Vulnerable seniors, people with special needs, and those recovering from addiction – fifty million Americans in total – need more from their financial institutions. Whether it’s protecting seniors from fraud, helping people with special needs preserve lifesaving medical benefits, or preventing an impulsive cash withdrawal or purchase that could lead to relapse, families turn to True Link when they need a financial partner who can help them navigate life’s challenges.
Our expertise, obsessive service, and unique distribution channels help families keep their loved ones safe. We manage millions of dollars a day in transactions and provide investment services for thousands of people. Our team handles 2.5 million calls a year with a 98% “excellent” satisfaction rating.
We’re a caring, diverse, values-driven company, with customers who say things like, “Your company saved my marriage,” “If not for True Link [__] would have returned to substance use,” and “This is the single best product I have ever experienced.” We’re a fast-growing fintech startup that also gets to provide our customers a life-changing solution to some of the most deeply personal, important problems in their lives.
True Link partners with individuals, families, and organizations that serve treatment programs, elder law attorneys, home care providers, nonprofits, and government programs in all 50 states.
Our expertise, obsessive service, and unique distribution channels help families keep their loved ones safe. We manage millions of dollars a day in transactions and provide investment services for thousands of people. Our team handles 2.5 million calls a year with a 98% “excellent” satisfaction rating.
We’re a caring, diverse, values-driven company, with customers who say things like, “Your company saved my marriage,” “If not for True Link [__] would have returned to substance use,” and “This is the single best product I have ever experienced.” We’re a fast-growing fintech startup that also gets to provide our customers a life-changing solution to some of the most deeply personal, important problems in their lives.
True Link partners with individuals, families, and organizations that serve treatment programs, elder law attorneys, home care providers, nonprofits, and government programs in all 50 states.
Location: United States, California, San Francisco
Employees: 51-200
Phone: +1 800-299-7646
Total raised: $50M
Founded date: 2012
Investors 12
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Funding Rounds 4
| Date | Series | Amount | Investors |
| 28.07.2020 | Series B | $35M | Khosla Ven... |
| 11.10.2017 | Series A | $8M | - |
| 22.11.2016 | - | $3.6M | Aging2.0 |
| 21.01.2015 | Seed | $3.4M | - |
Mentions in press and media 19
| Date | Title | Description |
| 11.10.2023 | Carefull lands $16.5M to shield seniors from financial fraud | Carefull, a fintech platform that aims to help banks protect older customers from fraud, scams and “money mistakes,” today announced that it raised $16.5 million in a Series A round led by Fin Capital with participation from TTV Capital, Be... |
| 06.04.2023 | How To Protect Aging Parents From The Risks Of Online Shopping | Older online shopper (Photo by Tim Boyle/Getty Images)Getty Images |
| 28.07.2020 | True Link raises $35 million Series B led by Khosla Ventures and Centana Growth Partners | True Link Financial, a mission-driven financial technology company, announced today that it has raised a total of $35 million in two Series B tranches, the first led by Khosla Ventures and the second preemptively led by Centana Growth Partn... |
| 10.04.2019 | Как эволюционировать от Reddit до Aging Tech | Рассматриваем продвижение темы технологий для пожилых на примере Алексиса Оханяна из Initialized Capital. 0 Обсудить 427 просмотров https://www.joinpapa.com/" data-image-src="https://leonardo.osnova.io/49874ba3-df4f-9bd4-6ae4-2f48... |
| 20.04.2018 | Claire McDonnell and Jennifer Kim on Building an Inclusive Company Culture Subscribe Transcript | Claire McDonnell is cofounder and COO of True Link Financial (YC S13). True Link is a financial services firm that offers money management, investment, and insurance products, primarily for retirees. Jennifer Kim is currently advising star... |
| 11.10.2017 | True Link Financial Secures $8M in Series A Funding Round | True Link Financial, a San Francisco, CA-based financial services provider for seniors, raised $8m in Series A funding. The round was led by QED Investors, with participation from Radicle Impact and Initialized Capital. In conjunction with ... |
| 11.10.2017 | True Link Financial Secures $8M Series A | SAN FRANCISCO, CA, Leading financial services provider for seniors, announced today that it has raised $8 million in a Series A funding. >> Click here for more funding data on True Link Financial >> To export True Link Finan... |
| 22.11.2016 | Term Sheet — Tuesday, November 22 | ET CETERA A few quick notes on today’s deal bonanza, which we can expect to continue through the end of the year. Paid Content How can you protect what you can't see? From ExtraHop Meanwhile Fortune’s John Kell has the scoop on another beve... |
| 22.11.2016 | True Link Financial Raises $3.6M in Funding | True Link Financial, a San Francisco, CA-based financial services provider for seniors, completed a $3.6m round of funding. Backers included Kapor Capital, Initialized Capital, Symmetrical Ventures, and the Ziegler Link-Age Longevity Fund, ... |
| 22.11.2016 | True Link Financial Nabs $3.6M | SAN FRANCISCO, CA,True Link Financial, the leading financial services provider for seniors, today announced the completion of a $3.6 million round of funding. >> Click here for more funding data on True Link Financial >> To ... |
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