for investors
for investors
Don’t wait for someone else to explain your wealth to you.
Don’t wait for someone else to explain your wealth to you.
Don’t wait for someone else to explain your wealth to you.
One dashboard for all of your assets.Supports 18,000+ financial institutions.65+ proprietary portfolio diagnostics.
One dashboard for all of your assets.Supports 18,000+ financial institutions.65+ proprietary portfolio diagnostics.
One dashboard for all of your assets.Supports 18,000+ financial institutions.65+ proprietary portfolio diagnostics.
Use digital investment monitoring to supercharge your investments
Use digital investment monitoring to supercharge your investments
Use digital investment monitoring to supercharge your investments



See everything
See everything
See everything
Get flexible reports that include your entire portfolio, or zoom in on one account.
Get flexible reports that include your entire portfolio, or zoom in on one account.
Get flexible reports that include your entire portfolio, or zoom in on one account.



Save time
Save time
Save time
Don’t hunt through statements to get the low-down on fees and returns—just log in.
Don’t hunt through statements to get the low-down on fees and returns—just log in.
Don’t hunt through statements to get the low-down on fees and returns—just log in.



Find important things
Find important things
Find important things
Let us scan your portfolio for the kinds of things Wall Street pros look out for.
Let us scan your portfolio for the kinds of things Wall Street pros look out for.
Let us scan your portfolio for the kinds of things Wall Street pros look out for.



Connect your advisor
Connect your advisor
Connect your advisor
Your advisor is already in our database of 400k+ investment advisors and brokers.
Your advisor is already in our database of 400k+ investment advisors and brokers.
Your advisor is already in our database of 400k+ investment advisors and brokers.



Get the simple truth
Get the simple truth
Get the simple truth
Get answers to the most important questions you should be asking—instantly.
Get answers to the most important questions you should be asking—instantly.
Get answers to the most important questions you should be asking—instantly.



Set and forget
Set and forget
Set and forget
Once you start monitoring, you can ignore us—we’ll alert you if something changes.
Once you start monitoring, you can ignore us—we’ll alert you if something changes.
Once you start monitoring, you can ignore us—we’ll alert you if something changes.
Join now!
Our mission
I founded Truthifi to help busy people protect their investments. Today, the complex wealth management and investing products that surround us make it impossible to see the forest for the trees.
The 25 years I spent working on Wall Street made me realize that everyone involved in this business—investors, advisors, and asset managers alike—suffers from the complexity. But it doesn’t have to be that way.
At Truthifi, we believe that everyone deserves to easily see the forest and the trees. So we built an app that gives busy investors a simple, holistic view of their “setup”—and our automated scanner sifts through millions of data points to highlight threats and opportunities.
We believe that the great people and firms on Wall Street create unbelievable wealth for investors, but that the clarity and transparency we provide will help everyone take their relationship with Wall Street to the next level.
We do the hard work—securely gathering, scanning, and analyzing financial data against personalized benchmarks—so that investors, advisors, and asset managers can all sleep better. With the world’s first digital investment monitoring system, anyone can now unlock the truth about what’s happening with the wealth they worked so hard to create—with the click of a button.
I founded Truthifi to help busy people protect their investments. Today, the complex wealth management and investing products that surround us make it impossible to see the forest for the trees.
The 25 years I spent working on Wall Street made me realize that everyone involved in this business—investors, advisors, and asset managers alike—suffers from the complexity. But it doesn’t have to be that way.
At Truthifi, we believe that everyone deserves to easily see the forest and the trees. So we built an app that gives busy investors a simple, holistic view of their “setup”—and our automated scanner sifts through millions of data points to highlight threats and opportunities.
We believe that the great people and firms on Wall Street create unbelievable wealth for investors, but that the clarity and transparency we provide will help everyone take their relationship with Wall Street to the next level.
We do the hard work—securely gathering, scanning, and analyzing financial data against personalized benchmarks—so that investors, advisors, and asset managers can all sleep better. With the world’s first digital investment monitoring system, anyone can now unlock the truth about what’s happening with the wealth they worked so hard to create—with the click of a button.
— Scott Blandford, CEO & Founder
— Scott Blandford, CEO & Founder
Join now!
Ultra-secure means
ultra-empowering.
Ultra-secure means
ultra-empowering.
We decode incomplete, incorrect or misleading investment data so that it better serves investors. We translate it into simple truths so there are no misunderstandings. And we protect it with bank-grade security so that our customers always feel safe. Learn more
We decode incomplete, incorrect or misleading investment data so that it better serves investors. We translate it into simple truths so there are no misunderstandings. And we protect it with bank-grade security so that our customers always feel safe. Learn more
Our team
We're finance and technology experts, bringing together a wealth of experience from places like TIAA, Bank of America, Vanguard, JPMorgan Chase, Merrill, Fidelity Investments, ConsenSys, and Grapevine Technologies.
We're finance and technology experts, bringing together a wealth of experience from places like TIAA, Bank of America, Vanguard, JPMorgan Chase, Merrill, Fidelity Investments, ConsenSys, and Grapevine Technologies.
Join now!
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
Join now!
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
Join now!
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
Frequently asked questions
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.