Privacy Policy
Last updated: 2026-04-19. Placeholder. Replace with the canonical template before public launch.
What we collect
- Email and account credentials (Clerk authentication)
- Identity-verification status (we never see your SSN or document images; Persona stores them encrypted)
- Bank linkage (via Plaid; we never see your bank credentials)
- Risk questionnaire responses
- Conversation history with the AI Companion
How we use it
To operate the platform, comply with KYC/AML obligations, and improve the AI specialists. We do not sell personal information.
Data residency
Account + authentication data: Clerk (US). Operational state: self-hosted Hetzner (Germany). Bank linkage: Plaid. Identity docs: Persona.