Privacy Policy

Welcome to WealthFlow

At WealthFlow, we believe trust is everything. Our platform is designed to help financial professionals prospect smarter using AI-powered insights, personalized outreach, and workflow automation — while keeping your data secure and under your control.

Here is what we collect, how we use it, and the choices you have.

What WealthFlow Does

WealthFlow is an AI-powered prospecting and engagement platform for wealth professionals.

Our AI agents help users:

• Understand professional profiles
• Identify prospect and wealth service alignment
• Prioritize high-value opportunities
• Create personalized outreach
• Manage engagement workflows

To make this work, WealthFlow processes information that users choose to provide or access through the platform.

Your Data

Information you add to WealthFlow—contacts, notes, outreach content, workflows, and related business information—belongs to you or your organization. You decide what to bring into the product and how it is used in your day-to-day work.

WealthFlow processes this information to deliver the platform, AI-assisted workflows, automation features, and other services you request. We handle it in line with this policy and the permissions you grant.

Information We Collect

Information may also include publicly available professional information that users choose to access through the platform as part of their prospecting and engagement workflows.

Information You Provide

When you use WealthFlow, you may provide information such as:

• Name and email address
• Company and professional details
• Contacts and prospect information
• Notes and outreach content
• Messages and engagement activity
• Account and billing information

Connected Services and Platforms

If you connect services such as Google or Microsoft, or choose to open a third-party platform in a browser workspace dedicated to you, WealthFlow may access information you have authorized to support platform functionality and your workflows.

Depending on what you connect, this can include:

• Email metadata and message content
• Calendar events
• Contact information
• Professional profile information
• Communication activity

We only access information and permissions that you explicitly authorize.

Platform Usage Data

Like most modern SaaS products, we collect limited operational information such as:

• Browser type and general device characteristics (for example, mobile or desktop)
• Session activity
• Performance diagnostics
• Usage analytics
• Cookies and authentication data

This helps us improve reliability, security, and the overall experience.

Google and Connected Service Data

When you connect Google or Microsoft services, access is limited to the scopes and permissions you approve. Data from those connections is used only to provide the functionality you have asked for—such as email workflows, calendar coordination, and related productivity features inside WealthFlow.

WealthFlow does not use Google Workspace or Microsoft 365 customer data you connect through the product for advertising purposes.

How We Use Information

We use information to:

• Operate the WealthFlow platform
• Deliver AI-powered recommendations and insights
• Personalize prospecting workflows
• Improve platform performance
• Maintain security and prevent abuse
• Support connected workflows and automations
• Provide customer support
• Communicate product updates and service notices

AI Features

WealthFlow uses artificial intelligence to help users work more efficiently.

AI capabilities may include:

• Learning about professional and prospect profiles
• Identifying prospect and wealth service alignment
• Personalized message generation
• Outreach recommendations
• Workflow suggestions
• Engagement insights

AI-generated recommendations and content are probabilistic in nature and may not always be accurate or complete. They are meant to assist you, not replace your judgment. Please review communications and decisions before you rely on them.

Connected Platforms

Some WealthFlow features may allow users to access third-party platforms, such as LinkedIn, through a browser workspace dedicated to the user.

These experiences are meant to bring your everyday tools alongside AI-assisted workflows in one place—without changing the fact that each platform sets its own rules.

Use of third-party platforms remains subject to those platforms’ own terms and privacy policies.

Data Retention

We retain information for as long as we need it to run the platform, support your workflows, meet legal requirements, and keep WealthFlow secure and reliable.

Where applicable, you may ask us to delete your account or associated data.

Security and Data Protection

WealthFlow uses administrative, technical, and organizational safeguards designed to protect customer information and platform access. Our infrastructure and practices include, where appropriate:

• Encryption in transit
• Access controls
• Secure authentication
• Infrastructure monitoring
• Segmented environments
• Encrypted credential storage where applicable

No online service can promise perfect security, but earning and keeping your trust is central to how we operate.

Your Control and Choices

You remain in control of your data.

Depending on your location and applicable laws, you may have the right to:

• Access your information
• Correct inaccurate data
• Delete your account or information
• Disconnect connected services
• Request data export

You can also choose which permissions and connected services to enable at any time.

Cookies

We use cookies and similar technologies to:

• Keep users signed in
• Improve platform performance
• Remember preferences
• Understand product usage patterns

You can manage cookie preferences through your browser settings.

Third-Party Services

WealthFlow works with third-party providers and cloud infrastructure services to operate the platform.

These may include:

• Authentication providers
• Cloud hosting providers
• AI infrastructure providers
• Analytics services
• Email and calendar platforms

Each third-party service operates under its own policies and terms.

Changes to This Policy

As WealthFlow evolves, we may update this Privacy Policy from time to time.