Privacy Policy - Personal Finance Data Protection

Last updated: March 22, 2026

Introduction

At Assely ("we," "our," or "us"), we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our personal finance management platform and related services (collectively, the "Service").

By using our Service, you agree to the collection and use of information in accordance with this Privacy Policy.

Information We Collect

Personal Information

We collect personal information that you voluntarily provide to us when you:

  • Create an account
  • Connect your financial accounts
  • Contact us for support
  • Subscribe to our newsletter

Financial Information

When you connect your financial accounts, we collect:

  • Account balances and transaction history
  • Account numbers and routing information
  • Investment holdings and performance data
  • Credit card and loan information

Usage Information

We automatically collect information about how you use our Service:

  • Device information and IP address
  • Browser type and version
  • Pages visited and time spent
  • Features used and actions taken

Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

Email: privacy@assely.com

Address: Assely Inc., 123 Finance Street, Suite 100, San Francisco, CA 94105

Phone: 1-800-ASSELY-1