True Link Financial
PrivateLast Round
Series B
Jul 28, 2020
Total Funding Raised
$50.1M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
True Link Financial is a financial services company that provides prepaid cards, investment management, and trust administration services to support vulnerable adults, individuals with disabilities, and those in recovery from addiction.
Sector
FinTech
Verticals
Wealth Management, Digital Payments, Compliance & Risk, Personal Finance
Business Model
B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
True Link Financial Comparables
Compare True Link Financial with similar companies based on industry and business-model similarity.
True Link Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jul 28, 2020 | ||||
| Series A | Oct 11, 2017 | ||||
| Seed | Nov 21, 2016 | ||||
| Seed | Jan 21, 2015 | ||||
| Accelerator | Aug 20, 2013 |
Key People
Founding team and executive leadership
True Link Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ziegler | Seed |
| Khosla Ventures | Series B |
| Generator Ventures | Seed |
| Symmetrical Ventures | Seed |
| 75 & Sunny | Series B |
| RET Ventures | Series B |
| Collaborative Fund | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 1, 2026
Surpassed $2 billion in assets under management.
- Mar 1, 2026
Company has achieved profitability.
Recent news
Latest coverage and updates
- acquiresJul 20, 2026
True Link Financial, Inc. acquires Lyonsstore.
True Link Financial Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about True Link Financial's valuation, stock price, and market status.
Is True Link Financial a public or private company?
True Link Financial is a private company.
What is the current stock price of True Link Financial?
True Link Financial is a private company with no public stock price. No recent secondary market data is available.
How much is True Link Financial worth (valuation)?
Valuation information for True Link Financial is not publicly available.
Can I buy True Link Financial stock?
True Link Financial shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was True Link Financial's last funding round?
True Link Financial's most recent funding round was Series B on July 28, 2020.
Who are the main investors in True Link Financial?
Key investors in True Link Financial include Ziegler, Khosla Ventures, Symmetrical Ventures, QED Investors, Initialized Capital Management.
Will True Link Financial IPO soon?
No public IPO plans have been announced for True Link Financial.
How can I track True Link Financial secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor True Link Financial's secondary market activity and sign up for updates.