Wealthbeat — Your AI-Powered Financial Health Partner

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General Provisions

Your privacy is one of our top priorities, and we make every effort to ensure its protection.

The purpose of this Policy is to describe how WealthBeat ("WealthBeat", "we", "our", "us") collect, store, use, and share your information through our online interfaces owned and controlled by us, including wealthbeat.com, as well as social media pages, chats, and other platforms (collectively referred to as the "Site"), and the rights you have regarding the information we collect.

Please read this Policy carefully before using our Site and services. By accepting its terms, you consent to the collection, storage, and disclosure of your information as described here.

If you do not agree with any part of this Policy, you must stop using our Site's services.

1

Information We Collect

We collect two types of information:

Personal Information: When you create an account or interact with our services, we may ask for personal details such as your name, email address, and financial information.
Banking Information: We collect information about your bank accounts, transactions, and statements that you import into the app to help you track expenses, income, and investments.

2

How We Use Your Information

The information we collect is used to:

Provide and Improve Services: To give you a seamless experience in managing your finances, including analyzing your expenses, income, and investments.
Personalized Recommendations: To provide AI-driven financial insights and recommendations based on your financial data.
Customer Support: To respond to your inquiries and assist with any issues you may encounter.
Security: To maintain the security and integrity of your account.

3

Data Security

Your privacy and security are our top priorities. We implement industry-standard security measures to protect your information from unauthorized access.

Encryption: All sensitive information is encrypted using secure protocols.
Bank Credentials: We do not store your bank credentials. You grant us permission to access your bank account data solely for the purpose of providing our services.

We use industry-leading encryption and security protocols to ensure your data remains safe and private at all times.

4

Data Sharing and Disclosure

We do not sell, rent, or share your personal information with third parties for marketing purposes. We may share information with trusted third-party service providers who assist us in delivering our services. These providers are required to adhere to strict privacy standards.

Plaid Inc.: When you link your financial accounts, we use Plaid to connect with your financial institution. By using this service, you acknowledge that your information will be transferred and processed by Plaid in accordance with their privacy policy.

5

Your Data Rights

You have the following rights regarding your personal information:

Access and Update: You can access and update your account information at any time within the app.
Data Deletion: You can request to delete your account and personal data by contacting our support team.
Opt-Out: You can opt-out of certain types of data collection, such as marketing communications.

6

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on WealthBeat. These technologies help us analyze how the app is used, remember your preferences, and improve our services.

You can adjust your cookie preferences at any time by accessing the cookie settings in your browser or within the app settings.

7

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page and the effective date updated at the top. We encourage you to review this policy periodically.