$240 $79 LIMITED TIME
$240 $79 LIMITED TIME
Ask your portfolio anything.
Ask your portfolio anything.
Truthifi® is AI for people who want to simplify and supercharge oversight of their complex portfolios.
Truthifi® is AI for people who want to simplify and supercharge oversight of their complex portfolios.
Truthifi® is AI for people who want to simplify and supercharge oversight of their complex portfolios.
Monitored
Monitored
$800m+
$800m+
institutions
institutions
18k+
18k+
Accuracy
99.7%
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
What you get
Clear answers
Ask the agent your biggest financial questions—and get clear answers.
Instant clarity
Translate your numbers into wellness insights—right on your dashboard.
Better deep dives
Explore rich visualizations of performance, fees, allocation, and more.
Automatic updates
We continuously run over 100 wellness checks on your wealth in the background.
A simple hub
Get a clear birds-eye view of everything that’s going on across your accounts.
18,000+ institutions
We support secure connections to 18k+ financial providers.
What you get
Clear answers
Ask the agent your biggest financial questions—and get clear answers.
Instant clarity
Translate your numbers into wellness insights—right on your dashboard.
Better deep dives
Explore rich visualizations of performance, fees, allocation, and more.
Automatic updates
We continuously run over 100 wellness checks on your wealth in the background.
A simple hub
Get a clear birds-eye view of everything that’s going on across your accounts.
18,000+ institutions
We support secure connections to 18k+ financial providers.
What you get
Clear answers
Ask the agent your biggest financial questions—and get clear answers.
Instant clarity
Translate your numbers into wellness insights—right on your dashboard.
Better deep dives
Explore rich visualizations of performance, fees, allocation, and more.
Automatic updates
We continuously run over 100 wellness checks on your wealth in the background.
A simple hub
Get a clear birds-eye view of everything that’s going on across your accounts.
18,000+ institutions
We support secure connections to 18k+ financial providers.
Complement your financial advisor with monitoring.
Complement your financial advisor with monitoring.
Complement your financial advisor with monitoring.
I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him.”
I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him.”
Kevin M.
Kevin M.
Kevin M.
Member since 2023
Member since 2023
%
Accounts have hidden investment concentrations
%
Accounts have holdings with large tax impacts if sold
%
Accounts underperform their benchmark
Real people. Real answers. Happy to help.
Security concerns? Questions about results? Need tech support? Drop us a line anytime. We’re here to help.
Real people. Real answers. Happy to help.
Security concerns? Questions about results? Need tech support? Drop us a line anytime. We’re here to help.
Real people. Real answers. Happy to help.
Security concerns? Questions about results? Need tech support? Drop us a line anytime. We’re here to help.
Start free. Upgrade if it makes sense.
1
Portfolio setup
FREE
Add accounts and financial advisors for free. (It’s easy to remove them if you change your mind.)
2
First checkup
FREE
Unlock financial wellness preview and a baseline picture of where things stand—all for free.
3
Premium insights
PAID
Unlock 24/7 monitoring, AI answers, and the complete suite of 100+ premium wellness diagnostics when you upgrade to Monitoring or Monitoring+.
Truthifi financial wellness membership
$79.99
/ year
That’s less than $7/mo.
Free for the first 30 days.
No credit card required.
Start free. Upgrade if it makes sense.
1
Portfolio setup
FREE
Add accounts and financial advisors for free. (It’s easy to remove them if you change your mind.)
2
First checkup
FREE
Unlock financial wellness preview and a baseline picture of where things stand—all for free.
3
Premium insights
PAID
Unlock 24/7 monitoring, AI answers, and the complete suite of 100+ premium wellness diagnostics when you upgrade to Monitoring or Monitoring+.
Truthifi financial wellness membership
$79.99
/ year
That’s less than $7/mo.
Free for the first 30 days.
No credit card required.
Start free. Upgrade if it makes sense.
1
Portfolio setup
FREE
Add accounts and financial advisors for free. (It’s easy to remove them if you change your mind.)
2
First checkup
FREE
Unlock financial wellness preview and a baseline picture of where things stand—all for free.
3
Premium insights
PAID
Unlock 24/7 monitoring, AI answers, and the complete suite of 100+ premium wellness diagnostics when you upgrade to Monitoring or Monitoring+.
Truthifi financial wellness membership
$79.99
/ year
That’s less than $7/mo.
Free for the first 30 days.
No credit card required.
Find an error, get a free upgrade.
When you sign up, we rebuild your historical data—filling gaps and fixing errors most trackers overlook. If you spot something our data repair engine missed, we'll upgrade your account, on us.
Find an error, get a free upgrade.
When you sign up, we rebuild your historical data—filling gaps and fixing errors most trackers overlook. If you spot something our data repair engine missed, we'll upgrade your account, on us.
Find an error, get a free upgrade.
When you sign up, we rebuild your historical data—filling gaps and fixing errors most trackers overlook. If you spot something our data repair engine missed, we'll upgrade your account, on us.
Trusted by $800m AUM
Here’s what our customers are saying.
“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.
User since 2023
“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.
User since 2022
“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.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“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.
User since 2024
“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.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Trusted by $800m AUM
Here’s what our customers are saying.
“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.
User since 2023
“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.
User since 2022
“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.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“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.
User since 2024
“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.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Trusted by $800m AUM
Here’s what our customers are saying.
“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.
User since 2023
“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.
User since 2022
“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.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“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.
User since 2024
“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.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Common questions about wealth monitoring
What does Truthifi actually do?
Truthifi monitors 100+ financial wellness signals across your accounts and uses AI to answer your financial questions in simple terms. No advice, just facts.
I already have a financial advisor. Why would I need this?
Truthifi complements advisors—it doesn't replace them. It gives you independent visibility into your full financial picture, across all accounts and institutions, not just what one advisor manages.
Is this evaluating or second-guessing my advisor?
No. Truthifi has no opinion on your advisor or their strategy. It surfaces data—what you're paying, how things are performing, where risks may be building. What you do with that information is entirely your call.
Will AI tell me what to do with my money?
No. It explains what it finds in your data. No recommendations, ever.
How do I know the data is accurate?
We rebuild and clean your historical records from day one. 99.7% accurate—and we'll upgrade you for free if you can prove otherwise.
Common questions about wealth monitoring
What does Truthifi actually do?
Truthifi monitors 100+ financial wellness signals across your accounts and uses AI to answer your financial questions in simple terms. No advice, just facts.
I already have a financial advisor. Why would I need this?
Truthifi complements advisors—it doesn't replace them. It gives you independent visibility into your full financial picture, across all accounts and institutions, not just what one advisor manages.
Is this evaluating or second-guessing my advisor?
No. Truthifi has no opinion on your advisor or their strategy. It surfaces data—what you're paying, how things are performing, where risks may be building. What you do with that information is entirely your call.
Will AI tell me what to do with my money?
No. It explains what it finds in your data. No recommendations, ever.
How do I know the data is accurate?
We rebuild and clean your historical records from day one. 99.7% accurate—and we'll upgrade you for free if you can prove otherwise.
Common questions about wealth monitoring
What does Truthifi actually do?
Truthifi monitors 100+ financial wellness signals across your accounts and uses AI to answer your financial questions in simple terms. No advice, just facts.
I already have a financial advisor. Why would I need this?
Truthifi complements advisors—it doesn't replace them. It gives you independent visibility into your full financial picture, across all accounts and institutions, not just what one advisor manages.
Is this evaluating or second-guessing my advisor?
No. Truthifi has no opinion on your advisor or their strategy. It surfaces data—what you're paying, how things are performing, where risks may be building. What you do with that information is entirely your call.
Will AI tell me what to do with my money?
No. It explains what it finds in your data. No recommendations, ever.
How do I know the data is accurate?
We rebuild and clean your historical records from day one. 99.7% accurate—and we'll upgrade you for free if you can prove otherwise.
Get an instant second set of eyes that always have your back.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Get an instant second set of eyes that always have your back.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal