Terms of Service
Last updated: January 29, 2026
1. Acceptance of Terms
By accessing or using WealthSync.ai (the "Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you may not access or use the Service. These Terms apply to all visitors, users, and others who access the Service.
2. Description of Service
WealthSync.ai provides a cloud-based family office management platform that enables users to consolidate financial information, coordinate with advisors, track deadlines, store documents, and generate reports. The Service is designed for family offices, high-net-worth individuals, and their professional advisors.
3. User Accounts
When you create an account with us, you must:
- Provide accurate, complete, and current information
- Maintain the security of your password and account
- Accept responsibility for all activities under your account
- Notify us immediately of any unauthorized access
4. Subscription and Billing
Access to certain features requires a paid subscription. Subscription fees are billed in advance on a monthly basis. You authorize us to charge your payment method for all fees incurred. Subscriptions automatically renew unless cancelled before the renewal date.
5. Acceptable Use
You agree not to:
- Use the Service for any unlawful purpose
- Violate any applicable laws or regulations
- Infringe upon the rights of others
- Transmit malicious code or interfere with the Service
- Attempt to gain unauthorized access to any systems
- Use the Service to store or transmit illegal content
6. Data Ownership
You retain all rights to the data you submit to the Service. By using the Service, you grant us a limited license to use, process, and store your data solely to provide the Service to you. We do not sell, share, or monetize your data.
7. Limitation of Liability
To the maximum extent permitted by law, WealthSync Technologies, Inc. shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly.
8. Termination
We may terminate or suspend your account immediately, without prior notice, for any breach of these Terms. Upon termination, your right to use the Service will cease immediately. You may export your data prior to termination.
9. Changes to Terms
We reserve the right to modify these Terms at any time. We will notify you of any changes by posting the new Terms on this page and updating the "Last updated" date. Your continued use of the Service after changes constitutes acceptance of the new Terms.
10. Contact Us
If you have any questions about these Terms, please contact us at:
WealthSync Technologies, Inc.
Email: legal@wealthsync.ai