Legal and policy information

Privacy Policy

This Privacy Policy explains how Wealth Insight Sync collects, uses, discloses, and protects information when you use the Service.

Last updated
April 16, 2026

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.

Financial Disclaimer
Wealth Insight Sync provides informational, calculation, tracking, and computational modeling tools only. Nothing in our Service constitutes financial, investment, tax, or legal advice.

Advisor Responsibility Clause

Advisor responsibility remains with the advisor
Where advisor-facing features are used, advisors remain solely responsible for any recommendations, suitability determinations, client communications, and compliance with applicable laws, regulations, licensing requirements, and professional standards.

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
  • Cloudflare: storage and delivery infrastructure for uploaded files where configured
  • Clerk: authentication and account management
  • Neon: database hosting
  • OpenAI: receipt OCR extraction
  • Partnero: affiliate referral tracking and attribution
  • Ahrefs Analytics: optional website analytics loaded only after optional cookie consent

Advisor Workspaces, Sharing Scopes, and Revocation

  • Advisor workspaces may store client profile details, notes, requested sharing scopes, and audit records related to invite and consent workflows.
  • Client-scoped financial data is not made available to an advisor workspace until the client affirmatively grants the requested sharing scopes.
  • Approved sharing scopes may include budgets, linked account balances, transactions, goals, milestones, documents, and related reporting outputs.
  • Clients may revoke advisor sharing. After revocation, advisor access to the revoked client-scoped data is removed from active workspace views.
  • Portal access acknowledgments, consent events, timestamps, IP addresses, user-agent strings, and policy-version references may be retained as compliance and security records.

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
Security limitations
Wealth Insight Sync LLC uses security measures designed to help protect information. However, no method of transmission over the Internet and no method of electronic storage can be guaranteed to be completely secure. As a result, we cannot guarantee absolute security.

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.

Some records may be retained longer where required for legal, security, fraud-prevention, billing, or communications-compliance purposes, including SMS consent audit records.

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