Privacy Policy

At Ellevest Corp ("we," "us," or "our"), we are committed to protecting your privacy and personal data. This Privacy Policy explains how we collect, use, store, and share your information when you access our investment platform and services. By using our website and services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We collect both personal and non-personal information to provide our services efficiently.

  • Personal Information: When you create an account or use our services, we collect personal details such as your name, email address, phone number, financial details (bank account numbers, investment preferences), and identification data for compliance with legal and regulatory requirements (e.g., KYC - Know Your Customer and AML - Anti-Money Laundering).

  • Non-Personal Information: We may also collect non-personal information, such as your IP address, browser type, device information, and usage patterns, to improve our services and user experience.

  • Cookies and Tracking Technologies: We use cookies and similar technologies to enhance your experience on our platform, track website usage, and analyze data. You can control cookie settings via your browser preferences.

2. How We Use Your Information

The information we collect is used for the following purposes:

  • To Provide Services: To manage your account, process investments, withdrawals, and facilitate your financial transactions.

  • Legal Compliance: To comply with regulatory requirements (e.g., KYC/AML checks) and prevent fraud or illegal activities.

  • Customer Support: To provide customer support and respond to inquiries, feedback, and issues.

  • Improvement of Services: To analyze platform usage, optimize the user experience, and develop new features or services.

  • Marketing: To send you relevant updates, promotions, and newsletters based on your preferences (you can opt-out of marketing communications at any time).

3. How We Share Your Information

We do not sell or rent your personal information. However, we may share your information with trusted third parties in the following situations:

  • Service Providers: We may share your data with third-party service providers (e.g., payment processors, cloud storage providers, data analytics firms) to help us deliver services. These providers are obligated to use your data solely for the services they perform for us.

  • Legal and Regulatory Authorities: We may disclose your information if required by law or to comply with legal obligations, such as responding to a court order, subpoena, or regulatory request.

  • Business Transfers: In the event of a merger, acquisition, or sale of company assets, your information may be transferred to the new entity.

4. Data Security

We take the security of your personal information seriously and implement industry-standard security measures, including encryption and secure servers, to protect your data from unauthorized access. While we strive to safeguard your information, no system is completely secure, and we cannot guarantee absolute protection.

5. Your Rights and Choices

As a user, you have the following rights regarding your personal data:

  • Access and Correction: You can access, update, or correct your personal information at any time by logging into your account or contacting us.

  • Opt-Out: You can opt out of receiving marketing emails and notifications by following the unsubscribe instructions in our communications or by contacting us directly.

  • Deletion: You can request to delete your account and personal information by contacting us. Some data may be retained for legal or regulatory purposes.

  • Data Portability: You have the right to request a copy of your personal data in a structured, machine-readable format.

6. Children’s Privacy

Our platform is intended for individuals over the age of 18. We do not knowingly collect personal information from anyone under the age of 18. If you are a parent or guardian and believe we have inadvertently collected information from a child, please contact us immediately to have the data removed.

7. Third-Party Links

Our platform may contain links to third-party websites or services that are not operated by us. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

8. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal requirements. We will notify you of any significant changes by posting an updated version on this page with a revised "Effective Date." Your continued use of our platform after such changes indicates your acceptance of the updated Privacy Policy.

9. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us:

This Privacy Policy is tailored to the needs of an investment company like Ellevest Corp and covers key aspects such as legal compliance (KYC/AML), security measures, and data usage in a financial context. Make sure to fill in any placeholders with actual information (contact details, effective date, etc.) and review with a legal professional to ensure full compliance with relevant regulations.