Privacy Policy

PersonaWealth values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our services. By using PersonaWealth, you consent to the practices described in this policy.

1. Information We Collect
   1.1 Personal Information
   When you create an account or use our services, we may collect:
   • Name, email address, phone number, and other contact details.
   • Payment information for subscriptions.
   1.2 Financial Information
   To provide tailored financial insights, we may collect:
   • Linked financial account data (e.g., balances, transactions).
   • Financial goals and preferences.
   1.3 Behavioral and Psychometric Data
   During onboarding, we may collect data through assessments to create your personalized
   SonaType.
   1.4 Usage Data
   We collect information about how you interact with our platform, including:
   • IP address, browser type, and device information.
   • Usage patterns, such as pages visited and features used.
2. How We Use Your Information
   2.1 To Provide and Improve Services
   • Deliver personalized insights and recommendations.
   • Enhance platform functionality and user experience.
   2.2 For Communication
   • Send important updates about your account or services.
   • Provide newsletters, promotions, and relevant content (opt-in required).
   2.3 For Security and Compliance
   • Protect against unauthorized access or fraud.
   • Comply with legal obligations.
3. How We Share Your Information
   We do not sell your personal data. However, we may share your information with:
   
   • Service Providers: Trusted third parties who assist with payment processing, data
   analysis, or customer support.
   • Legal Authorities: When required by law or to protect our rights.
   • Partners: With your explicit consent, we may share anonymized data for research or
   collaboration.
4. Your Rights and Choices
   4.1 Access and Update:
   You can access or update your personal information through your account settings.
   4.2 Opt-Out:
   You can unsubscribe from marketing communications at any time by clicking “unsubscribe”
   in the email.
   4.3 Data Deletion:
   Request deletion of your personal data by contacting us at info@personawealth.com. Note:
   Some data may be retained to comply with legal obligations.
5. Data Security
   We implement industry-standard security measures to protect your information. However, no system is 100% secure, and we cannot guarantee absolute protection.
6. Cookies and Tracking Technologies
   PersonaWealth uses cookies to:
   • Enhance your experience.
   • Analyze platform usage.
   • Deliver personalized content.
   You can manage cookies through your browser settings.
7. Third-Party Links
   Our platform may contain links to third-party websites. PersonaWealth is not responsible for the privacy practices or content of these sites.
8. Children’s Privacy
   PersonaWealth is not intended for individuals under 18. We do not knowingly collect personal information from children.
9. Changes to This Policy
   We may update this Privacy Policy periodically. Significant changes will be communicated to you via email or platform notification.

Contact Us
If you have questions or concerns about this Privacy Policy, please contact us:

• Email: info(at)personawealth.com
• Address: 1111B S Governors Ave STE 23820, Dover, DE 19904