For single and multi-family offices
The complete household seen whole. Intelligent and actionable.
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 single and multi-family offices
The complete household seen whole. Intelligent and actionable.
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 single and multi-family offices
The complete household seen whole. Intelligent and actionable.
See every dollar and custodian, including held-away
Clean, verified data—ready for AI, reports & decisions
Independent oversight of advisors, managers, and OCIO performance
Get one intelligent view across your entire family structure…
Get one intelligent view across your entire family structure…
Get one intelligent view across your entire family structure…
…and query it with any AI agent you want.
WHAT YOU CAN DO
Other platforms give you dashboards. We give you control.
Other platforms give you dashboards. We give you control.
Other platforms give you dashboards. We give you control.
When you have questions about your book, competitors make you work around the system—meanwhile, clients are showing up with AI-generated portfolio analyses, tax questions, and risk assessments. The Truthifi MCP changes that.
When you have questions about your book, competitors make you work around the system—meanwhile, clients are showing up with AI-generated portfolio analyses, tax questions, and risk assessments. The Truthifi MCP changes that.
Secure, revocable access
Chat in plain English
You control what's shared, with whom, and for how long. Revoke at any time. No data leaves without your explicit authorization.
Unlock simple, clear answers to your biggest financial questions.
Compliance-ready audit trail
Get accurate answers
Every agent query is logged. Demonstrate that AI usage in your practice is controlled, supervised, and documented.
Act based on answers pulled from your actual account data, not generic advice
Query your entire book
Set up easily
Ask any question across all client accounts — performance, risk, fees, drift, concentration. Not what your platform pre-built for you.
Works instantly after connecting accounts — no MCP, no plugins, no config.
The challenge
Most family offices have a mess of fragmented data 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.
73%
Of wealth and family office technology platforms cite integration and fragmented data flows as a primary operational bottleneck.
Source: Simple Family Office Software & Technology Report 2025
The challenge
Most family offices have a mess of fragmented data 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.
73%
Of wealth and family office technology platforms cite integration and fragmented data flows as a primary operational bottleneck.
Source: Simple Family Office Software & Technology Report 2025
The challenge
Most family offices have a mess of fragmented data 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.
73%
Of wealth and family office technology platforms cite integration and fragmented data flows as a primary operational bottleneck.
Source: Simple Family Office Software & Technology Report 2025
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. The complete household — including the assets no single advisor has ever seen together.
2
Reconcile.
Our universal taxonomy rebuilds missing history, corrects misclassified securities, and standardizes transaction types across every institution. Without this foundation, everything else is a better version of the same broken thing.
3
Interpret.
We don’t just display data — we render the household with semantic context. What it means. How it fits together. How it’s changing. Continuously, not statically. Intelligence, not just a dashboard.ing.
4
Act.
Principals get clarity. CIOs get an independent read. Advisors get accountability. Your AI gets household-intelligent data it can actually be trusted with — not faster wrong answers on incomplete inputs.
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. The complete household — including the assets no single advisor has ever seen together.
2
Reconcile.
Our universal taxonomy rebuilds missing history, corrects misclassified securities, and standardizes transaction types across every institution. Without this foundation, everything else is a better version of the same broken thing.
3
Interpret.
We don’t just display data — we render the household with semantic context. What it means. How it fits together. How it’s changing. Continuously, not statically. Intelligence, not just a dashboard.ing.
4
Act.
Principals get clarity. CIOs get an independent read. Advisors get accountability. Your AI gets household-intelligent data it can actually be trusted with — not faster wrong answers on incomplete inputs.
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. The complete household — including the assets no single advisor has ever seen together.
2
Reconcile.
Our universal taxonomy rebuilds missing history, corrects misclassified securities, and standardizes transaction types across every institution. Without this foundation, everything else is a better version of the same broken thing.
3
Interpret.
We don’t just display data — we render the household with semantic context. What it means. How it fits together. How it’s changing. Continuously, not statically. Intelligence, not just a dashboard.ing.
4
Act.
Principals get clarity. CIOs get an independent read. Advisors get accountability. Your AI gets household-intelligent data it can actually be trusted with — not faster wrong answers on incomplete inputs.
What we deliver
Built for the family office balance sheet—decoding and translating across 18,000+ providers.
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—decoding and translating across 18,000+ providers.
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—decoding and translating across 18,000+ providers.
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 — and sees what it doesn’t.
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 — and sees what it doesn’t.
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 — and sees what it doesn’t.
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
ADVISOR
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
ADVISOR
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
ADVISOR
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.
$4,000,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
features
compare
Company
Legal
See every dollar. Verify every advisor. Trust every answer.
$4,000,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
features
compare
Company
Legal
See every dollar. Verify every advisor. Trust every answer.
$4,000,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
features
Company
compare
Legal