True Link Financial

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True Link Financial

True Link is a financial technology company that helps address life challenges faced by older adults, True Link Financial, Inc. Inc.

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.

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True Link Financial, Inc. provides the trust administration software and record-keeping platform as well as the True Link Visa Prepaid Card and associated software platform. does not provide investment management services and neither True Link Financial, Inc. nor True Link Financial Advisors, LLC provides legal or tax advice. Please consult the appropriate advisor regarding your specific circumstances. True Link is not associated or endorsed by the Social Security Administration or any other governmental agency. The True Link Visa Prepaid Card is issued by Sunrise Banks N.A., St. Paul, MN 55103, Member FDIC, pursuant to a license from Visa U.S.A. This card can be used everywhere Visa debit cards are accepted. Use of this card constitutes acceptance of the terms and conditions stated in the Cardholder Agreement.

18/09/2025

If you have a loved one who is in from – whether related to alcohol, drugs, gambling, or another substance or behavior – it can be hard to determine the best ways to support them on their journey. Here are 4 tips to help support your loved one without enabling their addiction: https://ow.ly/IhHu50WX5Hb

16/09/2025

We are excited to be in New Orleans this week sponsoring the Conference! Stop by booth 108 in “The Hub” and say hi to our team, and learn more about True Link’s family banking solutions.

09/09/2025

Curious about True Link’s mobile app? Get to know it better here: https://ow.ly/tfcg50WTsZe

04/09/2025

When beginning the journey, establishing simple budgeting and savings habits can be a powerful way to rebuild stability and regain a sense of control in life.
Here are a few ways to start: https://ow.ly/MA5q50WQrfe

Addiction often disrupts more than physical health; it can upset routines, strain relationships, and create financial setbacks. Many people begin their...

02/09/2025

Let’s walk through some of the most common terminology you will see when establishing and administering a (SNT).
Read the full article: https://ow.ly/AwE350WPSFi

28/08/2025

Recent advances in artificial intelligence (AI) tools are helping some families lighten the load when it comes to the administrative side of .

Read more: https://ow.ly/qwh350WGEoW

26/08/2025

Wondering what sets SSI and SSDI apart? Here, we explain 3 key differences: https://ow.ly/EoNJ50WGE4K

19/08/2025

From all of us at True Link, we’re beyond excited to congratulate Jennifer Case of Scarc, Inc. on being the recipient of our 2024 Grant for Best Practices in Person-Centered Support!

Learn more about Jennifer and how True Link advocates for best practices in person-centered support: https://ow.ly/3cuK50WIgC7

14/08/2025

When True Link Co-founder Kai Stinchcombe noticed his grandmother’s dementia was complicating her financial health, he set out to find a solution.

Learn more about True Link: https://ow.ly/p6xU50WFwmP

07/08/2025

Here are a few online platforms and digital tools that can help representative payees streamline their workflows: https://ow.ly/zYzp50WABFP

31/07/2025

Here are ten considerations that can help you navigate the estate and financial planning process when caring for a loved one with a disability.

Read the full article here: https://ow.ly/Y84050WkBaB

29/07/2025

We love our clients! Learn how the True Link Visa® Prepaid Card can help you support the financial independence of the adults in your care: https://ow.ly/WJTp50WkAXS

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Our Story

Ten years ago, True Link CEO Kai Stinchcombe and his family discovered that his grandmother was writing multiple checks to fake charities every month. They were shocked and angered to learn that she had already been conned out of tens of thousands of dollars in retirement savings.

When Kai began researching how the financial services industry was addressing the protection of retirement savings, he didn’t like what he found. From fraud prevention to investment planning, very little was being done to protect the finances of the millions of adults in retirement, including those who could not care for themselves.

As a serial technology entrepreneur, Kai saw an opportunity for financial institutions to step up and advocate more for their customers, especially for retirees wanting to preserve their savings instead of risking losing it all.

In 2012, Kai joined forces with Claire McDonnell to start True Link Financial, the type of financial institution that he would trust to serve his family – one that always puts its customers’ best interests first and takes advantage of cutting-edge technology to get the best, most ethical tools in the hands of those who need them.