True Link Financial - About the company
True Link Financial is a series B company based in San Francisco (United States), founded in 2012. It operates as a Financial solutions for complex needs, empowering independence and protecting finances. True Link Financial has raised $51.2M in funding from investors like Khosla Ventures, Y Combinator and QED Investors, with a current valuation of $*****.
Company Details
Financial solutions for complex needs, empowering independence and protecting finances. The company provides financial tools and services designed to support vulnerable individuals and their caregivers. It offers a Visa prepaid card with customizable spending rules, real-time alerts, and transaction tracking to help protect against fraud and financial abuse. The platform caters to families, professional fiduciaries, representative payees, care agencies, and non-profit trustees. It aims to simplify financial management, promote independence, and provide peace of mind. The company also offers investment management and trust administration services through its advisory arm. It is a financial technology company that partners with banks to provide FDIC-insured banking services. The company focuses on serving elders, people with disabilities, and those in recovery, offering solutions for spending monitoring, pharmacy, groceries, and access to cash. It is a mission-driven company with values centered on humility, inclusion, caring, ambition, and excellence.
- Website
- www.truelinkfinancial.com/
- Social
Key Metrics
Founded Year
2012
Location
San Francisco, United States
Stage
Series B
Total Funding
$51.2M in 7 rounds
Latest Funding Round
Post Money Valuation
$***** as on Jan 01, 2022
Investors
Ranked
1st among 1 active competitor
Annual Revenue
£0 - £1M as on Dec 31, 2022
Employee Count
107 as on Sep 30, 2026
Investment & Acquisitions
Legal entities associated with True Link Financial
True Link Financial is associated with 3 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
True Link Financial, Inc CIN: 20191466748 , United States, Active | Jun 03, 2019 | - | - | - |
TRUE PROTECTION FINANCIAL SERVICES LTD CIN: 13108096 , United Kingdom, Active | Dec 30, 2020 | £0 - £1M (As on Dec 31, 2022) | - | |
TRUE LINK FINANCIAL, INC. CIN: 462080640 , United States, Active | Feb 18, 2013 | - | 91 (As on Dec 31, 2024) | - |
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True Link Financial's funding and investors
True Link Financial has raised a total funding of $51.2M over 7 rounds. Its first funding round was on Aug 20, 2013. Its latest funding round was a Series B round on Jul 28, 2020 for $*****. 2 investors participated in its latest round. True Link Financial has 29 institutional investors.
Here is the list of recent funding rounds of True Link Financial:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jul 28, 2020 | 3716052 | Series B | 3403055 | 7942576 | 2185723 | 1510986 |
2018 | 9639 | Series A | 9146 | 5621 | 5332 | 3824 |
Oct 11, 2017 | 1110163 | Series A | 6530720 | 8422352 |
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True Link Financial's founders and board of directors
Founder? Claim ProfileTrue Link Financial's Board of Directors
True Link Financial's board has 3 active members. Frank Rotman, Kai Stinchcombe and Claire Mcdonnell are independent board members.Here is the list of True Link Financial's board of directors:
Name | Type | Representing | Status | Duration |
|---|---|---|---|---|
Independent board member | - | Current | 8y 11m | |
qasqsxc | Independent board member | - | Current | 8y 3m |
tjs{mro | Independent board member | - | Current | 6y 9m |
True Link Financial's employee count trend
True Link Financial has 107 employees as of Sep 26. Here is True Link Financial's employee count trend over the years:
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True Link Financial's Competitors and alternates
Top competitors of True Link Financial include Integrity Care Card. Here is the list of Top 10 competitors of True Link Financial, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | True Link Financial 2012, San Francisco (United States), Series B | Financial solutions for complex needs, empowering independence and protecting finances | $51.2M | 68/100 | |
2nd | Integrity Care Card 2016, West Palm Beach (United States), Deadpooled | Prepaid card for recovering addicts | - | - | 14/100 |
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True Link Financial's Investments and acquisitions
True Link Financial has acquired Next Step Network. True Link Financial has not made any investments as of now.Reports related to True Link Financial
Here is the latest report on True Link Financial's sector:
News related to True Link Financial
Filter this listMedia has covered True Link Financial for 1 event in last 1 year.
•
Bain Capital and Goldman Sachs Lead Financing for Truelink’s Acquisition of SouthernCarlsonABFJournal•Feb 12, 2026•SouthernCarlson, True Link Financial
•
True Link Challenges Financial Services Firms to Build More Services for the Aging and Their CaregiversFintech Finance•Feb 27, 2025•True Link Financial
•
True Link Financial Advisors LLC Acquires 11,792 Shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)Jan 12, 2024•True Link Financial, Charles Schwab
•
True Link Financial Advisors LLC Acquires 683 Shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)Jan 12, 2024•First Trust Portfolios, True Link Financial
•
Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) Stake Raised by True Link Financial Advisors LLCJan 12, 2024•Vanguard, True Link Financial
•
Truelink Capital Acquires Trulite Glass & Aluminum SolutionsPR Newswire•Nov 01, 2022•Truelink Capital, Trulite, Willkie Farr & Gallagher, Alston & Bird and 4 others
•
Facebook in trouble over 'false' cryptocurrency adsGadgets Now•Mar 18, 2022•Facebook, Accc, True Link Financial
•
Centana Growth Partners Announces Promotion of Tom Davis to PartnerBusiness Wire•Sep 24, 2020•Centana Growth Partners, True Link Financial
•
U.S. Fintech True Link Secures $35 Million Though Series B Funding Round Led By Khosla Ventures & Centana Growth PartnersCrowdfund Insider•Jul 28, 2020•True Link Financial, Khosla Ventures, Centana Growth Partners
•
Peter J. Wall Joins True Link to Lead Special Needs Planning and Investment PracticeBusiness Wire•Jan 30, 2019•True Link Financial
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