Privacy Policy
This Privacy Policy explains how Wealth Insight Sync collects, uses, discloses, and protects information when you use the Service.
Privacy Policy
Wealth Insight Sync is operated by Wealth Insight Sync LLC, a California limited liability company. This Privacy Policy explains how Wealth Insight Sync collects, uses, discloses, and protects information when you use the Service.
Advisor Responsibility Clause
Information We Collect
- Account information such as name, email, and account credentials
- Financial data such as income, bills, debts, goals, and budget allocations
- Receipt-image OCR data on supported plans
- Connected-account data if you choose to use Plaid
- Communication data for SMS or email alerts and reminders
- Subscription and billing metadata
- Automatically collected usage, device, and security logs
Third-Party Service Providers
- Plaid: bank account connectivity
- Stripe: payment and subscription infrastructure provider that may be used for subscription billing and tax handling.
- Telnyx: SMS alerts and reminders
- Resend: transactional email delivery
- Vercel: hosting and delivery
- Clerk: authentication and account management
- Neon: database hosting
- OpenAI: receipt OCR extraction
- Partnero: affiliate referral tracking and attribution
Account Verification and Linking
We use third-party identity and authentication providers (including Clerk) to support account sign-in and email verification.
- We may update your account verification status in our systems when our authentication provider indicates that your email has been verified.
- Where needed to prevent duplicate profiles and support invite workflows, we may link your authenticated sign-in to an existing Wealth Insight Sync account that matches your verified email address.
- This verification and linking process is used for account integrity, fraud-prevention, and access-management purposes.
- Account verification or linking does not by itself expand household sharing scope, payment authority, or ownership rights.
Data Storage and Security
- HTTPS/TLS encryption for data in transit
- Encryption at rest where supported by providers
- Role-based access controls
Data Retention and User Control
Wealth Insight Sync retains user data only as long as necessary to provide core platform functionality, including financial account aggregation, transaction display, and budgeting features.
Users may disconnect connected financial accounts at any time. Upon disconnection or upon user request, associated financial data will be deleted or anonymized within a reasonable timeframe, except where retention is required for legal or operational purposes.
Users may request deletion of their account and associated data by contacting privacy@wealthinsightsync.com.
Plaid Data Usage
If you choose to connect financial accounts, Wealth Insight Sync uses Plaid to access account balances and transaction data with your explicit permission. This data is used solely to provide financial organization and tracking features within the platform.
Wealth Insight Sync does not store your banking credentials. All data access via Plaid is read-only and used for informational purposes only.
Data Sharing and Sale
Wealth Insight Sync does not sell user data. Financial data is not used for advertising, marketing, underwriting, or credit decisioning purposes.
Contact
Privacy inquiries: privacy@wealthinsightsync.com
Business address:
Wealth Insight Sync LLC 2108 N St, Ste N Sacramento, CA 95816 United States