Your spreadsheet doesn’t catch everything—but we do.
Truthifi analyzes your financial data and surfaces 100+ hidden signals that most investors miss.
$800m+
Monitored
18k+
institutions
Bank-grade
security
Your spreadsheet doesn’t catch everything—but we do.
Truthifi analyzes your financial data and surfaces 100+ hidden signals that most investors miss.
$800m+
Monitored
18k+
institutions
Bank-grade
security
Your spreadsheet doesn’t catch everything—but we do.
Truthifi analyzes your financial data and surfaces 100+ hidden signals that most investors miss.
$800m+
Monitored
18k+
institutions
Bank-grade
security
NEW FEATURE!
Ask your finances anything.
Introducing the Truthifi AI Agent.
What if you could get simple, straight answers to the questions that keep you up at night?
The new Truthifi AI agent helps you know what aspects of financial wellness to focus on next—and why. No advice. No jargon. Just 24/7 access to the simple truth.
NEW FEATURE!
Ask your finances anything.
Introducing the Truthifi AI Agent.
What if you could get simple, straight answers to the questions that keep you up at night?
The new Truthifi AI agent helps you know what aspects of financial wellness to focus on next—and why. No advice. No jargon. Just 24/7 access to the simple truth.
NEW FEATURE!
Ask your finances anything.
Introducing the Truthifi AI Agent.
What if you could get simple, straight answers to the questions that keep you up at night?
The new Truthifi AI agent helps you know what aspects of financial wellness to focus on next—and why. No advice. No jargon. Just 24/7 access to the simple truth.
All of your
—no digging required.
Unlock a living view of your financial wellness. All the numbers you actually care about, front and center, and monitored for red flags.
Investments
0
$1,500,000.50
+ $25k this year
Cash
0
$10,000
Total idle cash
Composition
1
80% stocks
20% bonds/other
Activity
1
4,500
Transactions
Spending
0
$6,500
$4k from investments
Net returns
0
$22,000.50
+$250 vs benchmark
Fees
1
$1,500.25
$750 above average
Advanced insights
0
4 detected
Upgrade and unlock limitless financial health checks.
All of your
—no digging required.
Unlock a living view of your financial wellness. All the numbers you actually care about, front and center, and monitored for red flags.
Investments
0
$1.5m
+ $25k this year
Cash
0
$10k
Total idle cash
Composition
1
80% stocks
20% bonds/other
Activity
1
4.5k
Transactions
Spending
0
$6.5k
$4k investments
Net returns
0
$22k
+$250 vs benchmark
Fees
1
$1.5k
+$750 vs average
Other insights
0
4 detected
Upgrade for more
All of your
—no digging required.
Unlock a living view of your financial wellness. All the numbers you actually care about, front and center, and monitored for red flags.
Investments
0
$1,500,000.50
+ $25k this year
Cash
0
$10,000
Total idle cash
Composition
1
80% stocks
20% bonds/other
Activity
1
4,500
Transactions
Spending
0
$6,500
$4k from investments
Net returns
0
$22,000.50
+$250 vs benchmark
Fees
1
$1,500.25
$750 above average
Advanced insights
0
4 detected
Upgrade and unlock limitless financial health checks.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
More powerful than your tracker—but less work.
Truthifi® continuously runs over 100 financial wellness diagnostics to watch for risks, inefficiencies, and opportunities as your financial life evolves.
Risk exposure changes
Fees creeping higher
Concentrations building quietly
Cash sitting idle
Gaps in protection
Room for growth
100+ more financial wellness diagnostics
More powerful than your tracker—but less work.
Truthifi® continuously runs over 100 financial wellness diagnostics to watch for risks, inefficiencies, and opportunities as your financial life evolves.
Hidden risk
Fee creep
Concentrations
Idle cash
Gaps
Growth opportunities
100+ more
More powerful than your tracker—but less work.
Truthifi® continuously runs over 100 financial wellness diagnostics to watch for risks, inefficiencies, and opportunities as your financial life evolves.
Risk exposure changes
Fees creeping higher
Concentrations building quietly
Cash sitting idle
Gaps in protection
Room for growth
100+ more financial wellness diagnostics
How it works
Monitor everything
Securely connect your accounts and start monitoring the 100+ wellness signals that are missing from most statements.
Avoid costly mistakes
Truthifi continuously checks your accounts for red flags—so you can tackle them early, before they snowball.
Translate the numbers
We translate jargon and metrics into plain English—so you always know what’s going on, and what you can do about it.
See room for growth
We check for strengths, gaps, and low performers—so you see opportunities early, while there’s still time to act.
Trust the data
Trackers can‘t report on performance right away, but $800m+ trusts Truthifi to clean, reconstruct, and analyze the data for better insights.
Get an unbiased take
Unlike parties that manage your money for you, Truthifi delivers insights without conflicts of interest—and stay focused on your wellness.
How it works
Monitor everything
Securely connect your accounts and start monitoring the 100+ wellness signals that are missing from most statements.
Avoid costly mistakes
Truthifi continuously checks your accounts for red flags—so you can tackle them early, before they snowball.
Translate the numbers
We translate jargon and metrics into plain English—so you always know what’s going on, and what you can do about it.
See room for growth
We check for strengths, gaps, and low performers—so you see opportunities early, while there’s still time to act.
Trust the data
Trackers can‘t report on performance right away, but $800m+ trusts Truthifi to clean, reconstruct, and analyze the data for better insights.
Get an unbiased take
Unlike parties that manage your money for you, Truthifi delivers insights without conflicts of interest—and stay focused on your wellness.
How it works
Monitor everything
Securely connect your accounts and start monitoring the 100+ wellness signals that are missing from most statements.
Avoid costly mistakes
Truthifi continuously checks your accounts for red flags—so you can tackle them early, before they snowball.
Translate the numbers
We translate jargon and metrics into plain English—so you always know what’s going on, and what you can do about it.
See room for growth
We check for strengths, gaps, and low performers—so you see opportunities early, while there’s still time to act.
Trust the data
Trackers can‘t report on performance right away, but $800m+ trusts Truthifi to clean, reconstruct, and analyze the data for better insights.
Get an unbiased take
Unlike parties that manage your money for you, Truthifi delivers insights without conflicts of interest—and stay focused on your wellness.
Trusted by $800m AUM
Before Truthifi, due diligence took hours. Here’s what our customers are saying.
“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, due diligence took hours. Here’s what our customers are saying.
“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, due diligence took hours. Here’s what our customers are saying.
“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
Get an instant second set of eyes that always have your back.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Get an instant second set of eyes that always have your back.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal