Independent wealth monitoring, for a simple flat fee.
Truthifi® provides continuous wealth monitoring for a flat annual fee, and is designed to complement advisors, not replace them.
Independent wealth monitoring, for a simple flat fee.
Truthifi® provides continuous wealth monitoring for a flat annual fee, and is designed to complement advisors, not replace them.
Independent wealth monitoring, for a simple flat fee.
Truthifi® provides continuous wealth monitoring for a flat annual fee, and is designed to complement advisors, not replace them.
best value
Free checkup
Free checkup
Get a free preview of what you’re missing.
Free
Free
Free health preview
Free health preview
Opportunities preview
Opportunities preview
Up to 5 secure connections
Up to 5 secure connections
Health change nudges
Health change nudges
Fee, return & risk monitoring
Fee, return & risk monitoring
Early access to new features
Early access to new features
White glove support
White glove support
Inner circle feedback
Inner circle feedback
best value
Monitoring
Monitoring
Protect your growth with 24/7 monitoring.
$20
$20
/month
/month
(Billed annually as $240)
(Billed annually as $240)
24/7 health monitoring
24/7 health monitoring
Full opportunities report
Full opportunities report
Up to 10 secure connections
Up to 10 secure connections
Health change nudges
Health change nudges
Fee, return & risk monitoring
Fee, return & risk monitoring
Early access to new features
Early access to new features
White glove support
White glove support
Inner circle feedback
Inner circle feedback
best value
Monitoring Plus+
Monitoring Plus+
Monitoring, plus early access and VIP support.
$79
$79
/month
/month
(Billed annually as $948)
(Billed annually as $948)
24/7 health monitoring
24/7 health monitoring
Full opportunities report
Full opportunities report
Unlimited secure connections
Unlimited secure connections
Health change nudges
Health change nudges
Fee, return & risk monitoring
Fee, return & risk monitoring
Early access to new features
Early access to new features
White glove support
White glove support
Inner circle feedback
Inner circle feedback
Monitoring
Most popular
$20/mo, billed annually as $240
Protect your growth with 24/7 monitoring.
24/7 health monitoring
Full opportunities report
Up to 10 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to features
White glove support
Inner circle of feedback
Free checkup
Free
Monitoring Plus+
$79/mo, billed annually as $948
You’ll choose your membership later.
Monitoring
Most popular
$20/mo, billed annually as $240
Protect your growth with 24/7 monitoring.
24/7 health monitoring
Full opportunities report
Up to 10 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to features
White glove support
Inner circle of feedback
Free checkup
Free
Monitoring Plus+
$79/mo, billed annually as $948
You’ll choose your membership later.
Find the plan that fits your financial journey.
Compare our different membership plans on a more granular level.
Financial health
Free portfolio checkup
100+ portfolio wellness checks
Advisors that can be added
Unlimited
Unlimited
Unlimited
Monitored brokerage connections
Up to 10
Up to 10
Unlimited
Manually tracked assets & liabilities
Unlimited
Unlimited
Unlimited
Historical data reconstruction
Up to 30 days
Unlimited
Unlimited
Document storage limit
Unlimited
Unlimited
Unlimited
Composition
Holdings table
Holdings organizer
Asset allocation
Concentration insights
+22 composition wellness checks
Performance
30-day performance preview
Full reconstructed history
Benchmarked performance
Portfolio alpha
+16 performance wellness checks
Fees
30-day fee preview
Reconstructed fee history
Benchmarked fees
Advisory, fund, commission fees & more
+10 fee wellness checks
More
Super-simple dashboard
All-in-one-place reports
Net worth map
Custom goals & groups
Printer-friendly global statement
VIP customer service
Early feature access
Find the plan that fits your financial journey.
Compare our different membership plans on a more granular level.
$0
Free checkup
$240
Monitoring
$948
Monitoring Plus+
Financial health
Free portfolio checkup
100+ portfolio wellness checks
Advisors that can be added
Unlimited
Unlimited
Unlimited
Monitored brokerage connections
Up to 10
Up to 10
Unlimited
Manually tracked assets & liabilities
Unlimited
Unlimited
Unlimited
Historical data reconstruction
Up to 30 days
Unlimited
Unlimited
Document storage limit
Unlimited
Unlimited
Unlimited
Composition
Holdings table
Holdings organizer
Asset allocation
Concentration insights
+22 composition wellness checks
Performance
30-day performance preview
Full reconstructed history
Benchmarked performance
Portfolio alpha
+16 performance wellness checks
Fees
30-day fee preview
Reconstructed fee history
Benchmarked fees
Advisory, fund, commission fees & more
+10 fee wellness checks
More
Super-simple dashboard
All-in-one-place reports
Net worth map
Custom goals & groups
Printer-friendly global statement
VIP customer service
Early feature access
Find the plan that fits your financial journey.
$0
Free checkup
$240
Monitoring
$948
Monitoring+
Financial health
Free portfolio checkup
100+ portfolio wellness checks
Advisors that can be added
Unlimited
Unlimited
Unlimited
Monitored brokerage connections
Up to 10
Up to 10
Unlimited
Manually tracked assets & liabilities
Unlimited
Unlimited
Unlimited
Historical data reconstruction
Up to 30 days
Unlimited
Unlimited
Document storage limit
Unlimited
Unlimited
Unlimited
Composition
Holdings table
Holdings organizer
Asset allocation
Concentration insights
+22 composition wellness checks
Performance
30-day performance preview
Full reconstructed history
Benchmarked performance
Portfolio alpha
+16 performance wellness checks
Fees
30-day fee preview
Reconstructed fee history
Benchmarked fees
Advisory, fund, commission fees & more
+10 fee wellness checks
More
Super-simple dashboard
All-in-one-place reports
Net worth map
Custom goals & groups
Printer-friendly global statement
VIP customer service
Early feature access
Trusted by $800m AUM
Before Truthifi, everyday investors were left in the dark.
“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
Before Truthifi, everyday investors were left in the dark.
“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
Before Truthifi, everyday investors were left in the dark.
“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
Is there a free plan?
Yes—signing up for a free health checkup is free and doesn’t require a credit card. To access all of your checkup results, you’ll need to upgrade to a paid plan.
Can I cancel?
Yes. Cancel any time. You keep access through your paid period.
Are there any hidden fees?
No commissions, no ads, no advice.
Do I need to reset or re-enter history?
No. We rebuild your history automatically—no performance reset.
Why would I use this if I already have a tracker or advisor?
Trackers log numbers. Advisor dashboards present one firm’s view. Truthifi is an independent second set of eyes that looks across all your accounts for risks, leaks, and opportunities they might miss.
How do I know if I need something like this?
If you have multiple accounts, aren’t sure what you’re really paying, or haven’t reviewed risk and concentration in years, you’re exactly who Truthifi is built to protect.
How safe is my data?
We use bank-grade encryption and read-only connections. Truthifi can’t move money or place trades; it can only see positions and activity to monitor them.
Common questions
Is there a free plan?
Yes—signing up for a free health checkup is free and doesn’t require a credit card. To access all of your checkup results, you’ll need to upgrade to a paid plan.
Can I cancel?
Yes. Cancel any time. You keep access through your paid period.
Are there any hidden fees?
No commissions, no ads, no advice.
Do I need to reset or re-enter history?
No. We rebuild your history automatically—no performance reset.
Why would I use this if I already have a tracker or advisor?
Trackers log numbers. Advisor dashboards present one firm’s view. Truthifi is an independent second set of eyes that looks across all your accounts for risks, leaks, and opportunities they might miss.
How do I know if I need something like this?
If you have multiple accounts, aren’t sure what you’re really paying, or haven’t reviewed risk and concentration in years, you’re exactly who Truthifi is built to protect.
How safe is my data?
We use bank-grade encryption and read-only connections. Truthifi can’t move money or place trades; it can only see positions and activity to monitor them.
Common questions
Is there a free plan?
Yes—signing up for a free health checkup is free and doesn’t require a credit card. To access all of your checkup results, you’ll need to upgrade to a paid plan.
Can I cancel?
Yes. Cancel any time. You keep access through your paid period.
Are there any hidden fees?
No commissions, no ads, no advice.
Do I need to reset or re-enter history?
No. We rebuild your history automatically—no performance reset.
Why would I use this if I already have a tracker or advisor?
Trackers log numbers. Advisor dashboards present one firm’s view. Truthifi is an independent second set of eyes that looks across all your accounts for risks, leaks, and opportunities they might miss.
How do I know if I need something like this?
If you have multiple accounts, aren’t sure what you’re really paying, or haven’t reviewed risk and concentration in years, you’re exactly who Truthifi is built to protect.
How safe is my data?
We use bank-grade encryption and read-only connections. Truthifi can’t move money or place trades; it can only see positions and activity to monitor them.
Don’t wait to uncover what you’ve been missing.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Don’t wait to uncover what you’ve been missing.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Don’t wait to uncover what you’ve been missing.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal