True Link Financial

True Link Financial offers the True Link Visa prepaid card and an associated platform that lets card administrators fund the card, set spending rules, monitor transactions and receive real-time alerts, while cardholders can spend within those limits. Its investment management and trust administration services are provided through a separate entity, True Link Financial Advisors, LLC.

Customers are families, professional fiduciaries, representative payees, non-profit trustees and banking partners who manage money for elders, people with disabilities and people in recovery. The company states it serves over 250,000 families and more than 300 nonprofits, and describes its revenue as coming from the card and platform, with investment management and trust administration as a second line.

The company is headquartered at 315 Montgomery Street in San Francisco, California, and lists 86 team members across 21 states. Its website describes it as a venture-backed startup founded in 2011 and lists open roles in customer success, engineering, growth and operations, including remote positions in the US and a role for Senior Investment Advisor in California. It also states it has a small office in Kingston, New York.

Product: True Link Visa prepaid card with a web and mobile platform for spending rules, alerts and reporting; investment management and trust administration via True Link Financial Advisors, LLC.