Aug 31, 2025
Truthifi expands portfolio health alerts to 85+ daily diagnostics, revealing critical insights in complex multi-provider data
Aug 15, 2025
Truthifi Launches Integrated Alternative and Private Investment Tracking, Enabling Complete Financial Life Monitoring
Aug 5, 2025
Truthifi Launches Integrated Document Vault, Unifying Financial Documents with Connected Accounts
Jul 29, 2025
Truthifi Upgrades Account Aggregation Service, Enhancing Data Quality and User Experience Across Platform
Jul 12, 2025
Truthifi Launches Performance Benchmarking System - Personalized Investment Performance Analysis
Jul 1, 2025
Truthifi Launches Advanced Equity Overlap Analysis - Integrated Concentration Intelligence
Jun 27, 2025
Truthifi Launches The Truthifi Live Desktop Micro-App, Bringing Real-Time Portfolio Intelligence to Your Desktop
Jun 10, 2025
Truthifi Launches Next-Generation Financial Health Agent, AI-Powered Platform Transforming Investment Intelligence
May 20, 2025
Truthifi Launches The Truthifi Total Cost of Ownership (TCO) Report, Aggregating Complete Investment Costs Across All Accounts
May 1, 2025
Truthifi Launches The Truthifi Financial Health Score, Empowering Collaborative Investment Decisions
Apr 30, 2025
Truthifi Launches Enhanced ETF, Mutual Fund, and SMA Tracking with Geographic Concentration Analysis
Apr 14, 2025
Truthifi Launches Comprehensive Crypto Wallet Support, Becoming First Platform to Unify Traditional and Digital Asset Tracking
Oct 11, 2024
Truthifi Featured in Morningstar ByAllAccounts Client Success Story, Highlighting Innovation in Wealth Data Transparency
Jun 7, 2024
Truthifi Selected for Prestigious Morningstar Investment Conference Fintech Showcase, Demonstrates Investment Transparency Innovation to Industry Leaders
Jul 25, 2025
Truthifi Successfully Graduates from NJ FAST Batch 2, Showcases Revolutionary Investment Monitoring Platform at PGIM Demo Day
Mar 11, 2025
Truthifi Selected for Prestigious NJ FAST Batch 2 Fintech Accelerator Program at Stevens Institute of Technology
Mar 24, 2025
Truthifi Launches Groundbreaking Fee X-Ray, Revolutionizing How Investors Track Investment Costs
Mar 1, 2025
Truthifi Launches Game-Changing Explore Feature, Allowing Unprecedented Insights into Investor Holdings, Accounts and Goals
Sep 16, 2025
Truthifi Introduces Portfolio Monitoring Dashboard with 85+ Automated Investment Health Diagnostics
Feb 11, 2025