Privacy Policy

Last updated: February 2026

1. Information We Collect

We collect information you provide directly, including your email address, financial goals, and portfolio information shared in conversations. When you connect accounts through Plaid, we receive account balances, transaction history, and investment holdings.

2. How We Use Your Information

We use your information to provide personalized financial guidance, improve the Service, and communicate with you about your account. We analyze usage patterns in aggregate to improve our AI models and user experience.

3. Third-Party Services

We use Plaid to connect your financial accounts. Plaid's use of your data is governed by their own privacy policy. We also use Supabase for data storage and authentication with industry-standard security practices.

4. Data Sharing

We do not sell your personal or financial data to third parties. We may share anonymized, aggregated data for research or analytical purposes. We will only disclose personal information when required by law or to protect our rights.

5. Data Security

We use bank-level encryption to protect your data. Access tokens for connected accounts are encrypted at rest. We implement appropriate technical and organizational measures to protect against unauthorized access, alteration, or destruction.

6. Your Rights

You have the right to access, update, or delete your personal data at any time. You can disconnect linked accounts, export your conversation history, or request complete account deletion through your account settings or by contacting us directly.

7. Data Retention

We retain your data for as long as your account is active. After account deletion, we remove personal data within 30 days, except where retention is required by law.

8. Contact

If you have questions about this Privacy Policy or want to exercise your data rights, please contact us at [email protected].