True Link Financial company logo

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Founded Year



Series B | Alive

Total Raised




Last Raised

$35M | 2 yrs ago

About True Link Financial

True link is a diversified financial services firm whose services preserve and increase individuals' independence and quality of life. The firm offers a range of payments, investment, and insurance products primarily to older adults, people with disabilities, and people in recovery. True Link's customers find the company through its wide-ranging partnerships with nonprofits, government agencies, attorneys, financial planners and advisors, care facilities, and other experts. True Link offers payment cards, investment products, and trust services to customers in all fifty states.

True Link Financial Headquarter Location

315 Montgomery St

San Francisco, California, 94104,

United States


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Research containing True Link Financial

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned True Link Financial in 2 CB Insights research briefs, most recently on Dec 15, 2020.

Expert Collections containing True Link Financial

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

True Link Financial is included in 4 Expert Collections, including Wealth Tech.


Wealth Tech

1,702 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



1,949 items

Companies and startups in this collection enable consumers, businesses, and governments to pay each other - online and at the physical point-of-sale.


Fintech for Seniors

26 items

Fintechs specifically targeting Baby Boomers and retirees.



7,344 items

US-based companies

Latest True Link Financial News

True Link Financial raises $35m in Series B funding

Jul 28, 2020

True Link Financial raises $35m in Series B funding { “True Link is fundamentally changing people’s financial lives at a time when they are the most vulnerable,” said Tom Davis, principal at Centana Growth Partners, in a statement. “The number of Americans ages 65 and older will likely double to over 80 million in the next 20 years, and this demographic is fortunately living longer and more independently than ever before. No one should be taken advantage of at a time when they need the most support, and customers and families consistently speak to the ways in which True Link has enabled them to retain financial freedom. We are thrilled to partner with True Link and invest in their mission to bring unique financial products to this market.” Davis is joining the board with this round, along with David Weiden from Khosla.

True Link Financial Web Traffic

Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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True Link Financial Rank

  • When was True Link Financial founded?

    True Link Financial was founded in 2012.

  • Where is True Link Financial's headquarters?

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

  • What is True Link Financial's latest funding round?

    True Link Financial's latest funding round is Series B.

  • How much did True Link Financial raise?

    True Link Financial raised a total of $50.12M.

  • Who are the investors of True Link Financial?

    Investors of True Link Financial include Khosla Ventures, Centana Growth Partners, Initialized Capital, QED Investors, Radicle Impact and 9 more.

  • Who are True Link Financial's competitors?

    Competitors of True Link Financial include Prepaid Ventures.

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