we've got you covered.

Our coverage spans 18,000+ banks & brokerages.

Security

Truthifi® prioritizes your privacy in 6 core steps.

We believe that your data belongs to you—not your broker, not your advisor, and not us. So we use the very highest level of security to protect your financial data.

Learn more

We’ll never share or sell your data.

We don’t see or store sensitive information.

We only retrieve transaction & holdings data.

We have read-only access.

We don’t have any conflicts of interest.

We’ll delete your data on-demand.

what we do
what we do
what we do

We make investment due diligence easy.

We make investment due diligence easy.

We make investment due diligence easy.

In a world where it’s increasingly hard to get straight answers to simple questions about your finances, we make sure nothing slips through the cracks.

In a world where it’s increasingly hard to get straight answers to simple questions about your finances, we make sure nothing slips through the cracks.

In a world where it’s increasingly hard to get straight answers to simple questions about your finances, we make sure nothing slips through the cracks.

New feature!

All your money & managers, one map.

All your money & managers, one map.

All your money & managers, one map.

We don't just track—we organize. View your wealth mapped out by owner, advisor, goal, and much more.

We don't just track—we organize. View your wealth mapped out by owner, advisor, goal, and much more.

We don't just track—we organize. View your wealth mapped out by owner, advisor, goal, and much more.

Reports designed for real people.

Reports designed for real people.

Reports designed for real people.

Cut to the chase and skip the jargon. Keep it simple and stick to the Score, or dive deep into revolutionary reports.

Cut to the chase and skip the jargon. Keep it simple and stick to the Score, or dive deep into revolutionary reports.

Cut to the chase and skip the jargon. Keep it simple and stick to the Score, or dive deep into revolutionary reports.

  • 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

  • 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

  • So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”

    KIM D

  • 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

  • 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

  • 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

  • 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

  • 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

  • So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”

    KIM D

  • 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

  • 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

  • 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

  • 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

  • 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

  • So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”

    KIM D

  • 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

  • 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

  • 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

Do your due diligence at warp speed.

Do your due diligence at warp speed.

Do your due diligence at warp speed.

Wouldn’t you like to know if you're taking on hidden risks, over-paying, or falling behind the benchmark?

Wouldn’t you like to know if you're taking on hidden risks, over-paying, or falling behind the benchmark?

Wouldn’t you like to know if you're taking on hidden risks, over-paying, or falling behind the benchmark?

Pay us way less than you
would pay any advisor

Tracking

Most popular

Free

Billed annually as $120

Up to 10 links

Simplified dashboard

Global performance

Flexible statement

Activity feed

Automatic scanning

Advisor monitoring

Portfolio score

Fee analysis

65+ flag checks

Normalized pure data

Priority assistance

Early feature access

Monitoring

Most popular

$20

/month

Billed annually as $240

Up to 10 links

Simplified dashboard

Global performance

Flexible statement

Activity feed

Automatic scanning

Advisor monitoring

Portfolio score

Fee analysis

65+ flag checks

Normalized pure data

Priority assistance

Early feature access

Plus

Most popular

$30

/month

Billed annually as $360

Unlimited links

Simplified dashboard

Global performance

Flexible statement

Activity feed

Automatic scanning

Advisor monitoring

Portfolio score

Fee analysis

65+ flag checks

Normalized pure data

Priority assistance

Early feature access

FAQ

Do I need Truthifi™?

Do I need Truthifi™?

Do I need Truthifi™?

How does Truthifi™ help?

How does Truthifi™ help?

How does Truthifi™ help?

Do I need to be an investment professional?

Do I need to be an investment professional?

Do I need to be an investment professional?

Do you provide investment advice?

Do you provide investment advice?

Do you provide investment advice?

Do you sell investment products?

Do you sell investment products?

Do you sell investment products?

Can I connect any provider?

Can I connect any provider?

Can I connect any provider?

How secure is Truthifi™?

How secure is Truthifi™?

How secure is Truthifi™?

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

features

Map Map

Statement

© 2025 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

features

Map Map

Statement

© 2025 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

features

Map Map

Statement

© 2025 Truthifi, Inc. All Rights Reserved.