1. Introduction
This Privacy Policy describes how Wealthiee Sà rl (“Wealthiee”, “we”, “us”, or “our”), a company registered in Geneva, Switzerland, with its registered office at Rue de Rothschild 35, 1202 Geneva, Switzerland, collects, uses, stores, and protects your personal data when you use our platform, website (wealthiee.ai), and related services (collectively, the “Service”).
By using the Service, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with our practices, please do not use the Service.
2. Data Controller
The data controller responsible for processing your personal data is:
Wealthiee SĂ rl
Rue de Rothschild 35
1202 Geneva, Switzerland
Email: contact@wealthiee.ai
3. Personal Data We Collect
3.1 Information You Provide
- Account Information: Name, email address, company name, job title, and login credentials when you register for an account.
- Billing Information: Payment details processed through our third-party payment processor. We do not store full credit card numbers on our servers.
- Communications: Information you provide when contacting us via email, support channels, or feedback forms.
- User Content: Data, prospect lists, and other materials you upload to or create within the Service.
3.2 Information Collected Automatically
- Usage Data: Pages visited, features used, actions taken, timestamps, and session duration.
- Device and Browser Information: IP address, browser type, operating system, device identifiers, and screen resolution.
- Cookies and Similar Technologies: See Section 10 (Cookies) below.
3.3 Information from Third Parties
- Prospect Data Sources: We may obtain publicly available business contact information from third-party data providers to power our prospecting features.
- Analytics Providers: We receive aggregated analytics data from third-party services we use to understand how the Service is used.
4. How We Use Your Data
We process your personal data for the following purposes:
- Service Delivery: To create and manage your account, provide access to features, and process transactions.
- Service Improvement: To analyze usage patterns, improve functionality, and develop new features.
- Communications: To send essential service-related notifications, updates, and respond to your inquiries.
- Security: To detect, prevent, and respond to fraud, abuse, and security incidents.
- Legal Compliance: To comply with applicable laws, regulations, and legal processes.
- Marketing: With your consent, to send promotional communications about our products and services. You can opt out at any time.
5. Legal Basis for Processing
We process your personal data based on the following legal grounds:
- Contract Performance: Processing necessary to provide the Service under our Terms and Conditions.
- Legitimate Interests: Processing necessary for our legitimate business interests, such as improving the Service, ensuring security, and conducting analytics, provided these interests are not overridden by your rights.
- Consent: Where you have given explicit consent, such as for marketing communications.
- Legal Obligation: Processing necessary to comply with applicable legal requirements.
6. Data Sharing and Disclosure
We may share your personal data with the following categories of recipients:
- Service Providers: Third-party vendors who help us operate the Service (e.g., hosting, payment processing, analytics, email delivery). These providers are contractually bound to protect your data and use it only for the purposes we specify.
- Data Partners and Customers: We may share or sell aggregated, de-identified, or personal data to third parties, including our business customers and data partners, to facilitate prospecting, lead generation, and related commercial services. Where required by law, we will obtain your consent before sharing identifiable personal data for these purposes.
- Legal Requirements: When required by law, regulation, legal process, or government request.
- Business Transfers: In connection with a merger, acquisition, reorganization, or sale of assets, your data may be transferred as part of the transaction. We will notify you of any such change.
- With Your Consent: In any other circumstance where we have your explicit consent.
7. Sale of Personal Data
Wealthiee’s core service involves the provision of prospect and lead data to financial professionals. As part of this service, we may sell or share personal data — including publicly available business contact information — to our subscribers and business customers for prospecting and outreach purposes.
If you are a data subject whose information is included in our prospect database and you wish to opt out of the sale of your personal data, you may do so by contacting us at contact@wealthiee.ai. We will process your request in accordance with applicable data protection laws.
8. International Data Transfers
Your data may be transferred to and processed in countries outside of Switzerland and the European Economic Area (EEA). When we transfer data internationally, we ensure appropriate safeguards are in place, including:
- Standard Contractual Clauses (SCCs) approved by the European Commission;
- Adequacy decisions by the Swiss Federal Data Protection and Information Commissioner (FDPIC) or the European Commission;
- Other legally recognized transfer mechanisms.
9. Data Retention
We retain your personal data for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. Specifically:
- Account Data: Retained for the duration of your account and for up to 12 months after account closure.
- Billing Data: Retained for the period required by applicable tax and accounting laws (typically 10 years in Switzerland).
- Prospect Data: Retained for as long as the data remains commercially relevant and is periodically reviewed for accuracy.
- Usage Data: Retained in aggregated or anonymized form for analytics purposes.
10. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your experience, analyze usage, and deliver relevant content. Types of cookies we use include:
- Essential Cookies: Required for the Service to function properly (e.g., authentication, security).
- Analytics Cookies: Help us understand how visitors interact with the Service.
- Preference Cookies: Remember your settings and preferences.
You can manage your cookie preferences through your browser settings or our cookie consent tool. Note that disabling certain cookies may affect the functionality of the Service.
11. Your Rights
Under the Swiss Federal Act on Data Protection (FADP/nDSG) and the EU General Data Protection Regulation (GDPR), where applicable, you have the following rights:
- Right of Access: Request a copy of the personal data we hold about you.
- Right to Rectification: Request correction of inaccurate or incomplete data.
- Right to Erasure: Request deletion of your personal data, subject to legal retention requirements.
- Right to Restrict Processing: Request that we limit how we use your data in certain circumstances.
- Right to Data Portability: Receive your data in a structured, commonly used, machine-readable format.
- Right to Object: Object to processing based on legitimate interests or for direct marketing purposes.
- Right to Opt Out of Data Sales: Request that we stop selling your personal data to third parties.
- Right to Withdraw Consent: Where processing is based on consent, you may withdraw it at any time without affecting the lawfulness of prior processing.
To exercise any of these rights, please contact us at contact@wealthiee.ai. We will respond within 30 days of receiving your request.
12. Data Security
We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. These measures include:
- Encryption of data in transit (TLS/SSL) and at rest;
- Access controls and authentication mechanisms;
- Regular security assessments and monitoring;
- Employee training on data protection practices.
While we strive to protect your data, no method of transmission or storage is 100% secure. We cannot guarantee absolute security.
13. Children’s Privacy
The Service is not intended for individuals under 18 years of age. We do not knowingly collect personal data from children. If we become aware that we have collected data from a child, we will take steps to delete it promptly.
14. Third-Party Links
The Service may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies before providing any personal data.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Material changes will be communicated via email or through the Service at least 30 days before they take effect. The “Last Updated” date at the top of this page indicates when the policy was last revised.
16. Supervisory Authority
If you believe that our processing of your personal data violates applicable data protection laws, you have the right to lodge a complaint with:
- The Swiss Federal Data Protection and Information Commissioner (FDPIC) — www.edoeb.admin.ch
- Your local data protection supervisory authority within the EEA, if applicable.
17. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us at:
Wealthiee SĂ rl
Rue de Rothschild 35
1202 Geneva, Switzerland
Email: contact@wealthiee.ai
This Privacy Policy is effective as of February 19, 2026.
