Privacy Policy | Census Wealth

1. Introduction

Census Wealth ("Census," "we," "us," or "our") respects your privacy. This Privacy Policy describes how we collect, use, store, and protect your information when you use our wealth management platform and related services.

2. Data We Collect

Account data: Email address, name, and password (hashed). We may store profile information you provide.
Financial data: Asset holdings, transactions, entity information, bank connection data (via Plaid or similar), crypto holdings, documents you upload, and other data you enter or sync for wealth tracking and tax purposes.
Usage data: Logs of product usage, feature access, and technical data (e.g., IP address, device type) to operate and improve the service.

3. How We Use Your Data

We use your data to:

Provide, maintain, and improve the Census platform
Process subscriptions and payments
Deliver AI-powered insights and reports
Sync and display data from connected accounts (e.g., banks, exchanges)
Comply with legal obligations and enforce our terms
Send service-related and, where permitted, marketing communications

4. Third Parties and Subprocessors

We use Supabase for authentication, database, and backend services. Your account and app data are stored in Supabase. We may use other third-party services for payments (e.g., Stripe), email, analytics, and infrastructure. We require processors to protect your data under agreements consistent with this policy and applicable law.

5. Cookies

We use cookies and similar technologies where necessary for authentication, security, and essential operation of the service. We do not currently use non-essential or advertising cookies. If we introduce non-essential cookies in the future, we will update this policy and, where required, obtain your consent. See our Cookie Policy for more detail.

6. Your Rights

Depending on your location, you may have the right to:

Access and receive a copy of your personal data
Correct or update your data
Request deletion of your data
Object to or restrict certain processing
Data portability
Withdraw consent where processing is consent-based
Lodge a complaint with a supervisory authority

To exercise these rights, contact us at the email below. We will respond within a reasonable time and in accordance with applicable law.

7. Data Retention and Security

We retain your data for as long as your account is active or as needed to provide the service, comply with law, or resolve disputes. We implement appropriate technical and organizational measures to protect your data against unauthorized access, loss, or misuse.

8. Contact

For privacy-related questions or to exercise your rights, contact us at: privacy@censuswealth.com.