Privacy Policy

1. What This Privacy Policy Covers

This Privacy Policy covers how we treat Personal Data we collect when you:

• visit or interact with our websites,
• use the WealthReach application,
• install or allow the WealthReach/WealthLine pixel on your site, or
• connect third-party tools to WealthReach.

"Personal Data" means information that identifies or relates to an identified or identifiable person, and includes what various U.S. state privacy laws call "personal information," "personal data," or "sensitive personal information."

This Policy does not cover websites or services we do not control. If you connect WealthReach to another tool, that tool's privacy policy applies to that tool.

2. Personal Data We Collect

Depending on how you use the Services, we may collect:

A. Identifiers and Contact Information

• Name
• Business email and/or phone
• Firm name and role
• Account credentials (username, login identifiers)

B. Business / Firm Information

• Advisory/RIA/tax practice information you provide
• Teams, seats, or users you add
• Preferences (targets, segments, territories)

C. Usage and Device Information

• IP address and approximate location
• Browser, device type, operating system
• Pages viewed, buttons clicked, features used
• Log data, timestamps, referring pages

D. Website / Pixel Events

When your site loads our pixel, we may receive technical information about that visit (for example: page URL, time on page, device/browser info, IP address) in order to provide you with visitor-identification and engagement features.

E. Communications

• Support tickets, emails, chats, surveys
• Demo requests and notes

F. Billing / Transactions (Advisors only)

• Billing name and contact
• Payment details (processed via our payment partner; we do not store full card numbers)

We do not intentionally collect consumer financial account numbers, Social Security numbers, or other high-risk sensitive identifiers through the core WealthReach experience.

3. Advisor-Specific Processing

Because WealthReach is built for advisory/tax/financial firms, we process certain data in a way that's tailored to this industry:

1. Visitor and engagement intelligence.

If you add our pixel or tracking snippet to your site, we process visit-level technical data so we can show you which organizations or people are showing interest in your services.

2. Prospect organization and scoring.

We use activity, recency, and fit signals to help you prioritize prospects and opportunities inside your account.

3. Outbound and audience workflows.

If you choose to push contacts from WealthReach into email, CRM, calendar, or audience/sync destinations, we will process the contact details only to perform that workflow for you.

4. Your data stays your data for AI.

We do not use your customer, prospect, or account data to train generalized AI/ML models for the benefit of other WealthLine/WealthReach customers. We may use your data to personalize, improve, or fine-tune AI outputs inside your own account/tenant, but we do not pool your client lists to build a public model.

5. You control who you contact.

We give you tools; you decide how/when to contact people and what compliance rules apply.

4. Sources of Personal Data

We collect Personal Data from:

1. You directly (signups, demos, in-app forms)
2. Automatically (app usage, pixel loads)
3. Services you authorize (email, CRM, calendar, audience tools)
4. Selected service providers and business partners (to improve quality of business/contact data)
5. Public / business sources

We do not expose or list our data sources in this policy.

5. How We Use Personal Data

We use Personal Data to:

• provide, operate, and secure the Services;
• create and manage accounts and workspaces;
• show you which prospects are engaging and how recently;
• personalize your views, scoring, and recommendations;
• send service, security, and billing messages;
• process payments;
• improve and develop new features;
• prevent fraud, abuse, or security incidents;
• comply with law and enforce our agreements;
• market WealthReach/WealthLine to you (you can opt out of marketing).

We will not use the Personal Data we collected for materially different, unrelated, or incompatible purposes without providing notice or obtaining consent where required.

6. Cookies, Pixels and Audience Sync

WealthReach uses cookies, web beacons, pixels, tags, and similar technologies ("Cookies") to:

• keep you logged in and secure the app;
• remember preferences and personalize content;
• understand how the product is used;
• help you sync or build audiences in the destinations you choose.

Consent on your site.

If you install our pixel on your website, you are responsible for implementing your own cookie/consent banner so the pixel does not fire for visitors who decline tracking. We only receive data when your site actually sends it.

Do Not Track.

We do not respond to "Do Not Track" browser signals at this time.

Managing cookies.

You can manage cookies in your browser. Disabling certain cookies may affect the functionality of the Services.

7. How We Disclose Personal Data

We may disclose Personal Data to:

1. Service providers and processors (hosting, payments, analytics, support, security)
2. Integrations you authorize (email, CRM, calendar, audience destinations)
3. Corporate transactions (merger, acquisition, sale of assets)
4. Legal / safety (to comply with law, protect rights, investigate abuse)
5. De-identified / aggregated data (for analytics and product improvement, without identifying you)

We do not publicly disclose our specific data sources.

8. Data Security

We use commercially reasonable technical, organizational, and administrative safeguards to protect Personal Data. No method is perfectly secure, so please protect your password and account.

9. Data Retention

We retain Personal Data for as long as needed to provide the Services, meet legal and audit requirements, and enforce our agreements. We may keep de-identified/aggregated data longer because it no longer identifies you.

10. Children's Privacy

Our Services are not directed to children under 13 and we do not knowingly collect data from them. If we learn we have, we will delete it.

11. State Law Privacy Rights

Depending on your state, you may have rights to access, delete, correct, or opt out of certain processing. To exercise these rights, email privacy@wealthline.ai. We may need to verify your identity.

We do not currently "sell" Personal Data as that term is defined in some state laws.

12. Google / Microsoft API Data

If you connect Gmail / Google Workspace / Outlook / Microsoft 365:

• we use that data only to provide the features you enabled;
• we do not use it to develop, improve, or train generalized AI/ML models;
• we handle it under the applicable API policies.

13. Contact Information

WealthLine, LLC

350 Motor Parkway, Suite 300

Hauppauge, NY 11788

Email: privacy@wealthline.ai