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True Link

Healthcare IT
Fund I
San Francisco, CA

True Link is a diversified financial services firm offering a range of money management, investment, and insurance products, primarily for retirees. Its financial advisory division was the first tech-enabled “robo” advisor targeting retirees, its debit cards are nationally recognized for their budgeting and anti-fraud features, and its recordkeeping software for trusts helps tens of thousands of people maintain eligibility for lifesaving medical benefits. Sold in a secondary offering in 2018.