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Privacy Policy

Introduction

Last updated: November 15, 2025

At WiseFunds, we respect your privacy and are committed to protecting your personal data. This privacy policy will inform you about how we look after your personal data when you visit our website and use our Financial management platform, regardless of where you visit it from, and tell you about your privacy rights and how the law protects you.

Please read this privacy policy carefully before using our services.

1. Important Information and Who We Are

Purpose of This Privacy Policy

This privacy policy aims to give you information on how WiseFunds collects and processes your personal data through your use of this website and our services, including any data you may provide when you sign up for our platform, purchase a subscription, use our features, or take part in a survey.

The website and services are not intended for children under 16 years of age, and we do not knowingly collect data relating to children.

It is important that you read this privacy policy together with any other privacy notice or fair processing notice we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data.

2. The Data We Collect About You

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

  • Identity Data includes first name, last name, username or similar identifier, title, and job title.
  • Contact Data includes billing address, delivery address, email address, and telephone numbers.
  • Financial Data includes bank account details for the purpose of expense tracking and management.
  • Transaction Data includes details about payments to and from you and other details of products and services you have purchased or expenses you have tracked.
  • Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.
  • Profile Data includes your username and password, your preferences, feedback and survey responses.
  • Usage Data includes information about how you use our website and services.

We also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data may be derived from your personal data but is not considered personal data in law as this data does not directly or indirectly reveal your identity.

4. Terms of Service

By accessing and using the WiseFunds platform, you agree to comply with and be bound by these Terms of Service.

Use of Services

You agree to use our services only for lawful purposes and in accordance with these Terms. You agree not to use our services:

  • In any way that violates any applicable federal, state, local, or international law or regulation.
  • To transmit, or procure the sending of, any advertising or promotional material, including any "junk mail," "chain letter," "spam," or any other similar solicitation.
  • To impersonate or attempt to impersonate WiseFunds, a WiseFunds employee, another user, or any other person or entity.
  • To engage in any other conduct that restricts or inhibits anyone's use or enjoyment of the services, or which may harm WiseFunds or users of the services.

Intellectual Property Rights

The WiseFunds platform and its entire contents, features, and functionality (including but not limited to all information, software, text, displays, images, video, and audio, and the design, selection, and arrangement thereof), are owned by WiseFunds, its licensors, or other providers of such material and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws.

5. Contact Us

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

Email: privacy@wisefunds.com

Address: 3270 Grandview Rd, East Helena, MT 59635, USA

Phone: +1 5193560655

You have the right to make a complaint at any time to the relevant data protection authority. We would, however, appreciate the chance to deal with your concerns before you approach the authority, so please contact us in the first instance.