True Link
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.