PersonaliFI

PersonaliFI ("we", "our", or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you use our website and application.

Information We Collect

We may collect the following information:

Personal information such as your name and email address
Financial account information accessed via Plaid, including account balances and institution names
Authentication data required to securely connect your accounts (stored in encrypted form)

We do not sell your personal data.

How We Use Your Information

We use your information to:

Provide net worth tracking and financial snapshot features
Connect to financial institutions via Plaid
Improve and maintain the application
Communicate with you about your account

Third-Party Services

We use trusted third-party service providers to operate and improve the service, including:

Plaid to connect to your financial institutions
Stripe for payment processing
Cloud hosting providers to host and operate the application
Error monitoring and logging services (such as Sentry) to identify, diagnose, and fix technical issues

These providers may access limited personal information only as necessary to perform their services, such as account identifiers, email addresses, or technical metadata. This information is used solely for operating, securing, and improving the service and is not used for marketing or advertising purposes.

Data Security

We use reasonable administrative, technical, and organizational safeguards to protect your information, including encryption for sensitive data.

Data Retention and Deletion

You may disconnect your financial accounts or request account deletion at any time. Upon deletion, we will remove your stored data within a reasonable timeframe unless legally required to retain it.

Your Rights

Depending on your location, you may have the right to access, correct, or delete your personal data.

Contact Us

If you have questions about this Privacy Policy, contact us at:

[email protected]