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Truthifi

Truthifi

Private
Princeton, New JerseyFinTechhttps://truthifi.com/

Last Round

Accelerator

Mar 11, 2025

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Truthifi is a financial software company that provides an AI-powered household financial intelligence platform to decode, interpret, and make portable the complete household finances across thousands of U.S. financial institutions.

Sector

FinTech

Verticals

Personal Finance, Wealth Management, Financial Data, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Freemium, Usage-Based SaaS

AI Layer

Application

Keywords

wealth monitoring platformfinancial intelligence platformaccount aggregationfinancial copilotpersonal finance AIportfolio analysisAI diagnosticsnet worth trackerwealth management techAI agent data connectionMCPModel Context Protocolheld-away asset monitoringfinancial data aggregationopen bankingwhite-label fintech

Historical Pricing

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Caplight Momentum Score

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Truthifi Comparables

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Truthifi comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Origin
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eMoney Advisor
71%
Addepar
68%

Truthifi Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorMar 11, 2025

Key People

Founding team and executive leadership

Scott Blandford

CEO, Founder

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 26, 2026

    Monthly visitors increased 48% MoM, reaching 28.6K.

  • May 18, 2026

    Monthly visitors increased 139% MoM, reaching 12.3K.

Truthifi Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Truthifi Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Truthifi's valuation, stock price, and market status.

Firmographic Details

HeadquartersPrinceton, New Jersey
Employee Range15
Year Founded2021
Last FundingMar 11, 2025

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