True Link Financial

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.