$270m+
$270m+
$270m+
Monitored
Monitored
Monitored
18k+
18k+
18k+
institutions
institutions
institutions
40k+
40k+
40k+
Advisors
Advisors
Advisors
Clarity is power.
Clarity is power.
Clarity is power.
Truthifi shows you what’s driving your returns — and what’s dragging them down. No advice, no jargon, just facts.
Truthifi shows you what’s driving your returns — and what’s dragging them down. No advice, no jargon, just facts.
Truthifi shows you what’s driving your returns — and what’s dragging them down. No advice, no jargon, just facts.
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.
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.
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.
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.
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.
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
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.
Pay us way less than you
would pay any advisor
for beginners & indexers
Allocate
$0
Best for people with simple, low cost funds who want to monitor their holdings and allocation.
Holdings snapshot
Equity overlap report
Custom groups, goals & map
Up to 10 connections to financial institutions
For do-it-yourselfers
Optimize
$240
/year
Best for people who want deep, real-time insights into their performance and strategy.
Everything in Allocate, plus:
75+ investment diagnostics
All-in-one statement
Smart benchmarks
Performance analysis
Fee analysis
For delegators
Align
$360
/year
Best for people with advisors who want to collaborate better and monitor progress towards goals.
Everything in Align, plus:
Early feature access
VIP assistance
Unlimited connections to financial institutions
Pay us way less than you
would pay any advisor
for beginners & indexers
Allocate
$0
Best for people with simple, low cost funds who want to monitor their holdings and allocation.
Holdings snapshot
Equity overlap report
Custom groups, goals & map
Up to 10 connections to financial institutions
For do-it-yourselfers
Optimize
$240
/year
Best for people who want deep, real-time insights into their performance and strategy.
Everything in Allocate, plus:
75+ investment diagnostics
All-in-one statement
Smart benchmarks
Performance analysis
Fee analysis
For delegators
Align
$360
/year
Best for people with advisors who want to collaborate better and monitor progress towards goals.
Everything in Align, plus:
Early feature access
VIP assistance
Unlimited connections to financial institutions
Pay us way less than you
would pay any advisor
for beginners & indexers
Allocate
$0
Best for people with simple, low cost funds who want to monitor their holdings and allocation.
Holdings snapshot
Equity overlap report
Custom groups, goals & map
Up to 10 connections to financial institutions
For do-it-yourselfers
Optimize
$240
/year
Best for people who want deep, real-time insights into their performance and strategy.
Everything in Allocate, plus:
75+ investment diagnostics
All-in-one statement
Smart benchmarks
Performance analysis
Fee analysis
For delegators
Align
$360
/year
Best for people with advisors who want to collaborate better and monitor progress towards goals.
Everything in Align, plus:
Early feature access
VIP assistance
Unlimited connections to financial institutions
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.