Replaces your tracker
Clarifies robo, AI & advisor guidance
Your money, monitored.
Truthifi® continuously runs 100+ portfolio checks for leaks, risk, and odd activity—so you can see what a professional would notice, without doing the work.
Automatic. Unbiased. Built for everyday investors AND experts.
Replaces your tracker
Clarifies advice
Your money, monitored.
Truthifi® continuously runs 100+ portfolio checks for leaks, risk, and odd activity—so you can see what a professional would notice, without doing the work.
Automatic. Unbiased. All experience levels.
Replaces your tracker
Clarifies robo, AI & advisor guidance
Your money, monitored.
Truthifi® continuously runs 100+ portfolio checks for leaks, risk, and odd activity—so you can see what a professional would notice, without doing the work.
Automatic. Unbiased. Built for everyday investors AND experts.
Built to save you time.
Trackers need you to keep checking them. Advisors need meetings. Truthifi® quietly runs 100+ wellness checks in the background—and shows you when something needs your attention.
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.
Built to save you time.
Trackers need you to keep checking them. Advisors need meetings. Truthifi® quietly runs 100+ wellness checks in the background—and shows you when something needs your attention.
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.
Built to save you time.
Trackers need you to keep checking them. Advisors need meetings. Truthifi® quietly runs 100+ wellness checks in the background—and shows you when something needs your attention.
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.
Does your tracker wish you well?
Truthifi® does. It runs 100+ continuous, unbiased checks on your investments—prioritizing your financial health over screen time, sales goals, or engagement tricks.
Does your tracker wish you well?
Truthifi® does. It runs 100+ continuous, unbiased checks on your investments—prioritizing your financial health over screen time, sales goals, or engagement tricks.
Does your tracker wish you well?
Truthifi® does. It runs 100+ continuous, unbiased checks on your investments—prioritizing your financial health over screen time, sales goals, or engagement tricks.
Why people add us to the mix
Trackers show balances. Wealth portals show one provider. Truthifi® connects to 18,000+ institutions, runs 100+ independent checks, and gives you a single, unbiased view of how your whole portfolio is really doing.
Trackers
Process
History
Wellness
Help
Bias
Experience
Set and forget
Automatically rebuilt
100+ checks
Clarifies strategy
100% neutral
Everyone
Trackers
Check in periodically
Start over on day 1
On you to figure out
Give you metrics
No perspective
Mostly DIYers
Wealth portals
Check in periodically
Limited to 1 provider
Single perspective
Limited products
May have competing interests
No simple answers
(By the way, no data reset.
We rebuild your history so you never start from zero.)
Why people add us to the mix
Trackers show balances. Wealth portals show one provider. Truthifi® connects to 18,000+ institutions, runs 100+ independent checks, and gives you a single, unbiased view of how your whole portfolio is really doing.
Set & forget
History rebuilt
100+ checks
Strategy clarifying
100% neutral
Beginner-friendly
Others
You check in
History limited
Single view
Just metrics
Possible upsells
No simple answers
(By the way, no data reset.
We rebuild your history so you never start from zero.)
Why people add us to the mix
Trackers show balances. Wealth portals show one provider. Truthifi® connects to 18,000+ institutions, runs 100+ independent checks, and gives you a single, unbiased view of how your whole portfolio is really doing.
Trackers
Process
History
Wellness
Help
Bias
Experience
Set and forget
Automatically rebuilt
100+ checks
Clarifies strategy
100% neutral
Everyone
Trackers
Check in periodically
Start over on day 1
On you to figure out
Give you metrics
No perspective
Mostly DIYers
Wealth portals
Check in periodically
Limited to 1 provider
Single perspective
Limited products
May have competing interests
No simple answers
(By the way, no data reset.
We rebuild your history so you never start from zero.)
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
How it works
Three simple steps is all it takes to start unlocking your growth opportunities and improving your financial health.
1
You’ll set up your home base
Securely connect all of your accounts in minutes and get a unified, easy-to-read view.
We’ll scan & translate
We’ll start checking your accounts every night and translate your financial data into simple health opportunities.
2
3
You’ll improve—easily
Whether you love fine-tuning your strategy or prefer peace of mind, spend your time how you want to.
How it works
Three simple steps is all it takes to start unlocking your growth opportunities and improving your financial health.
You’ll set up your home base
Securely connect all of your accounts in minutes and get a unified, easy-to-read view.
1
2
We’ll scan & translate
We’ll start checking your accounts every night and translate your financial data into simple health opportunities.
You’ll improve—easily
Whether you love fine-tuning your strategy or prefer peace of mind, spend your time how you want to.
3
How it works
Three simple steps is all it takes to start unlocking your growth opportunities and improving your financial health.
1
You’ll set up your home base
Securely connect all of your accounts in minutes and get a unified, easy-to-read view.
We’ll scan & translate
We’ll start checking your accounts every night and translate your financial data into simple health opportunities.
2
3
You’ll improve—easily
Whether you love fine-tuning your strategy or prefer peace of mind, spend your time how you want to.
“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…”
%
People discover tax hostage positions
%
People discover low-performing accounts
%
People discover hidden concentrations
“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…”
%
People discover tax hostage positions
%
People discover low-performing accounts
%
People discover hidden concentrations
“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…”
%
People discover tax hostage positions
%
People discover low-performing accounts
%
People discover hidden concentrations
Reveal what’s holding your wealth back—starting with a free health preview.
best value
Free checkup
Get a free preview of what you’re missing.
Free
Free health preview
Opportunities preview
Up to 5 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
best value
Monitoring
Protect your growth with 24/7 monitoring.
$20
/month
(Billed annually as $240)
24/7 health monitoring
Full opportunities report
Up to 10 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
best value
Monitoring Plus+
Monitoring, plus early access and VIP support.
$79
/month
(Billed annually as $948)
24/7 health monitoring
Full opportunities report
Unlimited secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
Reveal what’s holding your wealth back—starting with a free health preview.
best value
Free checkup
Get a free preview of what you’re missing.
Free
Free health preview
Opportunities preview
Up to 5 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
best value
Monitoring
Protect your growth with 24/7 monitoring.
$20
/month
(Billed annually as $240)
24/7 health monitoring
Full opportunities report
Up to 10 secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
best value
Monitoring Plus+
Monitoring, plus early access and VIP support.
$79
/month
(Billed annually as $948)
24/7 health monitoring
Full opportunities report
Unlimited secure connections
Health change nudges
Fee, return & risk monitoring
Early access to new features
White glove support
Inner circle feedback
Reveal what’s holding your wealth back—starting with a free health preview.
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.
Reveal what’s holding your wealth back—starting with a free health preview.
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.
Designed by personal finance veterans from top firms like Fidelity Investments, Merrill Lynch, TIAA, and more.
Designed by personal finance veterans from top firms like Fidelity Investments, Merrill Lynch, TIAA, and more.
Designed by personal finance veterans from top firms like Fidelity Investments, Merrill Lynch, TIAA, and more.
Stop living in spreadsheets.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal
Stop living in spreadsheets.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal