Privacy Policy

Wealth Keeper provides financial planning, budgeting, expense tracking, and related digital services for individuals, families, and teams. This Privacy Policy explains how we collect, use, store, and protect personal information when you visit our website, create an account, use our applications, or contact our support team.

By using Wealth Keeper, you agree to the practices described in this Privacy Policy.

We may collect personal information that you provide directly to us, including your name, email address, phone number, profile preferences, account credentials, and support messages.

When you use Wealth Keeper products, we may also collect financial and account-related information you choose to enter, such as budgets, income records, expense records, fixed expenses, reminders, settings, and category selections.

We may automatically collect technical information such as IP address, device type, browser type, operating system, app usage activity, log records, and diagnostic information.

We use your information to provide and improve Wealth Keeper services, authenticate users, personalize your experience, support budgeting and reporting features, respond to requests, maintain security, and monitor performance.

We may also use your information to prevent fraud, enforce our terms, troubleshoot service issues, and comply with legal obligations.

Where applicable, we process personal information on the basis of your consent, our contractual obligation to provide services, our legitimate business interests, and compliance with legal requirements.

You may update certain profile information through your account settings. You may also contact us to request access, correction, deletion, or export of your personal information, subject to identity verification and legal limitations.

Our website may use cookies, local storage, session storage, and similar technologies to maintain sessions, remember preferences, and measure service usage.

We may use analytics and performance tools to understand traffic patterns, improve product quality, and diagnose technical issues.

We do not sell your personal information. We may share information with trusted service providers that support hosting, infrastructure, analytics, authentication, customer support, or communications on our behalf.

We may disclose information when required by law, to protect our rights, to respond to lawful requests, or as part of a merger, acquisition, restructuring, or asset transfer.

We retain personal information only for as long as necessary to provide services, maintain operational records, resolve disputes, comply with legal obligations, and enforce agreements.

When information is no longer required, we take reasonable steps to delete, anonymize, or securely archive it in accordance with our retention practices.

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, misuse, alteration, or destruction.

No online service can guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials and for notifying us if you suspect unauthorized access.

Your information may be processed and stored in jurisdictions outside your home country, where data protection laws may differ. When we transfer personal information across borders, we take reasonable steps to protect it under applicable legal standards.

Wealth Keeper is not intended for children under the age required by applicable law to use our services independently. We do not knowingly collect personal information from children without appropriate authorization.

Our services may contain links to third-party websites, integrations, or tools. We are not responsible for the privacy practices of third parties, and you should review their privacy policies separately.

Depending on your location, you may have rights to request access to your personal information, correction of inaccurate information, deletion of data, restriction of certain processing, objection to certain uses, or portability of your data.

To exercise these rights, contact us using the details provided below. We may need to verify your identity before completing a request.

We may update this Privacy Policy from time to time to reflect service changes, legal requirements, or operational updates. When we make material changes, we will update the effective date and may provide additional notice where appropriate.

If you have questions about this Privacy Policy or want to submit a privacy-related request, please contact Wealth Keeper at hello@wealthkeeperapp.com.

If you want to request deletion of your account data, you may also use the data deletion request page available on this website.