Insights

Seniors protection Target financial institutions and eldercare partners with True Link’s proven spending controls and fraud protection offerings that help vulnerable seniors and clients with special needs manage assets and reduce relapse risk.

Family focus sales Leverage True Link’s high customer satisfaction and family-oriented branding to position white-label or co-branded financial protection solutions for treatment programs, home care providers, elder law firms, and nonprofits serving 50-state coverage.

Growth through partnerships Capitalize on True Link’s existing partner network (treatment programs, elder attorneys, nonprofits, government programs) to expand distribution channels and scale via referral partnerships, managed care groups, and state-funded programs.

Tech stack leverage Offer integrations and data-enabled client journeys using True Link’s tech stack (Salesforce, Pardot, Mixpanel, AdRoll, Hotjar) to enhance onboarding, risk scoring, and customer engagement for interoperability with fintech and healthcare ecosystems.

M&A and expansion Position as a target for growth through acquisitions or strategic partnerships, given True Link’s recent acquisition activity and rapid scale, to consolidate spend management and oversight tools for aging populations and their families.

Similar companies to True Link

True Link Tech Stack

True Link uses 8 technology products and services including Optimizely, AdRoll, Hotjar, and more. Explore True Link's tech stack below.

Media & News

True Link's Email Address Formats

True Link uses at least 4 email formats:
True Link Email FormatsExamplePercentage
First.Last@truelinkfinancial.comJohn.Doe@truelinkfinancial.com
72%
First@truelinkfinancial.comJohn@truelinkfinancial.com
21%
Last@truelinkfinancial.comDoe@truelinkfinancial.com
6%
FLast@truelinkfinancial.comJDoe@truelinkfinancial.com
1%

Frequently Asked Questions

What is True Link's official website and social media links?

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True Link's official website is truelinkfinancial.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does True Link generate?

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As of August 2026, True Link's annual revenue is estimated to be $100M - $250M.

What is True Link's NAICS code?

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True Link's NAICS code is 52 - Finance and Insurance.

How many employees does True Link have currently?

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As of August 2026, True Link has approximately 104 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Of Staff: L. G., Executive Assistant To Chief People Officer And Senior Vice President Of Operations: J. B. and Vp, Investment Platform: A. S. Explore True Link's employee directory with LeadIQ.

What industry does True Link belong to?

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True Link operates in the Financial Services industry.

What technology does True Link use?

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True Link's tech stack includes Optimizely, AdRoll, Hotjar, Mixpanel, Salesforce, Google Workspace, Pardot and Slack.

What is True Link's email format?

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True Link's email format typically follows the pattern of First.Last@truelinkfinancial.com. Find more True Link email formats with LeadIQ.

How much funding has True Link raised to date?

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As of August 2026, True Link has raised $68M in funding. The last funding round occurred on Aug 28, 2020 for $35M.

When was True Link founded?

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True Link was founded in 2012.
True Link logo

True Link

Financial ServicesCalifornia, United States51-200 Employees

True Link is a financial services company headquartered in San Francisco, California, with 51-200 employees, located at 505 Montgomery Street, 11th Floor. It focuses on serving vulnerable populations, including seniors, people with special needs, and individuals in recovery from addiction, by providing services to protect against fraud, preserve assets, and prevent impulsive financial actions. True Link partners with individuals, families, and organizations including treatment programs, elder law attorneys, home care providers, nonprofits, and government programs across all 50 states. The company handles significant transaction volumes, manages millions of dollars daily, provides investment services to thousands, and operates a call center that handles about 2.5 million calls per year with a 98% excellent satisfaction rating. The firm has engaged in partnerships such as STABLE for ABLE Act programs, offers Visa prepaid cards through that collaboration, and reports revenue in the range of $100 million to $250 million.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
51-200

Section iconFunding & Financials

  • $68M

    True Link has raised a total of $68M of funding over 8 rounds. Their latest funding round was raised on Aug 28, 2020 in the amount of $35M as a Series B.

  • $100M - $250M

    True Link's revenue is estimated to be in the range of $100M - $250M

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