Product
Product
What if your money could be doing better—and you didn’t know it?
What if your money could be doing better—and you didn’t know it?
What if your money could be doing better—and you didn’t know it?
Stop tracking and start running 100+ portfolio wellness checks.
Start with a free checkup. If you’re clean, keep your current setup. If not, we’ll show you exactly what you can focus on.
1. Checkup (free)
2. Improve
3. Explore
Ultra-secure
We protect your data with bank-grade security. Learn more →
Under your control
Collaborate, keep things private, or request deletion at any time.
Limited by design
Read-only access means you stay in control—we just analyze.
Stop tracking and start running 100+ portfolio wellness checks.
Start with a free checkup. If you’re clean, keep your current setup. If not, we’ll show you exactly what you can focus on.
Ultra-secure
We protect your data with bank-grade security. Learn more →
Under your control
Collaborate, keep things private, or request deletion at any time.
Limited by design
Read-only access means you stay in control—we just analyze.
Stop tracking and start running 100+ portfolio wellness checks.
Start with a free checkup. If you’re clean, keep your current setup. If not, we’ll show you exactly what you can focus on.
1. Checkup (free)
2. Improve
3. Explore
Ultra-secure
We protect your data with bank-grade security. Learn more →
Under your control
Collaborate, keep things private, or request deletion at any time.
Limited by design
Read-only access means you stay in control—we just analyze.
What we offer
A calmer way to keep watch on your wealth.
Portfolio vault
See your entire portfolio like a pro would
Link investments, retirement plans, and brokerage accounts from 18,000+ providers and see your whole portfolio in a single, simple view.
Continuous monitoring
100+ portfolio checks, on autopilot
Truthifi quietly scans for fees, risk, drift, and odd activity every night—so you don’t have to babysit dashboards, or build your own spreadsheets.
History reconstruction
Your full story, not a fresh start
Our engine rebuilds your past performance and positions, so you don’t “start from zero” the day you sign up.
Flexible views
Quick checkups or deep dives
Get a fast, plain-English health brief when you drop in—or zoom into analytics that satisfy the pros when you want more detail.
Independent oversight
Sanity-check your trackers and advisors
Use Truthifi to compare what you actually own with what your trackers, robos, and advisors are saying—without products, commissions, or nudges.
Built-in safeguards
Read-only, unbiased by design
We can’t move money or place trades, and we don’t sell investments—just clear findings that support long-term financial wellbeing.
What we offer
A calmer way to keep watch on your wealth.
Portfolio vault
See your entire portfolio like a pro would
Link investments, retirement plans, and brokerage accounts from 18,000+ providers and see your whole portfolio in a single, simple view.
Continuous monitoring
100+ portfolio checks, on autopilot
Truthifi quietly scans for fees, risk, drift, and odd activity every night—so you don’t have to babysit dashboards, or build your own spreadsheets.
History reconstruction
Your full story, not a fresh start
Our engine rebuilds your past performance and positions, so you don’t “start from zero” the day you sign up.
Flexible views
Quick checkups or deep dives
Get a fast, plain-English health brief when you drop in—or zoom into analytics that satisfy the pros when you want more detail.
Independent oversight
Sanity-check your trackers and advisors
Use Truthifi to compare what you actually own with what your trackers, robos, and advisors are saying—without products, commissions, or nudges.
Built-in safeguards
Read-only, unbiased by design
We can’t move money or place trades, and we don’t sell investments—just clear findings that support long-term financial wellbeing.
What we offer
A calmer way to keep watch on your wealth.
Portfolio vault
See your entire portfolio like a pro would
Link investments, retirement plans, and brokerage accounts from 18,000+ providers and see your whole portfolio in a single, simple view.
Continuous monitoring
100+ portfolio checks, on autopilot
Truthifi quietly scans for fees, risk, drift, and odd activity every night—so you don’t have to babysit dashboards, or build your own spreadsheets.
History reconstruction
Your full story, not a fresh start
Our engine rebuilds your past performance and positions, so you don’t “start from zero” the day you sign up.
Flexible views
Quick checkups or deep dives
Get a fast, plain-English health brief when you drop in—or zoom into analytics that satisfy the pros when you want more detail.
Independent oversight
Sanity-check your trackers and advisors
Use Truthifi to compare what you actually own with what your trackers, robos, and advisors are saying—without products, commissions, or nudges.
Built-in safeguards
Read-only, unbiased by design
We can’t move money or place trades, and we don’t sell investments—just clear findings that support long-term financial wellbeing.
Our Truth in Finance® engine
From broken data to clear signals
First, we fix broken data.
Holdings and transactions arrive with errors and gaps that we can detect and correct.
Then we recover your history.
Trackers can’t do this, which is why they have to reset your history the day you sign up.
We translate the noise.
We turn metrics and jargon into clear insights and opportunities—designed for busy people, not analysts.
High-priced funds
Uninvested cash
Hidden concentrations
Untapped losses
Tax hostages
Underperforming accounts
Risky trades
Commissions
Drop in payouts
Low-yield savings account
Recent manager change
Our Truth in Finance® engine
From broken data to clear signals
First, we fix broken data.
Then we recover your history.
We translate the noise.
High-priced funds
Uninvested cash
Hidden concentrations
Untapped losses
Tax hostages
Our Truth in Finance® engine
From broken data to clear signals
First, we fix broken data.
Holdings and transactions arrive with errors and gaps that we can detect and correct.
Then we recover your history.
Trackers can’t do this, which is why they have to reset your history the day you sign up.
We translate the noise.
We turn metrics and jargon into clear insights and opportunities—designed for busy people, not analysts.
High-priced funds
Uninvested cash
Hidden concentrations
Untapped losses
Tax hostages
Underperforming accounts
Risky trades
Commissions
Drop in payouts
Low-yield savings account
Recent manager change
Trusted by $800m AUM
Before Truthifi, everyday investors were left in the dark.
Here’s what they’re saying now.
“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.
Here’s what they’re saying now.
“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.
Here’s what they’re saying now.
“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
See what wellness checks can unlock for you.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal
See what wellness checks can unlock for you.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal
See what wellness checks can unlock for you.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal