Wealth Insight Sync

Financial organization platform

Legal and policy information

Cookie Policy

This Cookie Policy explains how Wealth Insight Sync uses cookies and similar technologies on its website and Service.

Last updated
March 13, 2026

What Are Cookies?

Cookies are small text files placed on your device when you visit a website. They help provide core functionality, maintain sessions, improve reliability, and support basic product settings.

Cookies We Use

Essential Cookies

  • Authentication cookies used for session handling and account access
  • Security cookies used to help prevent fraud and unauthorized access

Functional Cookies

We may use preference cookies to remember settings you choose. Where required by law, we will request consent before using cookies that are not strictly necessary.

Important
Disabling essential cookies can prevent you from logging in and using the Service properly.

Third-Party Cookies and Similar Technologies

  • Clerk: authentication and account session handling
  • Vercel: service delivery, request handling, and security
  • Resend: email-related delivery or tracking technologies used only in emails
  • Stripe: If you purchase a subscription, Stripe may set cookies on its own domain to support checkout processing, fraud prevention, and security.
  • Partnero: affiliate referral cookies (for example, `partnero_partner`) used to support referral attribution when you visit via an affiliate link.

Contact

Email: privacy@wealthinsightsync.com

Business address:

Wealth Insight Sync LLC 2108 N St, Ste N Sacramento, CA 95816 United States