True Link Financial - M&A Summary and Business Overview

Financial ServicesCompany

True Link Financial M&A Summary

True Link Financial has acquired 1 company.

True Link Financial has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

True Link Financial Business Overview

Where is True Link Financial headquartered?

True Link Financial is headquartered in San Francisco, California.

What sector is True Link Financial in?

True Link Financial is a financial services company.

When was True Link Financial founded?

True Link Financial was founded in 2013.

M&A Summary

M&A Total Activity1
- M&A Buy Activity1
Total Sectors Invested 1
Total Countries Invested 1

True Link Financial, Inc.

47 Maiden Lane, 3rd Floor,
San Francisco, California 94108
United States,
(651) 265-5679
www.truelinkcard.com

True Link Financial, Inc. is a diversified financial services firm whose services preserve and increase individuals' independence and quality of life. The firm offers a range of payments, investment, and insurance products primarily to older adults, people with disabilities, and people in recovery.

M&A Summary

Buy vs Sell

Year		≤ '20	'21	'22	'23	'24	'25	T
Buy (0.0/yr)	#	1	-	-	-	-	-	1
Sell (0.0/yr)	#	-	-	-	-	-	-	0
								1

Most Recent M&A

Company	Date	Value	Type
Next Step Network LLC	2016-08-04	-	Add-on Acquisition
Louisville, Kentucky · www.nextstepus.org
View All >>

M&A by Sector

Sector		Buy #	Value	Sell #	Value
Business Services		1 (100%)	-	-	-
Total		1	-	-	-

By Geo

State/Country		Buy	Value	Sell	Value
United States		1	-	-	-
	Kentucky	1	-	-	-
Total		1	-	-	-

Company Summary

SECTOR

Financial Services

Established

2013

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True Link Financial - M&A Summary and Business Overview

Financial ServicesCompany