๐Ÿ”’ Your data security is our foundation.

We built Wealth OS with security as a first principle, not an afterthought. Here's exactly how we protect your financial data.

ENCRYPTION

All data encrypted with TLS 1.3 in transit and AES-256 at rest.

Bank-grade security for your financial data. Same standards used by major financial institutions.

  • TLS 1.3 encryption in transit
  • AES-256 encryption at rest
  • End-to-end encrypted storage
  • Secure key management

INFRASTRUCTURE

Built on SOC 2 Type II certified infrastructure:

Enterprise-grade platforms with proven security track records.

  • Supabase โ€” database, auth, real-time
  • Stripe โ€” payment processing (PCI DSS Level 1)
  • Vercel โ€” hosting with edge security
  • 99.9% uptime SLA

ZERO-STORAGE PROCESSING

Documents you upload โ€” tax returns, paystubs, bank statements โ€” are analyzed by our AI and immediately deleted.

We never store your source documents. Period.

  • Real-time document processing
  • Immediate deletion after analysis
  • Only numerical data extracted
  • No document retention policy needed

AI TRANSPARENCY

Our AI generates educational simulations, not financial advice.

Every projection includes the assumptions it's based on, so you can verify the math.

  • Open assumption methodology
  • Explainable AI outputs
  • No black box algorithms
  • Educational purpose only

Data Handling Transparency

We believe you should know exactly what happens with your data.

What We Store

Email address
Duration
Until deletion
How to Delete
Account settings or email support
Financial inputs
Duration
Until deletion
How to Delete
Account settings or email support
AI projections
Duration
Until deletion
How to Delete
Account settings or email support
User preferences
Duration
Until deletion
How to Delete
Account settings or email support

WHAT WE NEVER STORE

Tax returns
Bank statements
Passwords
SSN / Government IDs
Credit card numbers
Personal documents

These items are never stored or retained in any form.

For complete details on data handling, see our Privacy Policy.

Regulatory Compliance

Built to meet global privacy standards

๐Ÿ“‹ CCPA

California Consumer Privacy Act

โœ… Full compliance

Complete data deletion rights and transparency requirements met.

๐Ÿ“‹ PIPEDA

Canada Personal Info Protection

โœ… Aware design

Platform designed with Canadian privacy principles in mind.

๐Ÿ“‹ GDPR

EU General Data Protection

โœ… Aware design

Architecture follows European privacy-by-design principles.

Data Deletion Rights

Request full deletion anytime from your account settings or by emailing support@usewealthos.ai. We'll process deletion requests within 48 hours.

How you log in โ€” no passwords to steal.

Multiple secure authentication methods, zero password storage

Google OAuth

Secure login with your Google account

Apple Sign-In

Native authentication with Apple ID

Magic Link

Email-only login, no password required

Session Management

Automatic timeout after inactivity

Additional Security Features

  • Automatic session timeout after inactivity
  • Sessions encrypted, never stored permanently
  • No password storage or management required

Found a vulnerability? We want to know.

We take security seriously and appreciate responsible disclosure.

We take all reports seriously and will respond within 48 hours.

Responsible Disclosure Guidelines: Please do not publicly disclose vulnerabilities before giving us a chance to fix them. We appreciate your patience and will work quickly to address any confirmed security issues.

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No credit card required. Cancel anytime.

256-bit encrypted
ยทSOC 2 InfraยทNot financial advice