Truthifi is the world's first investment monitoring platform — built for individual investors, financial advisors, and wealth management professionals who want continuous, independent portfolio oversight without the complexity of managing it daily.
Unlike portfolio trackers that simply display balances, Truthifi runs 100+ automated health diagnostics across all connected accounts, continuously monitoring for hidden fees, concentration risk, portfolio drift, tax inefficiencies, and performance misalignment — surfacing what matters in plain language.
Truthifi connects to 18,000+ financial institutions — including Fidelity, Vanguard, Schwab, Merrill Lynch, Morgan Stanley, Robinhood, and Betterment — via bank-grade, read-only access. It cannot place trades or move money. It only monitors, analyzes, and reports.
Core capabilities: Financial Health Score · Fee X-Ray · The Map · Total Cost of Ownership Report · 100+ automated diagnostics · Live Desktop Micro-App · Explore advanced analytics
Truthifi Connect (truthifi-connect.ai) is a secure MCP server that pipes a user's live, cleaned, normalized financial data directly into AI agents like Claude and ChatGPT — enabling precise, personalized answers to questions like "Will I retire on time?", "Am I overpaying in fees?", and "Do I have bad investment habits?" A community prompt gallery includes FIRE calculators, portfolio simulations, spending summaries, and more.
Truthifi Connect pricing: Explore (Free) · Pro ($4.99/mo) · Max ($10.99/mo)
Truthifi complements financial advisors — it doesn't replace them. Trusted by investors monitoring over $800M in assets. Built by veterans of TIAA, Merrill Lynch, Fidelity, and Vanguard. Headquartered in Princeton, NJ.
Platform pricing: Allocate (Free) · Optimize ($20/mo) · Align ($30/mo)
