Privacy Policy

We collect information in three ways:

• Information you provide. When you create an account we collect your email address and the name you choose to display. When you use the app, you can add account balances, transactions, budget goals, stock holdings, and notes. We treat this content as yours.
• Information generated by your use of the service. This includes timestamps, device type, app version, and limited usage analytics that help us diagnose problems and improve the product.
• Market data we fetch on your behalf. When you add a stock or ETF, we query public market-data providers to retrieve quotes, historical prices, and dividend information about that ticker. These requests do not include your identity.

We do not connect to your bank. We do not ingest your transactions automatically. Everything in Wealthly is there because you entered it, imported it, or asked us to fetch it.

We use the information we collect to:

• Provide, operate, and maintain Wealthly across iOS and web.
• Sync your data between devices so your iPhone and web companion stay in agreement.
• Send you transactional emails (sign-in confirmations, password resets, account notices).
• Diagnose crashes, fix bugs, and improve features.
• Enforce our Terms of Service and protect against abuse or fraud.

We do not sell your personal information. We do not use your financial data to target advertising. We do not share your transaction or holding details with data brokers.

We use a small number of third-party service providers to operate Wealthly. Each is bound by contractual obligations to process your data only on our instructions and to maintain appropriate security.

• Supabase — database, authentication, and realtime sync. Your account data is stored in Supabase's Postgres infrastructure.
• Cloudflare — edge network and the worker that proxies market-data requests from the app. Request metadata may be processed transiently at Cloudflare's edge.
• Market-data providers — public equity pricing, historical quotes, and dividend schedules. Ticker symbols and date ranges are sent; your account identity is not.
• Apple — app distribution through the App Store, and optional Sign in with Apple for authentication.

We retain your account and the data in it for as long as your account is active. If you delete your account, we delete or anonymize the associated personal information from our primary systems within 30 days. Backups may retain information for up to 90 additional days before being overwritten.

You have the right to access, correct, export, or delete the personal information we hold about you. You can do most of this directly in the app by editing or deleting the relevant items, or by deleting your account in Settings.

For any request we can't complete in-app — or for residents of California, the EEA, the UK, or any jurisdiction that grants additional privacy rights — email support@trywealthly.com and we'll respond within 30 days.

Data is transmitted over TLS and stored with encryption at rest via our infrastructure providers. Access to production systems is restricted and logged. No system is perfectly secure — if you believe your Wealthly account has been compromised, please contact us immediately.

Wealthly is not directed to children under 13 (or under 16 in the EEA), and we do not knowingly collect personal information from children. If you believe a child has provided information to us, please contact us and we will delete it.

We may update this policy from time to time. When we make material changes, we'll update the "Last updated" date above and — for significant changes — notify you by email or an in-app notice before the changes take effect.

Questions, concerns, or privacy requests? support@trywealthly.com