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Privacy Policy

Last updated: December 10, 2025

1. Introduction

WORTHIO ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial planning platform.

By using WORTHIO, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

2.1 Personal Information

We collect the following personal information:

  • Name and email address
  • Phone number (optional, for SMS notifications)
  • Date of birth and location (for age-based financial planning)
  • Authentication credentials (password, OAuth tokens)
  • Profile information (occupation, employer, retirement age)

2.2 Financial Information

With your explicit consent, we collect:

  • Bank account balances and transactions (via Plaid)
  • Investment account details
  • Income and expense data
  • Asset and liability information
  • Financial goals and projections

2.3 Usage Information

We automatically collect:

  • IP address and geolocation data
  • Device and browser information
  • Pages visited and features used
  • Session duration and interaction data
  • Error logs and performance metrics

3. How We Use Your Information

We use your information to:

  • Provide Services: Calculate financial projections, track goals, and generate insights
  • Personalization: Customize your dashboard and recommendations
  • Communication: Send notifications about your financial goals and account updates
  • Security: Detect fraud, prevent unauthorized access, and protect your data
  • Analytics: Improve our platform and develop new features
  • Compliance: Meet legal and regulatory requirements
  • Marketing: Send promotional emails (with your consent, opt-out available)

4. How We Share Your Information

4.1 Third-Party Service Providers

We share data with:

  • Plaid: Bank account connectivity (encrypted access tokens)
  • Stripe: Payment processing for subscriptions
  • Telnyx: SMS notifications (phone numbers only)
  • Resend: Email delivery service
  • Google/OpenAI: AI-powered financial insights (anonymized data)

4.2 Legal Requirements

We may disclose your information if required by law or to:

  • Comply with legal processes or government requests
  • Enforce our Terms of Service
  • Protect our rights, property, or safety
  • Investigate fraud or security issues

4.3 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred. We will provide notice before your data is transferred and becomes subject to a different privacy policy.

5. Data Security

We implement industry-standard security measures:

  • Encryption: AES-256 encryption for sensitive data at rest
  • TLS/SSL: All data transmitted over HTTPS
  • Access Controls: Role-based permissions and authentication
  • Regular Audits: Security assessments and penetration testing
  • Secure Storage: Financial data stored in encrypted databases
  • Two-Factor Authentication: Optional 2FA for enhanced security

6. Your Rights and Choices

6.1 Access and Correction

You have the right to:

  • Access your personal information
  • Correct inaccurate data
  • Update your profile at any time
  • Download your financial data

6.2 Data Deletion

You can request deletion of your account and data by contacting us at privacy@worthio.app. We will delete your information within 30 days, except where we're legally required to retain it.

6.3 Marketing Communications

You can opt-out of marketing emails by:

  • Clicking "unsubscribe" in any marketing email
  • Updating notification preferences in your settings
  • Contacting us directly

7. Data Retention

We retain your information:

  • Active accounts: For as long as your account is active
  • Closed accounts: 90 days after account closure (unless legally required)
  • Financial data: 7 years for tax and legal compliance
  • Transaction logs: 1 year for security and fraud prevention

8. Children's Privacy

WORTHIO is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

9. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights:

  • Right to know what personal information is collected
  • Right to know if personal information is sold or shared
  • Right to say no to the sale of personal information
  • Right to access your personal information
  • Right to equal service and price

Note: We do not sell your personal information.

10. European Privacy Rights (GDPR)

If you are in the European Economic Area, you have:

  • Right to access your personal data
  • Right to rectification of inaccurate data
  • Right to erasure ("right to be forgotten")
  • Right to restrict processing
  • Right to data portability
  • Right to object to processing
  • Right to withdraw consent

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page, updating the "Last updated" date, and sending an email notification for material changes.

12. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us:

Email: privacy@worthio.app

Response Time: We will respond within 30 days.

Important Disclaimer

WORTHIO is a financial planning tool and does not provide investment, tax, or legal advice. All calculations and projections are estimates based on the information you provide. Consult with qualified professionals before making financial decisions.