Instant organization for people who want it

Build and customize a family tree-style map for all of your assets and liabilities.

Instant organization for people who want it

Build and customize a family tree-style map for all of your assets and liabilities.

Instant organization for people who want it

Build and customize a family tree-style map for all of your assets and liabilities.

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

Grid of icons representing various features or tools, each with a blue circle and green indicators.
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.

Dropdown menu labeled "Sort by" with options: Title, Price, and Wealth Amount.
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.

Screenshot of a bank account summary showing a balance of $546,000.30 for Liberty Bridge Wealth Performance Account.
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.

Search bar with a query for "john" displaying suggested names below related to the search term.
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.

A list of accounts managed by an advisor, featuring account names and corresponding dates.
Groupable
Groupable

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

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

A list of settings options is displayed, including "Library Settings," "Electronic Settings," and "System Settings."
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.

$800,000,000+

Monitored

18,000+

Providers covered

Bank-grade

Security

2025 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

$800,000,000+

Monitored

18,000+

Providers covered

Bank-grade

Security

2025 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

$800,000,000+

Monitored

18,000+

Providers covered

Bank-grade

Security

2025 Truthifi, Inc. All rights reserved.