Insights

Targeted Market Focus True Link's primary customer base consists of vulnerable seniors, individuals with special needs, and those recovering from addiction, presenting a significant opportunity to expand services within healthcare, elder care, and addiction recovery sectors.

Strategic Partnerships Collaborations with treatment programs, elder law attorneys, nonprofits, and government initiatives across all 50 states indicate a strong distribution network that can be leveraged to introduce new financial products or tailored solutions for caregiving and social services organizations.

Funding and Growth Having raised $35 million in Series B funding from prominent investors like Khosla Ventures and Centana Growth Partners demonstrates strong financial backing, positioning True Link for product expansion, technology enhancements, and market penetration efforts.

Technology Adoption Utilization of advanced tech stack components such as QuickBooks, Docker, and HTTP/3 suggests a commitment to scalable, secure, and innovative solutions, providing opportunities to offer complementary fintech integrations or cloud-based financial management tools.

Customer Satisfaction With a 98% satisfaction rate and testimonials highlighting life-changing impacts, there is potential to upsell personalized financial planning services, premium account features, or expanded asset management solutions aimed at high-net-worth families and institutions.

True Link Tech Stack

True Link uses 8 technology products and services including QuickBooks, Google Conversion Tracking, Docker, and more. Explore True Link's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Google Conversion Tracking
    Advertising Networks
  • Docker
    Containerization
  • OneTrust
    Cookie Compliance
  • Chart.js
    Javascript Graphics
  • Heap
    Mobile Analytics
  • Android
    Programming Languages
  • HTTP/3
    Web & Portal Technology

Media & News

True Link's Email Address Formats

True Link uses at least 1 format(s):
True Link Email FormatsExamplePercentage
First.Last@truelinkfinancial.comJohn.Doe@truelinkfinancial.com
72%
First@truelinkfinancial.comJohn@truelinkfinancial.com
20%
Last@truelinkfinancial.comDoe@truelinkfinancial.com
7%
FLast@truelinkfinancial.comJDoe@truelinkfinancial.com
1%

Frequently Asked Questions

Where is True Link's headquarters located?

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True Link's main headquarters is located at 505 Montgomery Street, 11th Floor. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is True Link's stock symbol?

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True Link is a publicly traded company; the company's stock symbol is N/A.

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 LinkedInCrunchbase.

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 December 2025, True Link has approximately 99 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Of Staff: L. G.Vp Of Product: J. S.Vp Of Design: A. A.. 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 QuickBooksGoogle Conversion TrackingDockerOneTrustChart.jsHeapAndroidHTTP/3.

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 December 2025, True Link has raised $35M in funding. The last funding round occurred on Jul 28, 2020 for $35M.

When was True Link founded?

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True Link was founded in 2012.

True Link

Financial ServicesCalifornia, United States51-200 Employees

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 their assets, 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. We’re hiring! More jobs featured on our careers page.

Section iconCompany Overview

Headquarters
505 Montgomery Street, 11th Floor
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
51-200

Section iconFunding & Financials

  • $35M

    True Link has raised a total of $35M of funding over 1 rounds. Their latest funding round was raised on Jul 28, 2020 in the amount of $35Mas a Series B.

  • $100M$250M

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

Section iconFunding & Financials

  • $35M

    True Link has raised a total of $35M of funding over 1 rounds. Their latest funding round was raised on Jul 28, 2020 in the amount of $35Mas a Series B.

  • $100M$250M

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

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