@TrueLinkFini
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Life’s complex, we get it - we’re here to help make things simpler. Learn more at https://nitter.cf/t.co/A5l3u0bi5r
San Francisco
Joined February 2013
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True Link retweeted
True Link Financial Named to Forbes Fintech 50 for Second Consecutive Year as Platform Expands Across Banks, States, and Family Financial Needs dlvr.it/TR3T0y
Our 11th annual #Fintech50 features companies that continue to innovate and grow rapidly even though industry valuations are decidedly sober compared with those of AI-focused startups, which are the newest darlings of the venture capitalist community.
See the 2026 list: forbes.com/lists/fintech50/?…: Julian Hespenheide For Forbes)
True Link retweeted
Meet the 2025 Inc. 5000 list, which represents the fastest-growing private companies in America. Together, these companies generated a whopping $300 billion in revenue in 2024, each with a unique growth story. (Illustration by Shira Inbar.) trib.al/D2Udngm
True Link is proud to have earned a spot on the 2025 @Inc 5000 list of the fastest-growing private companies in America!
Thank you to all who have been a part of this journey!
#Inc5000 #FinancialInclusion #FintechForGood #FamilyBanking
True Link retweeted
The 50 Hottest Fintech Startups In 2025 on.forbes.com/6018II8Ip #Fintech50 (Illustration: Oscar Rana for Forbes)
So pleased to have been recognized by @Forbes #fintech50 today for the work we’ve been doing with the most rewarding customer base in America.
Read more here about the impact we’ve had:truelinkfinancial.com/blog/t…
Thank you for an unforgettable 2024 — Cheers to 2025! #HappyNewYear
Warmest wishes this Thanksgiving from the entire True Link team. We're truly thankful for all the wonderful people in our community that we get to serve each and every day.
#HappyThanksgiving
Protecting older adults from elder financial abuse is often a top priority. From voice cloning to phishing, this article covers some of the most prevalent types of AI-driven scams, and how to help protect your loved ones: ow.ly/Ph6x50TM6Nn
#Caregiving #Caregiver #ElderCare
When establishing a #SpecialNeedsTrust, there will be a number of decisions to consider. The final article in this 4-part series covers some questions to think through: ow.ly/8U3t50TM6Cg
#SpecialNeedsPlanning #DisabilityPlanning #SNT #SpecialNeedsLawMonth
Which type of Special Needs Trust is right for your loved one? Here, we’ll compare First Party, Third Party, and Pooled SNTs: ow.ly/sJuA50TK1jF
#SpecialNeedsPlanning #SpecialNeedsTrust #DisabilityPlanning #SNT #SpecialNeedsLawMonth
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: ow.ly/TOIj50TG6ta
#PrepaidCard #DebitCard #PrepaidDebitCard #TrueLinkLove
Interested in the terminology of Special Needs Trusts? The second article in our 4-part SNT series walks through a glossary of key terms you need to know: ow.ly/pjWO50TG65X
#SpecialNeedsPlanning #SpecialNeedsTrust #DisabilityPlanning #SNT #SpecialNeedsLawMonth
What is a Special Needs Trust? The first article in True Link’s 4-part series explores some of the most common questions asked about SNTs. Read the full article here: ow.ly/6Vhv50TBI5L
#SpecialNeedsPlanning #SpecialNeedsTrust #DisabilityPlanning #SNT #SpecialNeedsLawMonth
The SSA recently announced long awaited changes to the way it calculates its in-kind support and maintenance calculations. What does this mean for those receiving SSI? Read more here: ow.ly/MbvU50RbsyF
#SNTbeneficiary #snt #benefits #SSI #SSA
The Social Security Administration announced Wednesday that it will remove food as part of its in-kind support and maintenance calculations. Read more about what this update could mean for millions of people: ow.ly/Aj9G50R4we2
#ssi #benefits #ssa
Thank you for an amazing 2023! What are you most excited about as we enter 2024?
#HappyNewYear2024
When a family member is appointed #trustee, it is often their first time in this role and can be overwhelming – particularly if administering a #SpecialNeedsTrust. Some key rules and guidelines to consider: ow.ly/NEoj50PBTSR
#SpecialNeedsPlanning
True Link retweeted
This week, @TrueLinkFin celebrated its 10th anniversary, a terrific accomplishment considering more venture-backed businesses fail than succeed.
🎙️Listen to their story on the Fintech Thought Leaders podcast.
Spotify: podcasts.apple.com/us/podcas…
Apple: podcasts.apple.com/us/podcas…
We are proud to be a platinum sponsor of the @COBarAssoc 15th Annual Rocky Mountain Elder Law Retreat! Visit our on-site team to learn about the unique ways True Link supports people with complex financial needs and those who care for them. #ElderLaw