Privacy Policy

Last Updated: June 28, 2025

1. Introduction

Welcome to Equity Copilot. We provide AI-powered tools to help individuals understand and explore their personal finances. This Privacy Policy (“Policy”) explains how we collect, use, and protect your personal information when you use our services. By using our website, tools, or communicating with us, you agree to the terms outlined in this Policy.

2. Scope of This Policy

This Policy applies to:

• Our website (e.g., equitycopilot.com)
• Our AI-powered financial tools and any associated applications
• Email communications and other interactions with our team

This Policy does not apply to third-party services or platforms you may choose to connect to or use alongside Equity Copilot.

3. Information We Collect

We collect information in the following ways:

a. Information You Provide

• Name and contact details (email, phone, etc.)
• Account setup information
• Feedback, support messages, or surveys
• Any financial details you input to use our illustrative tools (e.g., salary, stock grant info)

b. Information We Collect Automatically

• Usage data: how you interact with our tools
• Device and browser type, IP address, approximate location
• Cookies and similar technologies to enhance your experience

We may also receive limited information from third-party services if you choose to link them (e.g., importing a financial document from Google Drive).

4. How We Use Your Information

We use your information to:

• Operate, maintain, and improve our tools and website
• Respond to your inquiries and provide support
• Understand usage trends and develop new features
• Communicate updates, offers, or educational content (you can opt out anytime)
• Comply with legal obligations and protect our rights

We may use de-identified or aggregated data to improve our product or generate insights that do not identify you.

5. Sharing of Information

We may share your information with:

• Service providers who help us run our tools (e.g., hosting, analytics)
• Legal authorities when required by law or to enforce our rights
• Your direction: If you connect a third-party tool, we’ll share only as needed to fulfill that connection

We do not sell your personal information.

6. Data Security

We take reasonable steps to protect your information using standard security practices. However, no system is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal information as long as necessary to provide our services and comply with legal requirements. You can contact us to request deletion of your data, and we will comply unless retention is legally required.

8. Children’s Privacy

Our services are not intended for children under 13, and we do not knowingly collect personal information from them.

9. Your Rights and Choices

You have the right to:

• Access, update, or delete your information
• Opt out of marketing communications
• Withdraw consent to processing (which may affect your use of our services)

To exercise your rights, contact us using the Contact Us form.

10. Changes to This Policy

We may update this Policy over time. We’ll post updates on our website with a new effective date. Please check back periodically.