Last Updated: November 2025

Privacy Policy

Your privacy is our priority. We are committed to protecting your personal data and ensuring transparency in how we handle your financial information.

1. Information We Collect

We collect information that you provide directly to us, including:

  • Personal identification information (Name, email address, phone number)
  • Financial data (Transaction history, account balances, portfolio details)
  • Authentication credentials (Passwords, security tokens)
  • Profile preferences and settings

2. How We Use Your Data

Your data is used exclusively to provide and improve our services:

  • To provide personalized financial insights and analytics
  • To process and categorize your transactions automatically
  • To maintain the security of your account and prevent fraud
  • To communicate with you about updates, security alerts, and support

3. Data Security

We implement state-of-the-art security measures to protect your data:

All sensitive data is encrypted at rest and in transit using industry-standard AES-256 encryption. We utilize secure socket layer (SSL) technology for all data transmission. Our databases are protected by multi-layer firewalls and strict access controls.

4. Third-Party Sharing

We do not sell your personal data. We may share data with trusted third-party service providers only when necessary for:

  • Cloud hosting and infrastructure (e.g., AWS, Vercel)
  • Financial data aggregation services (e.g., Plaid)
  • Analytics providers to improve user experience

Have questions about our privacy practices?

Contact Privacy Team