Advisor-friendly
Runs in the background
We watch your wealth like a hawk—so you don’t have to.
Truthifi® is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift—so you don’t have to.
Advisor-friendly
Runs in the background
We watch your wealth like a hawk—so you don’t have to.
Truthifi® is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift—so you don’t have to.
Advisor-friendly
Runs in the background
We watch your wealth like a hawk—so you don’t have to.
Truthifi® is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift—so you don’t have to.
Is wealth monitoring for me?
Wealth monitoring is designed for investors who’ve invested strategically and want confidence that their portfolios and financial accounts are still working as intended—without adding more work.
Is wealth monitoring for me?
Wealth monitoring is designed for investors who’ve invested strategically and want confidence that their portfolios and financial accounts are still working as intended—without adding more work.
Is wealth monitoring for me?
Wealth monitoring is designed for investors who’ve invested strategically and want confidence that their portfolios and financial accounts are still working as intended—without adding more work.
Monitoring, not managing.
Truthifi® doesn’t replace advisors or manage money. It provides independent financial monitoring—sitting on top of existing accounts and advisors and watching for portfolio drift over time.
Monitoring, not managing.
Truthifi® doesn’t replace advisors or manage money. It provides independent financial monitoring—sitting on top of existing accounts and advisors and watching for portfolio drift over time.
Monitoring, not managing.
Truthifi® doesn’t replace advisors or manage money. It provides independent financial monitoring—sitting on top of existing accounts and advisors and watching for portfolio drift over time.
What we monitor
Most portfolio issues don’t happen overnight—they develop quietly. Truthifi® continuously monitors the core factors that affect long-term financial health, helping advisor-client teams stay aligned and independent investors stay informed.
Leaks to plug
High-priced funds, above average fees, idle cash, commissions, and more
Things to focus on
Top performers, ahead-of-the-benchmark performers, conversation topics, and more
Smart liquidity
Falling dividends, income concentrations, missed opportunities, and more
Tax strategies
Tax hostage holdings, untapped loss holdings, capital gains build-up, and more
Risky habits
Industry concentrations, single stock exposures, hidden risks, and more
What we monitor
Most portfolio issues don’t happen overnight—they develop quietly. Truthifi® continuously monitors the core factors that affect long-term financial health, helping advisor-client teams stay aligned and independent investors stay informed.
Leaks to plug
High-priced funds, above average fees, idle cash, commissions, and more
Things to focus on
Top performers, ahead-of-the-benchmark performers, conversation topics, and more
Smart liquidity
Falling dividends, income concentrations, missed opportunities, and more
Tax strategies
Tax hostage holdings, untapped loss holdings, capital gains build-up, and more
Risky habits
Industry concentrations, single stock exposures, hidden risks, and more
What we monitor
Most portfolio issues don’t happen overnight—they develop quietly. Truthifi® continuously monitors the core factors that affect long-term financial health, helping advisor-client teams stay aligned and independent investors stay informed.
Leaks to plug
High-priced funds, above average fees, idle cash, commissions, and more
Things to focus on
Top performers, ahead-of-the-benchmark performers, conversation topics, and more
Smart liquidity
Falling dividends, income concentrations, missed opportunities, and more
Tax strategies
Tax hostage holdings, untapped loss holdings, capital gains build-up, and more
Risky habits
Industry concentrations, single stock exposures, hidden risks, and more
Clear signals if something changes.
Most of the time, Truthifi® quietly confirms that your portfolio is okay. When something changes, it surfaces a clear signal and explains whether it requires attention.
Clear signals if something changes.
Most of the time, Truthifi® quietly confirms that your portfolio is okay. When something changes, it surfaces a clear signal and explains whether it requires attention.
Clear signals if something changes.
Most of the time, Truthifi® quietly confirms that your portfolio is okay. When something changes, it surfaces a clear signal and explains whether it requires attention.
Truthifi® helps investors who work with financial advisors . It provides portfolio monitoring and oversight between conversations—not advice.
BEFORE:
AFTER:
Truthifi® helps investors who work with financial advisors . It provides portfolio monitoring and oversight between conversations—not advice.
BEFORE:
AFTER:
Truthifi® helps investors who work with financial advisors . It provides portfolio monitoring and oversight between conversations—not advice.
BEFORE:
AFTER:
We don’t manage your money. We make sure your money is being managed well.
Use Truthifi® to explore your portfolio on your own—or bring it into your next advisor meeting. Either way, you’ll get an independent perspective designed to support better long-term outcomes.
1
2
3
NOW
We privately check for 100+ hidden risks in your accounts.
SOON
You (or your advisor) adjust based on your results.
ONGOING
You relax and let us monitor. We’ll notify you if anything changes.
We don’t manage your money. We make sure your money is being managed well.
Use Truthifi® to explore your portfolio on your own—or bring it into your next advisor meeting. Either way, you’ll get an independent perspective designed to support better long-term outcomes.
We privately check for 100+ hidden risks in your accounts.
NOW
1
You (or your advisor) adjust based on your results.
SOON
2
You relax and let us monitor. We’ll notify you if anything changes.
ONGOING
3
We don’t manage your money. We make sure your money is being managed well.
Use Truthifi® to explore your portfolio on your own—or bring it into your next advisor meeting. Either way, you’ll get an independent perspective designed to support better long-term outcomes.
1
2
3
NOW
We privately check for 100+ hidden risks in your accounts.
SOON
You (or your advisor) adjust based on your results.
ONGOING
You relax and let us monitor. We’ll notify you if anything changes.
Serious security, in your control.
Truthifi uses bank- and military-grade security with read-only data access, monitoring investment holdings and transactions without placing trades or moving money.
No trading, just analysis
Holdings & transactions only
Best-in-class data accuracy
Bank-grade security measures
Serious security, in your control.
Truthifi uses bank- and military-grade security with read-only data access, monitoring investment holdings and transactions without placing trades or moving money.
No trading, just analysis
Holdings & transactions only
Best-in-class data accuracy
Bank-grade security measures
Serious security, in your control.
Truthifi uses bank- and military-grade security with read-only data access, monitoring investment holdings and transactions without placing trades or moving money.
No trading, just analysis
Holdings & transactions only
Best-in-class data accuracy
Bank-grade security measures
Encountering tech issues? Support is one click away.
If you ever want help, Truthifi’s support team can step in at any point. You stay as hands-on or hands-off as you prefer.
Encountering tech issues? Support is one click away.
If you ever want help, Truthifi’s support team can step in at any point. You stay as hands-on or hands-off as you prefer.
Encountering tech issues? Support is one click away.
If you ever want help, Truthifi’s support team can step in at any point. You stay as hands-on or hands-off as you prefer.
Trusted by $800m AUM
Before Truthifi, everyday investors were left in the dark.
“I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.”
Ted S.
User since 2023
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…”
Marco S.
User since 2022
“Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process.”
Craig B.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…”
Regina W.
User since 2024
“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi.”
Mike M.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Trusted by $800m AUM
Before Truthifi, everyday investors were left in the dark.
“I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.”
Ted S.
User since 2023
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…”
Marco S.
User since 2022
“Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process.”
Craig B.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…”
Regina W.
User since 2024
“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi.”
Mike M.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Trusted by $800m AUM
Before Truthifi, everyday investors were left in the dark.
“I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.”
Ted S.
User since 2023
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…”
Marco S.
User since 2022
“Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process.”
Craig B.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…”
Regina W.
User since 2024
“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi.”
Mike M.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Frequently asked questions
What is Truthifi?
Truthifi is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift.
What is wealth monitoring?
Wealth monitoring is the ongoing process of automatically watching your financial accounts and investments to make sure nothing drifts from your intended strategy. Truthifi continuously monitors portfolios for risk, fees, concentration, and other issues without requiring daily involvement.
How is wealth monitoring different from financial advice?
Wealth monitoring focuses on oversight and detection, not recommendations or product sales. Truthifi does not provide financial advice or manage money—it independently monitors what you already have and flags changes that may deserve attention.
Do I still need a financial advisor if I use Truthifi?
Maybe! Truthifi is designed to complement financial advisors, not replace them. Many investors use Truthifi alongside advisors to stay informed between meetings and feel confident that nothing important is being missed.
How is this different from portfolio tracking or finance apps?
Most portfolio apps focus on tracking performance or transactions. Truthifi is a wealth monitoring platform that looks for deeper issues like portfolio drift, rising fees, concentration risk, and misalignment over time.
Is my financial data safe with Truthifi?
Yes. Truthifi uses bank- and military-grade security with read-only access. It cannot place trades, move money, or access personal identifying information—it only monitors holdings and transactions.
Who is wealth monitoring best for?
Wealth monitoring is ideal for investors with complex portfolios, multiple accounts, or professional advisors who want confidence without constant management. It’s especially valuable for people who value oversight, privacy, and peace of mind.
Frequently asked questions
What is Truthifi?
Truthifi is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift.
What is wealth monitoring?
Wealth monitoring is the ongoing process of automatically watching your financial accounts and investments to make sure nothing drifts from your intended strategy. Truthifi continuously monitors portfolios for risk, fees, concentration, and other issues without requiring daily involvement.
How is wealth monitoring different from financial advice?
Wealth monitoring focuses on oversight and detection, not recommendations or product sales. Truthifi does not provide financial advice or manage money—it independently monitors what you already have and flags changes that may deserve attention.
Do I still need a financial advisor if I use Truthifi?
Maybe! Truthifi is designed to complement financial advisors, not replace them. Many investors use Truthifi alongside advisors to stay informed between meetings and feel confident that nothing important is being missed.
How is this different from portfolio tracking or finance apps?
Most portfolio apps focus on tracking performance or transactions. Truthifi is a wealth monitoring platform that looks for deeper issues like portfolio drift, rising fees, concentration risk, and misalignment over time.
Is my financial data safe with Truthifi?
Yes. Truthifi uses bank- and military-grade security with read-only access. It cannot place trades, move money, or access personal identifying information—it only monitors holdings and transactions.
Who is wealth monitoring best for?
Wealth monitoring is ideal for investors with complex portfolios, multiple accounts, or professional advisors who want confidence without constant management. It’s especially valuable for people who value oversight, privacy, and peace of mind.
Frequently asked questions
What is Truthifi?
Truthifi is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift.
What is wealth monitoring?
Wealth monitoring is the ongoing process of automatically watching your financial accounts and investments to make sure nothing drifts from your intended strategy. Truthifi continuously monitors portfolios for risk, fees, concentration, and other issues without requiring daily involvement.
How is wealth monitoring different from financial advice?
Wealth monitoring focuses on oversight and detection, not recommendations or product sales. Truthifi does not provide financial advice or manage money—it independently monitors what you already have and flags changes that may deserve attention.
Do I still need a financial advisor if I use Truthifi?
Maybe! Truthifi is designed to complement financial advisors, not replace them. Many investors use Truthifi alongside advisors to stay informed between meetings and feel confident that nothing important is being missed.
How is this different from portfolio tracking or finance apps?
Most portfolio apps focus on tracking performance or transactions. Truthifi is a wealth monitoring platform that looks for deeper issues like portfolio drift, rising fees, concentration risk, and misalignment over time.
Is my financial data safe with Truthifi?
Yes. Truthifi uses bank- and military-grade security with read-only access. It cannot place trades, move money, or access personal identifying information—it only monitors holdings and transactions.
Who is wealth monitoring best for?
Wealth monitoring is ideal for investors with complex portfolios, multiple accounts, or professional advisors who want confidence without constant management. It’s especially valuable for people who value oversight, privacy, and peace of mind.
Upgrade the way you look after your wealth
Start with a private financial monitoring checkup designed for people who value confidence, privacy, and oversight—not complexity.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Upgrade the way you look after your wealth
Start with a private financial monitoring checkup designed for people who value confidence, privacy, and oversight—not complexity.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Upgrade the way you look after your wealth
Start with a private financial monitoring checkup designed for people who value confidence, privacy, and oversight—not complexity.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal