FinAdvisor™ Technologies Inc. ("FinAdvisor," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform at getfinadvisor.com (the "Service"). Please read this policy carefully. By using the Service, you consent to the practices described herein.
When you create an account and use FinAdvisor, we collect:
If you connect financial accounts via Plaid, we receive:
Plaid's access is read-only. FinAdvisor cannot initiate transactions or modify your accounts. Your Plaid credentials are never transmitted to or stored by FinAdvisor — they go directly to Plaid's secure systems. Please review Plaid's Privacy Policy at plaid.com/legal.
When you use the Service, we automatically collect:
When you use AI analysis features, we collect:
AI analysis is powered by Anthropic's Claude API. Financial data submitted to Claude is subject to Anthropic's usage policies. We configure our API usage to minimize data retention by Anthropic.
We use the information we collect to:
We do not use your financial data to train AI models or share it with third parties for their own commercial purposes.
We share information with trusted third-party service providers who assist us in operating the Service:
All service providers are contractually obligated to protect your data and use it only for the purposes we specify.
We may disclose your information if required to do so by law, court order, or governmental authority, or if we believe disclosure is necessary to protect the rights, property, or safety of FinAdvisor, our users, or the public.
If FinAdvisor Technologies Inc. is involved in a merger, acquisition, or sale of all or substantially all of its assets, your information may be transferred as part of that transaction. We will notify you via email and/or prominent notice on the Service prior to your information being transferred and becoming subject to a different privacy policy.
We do not sell, rent, or trade your personal information or financial data to third parties for their marketing or commercial purposes. Ever.
We implement industry-standard security measures to protect your information:
While we implement strong security measures, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security of your information.
We retain your information for as long as your account is active or as needed to provide the Service. Specifically:
You may request deletion of your account and associated data at any time by emailing [email protected].
You may access and update your account information at any time through the Settings page in the app. To access a copy of all personal data we hold about you, email [email protected].
You may request deletion of your account and all associated personal data by emailing [email protected]. We will process deletion requests within 30 days, subject to legal retention requirements.
You may disconnect your linked financial accounts at any time from the Accounts section of the app. This terminates Plaid's access to your accounts going forward.
You may opt out of non-transactional emails (product updates, newsletters) at any time by clicking the unsubscribe link in any such email or by emailing [email protected]. Note that transactional emails (subscription receipts, trial reminders, security alerts) cannot be opted out of while your account is active.
California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete personal information, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your CCPA rights, contact [email protected].
If you are located in the European Economic Area, you have rights under the General Data Protection Regulation (GDPR), including the right to access, rectify, erase, and port your personal data, and the right to object to processing. Our lawful basis for processing is contractual necessity and legitimate interests. To exercise your GDPR rights, contact [email protected].
FinAdvisor uses essential cookies and local storage to maintain your session and save your preferences. We do not use advertising cookies or third-party tracking pixels. We do not participate in behavioral advertising networks.
You may disable cookies in your browser settings, but this may affect the functionality of the Service.
The Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that a child under 18 has provided us with personal information, we will promptly delete such information. If you believe we have collected information from a child under 18, please contact [email protected].
The Service may contain links to third-party websites, including financial institutions and educational resources. This Privacy Policy does not apply to those websites. We encourage you to review the privacy policies of any third-party sites you visit.
We may update this Privacy Policy from time to time. We will notify you of material changes by email to your registered address or by prominent notice on the Service at least 14 days before the changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the updated policy.
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
We will respond to all privacy inquiries within 30 days.