Time to put your wealth on the map.
Time to put your wealth on the map.
Time to put your wealth on the map.
“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…”
“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
Redefining
“all in one place”
Redefining
“all in one place”
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!
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.
Wealth is a family business. We treat it like one.
Learn more
Financial Control System
The Map
How To
Inspecting
Organization
Near retirement? Here’s how to keep your investments safe and growing
Near retirement? Here’s how to keep your investments safe and growing
Dec 20, 2024
Wealth Management Process
Performance
Organizing
The Map
The hidden reasons investors lose money—and the fix that works
The hidden reasons investors lose money—and the fix that works
Oct 28, 2024
Organizing
The Map
Wealth Management
How your financial setup shapes your wealth management success
How your financial setup shapes your wealth management success
Oct 14, 2024
Global Statement
The Score
Managed Accounts
FInancial Advice
Advisors
The Map
Inspecting
Is your robo-advisor doing what it’s supposed to be doing?
Is your robo-advisor doing what it’s supposed to be doing?
Sep 26, 2024
Organizing
The Map
Using the Truthifi Wealth Map to manage your investments
Using the Truthifi Wealth Map to manage your investments
Sep 23, 2024
Organizing
The Map
Groundbreaking Wealth Map feature launched!
Groundbreaking Wealth Map feature launched!
Sep 16, 2024
Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.
Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.
Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.