Privacy PolicyYour Data, Your Control

Personal information you provide when creating an account (name, email, phone)

Financial data you choose to connect through broker integrations

Usage data to improve our services and user experience

Device information and IP addresses for security purposes

Cookies and similar technologies for website functionality

Provide and maintain our wealth tracking services

Process transactions and send related notifications

Improve our services and develop new features

Communicate with you about your account and our services

Comply with legal obligations and prevent fraud

Bank-level 256-bit SSL encryption for all data transmission

Multi-factor authentication to protect your account

Regular security audits and penetration testing

Data stored in secure, SOC 2 compliant data centers

Employee access controls and background checks

We never sell your personal information to third parties

Data shared with broker APIs only with your explicit consent

Service providers bound by strict confidentiality agreements

Legal disclosures only when required by law

Anonymous, aggregated data for research and analytics

Access and download your personal data at any time

Correct or update your information through your account

Delete your account and associated data

Opt-out of marketing communications

Data portability to other services

Account data retained while your account is active

Financial data deleted within 30 days of account closure

Legal compliance data retained as required by law

Anonymous analytics data may be retained indefinitely

Backup data securely deleted within 90 days