Legal

Privacy Policy

Last updated 2026-10-27

Introduction

WealthInsight respects your privacy. This policy explains what information this website collects, how we use it, and the choices you have.

Information We Collect

We collect the information you send us directly, such as your name, email address, phone number, firm and anything you include in a message.

We also collect limited technical information automatically, including browser, device and page view data needed to run and improve the site.

How We Use Information

We use information to answer your questions, arrange product walkthroughs, improve the website and meet legal obligations.

Information Sharing

We do not sell personal information. We share it only with service providers that host the site or handle our communications, or when the law requires it.

Data Security

We use reasonable administrative and technical safeguards to protect personal information. No method of transmission or storage is completely secure.

Your Rights

Depending on where you live, you may ask to see, correct or delete the personal information we hold about you. Contact us using the details below.

Changes to Policy

We may update this policy from time to time and will post any change here with a new date.

Contact Us

Questions about this policy can go to WealthInsight at dave@wealthinsight.io.

You can also return to the home page.