Effective 2026-08-01 · Version 1.1
Telemetry Wealth LLC ("Telemetry Wealth," "we," "our," or "us") operates a personal finance and wealth management platform (the "Service") that helps individuals and households track investments, monitor net worth, and manage budgets. We are committed to protecting the privacy and security of your financial and personal information.
This Privacy Policy explains what information we collect, how we use and share it, and the choices you have regarding your information. By using our Service, you agree to the collection and use of information in accordance with this policy.
Because we handle nonpublic personal financial information, we are subject to the privacy requirements of the Gramm-Leach-Bliley Act ("GLBA") and the FTC Safeguards Rule. This Privacy Policy serves as both our general privacy disclosure and our GLBA privacy notice.
We use the information we collect to:
We do not use your financial information for advertising or marketing purposes, and we do not share it with advertisers.
We share your information only in the following circumstances:
We share information with third-party service providers who perform services on our behalf, including:
All service providers are required to maintain the confidentiality and security of your information and are prohibited from using it for their own independent purposes.
We may disclose your information if required to do so by law, regulation, legal process, or governmental request, or if we believe disclosure is necessary to protect the rights, property, or safety of Telemetry Wealth, our users, or the public.
In connection with a merger, acquisition, sale of assets, or similar transaction, your information may be transferred as part of that transaction. We will notify you via email or a prominent notice on our website before your information is transferred and becomes subject to a different privacy policy.
We may share your information with third parties when you have given us your explicit consent to do so.
We take the security of your financial information seriously and implement industry-standard safeguards, including:
While we implement these safeguards, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your information.
We retain your information for as long as your account is active or as needed to provide the Service. Upon account deletion:
You may access and update your account information at any time through the Service's settings. If you need assistance correcting inaccurate information, contact us at privacy@telemetrywealth.com.
You may request deletion of your account at any time by contacting us at privacy@telemetrywealth.com. Upon deletion, your data will be permanently removed from our systems as described in Section 6.
You may download an export of your personal data in a machine-readable format at any time from your account settings, under Profile. You may also request one by contacting us at privacy@telemetrywealth.com, and we will respond within 30 days.
You may opt out of non-essential marketing communications at any time by following the unsubscribe instructions in any email we send, or by contacting us directly. You cannot opt out of service-related communications (such as billing notices and security alerts) while your account is active.
Under the Gramm-Leach-Bliley Act, we are required to provide you with a notice of our privacy practices regarding nonpublic personal financial information.
What we collect: We collect nonpublic personal financial information from you when you use our Service, including account data, transaction history, investment data, and financial planning information.
What we share: We do not share your nonpublic personal financial information with nonaffiliated third parties for marketing purposes. We share your information with service providers as described in Section 4.1 above, solely as necessary to provide the Service.
How we protect your information: We maintain the physical, electronic, and procedural safeguards described in Section 5 above and in our Written Information Security Program.
Your right to opt out: Because we do not share your nonpublic personal financial information with nonaffiliated third parties for marketing purposes, there is no opt-out right applicable to our sharing practices under GLBA.
If you are a California resident, you have the following rights under the California Consumer Privacy Act ("CCPA"):
To exercise your CCPA rights, contact us at privacy@telemetrywealth.com. We will verify your identity before processing your request and respond within 45 days.
Our Service uses the following types of tracking technologies:
You can control cookie settings through your browser settings. Disabling essential cookies may impair the functionality of the Service.
The Service is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will promptly delete such information.
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website and, where appropriate, by sending you an email notification. The "Effective Date" at the top of this policy indicates when the policy was last updated. Your continued use of the Service after the effective date of any update constitutes your acceptance of the revised policy.
If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:
Telemetry Wealth LLC
Attention: Privacy Officer
Email: privacy@telemetrywealth.com
Website: telemetrywealth.com
