Privacy Policy
Last updated: January 29, 2026
1. Introduction
WealthSync Technologies, Inc. ("WealthSync.ai", "we", "us", or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our family office management platform and related services.
2. Information We Collect
We collect information that you provide directly to us, including:
- Account information (name, email address, password)
- Family office information (family name, member details)
- Financial data (assets, liabilities, entity structures)
- Advisor and contact information
- Documents and files you upload
- Communications and correspondence
3. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our services
- Process transactions and send related information
- Send technical notices, updates, and administrative messages
- Respond to your comments, questions, and requests
- Monitor and analyze trends, usage, and activities
- Detect, investigate, and prevent fraudulent transactions and abuse
4. Data Security
We implement industry-standard security measures to protect your data, including 256-bit AES encryption at rest and in transit, SOC 2 Type II compliance, and regular security audits. Access to personal information is restricted to authorized personnel who require it for legitimate business purposes.
5. Data Retention
We retain your personal information for as long as your account is active or as needed to provide you services. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.
6. Your Rights
You have the right to:
- Access your personal information
- Correct inaccurate or incomplete data
- Request deletion of your data
- Object to or restrict processing
- Data portability
- Withdraw consent at any time
7. Contact Us
If you have any questions about this Privacy Policy, please contact us at:
WealthSync Technologies, Inc.
Email: privacy@wealthsync.ai