$
m+
Monitored
+
institutions
Bank-grade
security
Know where your wealth stands. Know what’s possible.
Truthifi® is a wealth monitoring platform that helps investors with complex portfolios stay confident, informed, and in control—without sweating the details.
$
800m+
Monitored
18k+
institutions
Bank-grade
security
Know where your wealth stands. Know what’s possible.
Truthifi® is a wealth monitoring platform that helps investors with complex portfolios stay confident, informed, and in control—without sweating the details.
$
m+
Monitored
+
institutions
Bank-grade
security
Know where your wealth stands. Know what’s possible.
Truthifi® is a wealth monitoring platform that helps investors with complex portfolios stay confident, informed, and in control—without sweating the details.
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.
Comprehensive monitoring that runs in the background.
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
Comprehensive monitoring that runs in the background.
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
Comprehensive monitoring that runs in the background.
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
What wealth monitoring means for you
Ongoing oversight looks for red flags while you’re busy living life, turning complexity into confidence.
100+ wellness checks
See room for growth.
Truthifi® highlights opportunities across your portfolio without requiring constant analysis or manual reviews.
18,000+ institutions
Supervise everything in one place.
Monitor accounts, investments, and financial products across institutions through a single, independent lens.
Fee x-ray
Avoid costly mistakes.
Catch issues like rising fees, excess risk, or concentrations early—before they quietly compound.
trusted by $800m+
Trust, but verify.
Truthifi® provides independent oversight designed to complement advisors and professional strategies.
Plain english insights
Translate your numbers.
Get plain-English explanations when something changes, without digging through reports or dashboards.
99.7% accuracy
Preserve your data.
Truthifi® reconstructs and cleans your historical data, so your numbers reflect reality—not just the market—on day 1.
What wealth monitoring means for you
Ongoing oversight looks for red flags while you’re busy living life, turning complexity into confidence.
100+ wellness checks
See room for growth.
Truthifi® highlights opportunities across your portfolio without requiring constant analysis or manual reviews.
18,000+ institutions
Supervise everything in one place.
Monitor accounts, investments, and financial products across institutions through a single, independent lens.
Fee x-ray
Avoid costly mistakes.
Catch issues like rising fees, excess risk, or concentrations early—before they quietly compound.
trusted by $800m+
Trust, but verify.
Truthifi® provides independent oversight designed to complement advisors and professional strategies.
Plain english insights
Translate your numbers.
Get plain-English explanations when something changes, without digging through reports or dashboards.
99.7% accuracy
Preserve your data.
Truthifi® reconstructs and cleans your historical data, so your numbers reflect reality—not just the market—on day 1.
What wealth monitoring means for you
Ongoing oversight looks for red flags while you’re busy living life, turning complexity into confidence.
100+ wellness checks
See room for growth.
Truthifi® highlights opportunities across your portfolio without requiring constant analysis or manual reviews.
18,000+ institutions
Supervise everything in one place.
Monitor accounts, investments, and financial products across institutions through a single, independent lens.
Fee x-ray
Avoid costly mistakes.
Catch issues like rising fees, excess risk, or concentrations early—before they quietly compound.
trusted by $800m+
Trust, but verify.
Truthifi® provides independent oversight designed to complement advisors and professional strategies.
Plain english insights
Translate your numbers.
Get plain-English explanations when something changes, without digging through reports or dashboards.
99.7% accuracy
Preserve your data.
Truthifi® reconstructs and cleans your historical data, so your numbers reflect reality—not just the market—on day 1.
Built by real people, for real people.
Truthifi® was built by people who believe financial clarity should actually help people win—not confuse them. When you use Truthifi®, you’re not just using software; you’re working with a team that’s invested in getting this right.
Scott Blandford
ceo & founder
Rich Aneser
strategy & partnerships
Mike Young
head of product
Nathan Knight
head of engineering
If something doesn’t make sense, we’ll help you make sense of it.
Built by real people, for real people.
Truthifi® was built by people who believe financial clarity should actually help people win—not confuse them. When you use Truthifi®, you’re not just using software; you’re working with a team that’s invested in getting this right.
Scott Blandford
ceo & founder
Rich Aneser
strategy & partnerships
Mike Young
head of product
Nathan Knight
head of engineering
If something doesn’t make sense, we’ll help you make sense of it.
Built by real people, for real people.
Truthifi® was built by people who believe financial clarity should actually help people win—not confuse them. When you use Truthifi®, you’re not just using software; you’re working with a team that’s invested in getting this right.
Scott Blandford
ceo & founder
Rich Aneser
strategy & partnerships
Mike Young
head of product
Nathan Knight
head of engineering
If something doesn’t make sense, we’ll help you make sense of it.
More than tracking.
Real monitoring.
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
More than tracking.
Real monitoring.
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
More than tracking.
Real monitoring.
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
Trusted by $800m AUM
Before Truthifi, our customers were living in the dark.
“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, our customers were living in the dark.
“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, our customers were living in the dark.
“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
Confidence and oversight for less than the cost of a single mistake.
Ongoing wealth monitoring for risks and opportunities
100+ unbiased checks across fees, risk, concentration, and drift—run automatically.
Clarity without spreadsheets or statements
Plain-English explanations help you understand what matters—without digging through reports.
Coverage across your entire financial picture
Secure, read-only monitoring across 18,000+ banks, brokers, retirement accounts, and providers.
Independent by design
No commissions. No incentives. Just independent monitoring and a second set of eyes.
Truthifi wealth monitoring
$240
/ year
Start with a free monitoring checkup. Upgrade anytime.
Confidence and oversight for less than the cost of a single mistake.
Ongoing wealth monitoring for risks and opportunities
100+ unbiased checks across fees, risk, concentration, and drift—run automatically.
Clarity without spreadsheets or statements
Plain-English explanations help you understand what matters—without digging through reports.
Coverage across your entire financial picture
Secure, read-only monitoring across 18,000+ banks, brokers, retirement accounts, and providers.
Independent by design
No commissions. No incentives. Just independent monitoring and a second set of eyes.
Truthifi wealth monitoring
$240
/ year
Start with a free monitoring checkup. Upgrade anytime.
Confidence and oversight for less than the cost of a single mistake.
Ongoing wealth monitoring for risks and opportunities
100+ unbiased checks across fees, risk, concentration, and drift—run automatically.
Clarity without spreadsheets or statements
Plain-English explanations help you understand what matters—without digging through reports.
Coverage across your entire financial picture
Secure, read-only monitoring across 18,000+ banks, brokers, retirement accounts, and providers.
Independent by design
No commissions. No incentives. Just independent monitoring and a second set of eyes.
Truthifi wealth monitoring
$240
/ year
Start with a free monitoring checkup. Upgrade anytime.
Common questions about wealth monitoring
What is Truthifi?
Truthifi is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift.
What is wealth monitoring?
Wealth monitoring is the ongoing process of automatically watching your financial accounts and investments to make sure nothing drifts from your intended strategy. Truthifi continuously monitors portfolios for risk, fees, concentration, and other issues without requiring daily involvement.
How is this different from tracking apps?
Most tracking apps show balances and performance. Truthifi monitors for deeper issues like risk changes, rising fees, concentrations, and strategy misalignment as your financial life evolves.
Do I still need a financial advisor if I use Truthifi?
Truthifi is designed to complement financial advisors, not replace them. Many investors use Truthifi alongside advisors to stay informed between meetings and feel confident that nothing important is being missed.
Who is Truthifi best for?
Truthifi is ideal for investors with multiple accounts, professional advisors, or complex portfolios who want confidence without micromanagement.
Common questions about wealth monitoring
What is Truthifi?
Truthifi is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift.
What is wealth monitoring?
Wealth monitoring is the ongoing process of automatically watching your financial accounts and investments to make sure nothing drifts from your intended strategy. Truthifi continuously monitors portfolios for risk, fees, concentration, and other issues without requiring daily involvement.
How is this different from tracking apps?
Most tracking apps show balances and performance. Truthifi monitors for deeper issues like risk changes, rising fees, concentrations, and strategy misalignment as your financial life evolves.
Do I still need a financial advisor if I use Truthifi?
Truthifi is designed to complement financial advisors, not replace them. Many investors use Truthifi alongside advisors to stay informed between meetings and feel confident that nothing important is being missed.
Who is Truthifi best for?
Truthifi is ideal for investors with multiple accounts, professional advisors, or complex portfolios who want confidence without micromanagement.
Common questions about wealth monitoring
What is Truthifi?
Truthifi is a wealth monitoring platform that continuously watches complex portfolios for risk, fees, concentration, and drift.
What is wealth monitoring?
Wealth monitoring is the ongoing process of automatically watching your financial accounts and investments to make sure nothing drifts from your intended strategy. Truthifi continuously monitors portfolios for risk, fees, concentration, and other issues without requiring daily involvement.
How is this different from tracking apps?
Most tracking apps show balances and performance. Truthifi monitors for deeper issues like risk changes, rising fees, concentrations, and strategy misalignment as your financial life evolves.
Do I still need a financial advisor if I use Truthifi?
Truthifi is designed to complement financial advisors, not replace them. Many investors use Truthifi alongside advisors to stay informed between meetings and feel confident that nothing important is being missed.
Who is Truthifi best for?
Truthifi is ideal for investors with multiple accounts, professional advisors, or complex portfolios who want confidence without micromanagement.
Upgrade the way you look after your wealth
Start with a private financial checkup designed for people who value confidence over complexity.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Upgrade the way you look after your wealth
Start with a private financial checkup designed for people who value confidence over complexity.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
Upgrade the way you look after your wealth
Start with a private financial checkup designed for people who value confidence over complexity.
800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal