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End of summer sale: get 25% off with FALL25

Security & privacy promise

Security & privacy promise

Your data belongs to you—not your broker, not your advisor, and not us.

Your data belongs to you—not your broker, not your advisor, and not us.

Never for sale.
Never for sale.
Never for sale.

We believe that your data belongs to you—not your broker, not your advisor, and not us. We’ll never sell it or share it with anyone.

We believe that your data belongs to you—not your broker, not your advisor, and not us. We’ll never sell it or share it with anyone.

We believe that your data belongs to you—not your broker, not your advisor, and not us. We’ll never sell it or share it with anyone.

Nothing personal.
Nothing personal.
Nothing personal.

Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing logins or personal information.

Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing logins or personal information.

Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing logins or personal information.

Read-only access.
Read-only access.
Read-only access.

Since Truthifi isn’t a trading app, we can’t conduct transactions, period. All we do is scan, analyze, and report on the data we retrieve.

Since Truthifi isn’t a trading app, we can’t conduct transactions, period. All we do is scan, analyze, and report on the data we retrieve.

Since Truthifi isn’t a trading app, we can’t conduct transactions, period. All we do is scan, analyze, and report on the data we retrieve.

Need-to-know.
Need-to-know.
Need-to-know.

When you link accounts to Truthifi, we only retrieve your holdings and transactions data—that’s it. We don’t need anything else.

When you link accounts to Truthifi, we only retrieve your holdings and transactions data—that’s it. We don’t need anything else.

When you link accounts to Truthifi, we only retrieve your holdings and transactions data—that’s it. We don’t need anything else.

Unbiased.
Unbiased.
Unbiased.

We don’t sell investment products or advice—just the truth. Since we don’t have “skin in the game,” we’re a reliable source for transparency.

We don’t sell investment products or advice—just the truth. Since we don’t have “skin in the game,” we’re a reliable source for transparency.

We don’t sell investment products or advice—just the truth. Since we don’t have “skin in the game,” we’re a reliable source for transparency.

Deletion on request.
Deletion on request.
Deletion on request.

If you ever want to stop monitoring and end your Truthifi membership, we’ll purge your data from our system on request.

If you ever want to stop monitoring and end your Truthifi membership, we’ll purge your data from our system on request.

If you ever want to stop monitoring and end your Truthifi membership, we’ll purge your data from our system on request.

Our founding principles is data cleanliness and safety.

Our founding principles is data cleanliness and safety.

You deserve to be able to use your financial data however you wish—which means you need secure access to an accurate record of your investing history, distilled for your convenience.

You deserve to be able to use your financial data however you wish—which means you need secure access to an accurate record of your investing history, distilled for your convenience.

That's why we built Truthifi. Not to sell you financial products or make investment recommendations—but to help you get more out of the good people and great firms in financial services, using the simple truth.

That's why we built Truthifi. Not to sell you financial products or make investment recommendations—but to help you get more out of the good people and great firms in financial services, using the simple truth.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

2025 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

2025 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

2025 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

2025 Truthifi, Inc. All rights reserved.