all. We fix the data first. That's why family offices building AI start with us.
The truthifi® advantage
Complements your existing reporting platform, sans overhead
Coexists with Addepar, Black Diamond, Orion.
We're not a rip-and-replace. We're the independent verification layer on top of whatever you already use — and the source of truth for assets your reporting platform doesn't see.
Continuous, not quarterly.
Quarterly reviews leave 90-day blind spots. Truthifi monitors every day, so your next meeting is a strategic conversation, not a status update.
Held-away by default.
Every advisor sees their slice. Truthifi sees the whole family balance sheet — including the spouse's IRA, the trust at a different custodian, the crypto wallet, the old 401(k).
Data integrity is the product.
Most platforms display whatever the custodian sends, errors and all. We fix the data first. That's why family offices building AI start with us.
One family. One balance sheet. One independent source of truth.
One family. One balance sheet. One independent source of truth.
One family. One balance sheet. One independent source of truth.
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 every dollar. Verify every advisor. Trust every answer.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See every dollar. Verify every advisor. Trust every answer.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See every dollar. Verify every advisor. Trust every answer.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal