Solution introduction
One verified household. Shared by you, clients, and agents. Actionable growth everywhere.
Truthifi makes fragmented household data trustworthy, collaborative and actionable—so wealth firms can see more of every relationship, uncover more opportunity and power better decisions across their existing technology and AI.
Truthifi gives wealth firms a verified, actionable view of the complete household—not just the accounts they manage. Its household intelligence and collaboration infrastructure brings fragmented financial data, clients, providers and agents into the same trusted context, while making that intelligence available across the firm's existing technology and AI. The result: deeper client relationships, more visibility into held-away assets and unmet needs, and better context for every system and agent serving the household
Truthifi is built around two critically related ideas:
- the household—not the account—is becoming the actionable unit of wealth management
- Clients have more control and understanding. Advisors have more context. Humans and agents each contribute where they add the most value.
Wealth is moving from one way advice to a new model. It’s called shared agency and you’ll win more of the household with it.
Features
- Verified household creation: Decodes, verifies, normalizes and continuously enriches fragmented account and document data into one high-fidelity household record.
- Universal household taxonomy: Translates disparate institutional data into a consistent structure that can be understood across providers, applications and agents.
- Data reconstruction and verification: Uses a proprietary decoder, accounting engine and learning architecture to reconstruct history, validate records and improve data fidelity.
- Shared collaboration portal: Provides a permissioned environment where clients, advisers/providers and their agents can work from the same household context.
- Household intelligence: Surfaces household-level patterns, held-away assets, unmet needs and actionable opportunities that are difficult to see from account-centric systems.
- Selective permissions and portability: Supports controlled sharing of household context so the client and provider can collaborate without giving every participant unrestricted access.
- API and MCP delivery: Makes verified household context available to planning, CRM, PMS, notetakers, enterprise AI, LLMs and agentic workflows.
- Continuous learning architecture: Processes approximately 15 million adaptations nightly; each account processed contributes to the system’s ability to interpret and improve the household record.
- Broad financial-language coverage: The platform currently handles approximately 18,000 financial dialects across fragmented financial sources.
- Scale already demonstrated: More than $7 billion of linked assets and liabilities across 2,000+ households, with households linking materially more accounts than traditional aggregation norms cited in Truthifi’s current company brief.
Benefits
- Organic growth engine: Reveal and capture held-away assets and unmet needs inside households firms already serve, creating a clearer path to organic growth and greater share of wallet.
- Adviser relevance and differentiation: Give advisers a complete household context rather than a partial account view, enabling more informed conversations and more proactive service.
- Make AI more useful: Provide higher-fidelity, permissioned financial context to enterprise AI and agents so they can reason and act from a more complete picture.
- Strengthen client engagement: Replace the low-value 'link accounts for your adviser' experience with a client-facing value exchange built around understanding, control, monitoring and portability.
- Reduce fragmentation: Normalize household information across custodians, providers, advisers and acquired firms, creating a consistent layer above heterogeneous data sources.
- Enhance existing technology: Improve planning, CRM, portfolio, notetaking and AI workflows without forcing firms to replace those systems or adopt another isolated destination.
- Support complex wealth: Give family offices and sophisticated wealth firms a more trustworthy way to understand multi-custodian, multi-entity household relationships.
- Create a shared operating context: Allow clients, human advisers and institutional/personal agents to work from the same verified financial truth with appropriate permissions.
- Future-proof the wealth stack: Prepare firms for a shift from software that reports information to agents that increasingly recommend and take action.
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- North America
Truthifi Household Intelligence & Collaboration Platform
Please click the button below to connect with Truthifi
