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End of summer sale: get 25% off with FALL25
End of summer sale: get 25% off with FALL25
$600m+
Assets monitored
18k+
institutions
Get a second opinion on your investments.
Get a second opinion on your investments.
Get a second opinion on your investments.
See the truth about your portfolio. Independent monitoring that gives you facts, not products.
See the truth about your portfolio. Independent monitoring that gives you facts, not products.
See the truth about your portfolio. Independent monitoring that gives you facts, not products.
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.
Simple. Secure. Smarter investing.
From setup to insights, see how Truthifi® works for you.
Sign up & connect for free.
Make sure your accounts are covered by searching our database of 18,000+ supported institutions—before you pay a cent.
Bank-level encryption ensures your data stays safe. Learn more
Get instantly organized.
See all your holdings and allocations in one place. No spreadsheets, no guesswork—just a clear view of what you own.
Our need-to-know data policy means we only ever retrieve holdings and transactions to analyze them—that’s it.
Discover what really matters.
Upgrade to a paid subscription to unlock monitoring so you never miss hidden fees, allocation risks, and investment patterns that can drain returns.
Read-only access means we don’t trade or transact. We specialize in analysis.
Simple. Secure. Smarter investing.
From setup to insights, see how Truthifi® works for you.
Sign up & connect for free.
Make sure your accounts are covered by searching our database of 18,000+ supported institutions—before you pay a cent.
Bank-level encryption ensures your data stays safe. Learn more
Get instantly organized.
See all your holdings and allocations in one place. No spreadsheets, no guesswork—just a clear view of what you own.
Our need-to-know data policy means we only ever retrieve holdings and transactions to analyze them—that’s it.
Discover what really matters.
Upgrade to a paid subscription to unlock monitoring so you never miss hidden fees, allocation risks, and investment patterns that can drain returns.
Read-only access means we don’t trade or transact. We specialize in analysis.
Simple. Secure. Smarter investing.
From setup to insights, see how Truthifi® works for you.
Sign up & connect for free.
Make sure your accounts are covered by searching our database of 18,000+ supported institutions—before you pay a cent.
Bank-level encryption ensures your data stays safe. Learn more
Get instantly organized.
See all your holdings and allocations in one place. No spreadsheets, no guesswork—just a clear view of what you own.
Our need-to-know data policy means we only ever retrieve holdings and transactions to analyze them—that’s it.
Discover what really matters.
Upgrade to a paid subscription to unlock monitoring so you never miss hidden fees, allocation risks, and investment patterns that can drain returns.
Read-only access means we don’t trade or transact. We specialize in analysis.
what we do
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.
what we do
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.
what we do
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.
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.
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
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
Wouldn’t you like to know if you're taking on hidden risks, over-paying, or falling behind the benchmark?
automated monitoring
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?
automated monitoring
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?
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!
Get started
Holdings
Equity overlap
Performance
Fees
Financial health
best value
Optimize
$20
/month
(Billed annually as $240)
Portfolio health monitoring (our most popular).
Start 30-day FREE trial
Holdings
Transactions
Equity overlap
Performance
Fees
Financial health
Align
$30
/month
(Billed annually as $360)
Everything unlocked, for power users and advisors.
Start 30-day FREE trial
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!
Get started
Holdings
Equity overlap
Performance
Fees
Financial health
best value
Optimize
$20
/month
(Billed annually as $240)
Portfolio health monitoring (our most popular).
Start 30-day trial
Holdings
Transactions
Equity overlap
Performance
Fees
Financial health
Align
$30
/month
(Billed annually as $360)
Everything unlocked, for power users and advisors.
Start 30-day trial
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!
Get started
Holdings
Equity overlap
Performance
Fees
Financial health
best value
Optimize
$20
/month
(Billed annually as $240)
Portfolio health monitoring (our most popular).
Start 30-day FREE trial
Holdings
Transactions
Equity overlap
Performance
Fees
Financial health
Align
$30
/month
(Billed annually as $360)
Everything unlocked, for power users and advisors.
Start 30-day FREE trial
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.