FOR FINTECHS & ENTERPRISES
Become the center of your clients’ financial lives. Not just another account.
One unified view of clients’ full financial lives
Daily-use intelligence—not static PFM
Actionable AI intelligence
Deeper engagement = more revenue
FOR FINTECHS & ENTERPRISES
Become the center of your clients’ financial lives. Not just another account.
One unified view of clients’ full financial lives
Daily-use intelligence—not static PFM
Actionable AI intelligence
Deeper engagement = more revenue
FOR FINTECHS & ENTERPRISES
Become the center of your clients’ financial lives. Not just another account.
One unified view of clients’ full financial lives
Daily-use intelligence—not static PFM
Actionable AI intelligence
Deeper engagement = more revenue
The challenge
Your clients have many accounts. How often do they log in to yours?
10-12
Number of held-away accounts in the average household
Source: synthesis of Federal Reserve Survey of Consumer Finances, FDIC, and Experian data
54%
Average assets held-away from primary provider
Source: Digital banking engagement studies
78%
of consumers want a unified view, but only 29% have one
Source: Industry digital banking research
The challenge
Your clients have many accounts. How often do they log in to yours?
10-12
Number of held-away accounts in the average household
Source: synthesis of Federal Reserve Survey of Consumer Finances, FDIC, and Experian data
54%
Average assets held-away from primary provider
Source: Digital banking engagement studies
78%
of consumers want a unified view, but only 29% have one
Source: Industry digital banking research
The challenge
Your clients have many accounts. How often do they log in to yours?
10-12
Number of held-away accounts in the average household
Source: synthesis of Federal Reserve Survey of Consumer Finances, FDIC, and Experian data
54%
Average assets held-away from primary provider
Source: Digital banking engagement studies
78%
of consumers want a unified view, but only 29% have one
Source: Industry digital banking research
How it works
From account holder to financial hub.
1
Connect.
Clients link external accounts in moments.
2
Understand.
Truthifi analyzes the full financial picture continuously.
3
Engage
Clients receive insights that drive repeat usage.
4
Deepen.
Surface timely, relevant product opportunities.
How it works
From account holder to financial hub.
1
Connect.
Clients link external accounts in moments.
2
Understand.
Truthifi analyzes the full financial picture continuously.
3
Engage
Clients receive insights that drive repeat usage.
4
Deepen.
Surface timely, relevant product opportunities.
How it works
From account holder to financial hub.
1
Connect.
Clients link external accounts in moments.
2
Understand.
Truthifi analyzes the full financial picture continuously.
3
Engage
Clients receive insights that drive repeat usage.
4
Deepen.
Surface timely, relevant product opportunities.
What we deliver
You become the trusted home for your clients’ complete financial picture.
Complete financial picture.
Clients connect all their accounts—yours and everyone else’s—and see everything in one place, updated automatically.
Engaging insights
100+ diagnostics surface insights clients act on: fees, allocation drift, spending patterns, and progress toward goals.
Win more share
Drive additional product usage and cross-sell revenue
Automated nudges = less work.
Automated alerts and the monthly podcast statement—fully branded—keep clients engaged without adding operational burden.
What we deliver
You become the trusted home for your clients’ complete financial picture.
Complete financial picture.
Clients connect all their accounts—yours and everyone else’s—and see everything in one place, updated automatically.
Engaging insights
100+ diagnostics surface insights clients act on: fees, allocation drift, spending patterns, and progress toward goals.
Win more share
Drive additional product usage and cross-sell revenue
Automated nudges = less work.
Automated alerts and the monthly podcast statement—fully branded—keep clients engaged without adding operational burden.
What we deliver
You become the trusted home for your clients’ complete financial picture.
Complete financial picture.
Clients connect all their accounts—yours and everyone else’s—and see everything in one place, updated automatically.
Engaging insights
100+ diagnostics surface insights clients act on: fees, allocation drift, spending patterns, and progress toward goals.
Win more share
Drive additional product usage and cross-sell revenue
Automated nudges = less work.
Automated alerts and the monthly podcast statement—fully branded—keep clients engaged without adding operational burden.
The truthifi® advantage
Your platform, their primary financial home.
2x higher account link rates
Users connect twice as many accounts to Truthifi compared to traditional aggregation tools.
Continuous household visibility
Once accounts are linked, Truthifi monitors them continuously—not just at onboarding or review time.
100+ consumer-friendly diagnostics
100+ AI-powered diagnostics turn held-away data into actions across performance, concentrations, and more.
White-labeled, native experiences
Your brand with better insights, better meetings, and better outcomes—and less work.
The truthifi® advantage
Your platform, their primary financial home.
2x higher account link rates
Users connect twice as many accounts to Truthifi compared to traditional aggregation tools.
Continuous household visibility
Once accounts are linked, Truthifi monitors them continuously—not just at onboarding or review time.
100+ consumer-friendly diagnostics
100+ AI-powered diagnostics turn held-away data into actions across performance, concentrations, and more.
White-labeled, native experiences
Your brand with better insights, better meetings, and better outcomes—and less work.
The truthifi® advantage
Your platform, their primary financial home.
2x higher account link rates
Users connect twice as many accounts to Truthifi compared to traditional aggregation tools.
Continuous household visibility
Once accounts are linked, Truthifi monitors them continuously—not just at onboarding or review time.
100+ consumer-friendly diagnostics
100+ AI-powered diagnostics turn held-away data into actions across performance, concentrations, and more.
White-labeled, native experiences
Your brand with better insights, better meetings, and better outcomes—and less work.
When clients see their entire financial life through your lens, your institution becomes their financial home.
When clients see their entire financial life through your lens, your institution becomes their financial home.
When clients see their entire financial life through your lens, your institution becomes their financial home.
Leadership
Built by people who know financial systems.
Scott Blandford
ceo & founder
After 25 years at TIAA, Fidelity, and Merrill, he founded Truthifi to make the global investment system legible for the first time.
Rich Aneser
strategy & partnerships
Having led strategy and marketing for 25+ years, from Fidelity to Merrill Lynch to Envestnet, he knows how firms and clients interact—and how to make it better.
Mike Young
head of product
A senior product and design leader with more than a decade shaping digital experiences at Merrill, he brings institutional product rigor to Truthifi.
Nathan Knight
head of engineering
Trained in computer science at the University of Waterloo and battle-tested at ConsenSys, he has built and owned several complex systems end to end.
Leadership
Built by people who know financial systems.
Scott Blandford
ceo & founder
After 25 years at TIAA, Fidelity, and Merrill, he founded Truthifi to make the global investment system legible for the first time.
Rich Aneser
strategy & partnerships
Having led strategy and marketing for 25+ years, from Fidelity to Merrill Lynch to Envestnet, he knows how firms and clients interact—and how to make it better.
Mike Young
head of product
A senior product and design leader with more than a decade shaping digital experiences at Merrill, he brings institutional product rigor to Truthifi.
Nathan Knight
head of engineering
Trained in computer science at the University of Waterloo and battle-tested at ConsenSys, he has built and owned several complex systems end to end.
Leadership
Built by people who know financial systems.
Scott Blandford
ceo & founder
After 25 years at TIAA, Fidelity, and Merrill, he founded Truthifi to make the global investment system legible for the first time.
Rich Aneser
strategy & partnerships
Having led strategy and marketing for 25+ years, from Fidelity to Merrill Lynch to Envestnet, he knows how firms and clients interact—and how to make it better.
Mike Young
head of product
A senior product and design leader with more than a decade shaping digital experiences at Merrill, he brings institutional product rigor to Truthifi.
Nathan Knight
head of engineering
Trained in computer science at the University of Waterloo and battle-tested at ConsenSys, he has built and owned several complex systems end to end.
Our advisors
Roger Ferguson
Former Fed Vice Chair, CEO TIAA
Steve Jenks
CMO, Empower
Bill Crager
CEO, Founded Envestnet
Anton Honikman
CEO MyVest
Dan Petrozzo
Serial founder, VC, Goldman & Fidelity CIO
Our advisors
Roger Ferguson
Former Fed Vice Chair, CEO TIAA
Steve Jenks
CMO, Empower
Bill Crager
CEO, Founded Envestnet
Anton Honikman
CEO MyVest
Dan Petrozzo
Serial founder, VC, Goldman & Fidelity CIO
Our advisors
Roger Ferguson
Former Fed Vice Chair, CEO TIAA
Steve Jenks
CMO, Empower
Bill Crager
CEO, Founded Envestnet
Anton Honikman
CEO MyVest
Dan Petrozzo
Serial founder, VC, Goldman & Fidelity CIO
Become the financial home your members rely on.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Become the financial home your members rely on.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Become the financial home your members rely on.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal