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Terms of Service

Legal Information
7 min read
Published: April 8, 2025
Terms of Service

Welcome to WealthSynapse. These Terms of Service ("Terms") govern your access to and use of the WealthSynapse technology platform. By accessing or using our platform, you agree to be bound by these Terms.

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.

1. Acceptance of Terms

By accessing or using WealthSynapse, you agree to these Terms and our Privacy Policy. If you do not agree to these Terms, you may not access or use our services.

2. Description of Technology Platform

WealthSynapse provides an AI-powered wealth management technology platform that offers portfolio analytics, data visualization tools, and educational resources. Our platform is designed to help you better understand and manage your investments through technology. The platform analyzes data and provides insights based on AI models, but it does not make specific investment recommendations or provide personalized financial advice. All information provided through our platform is for informational and educational purposes only.

3. Eligibility

You must be at least 18 years old to use our services. By using our services, you represent and warrant that you meet this eligibility requirement.

4. User Accounts

To access certain features of our services, you may need to create an account. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.

5. User Content

You retain ownership of any content you submit to our services. By submitting content, you grant us a worldwide, non-exclusive, royalty-free license to use, reproduce, modify, and display such content in connection with providing our services.

6. Prohibited Conduct

You agree not to:

  • Violate any applicable laws or regulations
  • Infringe on the rights of others
  • Use our services for any illegal or unauthorized purpose
  • Interfere with or disrupt our services
  • Attempt to gain unauthorized access to our systems

7. Intellectual Property

Our services and all content and materials available through our services are protected by intellectual property rights. You may not use, reproduce, or distribute any content from our services without our permission.

Technology Platform Ownership

The WealthSynapse technology platform, including all of its features, functionality, and content, is owned by WealthSynapse and protected by United States and international copyright, trademark, and other intellectual property laws.

8. Disclaimer of Warranties and Financial Advice

Our technology platform is provided "as is" and "as available" without warranties of any kind, either express or implied. We do not guarantee that our platform will be uninterrupted, secure, or error-free.

WealthSynapse does not provide financial advice, investment recommendations, or other regulated financial services. The technology and information provided through our platform should not be relied upon for making investment decisions. Users should consult with qualified financial professionals before making any investment or financial decisions. Past performance data and analytics provided by our platform are not guarantees of future results.

9. Limitation of Liability

To the maximum extent permitted by law, we shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or relating to your use of our technology platform. This includes, but is not limited to, any financial losses or damages resulting from investment decisions you make based on information obtained through our platform.

10. Indemnification

You agree to indemnify and hold harmless WealthSynapse and its officers, directors, employees, and agents from any claims, liabilities, damages, losses, and expenses arising out of or in any way connected with your use of our services.

11. Modification of Terms

We reserve the right to modify these Terms at any time. We will provide notice of material changes by posting the updated Terms on our website. Your continued use of our services after such changes constitutes your acceptance of the updated Terms.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions.

13. Technology Platform Limitations

Our technology platform is designed to provide tools and insights to help you manage your personal wealth more effectively. However, the platform has several important limitations:

  • It does not provide personalized financial advice or specific investment recommendations
  • It is not a substitute for professional financial advisors
  • It may not account for all factors relevant to your personal financial situation
  • The AI models and analytics are based on historical data and general principles, not your specific circumstances
  • We are not licensed with the SEC or other financial regulatory bodies as an investment advisor

14. Contact Information

If you have any questions about these Terms or our technology platform, please contact us at:

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

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Last updated: April 8, 2025