The Work Index by Flexa

True Link

True Link provides financial solutions for people with complex needs, including vulnerable elders, people with disabilities, and people in recovery, as well as the people who care for them.

https://www.truelinkfinancial.com/
5.8

/10

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Description

True Link is a financial technology company that offers innovative solutions for people with complex needs and the individuals who care for them. They specialize in providing financial tools and support for vulnerable populations such as older adults, people with disabilities, and those in recovery. True Link's core product is the True Link Visa Prepaid Card, which allows for customized spending rules and oversight, providing a safe and secure way to manage finances while promoting independence. The card's Spending Monitor feature helps prevent risky purchases, protect against scams, and offers record keeping and reporting for better budgeting.

Beyond the prepaid card, True Link also provides investment management services through their subsidiary, True Link Financial Advisors. They specialize in investment management for special needs trusts, conservatorships, and other fiduciary accounts, ensuring tailored strategies that consider various factors such as time horizons, spending needs, and tax situations. Their expertise in the field, coupled with a disciplined investment approach, aims to help clients navigate complex financial situations while maximizing returns and preserving capital.

Flexibility

True Link offers flexible work arrangements for its employees, allowing them to work remotely across the United States. They provide a generous vacation and holiday schedule, as well as paid parental leave. The company also offers professional development funds and opportunities for in-person team gatherings, providing a balance between remote work and in-person connections.

Remote

Benefits

True Link offers a variety of employee benefits designed to support both personal and professional well-being. These include comprehensive health benefits such as medical, dental, vision, and life insurance, as well as flexible work arrangements, generous vacation time, paid parental leave, and professional development funds. Additionally, they provide competitive compensation packages that often include early-stage equity. These benefits reflect True Link's commitment to creating a supportive and rewarding work environment for its employees.

Enhanced parental leave
WFA scheme

Mission

True Link is a mission-driven company dedicated to providing life-changing financial solutions for people with complex needs and those who care for them. Their focus is on serving vulnerable elders, people with disabilities, and individuals in recovery, addressing the unique challenges they face within the financial services industry. True Link aims to empower these individuals with increased financial independence and security, while offering tools and resources to those who support them, such as family members, professional caregivers, and fiduciaries. Their mission is rooted in the belief that everyone deserves access to simplified, compassionate, and effective financial solutions.

Data-driven
Disruptor
Healthcare
Improving quality of life/health
Social impact led
Soonicorn
Tech for good

Culture

True Link promotes a caring, diverse, and values-driven company culture that prioritizes humility, inclusion, ambition, excellence, and most importantly, caring. They strive to create a welcoming and just community where employees feel valued and supported. True Link's mission-driven focus translates into a workplace that values making a real impact on people's lives and solving complex problems for vulnerable populations often neglected by the financial services industry.

Agile and dynamic
Entrepreneurial
People-first
Progressive
Supportive

DE&I

True Link is committed to building a diverse, equitable, and inclusive workplace. They believe in fostering a culture of humility, inclusion, and caring, where everyone feels valued and respected. Their efforts include actively recruiting and supporting individuals from underrepresented groups, ensuring equal opportunities for all employees, and creating an environment where everyone can thrive. Their mission-driven approach focuses on providing life-changing financial solutions for people with complex needs, recognizing the importance of representation and inclusivity in serving diverse communities.

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