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Truthifi

1 known investors

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Truthifi is a wealth monitoring platform that connects to users' financial accounts across 18,000+ institutions to continuously check portfolios for risk, fees, concentration, and allocation drift, and to supply accurate, contextualized financial data to AI assistants. It serves individual investors and financial advisors managing multiple or complex accounts, running 130+ wellness diagnostics on their consolidated financial picture.

Founders & leadership

SBScott Blandford
Scott BlandfordCEO & FounderScott Blandford spent 25 years in financial services, most recently as Chief Digital Officer at TIAA where he led digital transformation efforts and oversaw integration of major acquisitions; he founded Truthifi, a wealth monitoring platform that aggregates financial data across thousands of institutions and provides analytics to individual investors and financial advisors.
NKNathan Knight
Nathan KnightHead of Engineering
MYMike Young
Mike YoungHead of Product
KB
Kate BlandfordHead of DesignKate Blandford leads design at Truthifi, a wealth monitoring platform that aggregates financial data across multiple institutions to help investors and advisors understand portfolio risks and performance. She has background in design, marketing, and product development.
RARich Aneser
Rich AneserStrategy & Partnerships

Investors · 1

Related companies · 7

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Frequently asked questions

What does Truthifi do?
Truthifi is a wealth monitoring platform that connects to users' financial accounts across 18,000+ institutions to continuously check portfolios for risk, fees, concentration, and allocation drift, and to supply accurate, contextualized financial data to AI assistants. It serves individual investors and financial advisors managing multiple or complex accounts, running 130+ wellness diagnostics on their consolidated financial picture.
Who founded Truthifi?
Truthifi was founded by Scott Blandford.
Who are Truthifi's investors?
Truthifi's investors include Thirdstream Partners.