Time to put your wealth on the map.

Time to put your wealth on the map.

Time to put your wealth on the map.

We’re not just another tracker—we help you get organized. With the Map, you can map your wealth by owner, advisor, goal, and more!

We’re not just another tracker—we help you get organized. With the Map, you can map your wealth by owner, advisor, goal, and more!

We’re not just another tracker—we help you get organized. With the Map, you can map your wealth by owner, advisor, goal, and more!

Redefining
“all in one place”

Redefining
“all in one place”

Redefining
“all in one place”

“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…”

RW

Regina W

Universal
Universal

With coverage of over 18,000+ banks and brokerages, we've got you covered.

With coverage of over 18,000+ banks and brokerages, we've got you covered.

Customizable
Customizable

You can pivot your wealth map to be organized by whatever matters to you.

You can pivot your wealth map to be organized by whatever matters to you.

Zoom in
Zoom in

To see the details like transactions and holdings, just click on anything in your map.

To see the details like transactions and holdings, just click on anything in your map.

Advisor-friendly
Advisor-friendly

Privately add your advisor to Truthifi, so that you can track their fees and achievements.

Privately add your advisor to Truthifi, so that you can track their fees and achievements.

Groupable
Groupable

Easily assign accounts to advisors, groups, goals, and wealth buckets.

Easily assign accounts to advisors, groups, goals, and wealth buckets.

Drag-and-droppable
Drag-and-droppable

Or use the Map in Edit mode and drag accounts to reassign them.

Or use the Map in Edit mode and drag accounts to reassign them.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

2025 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

2025 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

2025 Truthifi, Inc. All rights reserved.