FOR wealth management firms
Help your advisors beat competitors and win more lifetime value.
See, act & grow with held-away assets—every day
Accelerate organic growth from existing clients
Your brand experience, our engine
FOR wealth management firms
Help your advisors beat competitors and win more lifetime value.
See, act & grow with held-away assets—every day
Accelerate organic growth from existing clients
Your brand experience, our engine
FOR wealth management firms
Help your advisors beat competitors and win more lifetime value.
See, act & grow with held-away assets—every day
Accelerate organic growth from existing clients
Your brand experience, our engine
The challenge
You can’t see a significant share of your clients’ wealth—and it’s costing you.
10-12
Number of held-away accounts in the average household, preventing you from knowing their full picture
Source: synthesis of Federal Reserve Survey of Consumer Finances, FDIC, and Experian data
95%
Advisors surveyed say that clients ask them for advice on held-away assets—but most firms lack integrated visibility.
Source: Fiserv Advisor Research
75%
U.S. respondents who work with a financial advisor either switched advisors or contemplated doing so in 2023
Source: Cerulli Associates
The challenge
You can’t see a significant share of your clients’ wealth—and it’s costing you.
10-12
Number of held-away accounts in the average household, preventing you from knowing their full picture
Source: synthesis of Federal Reserve Survey of Consumer Finances, FDIC, and Experian data
95%
Advisors surveyed say that clients ask them for advice on held-away assets—but most firms lack integrated visibility.
Source: Fiserv Advisor Research
75%
U.S. respondents who work with a financial advisor either switched advisors or contemplated doing so in 2023
Source: Cerulli Associates
The challenge
You can’t see a significant share of your clients’ wealth—and it’s costing you.
10-12
Number of held-away accounts in the average household, preventing you from knowing their full picture
Source: synthesis of Federal Reserve Survey of Consumer Finances, FDIC, and Experian data
95%
Advisors surveyed say that clients ask them for advice on held-away assets—but most firms lack integrated visibility.
Source: Fiserv Advisor Research
75%
U.S. respondents who work with a financial advisor either switched advisors or contemplated doing so in 2023
Source: Cerulli Associates
How it works
Complete household views. Measurable firm-wide impact.
1
Connect.
Clients link and share more with advisors—a collaborative brand experience.
2
Monitor.
Truthifi continuously analyzes household data across the household, advisor book, and firm.
3
Surface.
Opportunities, risks, and supervision signals are identified automatically.
4
Act.
Advisors engage with confidence while leadership tracks consistency and outcomes.
How it works
Complete household views. Measurable firm-wide impact.
1
Connect.
Clients link and share more with advisors—a collaborative brand experience.
2
Monitor.
Truthifi continuously analyzes household data across the household, advisor book, and firm.
3
Surface.
Opportunities, risks, and supervision signals are identified automatically.
4
Act.
Advisors engage with confidence while leadership tracks consistency and outcomes.
How it works
Complete household views. Measurable firm-wide impact.
1
Connect.
Clients link and share more with advisors—a collaborative brand experience.
2
Monitor.
Truthifi continuously analyzes household data across the household, advisor book, and firm.
3
Surface.
Opportunities, risks, and supervision signals are identified automatically.
4
Act.
Advisors engage with confidence while leadership tracks consistency and outcomes.
What we deliver
Turn every advisor into an organic growth engine—automatically.
Complete Household BoR
Continuous monitoring across every household, advisor, and custodian—a total and continuous picture.
Penetrating insights to action.
100+ diagnostics across performance, fees, tax exposure, concentration, liquidity, and spending—that drive money movement.
Seamless integration.
No friction with your current tech stack, no new workflows, and no new software to learn.
Automated prompts = less work.
Firm-approved, advisor-controlled action, consolidation and statement reporting—including held-away.
What we deliver
Turn every advisor into an organic growth engine—automatically.
Complete Household BoR
Continuous monitoring across every household, advisor, and custodian—a total and continuous picture.
Penetrating insights to action.
100+ diagnostics across performance, fees, tax exposure, concentration, liquidity, and spending—that drive money movement.
Seamless integration.
No friction with your current tech stack, no new workflows, and no new software to learn.
Automated prompts = less work.
Firm-approved, advisor-controlled action, consolidation and statement reporting—including held-away.
What we deliver
Turn every advisor into an organic growth engine—automatically.
Complete Household BoR
Continuous monitoring across every household, advisor, and custodian—a total and continuous picture.
Penetrating insights to action.
100+ diagnostics across performance, fees, tax exposure, concentration, liquidity, and spending—that drive money movement.
Seamless integration.
No friction with your current tech stack, no new workflows, and no new software to learn.
Automated prompts = less work.
Firm-approved, advisor-controlled action, consolidation and statement reporting—including held-away.
The truthifi® advantage
A complete and seamless “Capture to Action” growth engine
2x higher account link rates
Users connect twice as many accounts to Truthifi compared to traditional aggregation tools.
From capture → action, in one system
Higher link rates, better insights, better meetings, and better outcomes—and less work.
Continuous household visibility
Once accounts are linked, Truthifi monitors them continuously—with real-time actions for your advisor.
Actionable held-away intelligence
100+ AI-powered diagnostics turn held-away data into actions across performance, concentrations, and more. One system that fits your tech stack and workflow.
The truthifi® advantage
A complete and seamless “Capture to Action” growth engine
2x higher account link rates
Users connect twice as many accounts to Truthifi compared to traditional aggregation tools.
From capture → action, in one system
Higher link rates, better insights, better meetings, and better outcomes—and less work.
Continuous household visibility
Once accounts are linked, Truthifi monitors them continuously—with real-time actions for your advisor.
Actionable held-away intelligence
100+ AI-powered diagnostics turn held-away data into actions across performance, concentrations, and more. One system that fits your tech stack and workflow.
The truthifi® advantage
A complete and seamless “Capture to Action” growth engine
2x higher account link rates
Users connect twice as many accounts to Truthifi compared to traditional aggregation tools.
From capture → action, in one system
Higher link rates, better insights, better meetings, and better outcomes—and less work.
Continuous household visibility
Once accounts are linked, Truthifi monitors them continuously—with real-time actions for your advisor.
Actionable held-away intelligence
100+ AI-powered diagnostics turn held-away data into actions across performance, concentrations, and more. One system that fits your tech stack and workflow.
One household view. Full product delivery. Continuous visibility into every opportunity and risk.
One household view. Full product delivery. Continuous visibility into every opportunity and risk.
One household view. Full product delivery. Continuous visibility into every opportunity and risk.
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
See every household. Empower every advisor.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See every household. Empower every advisor.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
See every household. Empower every advisor.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal