Privacy Policy & Cookie Notice

At EnvisionWorth, we treat your financial data with the highest level of confidentiality and care.

Information We Collect

Financial data via Plaid includes account balances, transactions, investment holdings, and masked account identifiers. We also collect name, contact information, financial goals, device metadata, and app interactions.

How We Use Your Information

We use your data to deliver your net worth dashboard, power goal tracking and insights, authenticate your account, detect fraud, and improve our services using anonymized analytics.

Data Protection

We use AES-256 encryption at rest and in transit, read-only Plaid connections, and compliance with CCPA and PIPEDA.

Your Rights

You may access, correct, export, or delete your personal data. Contact us to exercise your rights under applicable privacy laws.

Cookies

We use essential cookies for authentication and session management. Analytics cookies help us improve the product. You can manage cookie preferences in your browser.