Our manifesto
We’re building the next generation of finance.
Most people we meet have done all the sensible things.
They saved, they invested, they found good people to help.
But many of them still can’t say, with confidence, where they stand.
That isn’t a failing on their part.
It’s what happens when a financial life is spread across a dozen places and products that were never designed to fit together.
Let’s change that.
AI can finally give people the clarity they deserve.
A team that does all the work.
The bank, the brokerage, the 401(k)s, the insurance and the mortgage—all managed on your behalf.
A clerk that watches your finances.
Connect your accounts once. Your money stays exactly where it is, with the people you already work with.
Bespoke, in-house products.
Investments chosen for you, based on your situation and personal preferences.
Honest analysis of your wellness.
Every night we check everything together, accounts, fees and overlaps, and compare each figure with what the source reports.
Clients never lift a finger.
Someone is accountable for telling you where things stand, 24/7.
Explanations that save you time.
When something changes or deserves a closer look, we explain it and help you take the next step.
What the next generation of finance rests on
Many relationships.
Working with several firms and specialists is often wise. You shouldn’t have to move everything to one place to see it clearly.
One truth.
One complete, correct record of everything your family owns, that you and the people you choose can look at together.
Your control.
You decide who sees what, for how long and why, and you can take it back. Your data leaves with you.
Help, not homework.
Being in charge shouldn’t mean becoming an expert. The watching, checking and following through should be done for you.
Clarity builds trust.
When everyone can see the same picture, good advice gets easier to give and easier to take.
An insider, finally on your side.
CEO & Founder
Advisor
Head of Product
Head of Engineering
Head of Design
Professional Dog
Our investors
and 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
Questions, answered plainly.
How does Truthifi make money?
You pay us a subscription to get more out of the accounts, the people and the AI you already have. Advisors pay to work from the same picture you do, but only if you invite them. No commissions and no products, so we only do well when we’re useful to you.
