Privacy Policy

We use your information to:

• Provide and maintain our financial planning services
• Process your transactions and manage your account
• Generate personalized budget recommendations
• Send you important updates and notifications
• Improve our services and user experience
• Analyze usage patterns and optimize performance
• Detect and prevent fraud or unauthorized access
• Comply with legal obligations and regulations

We implement industry-standard security measures to protect your personal and financial information:

• Encryption: All sensitive data is encrypted at rest and in transit using AES-256 encryption
• Secure Storage: Your data is stored in secure, access-controlled databases
• Authentication: Multi-factor authentication options available
• Regular Audits: Periodic security audits and vulnerability assessments
• Limited Access: Strict access controls and employee training

We do NOT sell your personal information. We may share your data only in these circumstances:

• With Your Consent: When you explicitly authorize sharing
• Service Providers: Trusted third parties who help operate our services (hosting, analytics)
• Legal Requirements: When required by law or to protect our rights
• Business Transfers: In case of merger, acquisition, or asset sale

All third-party service providers are contractually bound to protect your information and use it only for specified purposes.

We use cookies and similar tracking technologies to:

• Maintain your login session
• Remember your preferences
• Analyze usage patterns
• Improve site performance

You can control cookie settings through your browser. However, disabling cookies may limit some functionality.

You have the right to:

• Access: Request a copy of your personal data
• Correct: Update or correct inaccurate information
• Delete: Request deletion of your account and data
• Export: Download your data in a portable format
• Opt-Out: Unsubscribe from marketing communications
• Restrict: Limit how we process your information

To exercise these rights, please contact us at privacy@wealthwise.app

Our security practices include:

• End-to-end encryption for sensitive financial data
• Regular security updates and patches
• Secure HTTPS connections
• Password hashing using industry standards
• Automated backup and recovery systems
• 24/7 monitoring for suspicious activity

We may send you:

• Transactional Emails: Account updates, security alerts, and important notices
• Service Updates: New features, improvements, and maintenance notices
• Marketing Communications: Tips, insights, and promotional offers (opt-in only)

You can manage your communication preferences in your account settings or unsubscribe from marketing emails at any time.

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

We will respond to your inquiry within 48 hours.