$
m+
Monitored
+
institutions
Bank-grade
security
Your new financial checkup
Truthifi® instantly checks your finances for 100+ common investing mistakes and opportunities.
No credit card required.
$
800m+
Monitored
18k+
institutions
Bank-grade
security
Your new financial checkup
Truthifi® instantly checks your finances for 100+ common investing mistakes and opportunities.
No credit card required.
$
m+
Monitored
+
institutions
Bank-grade
security
Your new financial checkup
Truthifi® instantly checks your finances for 100+ common investing mistakes and opportunities.
No credit card required.
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.
A nightly scan that checks 100+ financial health signals
Unlock automatic, unbiased wellness checks that uncover anything holding back your performance.
Money leaks
high-priced funds
idle cash
tax hostages
commissions
untapped losses
top performers
capital gains buildup
falling dividends
missed opportunities
equity exposure
concentrations
hidden risks
low performers
conversation topics
+90 more
A nightly scan that checks 100+ financial health signals
Unlock automatic, unbiased wellness checks that uncover anything holding back your performance.
Money leaks
high-priced funds
idle cash
tax hostages
commissions
untapped losses
top performers
capital gains buildup
falling dividends
missed opportunities
equity exposure
concentrations
hidden risks
low performers
conversation topics
+90 more
A nightly scan that checks 100+ financial health signals
Unlock automatic, unbiased wellness checks that uncover anything holding back your performance.
Money leaks
high-priced funds
idle cash
tax hostages
commissions
untapped losses
top performers
capital gains buildup
falling dividends
missed opportunities
equity exposure
concentrations
hidden risks
low performers
conversation topics
+90 more
Product
We don’t manage your money. We make sure your money is being managed well.
100+ wellness checks
See room for growth.
Easily troubleshoot performance problems and know where to focus with our wellness checks. Designed to work for DIYers or be passed along to advisors.
18,000+ providers
Watch all your wealth.
Monitor patterns, activity and risk across all of your accounts using the same top-tier data partners as Venmo, H&R Block, and Bank of America. Learn more here.
Total cost of ownership
Avoid costly mistakes.
Monitor how all of your costs, from expense ratios to sales loads to commissions, are impacting your returns—and take action early, before they snowball.
trusted by $800m+
Trust, but verify.
We don’t manage your money—we make sure your money is being managed well. Monitor yourself or your advisor with 100+ automated nightly wellness checks.
Plain english insights
Translate your numbers.
Instead of wading through statements, get a short, jargon-free summary of your financial health—so you always know what’s going on and what you can do about it.
99.7% accuracy
Preserve your data.
Unlike trackers that reset your performance, we repair and store you or your advisor’s investment activity securely, so that your performance and fee metrics are always accurate.
Product
We don’t manage your money. We make sure your money is being managed well.
100+ wellness checks
See room for growth.
Easily troubleshoot performance problems and know where to focus with our wellness checks. Designed to work for DIYers or be passed along to advisors.
18,000+ providers
Watch all your wealth.
Monitor patterns, activity and risk across all of your accounts using the same top-tier data partners as Venmo, H&R Block, and Bank of America. Learn more here.
Total cost of ownership
Avoid costly mistakes.
Monitor how all of your costs, from expense ratios to sales loads to commissions, are impacting your returns—and take action early, before they snowball.
trusted by $800m+
Trust, but verify.
We don’t manage your money—we make sure your money is being managed well. Monitor yourself or your advisor with 100+ automated nightly wellness checks.
Plain english insights
Translate your numbers.
Instead of wading through statements, get a short, jargon-free summary of your financial health—so you always know what’s going on and what you can do about it.
99.7% accuracy
Preserve your data.
Unlike trackers that reset your performance, we repair and store you or your advisor’s investment activity securely, so that your performance and fee metrics are always accurate.
Product
We don’t manage your money. We make sure your money is being managed well.
100+ wellness checks
See room for growth.
Easily troubleshoot performance problems and know where to focus with our wellness checks. Designed to work for DIYers or be passed along to advisors.
18,000+ providers
Watch all your wealth.
Monitor patterns, activity and risk across all of your accounts using the same top-tier data partners as Venmo, H&R Block, and Bank of America. Learn more here.
Total cost of ownership
Avoid costly mistakes.
Monitor how all of your costs, from expense ratios to sales loads to commissions, are impacting your returns—and take action early, before they snowball.
trusted by $800m+
Trust, but verify.
We don’t manage your money—we make sure your money is being managed well. Monitor yourself or your advisor with 100+ automated nightly wellness checks.
Plain english insights
Translate your numbers.
Instead of wading through statements, get a short, jargon-free summary of your financial health—so you always know what’s going on and what you can do about it.
99.7% accuracy
Preserve your data.
Unlike trackers that reset your performance, we repair and store you or your advisor’s investment activity securely, so that your performance and fee metrics are always accurate.
Why people add us to the mix
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
Why people add us to the mix
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
Why people add us to the mix
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
How it works
Use Truthifi on your own—or bring it into your next advisor meeting.
1
Review your score privately.
Truthifi analyzes your accounts and highlights what matters—risks, fees, and blind spots—just for you.
Decide what to share.
Nothing is sent to your advisor. You choose if, when, and what insights to bring into the conversation.
2
3
Walk in prepared.
Use clear, factual findings to ask better questions and make more confident decisions together.
How it works
Use Truthifi on your own—or bring it into your next advisor meeting.
Review your score privately.
Truthifi analyzes your accounts and highlights what matters—risks, fees, and blind spots—just for you.
1
2
Decide what to share.
Nothing is sent to your advisor. You choose if, when, and what insights to bring into the conversation.
Walk in prepared.
Use clear, factual findings to ask better questions and make more confident decisions together.
3
How it works
Use Truthifi on your own—or bring it into your next advisor meeting.
1
Review your score privately.
Truthifi analyzes your accounts and highlights what matters—risks, fees, and blind spots—just for you.
Decide what to share.
Nothing is sent to your advisor. You choose if, when, and what insights to bring into the conversation.
2
3
Walk in prepared.
Use clear, factual findings to ask better questions and make more confident decisions together.
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
Prevent $10,000 mistakes for $240.
Investment clarity shouldn’t be reserved for the ultra-wealthy.
Truthifi annual membership
$240
/ year
Start with a free health check. Upgrade and get your first 30 days for free.
No CC required. Free trial. Bank-grade security.
Ongoing monitoring for mistakes & opportunities
100+ unbiased checks for fees, drift, risk, odd activity, and hidden concentrations—run automatically, every night.
A shortcut through spreadsheets & statements
Plain-English explanations of everything that's going on, so you know what matters—and what doesn’t.
Coverage across your entire financial picture
Get secure, read-only connections to 18,000+ banks, brokers, 401(k)s, and providers.
Independent by design
No commissions. No incentives. Just a second set of eyes.
More pricing information
Prevent $10,000 mistakes for $240.
Investment clarity shouldn’t be reserved for the ultra-wealthy.
Truthifi annual membership
$240
/ year
Start with a free health check. Upgrade and get your first 30 days for free.
No CC required. Free trial. Bank-grade security.
Ongoing monitoring for mistakes & opportunities
100+ unbiased checks for fees, drift, risk, odd activity, and hidden concentrations—run automatically, every night.
A shortcut through spreadsheets & statements
Plain-English explanations of everything that's going on, so you know what matters—and what doesn’t.
Coverage across your entire financial picture
Get secure, read-only connections to 18,000+ banks, brokers, 401(k)s, and providers.
Independent by design
No commissions. No incentives. Just a second set of eyes.
More pricing information
Prevent $10,000 mistakes for $240.
Investment clarity shouldn’t be reserved for the ultra-wealthy.
Truthifi annual membership
$240
/ year
Start with a free health check. Upgrade and get your first 30 days for free.
No CC required. Free trial. Bank-grade security.
Ongoing monitoring for mistakes & opportunities
100+ unbiased checks for fees, drift, risk, odd activity, and hidden concentrations—run automatically, every night.
A shortcut through spreadsheets & statements
Plain-English explanations of everything that's going on, so you know what matters—and what doesn’t.
Coverage across your entire financial picture
Get secure, read-only connections to 18,000+ banks, brokers, 401(k)s, and providers.
Independent by design
No commissions. No incentives. Just a second set of eyes.
More pricing information
Stop living in spreadsheets.
800,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal
Stop living in spreadsheets.
800,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal
Stop living in spreadsheets.
800,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal