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Privacy Policy

Legal Information
5 min read
Published: April 8, 2025
Privacy Policy

At WealthSynapse, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our wealth management technology platform.

Important Disclaimer

WealthSynapse is a technology platform for personal wealth management with trained AI models. We are not a financial advisory service, investment advisor, or family office service. We do not provide personalized financial advice and are not licensed with the SEC. Our platform provides technology tools and data-driven insights to help individuals manage their own portfolios more effectively.

Information We Collect

We may collect personal information that you voluntarily provide to us when you:

  • Register for our waitlist
  • Complete our assessment form
  • Sign up for an account
  • Contact us with inquiries
  • Participate in surveys or promotions

The personal information we collect may include:

  • Name, email address, and phone number
  • Financial information and investment preferences
  • Net worth and risk tolerance
  • Investment goals and time horizons

How We Use Your Information

We may use the information we collect for various purposes, including:

  • Providing, personalizing, and improving our technology platform
  • Communicating with you about our technology services
  • Analyzing usage patterns to improve user experience
  • Training our AI models to better serve your wealth management technology needs
  • Protecting against fraudulent or unauthorized activity

Our Commitment to Data Security

We implement appropriate security measures to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure, so we cannot guarantee absolute security.

Third-Party Services

We may use third-party service providers to help us operate our business and administer activities on our behalf. These parties may have access to your personal information only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • The right to access the personal information we have about you
  • The right to request correction of inaccurate information
  • The right to request deletion of your information
  • The right to opt-out of certain data uses

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Technology Platform Limitations

Our technology platform analyzes data and provides insights based on AI models, but it is not a substitute for professional financial advice. Users should consult with qualified financial professionals before making investment decisions. WealthSynapse's technology is designed to enhance your personal wealth management capabilities, not to provide specific investment recommendations or financial advice.

Contact Us

If you have any questions about this Privacy Policy or our technology platform, please contact us at:

Email: privacy@wealthsynapse.com
Address: 123 Financial District, New York, NY 10004

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Last updated: April 8, 2025