True Link Financial
PrivateLast Round
Series B
Jul 28, 2020
Total Funding Raised
$50.1M
Momentum
Top 10%
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 Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
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.
True Link Financial Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about True Link Financial's valuation, stock price, and market status.