Use our MCP server to analyze you book
Your book. Any agents. Your terms.
Use Truthifi as your book's portability hub
Get secure, controlled, revocable sharing with AI agents.
Query any aspect of your book family structure, not what your tech stack presets for you.
Use our MCP server to analyze you book
Your book. Any agents. Your terms.
Use Truthifi as your book's portability hub
Get secure, controlled, revocable sharing with AI agents.
Query any aspect of your book family structure, not what your tech stack presets for you.
Use our MCP server to analyze you book
Your book. Any agents. Your terms.
Use Truthifi as your book's portability hub
Get secure, controlled, revocable sharing with AI agents.
Query any aspect of your book family structure, not what your tech stack presets for you.
Works with any AI client that supports MCP.
Works with any AI client that supports MCP.
Our MCP allows you to securely query any AI agent you want, on your terms.
Works with your favorite AI
WHAT YOU CAN DO
Other platforms give you dashboards. We give you control.
Other platforms give you dashboards. We give you control.
Other platforms give you dashboards. We give you control.
When you have questions about your book, competitors make you work around the system—meanwhile, clients are showing up with AI-generated portfolio analyses, tax questions, and risk assessments. The Truthifi MCP changes that.
When you have questions about your book, competitors make you work around the system—meanwhile, clients are showing up with AI-generated portfolio analyses, tax questions, and risk assessments. The Truthifi MCP changes that.
Secure, revocable access
Chat in plain English
You control what's shared, with whom, and for how long. Revoke at any time. No data leaves without your explicit authorization.
Unlock simple, clear answers to your biggest financial questions.
Compliance-ready audit trail
Get accurate answers
Every agent query is logged. Demonstrate that AI usage in your practice is controlled, supervised, and documented.
Act based on answers pulled from your actual account data, not generic advice
Query your entire book
Set up easily
Ask any question across all client accounts — performance, risk, fees, drift, concentration. Not what your platform pre-built for you.
Works instantly after connecting accounts — no MCP, no plugins, no config.
How it works
Analyze your entire book with AI in minutes.
1
Connect your book.
Link your accounts through Truthifi's secure MCP connection. Works with custodians and platforms you're already on. One advisor linked 524 accounts in a single session.
2
Choose your agent
Point any MCP-compatible AI agent — Claude, GPT-4, Gemini — at your Truthifi connection. No custom integration required.
3
Query on your terms
Ask anything about your book. Fees, performance, risk, drift, concentration by sector, tax efficiency — your questions, not any platform's preset menu.
4
Stay in control
Every connection is logged, permissioned, and revocable. You decide what each agent can see, and for how long.
How it works
Analyze your entire book with AI in minutes.
1
Connect your book.
Link your accounts through Truthifi's secure MCP connection. Works with custodians and platforms you're already on. One advisor linked 524 accounts in a single session.
2
Choose your agent
Point any MCP-compatible AI agent — Claude, GPT-4, Gemini — at your Truthifi connection. No custom integration required.
3
Query on your terms
Ask anything about your book. Fees, performance, risk, drift, concentration by sector, tax efficiency — your questions, not any platform's preset menu.
4
Stay in control
Every connection is logged, permissioned, and revocable. You decide what each agent can see, and for how long.
How it works
Analyze your entire book with AI in minutes.
1
Connect your book.
Link your accounts through Truthifi's secure MCP connection. Works with custodians and platforms you're already on. One advisor linked 524 accounts in a single session.
2
Choose your agent
Point any MCP-compatible AI agent — Claude, GPT-4, Gemini — at your Truthifi connection. No custom integration required.
3
Query on your terms
Ask anything about your book. Fees, performance, risk, drift, concentration by sector, tax efficiency — your questions, not any platform's preset menu.
4
Stay in control
Every connection is logged, permissioned, and revocable. You decide what each agent can see, and for how long.
Ready to make your book AI intelligent?
Join the advisors already using Truthifi MCP to query their books on their own terms.
Ready to make your book AI intelligent?
Join the advisors already using Truthifi MCP to query their books on their own terms.
Ready to make your book AI intelligent?
Join the advisors already using Truthifi MCP to query their books on their own terms.
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
ADVISOR
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
ADVISOR
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
ADVISOR
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
SPONSORSHIP BENEFITS
The advisor who sponsors the household becomes the advisor most connected to it.
When advisors sponsor clients onto Truthifi, they become the first financial professional operating from the connected household.
That changes the relationship dynamic entirely.
Sponsor
Household visibility
See the complete household across held-away assets and liabilities.
Managed assets
Held-away
Sponsor
Catch red flags
Continuous, 24/7 monitoring means early detection of financial wellness changes.
Runs 24/7
Wellness-oriented
Sponsor
AI-ready data
Operate with AI-ready household intelligence instead of fragmented account data.
Data normalization
Held-away
Sponsor
Bypass jargon
Collaborate with clients using one connected financial language.
Wellness-oriented
Held-away
Sponsor
Proactive insights
Deliver proactive advice moments instead of reactive reviews.
Wellness-oriented
Runs 24/7
Sponsor
Automatic detection
Surface rollover, consolidation, and liquidity opportunities automatically
Wellness-oriented
Runs in background
SPONSORSHIP BENEFITS
The advisor who sponsors the household becomes the advisor most connected to it.
When advisors sponsor clients onto Truthifi, they become the first financial professional operating from the connected household.
That changes the relationship dynamic entirely.
Sponsor
Household visibility
See the complete household across held-away assets and liabilities.
Managed assets
Held-away
Sponsor
Catch red flags
Continuous, 24/7 monitoring means early detection of financial wellness changes.
Runs 24/7
Wellness-oriented
Sponsor
AI-ready data
Operate with AI-ready household intelligence instead of fragmented account data.
Data normalization
Held-away
Sponsor
Bypass jargon
Collaborate with clients using one connected financial language.
Wellness-oriented
Held-away
Sponsor
Proactive insights
Deliver proactive advice moments instead of reactive reviews.
Wellness-oriented
Runs 24/7
Sponsor
Automatic detection
Surface rollover, consolidation, and liquidity opportunities automatically
Wellness-oriented
Runs in background
SPONSORSHIP BENEFITS
The advisor who sponsors the household becomes the advisor most connected to it.
When advisors sponsor clients onto Truthifi, they become the first financial professional operating from the connected household.
That changes the relationship dynamic entirely.
Sponsor
Household visibility
See the complete household across held-away assets and liabilities.
Managed assets
Held-away
Sponsor
Catch red flags
Continuous, 24/7 monitoring means early detection of financial wellness changes.
Runs 24/7
Wellness-oriented
Sponsor
AI-ready data
Operate with AI-ready household intelligence instead of fragmented account data.
Data normalization
Held-away
Sponsor
Bypass jargon
Collaborate with clients using one connected financial language.
Wellness-oriented
Held-away
Sponsor
Proactive insights
Deliver proactive advice moments instead of reactive reviews.
Wellness-oriented
Runs 24/7
Sponsor
Automatic detection
Surface rollover, consolidation, and liquidity opportunities automatically
Wellness-oriented
Runs in background
See the full household. Unlock every opportunity.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
features
Company
Legal
See the full household. Unlock every opportunity.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
features
Legal
See the full household. Unlock every opportunity.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
features
Company
Legal