Truthifi
by Truthifi, Inc.
Wealth monitoring with an AI agent that reads your accounts after cleaning the data.
Reviewed by the the30top research team · Last reviewed 2026-10-27
Overview
Truthifi connects to more than 18,000 institutions with read only access and cleans up misclassified securities and transactions before analysis. Paid tiers add continuous monitoring, AI answers and 130+ wellness diagnostics, and it also offers an MCP server for use with other AI assistants. The vendor says it complements financial advisors and cannot move money or place trades. Setup and a first checkup are free, but the AI answers need a paid plan after the 14 day trial.
Our verdict
A strong fit for investment insight with clear read only limits. It informs your decisions and does not make them.
Best for
Investors with several accounts who want an independent read on fees and risk.
Avoid if
You mainly want day to day budgeting.
Pros
- Read only access, so it cannot move money or trade
- Handles complex holdings like funds and private securities
- Works alongside an advisor, per the vendor
Cons
- AI answers are paid after the trial
- Built for investors with multiple accounts, so light for simple budgets
- Founding year and location not shown on the pages checked
Key capabilities
Frequently asked questions
Can Truthifi trade or move money?
No. The vendor says it uses read only connections and cannot move money or place trades.
Does it replace a financial advisor?
The vendor says it is designed to complement advisors, not replace them.
What does it cost?
$8.99 a month or $79.99 a year, with a 14 day free period.