“So eye opening!”
See all your investments
$270m+
Monitored on Truthifi®
Monitored
18k+
Institutions supported
40k+
Advisors trackable
we've got you covered.
Our coverage spans 18,000+ banks & brokerages.
we've got you covered.
Our coverage spans 18,000+ banks & brokerages.
we've got you covered.
Our coverage spans 18,000+ banks & brokerages.
what we do
what we do
what we do
We monitor how your investments are doing—so you don't have to.
We monitor how your investments are doing—so you don't have to.
We monitor how your investments are doing—so you don't have to.
In a world where it’s increasingly hard to get straight answers to simple questions about your finances, we deliver the simple truth.
In a world where it’s increasingly hard to get straight answers to simple questions about your finances, we deliver the simple truth.
In a world where it’s increasingly hard to get straight answers to simple questions about your finances, we deliver the simple truth.
Security
Your data belongs to you—not your broker, not your advisor, and not us.
At Truthifi, your security and privacy are our priority. That's why we use the very highest level of security to protect your financial data.
Learn more
Encryption
We protect your data using military-grade AES-256 encryption.
Read-only
We don’t support trading on Truthifi—we can only do investment analysis.
On-demand deletion
We will purge your data from our system on request, as quickly as possible.
No conflicts of interest
We'll never try to sell you investment products or advice—just the truth.
Need-to-know
We only retrieve the financial records we need to power our analysis.
Never for sale
Your data belongs to you; we’ll never sell it or share it with anyone.
Nothing personal
Secure aggregators ensure that we never see logins or personal information.
Security
Your data belongs to you—not your broker, not your advisor, and not us.
At Truthifi, your security and privacy are our priority. That's why we use the very highest level of security to protect your financial data.
Learn more
Encryption
We protect your data using military-grade AES-256 encryption.
Read-only
We don’t support trading on Truthifi—we can only do investment analysis.
On-demand deletion
We will purge your data from our system on request, as quickly as possible.
No conflicts of interest
We'll never try to sell you investment products or advice—just the truth.
Need-to-know
We only retrieve the financial records we need to power our analysis.
Never for sale
Your data belongs to you; we’ll never sell it or share it with anyone.
Nothing personal
Secure aggregators ensure that we never see logins or personal information.
Security
Your data belongs to you—not your broker, not your advisor, and not us.
At Truthifi, your security and privacy are our priority. That's why we use the very highest level of security to protect your financial data.
Learn more
Encryption
We protect your data using military-grade AES-256 encryption.
Read-only
We don’t support trading on Truthifi—we can only do investment analysis.
On-demand deletion
We will purge your data from our system on request, as quickly as possible.
No conflicts of interest
We'll never try to sell you investment products or advice—just the truth.
Need-to-know
We only retrieve the financial records we need to power our analysis.
Never for sale
Your data belongs to you; we’ll never sell it or share it with anyone.
Nothing personal
Secure aggregators ensure that we never see logins or personal information.
New feature!
Your financial life on a customizable map.
Your financial life on a customizable map.
Your financial life on a customizable 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.
join our feedback rewARDS program
Shape the future—
while it’s still being written.
Interested in Truthifi, but not sure it's right for you? Every day, we give a limited number of free Plus accounts away to people interested in testing us out—in exchange for providing feedback and helping us shape our product.
join our feedback rewARDS program
Shape the future—
while it’s still being written.
Interested in Truthifi, but not sure it's right for you? Every day, we give a limited number of free Plus accounts away to people interested in testing us out—in exchange for providing feedback and helping us shape our product.
join our feedback rewARDS program
Shape the future—
while it’s still being written.
Interested in Truthifi, but not sure it's right for you? Every day, we give a limited number of free Plus accounts away to people interested in testing us out—in exchange for providing feedback and helping us shape our product.
safeguard your future
Sleep better with advanced investment threat detection
Sleep better with advanced investment threat detection
Sleep better with advanced investment threat detection
We run 75+ portfolio health diagnostics, from high fees to risky trades—so you can rest easy knowing someone is looking out for your money.
We run 75+ portfolio health diagnostics, from high fees to risky trades—so you can rest easy knowing someone is looking out for your money.
We run 75+ portfolio health diagnostics, from high fees to risky trades—so you can rest easy knowing someone is looking out for your money.
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
We’re proven leaders solving a decades-old, industry-wide trust problem.
We’re finance, tech, and design experts building a toolkit for busy people with questions. We want to make it easy for you to build and protect your wealth—starting with access to the simple truth. Learn more about us.
automated monitoring
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?
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.
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
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
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
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.
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.
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.