End of summer sale: get 25% off with FALL25
End of summer sale: get 25% off with FALL25
End of summer sale: get 25% off with FALL25
$400m+
$400m+
$400m+
Assets monitored
Assets monitored
Assets monitored
18k+
18k+
18k+
institutions
institutions
institutions
Scan your fees & unlock your health score.
No spreadsheets. No guesswork. Just link your accounts — Truthifi does the work for you.
Military-grade security. Learn more
included in Optimize and Align subscriptions
included in Optimize and Align subscriptions
Easily track all of your fees back to the source.
Easily track all of your fees back to the source.
“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.”
“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.”
CB
Craig B
Holistic
Holistic
Track advisory, maintenance, and fund fees, commissions, and margin costs.
Track advisory, maintenance, and fund fees, commissions, and margin costs.
Live
Live
Your AUM fee is adjusted live based on prior charges and portfolio size.
Your AUM fee is adjusted live based on prior charges and portfolio size.
Protective
Protective
Automatically scan for potential fee-related red flags.
Automatically scan for potential fee-related red flags.
Scopable
Scopable
Control which fees you're looking at by customizing your scope.
Control which fees you're looking at by customizing your scope.
Translated
Translated
Go even simpler with a one-sentence summary of your costs.
Go even simpler with a one-sentence summary of your costs.
Transparent
Transparent
We explain our calculations to you every step of the way.
We explain our calculations to you every step of the way.
we've got you covered.
Our coverage spans 18,000+ banks & brokerages.
we've got you covered.
Our coverage spans 18,000+ banks & brokerages.
we've got you covered.
Our coverage spans 18,000+ banks & brokerages.
what we do
We monitor how your investments are doing—so you don't have to.
We monitor how your investments are doing—so you don't have to.
We monitor how your investments are doing—so you don't have to.
In a world where it’s increasingly hard to get straight answers to simple questions about your finances, we deliver the simple truth.
In a world where it’s increasingly hard to get straight answers to simple questions about your finances, we deliver the simple truth.
In a world where it’s increasingly hard to get straight answers to simple questions about your finances, we deliver the simple truth.
Security
Your data belongs to you—not your broker, not your advisor, and not us.
At Truthifi, your security and privacy are our priority. That's why we use the very highest level of security to protect your financial data.
Learn more
Encryption
We protect your data using military-grade AES-256 encryption.
Read-only
We don’t support trading on Truthifi—we can only do investment analysis.
On-demand deletion
We will purge your data from our system on request, as quickly as possible.
No conflicts of interest
We'll never try to sell you investment products or advice—just the truth.
Need-to-know
We only retrieve the financial records we need to power our analysis.
Never for sale
Your data belongs to you; we’ll never sell it or share it with anyone.
Nothing personal
Secure aggregators ensure that we never see logins or personal information.
Security
Your data belongs to you—not your broker, not your advisor, and not us.
At Truthifi, your security and privacy are our priority. That's why we use the very highest level of security to protect your financial data.
Learn more
Encryption
We protect your data using military-grade AES-256 encryption.
Read-only
We don’t support trading on Truthifi—we can only do investment analysis.
On-demand deletion
We will purge your data from our system on request, as quickly as possible.
No conflicts of interest
We'll never try to sell you investment products or advice—just the truth.
Need-to-know
We only retrieve the financial records we need to power our analysis.
Never for sale
Your data belongs to you; we’ll never sell it or share it with anyone.
Nothing personal
Secure aggregators ensure that we never see logins or personal information.
Security
Your data belongs to you—not your broker, not your advisor, and not us.
At Truthifi, your security and privacy are our priority. That's why we use the very highest level of security to protect your financial data.
Learn more
Encryption
We protect your data using military-grade AES-256 encryption.
Read-only
We don’t support trading on Truthifi—we can only do investment analysis.
On-demand deletion
We will purge your data from our system on request, as quickly as possible.
No conflicts of interest
We'll never try to sell you investment products or advice—just the truth.
Need-to-know
We only retrieve the financial records we need to power our analysis.
Never for sale
Your data belongs to you; we’ll never sell it or share it with anyone.
Nothing personal
Secure aggregators ensure that we never see logins or personal information.
safeguard your future
Sleep better with advanced investment threat detection
Sleep better with advanced investment threat detection
Sleep better with advanced investment threat detection
We run 75+ portfolio health diagnostics, from high fees to risky trades—so you can rest easy knowing someone is looking out for your money.
We run 75+ portfolio health diagnostics, from high fees to risky trades—so you can rest easy knowing someone is looking out for your money.
We run 75+ portfolio health diagnostics, from high fees to risky trades—so you can rest easy knowing someone is looking out for your money.
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
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
So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
KIM D
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
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
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
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
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
So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
KIM D
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
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
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
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
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
So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
KIM D
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
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
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
join our feedback rewARDS program
Shape the future—
while it’s still being written.
Interested in Truthifi, but not sure it's right for you? Every day, we give a limited number of free Align accounts away to people interested in testing us out—in exchange for providing feedback and helping us shape our product.
join our feedback rewARDS program
Shape the future—
while it’s still being written.
Interested in Truthifi, but not sure it's right for you? Every day, we give a limited number of free Align accounts away to people interested in testing us out—in exchange for providing feedback and helping us shape our product.
join our feedback rewARDS program
Shape the future—
while it’s still being written.
Interested in Truthifi, but not sure it's right for you? Every day, we give a limited number of free Align accounts away to people interested in testing us out—in exchange for providing feedback and helping us shape our product.
About us
We’re proven leaders solving a decades-old, industry-wide trust problem.
We’re finance, tech, and design experts building a toolkit for busy people with questions. We want to make it easy for you to build and protect your wealth—starting with access to the simple truth. Learn more about us.
About us
We’re proven leaders solving a decades-old, industry-wide trust problem.
We’re finance, tech, and design experts building a toolkit for busy people with questions. We want to make it easy for you to build and protect your wealth—starting with access to the simple truth. Learn more about us.
About us
We’re proven leaders solving a decades-old, industry-wide trust problem.
We’re finance, tech, and design experts building a toolkit for busy people with questions. We want to make it easy for you to build and protect your wealth—starting with access to the simple truth. Learn more about us.
automated monitoring
Do your due diligence at warp speed
Do your due diligence at warp speed
Do your due diligence at warp speed
Wouldn’t you like to know if you're taking on hidden risks, over-paying, or falling behind the benchmark?
Wouldn’t you like to know if you're taking on hidden risks, over-paying, or falling behind the benchmark?
Wouldn’t you like to know if you're taking on hidden risks, over-paying, or falling behind the benchmark?
Get a quick checkup for free.
Upgrade for 24/7 health monitoring.
Allocate (Free)
$0
Get a taste of what we offer—concentration check included!
Holdings
Equity overlap
Performance
Fees
Financial health
best value
Optimize
$240
/year
Portfolio health monitoring (our most popular).
Holdings
Transactions
Equity overlap
Performance
Fees
Financial health
Align
$360
/year
Everything unlocked, for power users and advisors.
Everything in Optimize
Priority support
Early beta access
Unlimited links
Get a quick checkup for free.
Upgrade for 24/7 health monitoring.
Allocate (Free)
$0
Get a taste of what we offer—concentration check included!
Holdings
Equity overlap
Performance
Fees
Financial health
best value
Optimize
$240
/year
Portfolio health monitoring (our most popular).
Holdings
Transactions
Equity overlap
Performance
Fees
Financial health
Align
$360
/year
Everything unlocked, for power users and advisors.
Everything in Optimize
Priority support
Early beta access
Unlimited links
Get a quick checkup for free.
Upgrade for 24/7 health monitoring.
Allocate (Free)
$0
Get a taste of what we offer—concentration check included!
Holdings
Equity overlap
Performance
Fees
Financial health
best value
Optimize
$240
/year
Portfolio health monitoring (our most popular).
Holdings
Transactions
Equity overlap
Performance
Fees
Financial health
Align
$360
/year
Everything unlocked, for power users and advisors.
Everything in Optimize
Priority support
Early beta access
Unlimited links
FAQ
Do I need Truthifi™?
Do I need Truthifi™?
Do I need Truthifi™?
How does Truthifi™ help?
How does Truthifi™ help?
How does Truthifi™ help?
Do I need to be an investment professional?
Do I need to be an investment professional?
Do I need to be an investment professional?
Do you provide investment advice?
Do you provide investment advice?
Do you provide investment advice?
Do you sell investment products?
Do you sell investment products?
Do you sell investment products?
Can I connect any provider?
Can I connect any provider?
Can I connect any provider?
How secure is Truthifi™?
How secure is Truthifi™?
How secure is Truthifi™?
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.