Search company, investor...

Founded Year

2012

Stage

Series B | Alive

Total Raised

$50.12M

Valuation

$0000 

Last Raised

$35M | 4 yrs ago

About True Link

True Link operates as a diversified financial services firm. It offers a range of payments, investment, and insurance products primarily to older adults, people with disabilities, and people in recovery. The company provides payment cards, investment products, and trust services to customers. It was founded in 2012 and is based in San Francisco, California.

Headquarters Location

315 Montgomery Street

San Francisco, California, 94104,

United States

866-984-8576

Loading...

True Link's Product Videos

True Link's Products & Differentiators

    True Link Visa® Prepaid Card

    The True Link Visa Prepaid Card is a customizable Visa card that families and professionals can use to help safeguard the finances of individuals they support. Caregivers can configure how and where money can be spent using the card, while giving freedom to the person they support to safely engage with the world. The Visa Card’s online platform makes funding the card and setting how it can be used easy.

Loading...

Expert Collections containing True Link

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

True Link is included in 3 Expert Collections, including Wealth Tech.

W

Wealth Tech

2,077 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

P

Payments

2,821 items

Companies in this collection provide technology that enables consumers and businesses to pay, collect, automate, and settle transfers of currency, both online and at the physical point-of-sale.

F

Fintech

8,122 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest True Link News

Ten Years After Launch, True Link Has Helped 250,000 Families Through Financial Challenges of Aging, Disability, Mental Health and Addiction

Aug 22, 2023

3 minute read SAN FRANCISCO–(BUSINESS WIRE)–Ten years after launch, True Link – the financial solution for people with complex needs and the people who care for them – has served 250,000 families, manages over $1.1B in assets*, and supports individuals safely making $600 million of purchases every year. 97% of customers would recommend True Link to a friend. Founded in 2013, True Link’s mission is to increase the independence and well-being of the vulnerable aging, people with disabilities, those recovering from addiction, and the people who care for them. The service allows a family member, professional, or other trusted party to set up a safe way for an individual to make day to day purchases. Leslie, the daughter of an aging parent with memory loss , tells us that because of True Link, her mother has retained her financial independence and is “living her best life.” Leslie says she and her brother “can rest assured from California and Florida that [mom] is safe, at least financially.” David, who helps manage money for his older sister with disabilities , relates that she says her life is “more calm” because of the reliability and support from True Link. “Luckily we had this lawyer who…suggested True Link. And really, I couldn’t believe that it was true.” Every year, True Link helps prevent approximately $175M in fraud and unwanted purchases for our customers aged 60+. Over the decade since we launched, we have saved our customers an estimated $7.4 million in check cashing fees. And True Link’s customer support receives 99% “great” ratings. “We are so grateful to everyone – customers, professionals, team, and investors – who bet on us along the way and enabled us to get where we are,” said CEO Kai Stinchcombe. “And the best is yet to come.” True Link is backed by Y Combinator, Khosla Ventures, QED Investors, Initialized Capital, Centana, Deciens, and Transpose, as well as Fifth Third Bancorp, Allianz Life Ventures, and Nippon Life, and works with more than 300 nonprofit organizations, 75 government organizations including half of state ABLE Act programs , 150 recovery centers, 250 banks and trust companies, and over 3,000 other professionals who support these populations. About True Link True Link Financial, Inc. is dedicated to increasing the independence and financial well-being of vulnerable individuals, including individuals with disabilities, elders, and adults with mental health conditions. Learn more at www.truelinkfinancial.com . * Investment Management Services are provided through True Link Financial Advisors, LLC, registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training nor does it constitute an endorsement by the SEC. Contacts

True Link Frequently Asked Questions (FAQ)

  • When was True Link founded?

    True Link was founded in 2012.

  • Where is True Link's headquarters?

    True Link's headquarters is located at 315 Montgomery Street, San Francisco.

  • What is True Link's latest funding round?

    True Link's latest funding round is Series B.

  • How much did True Link raise?

    True Link raised a total of $50.12M.

  • Who are the investors of True Link?

    Investors of True Link include Khosla Ventures, Centana Growth Partners, Alumni Ventures, Initialized Capital, QED Investors and 11 more.

  • Who are True Link's competitors?

    Competitors of True Link include Truth4Life and 7 more.

  • What products does True Link offer?

    True Link's products include True Link Visa® Prepaid Card and 1 more.

Loading...

Compare True Link to Competitors

H
HandSome

HandSome is a payment card provider. It enables people with disabilities to manage their daily banking from their smartphone, via a connected payment card. It also offers insurance services. It was founded in 2019 and is based in Paris, France.

O
OurBanc

OurBanc is a financial technology company focused on improving financial health, particularly within historically disenfranchised communities. The company offers mobile banking services, incorporating financial literacy and awareness into the user experience, and provides tools to view, manage, move, and grow money. OurBanc primarily serves the financial technology sector. It was founded in 2020 and is based in Rehoboth, Massachusetts.

Wealthfront Logo
Wealthfront

Wealthfront provides automated investment services helping investors to maximize returns and minimize taxes. It focuses on investment banking, investing, borrowing, and planning. The company was formerly known as kaChing. It was founded in 2011 and is based in Palo Alto, California.

Guggenheim Partners Logo
Guggenheim Partners

Guggenheim Partners is a global investment and advisory firm operating in the financial services industry. The firm provides asset management, investment banking, capital markets services, insurance, institutional finance, and investment advisory solutions to institutions, governments and agencies, corporations, investment advisors, family offices, and individuals. It primarily serves the financial sector. It was founded in 1999 and is based in Chicago, Illinois.

U
Uala

Ualá operates in the financial technology sector, focusing on providing digital financial services. The company offers a prepaid Mastercard and an application that allows users to manage their money, make purchases, access loans, invest, and pay bills. Ualá primarily serves the financial services industry. It was founded in 2017 and is based in Buenos Aires, Argentina.

Fidelity Investments Logo
Fidelity Investments

Fideliity Investments is a financial services company. It operates in the investment management and brokerage sectors. The company offers a range of services, including financial planning, wealth management, retirement planning, and trading services. It provides a variety of investment products, such as mutual funds, exchange-traded funds (ETFs), and fixed-income bonds and CDs. It was founded in 1946 and is based in Boston, Massachusetts.

Loading...

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.