Consumer privacy notice

Last updated: 2026-10-09

This version has not yet been reviewed by counsel and may be updated. Material changes are announced in the app and by email.

What we collect. We collect the information you give us when you open an account and use WealthTIP - your contact and identity details, and the financial information you enter or link, including account balances and transaction history. The full list is in the Privacy Policy, section 1.

Who we share it with, and why. We share your information with the service providers who make the product work - bank aggregation, payments, email delivery, storage and hosting - and only with what each of them needs. Those providers are named, with what each receives, in the Privacy Policy, section 2. When you book a meeting with a professional, we share your name and email with that professional at your direction: we add the meeting to their own Google Calendar, and Google emails you the invite from their Google account. You are shown this before you confirm the booking.

How we protect it. We encrypt information in transit, encrypt sensitive fields in our database, and never receive your bank credentials. The details, and the limits of what we can promise, are in the Privacy Policy, section 8.

Marketing. We do not share your nonpublic personal information with nonaffiliated third parties for their own marketing. We do not sell it, and we do not disclose it for anyone else's marketing purposes, so no marketing opt-out is offered because there is no marketing sharing to opt out of.

This does not describe every disclosure we make. Where we share your information with a service provider so the product can work, that is set out in the Privacy Policy, section 2. A meeting you book is shared with the professional at your direction, and the copy in their calendar stays there even if you later delete your WealthTIP account; how that sharing is classed is under review with counsel. If that review concludes you are entitled to an opt-out we will offer one here and tell you it exists.

Contact.

WealthTIP LLC
12650 North Beach Street, Suite 114
Fort Worth, Texas 76244
support@wealthtip.ai