Privacy Policy (Beta)

At Wealthist, we respect your privacy and want to be transparent about how we handle your personal information. This policy explains what data we collect, why we collect it, and how we protect it. We’ve kept it simple, so you know exactly what to expect when you use our services.

1. Information We Collect

We collect two types of information:

• Personal Information: This includes data like your name, email address, age, income, and other financial details. You provide this information when you create an account, fill out a profile, or use any financial planning tools on Wealthist.
• Usage Data: This includes data like the pages you visit, actions you take on our site, and other general usage patterns. We collect this to understand how users interact with Wealthist and improve our services.

2. Why We Collect Your Information

We use your information to:

• Provide Services: To give you personalized financial planning advice and help you reach your financial goals.
• Improve Wealthist: Usage data helps us identify areas where we can make Wealthist better and more user-friendly.
• Communicate with You: We may occasionally reach out to inform you of updates, changes, or tips to help you get the most out of Wealthist.

3. How We Protect Your Information

We know your financial information is private, and we take security seriously. We use secure servers, encryption, and other protective measures to keep your data safe. Only authorized team members have access to your personal information, and we regularly review our practices to make sure they meet industry standards.

4. Sharing Information with Others

We do not sell, rent, or trade your personal information with third parties. However, there are a few instances where we may share your information:

• Service Providers: We work with trusted third-party providers who help us run our platform (such as hosting or analytics). These providers only access the data they need to perform their services, and they’re required to protect your information.
• Legal Requirements: If required by law, we may share your information with government authorities or other parties.

5. Your Choices

• Update Your Info: You can update or delete your personal information at any time by accessing your account settings.
• Unsubscribe: If you don’t want to receive emails from us, you can unsubscribe by following the link in the email or adjusting your preferences in your account.

6. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we’ll let you know by updating the date at the top of the policy and, if necessary, notifying you directly. Please review this page periodically to stay informed.

7. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please reach out to us at info@wealthist.com.

Effective Date: 11/15/2024