Legal
Last updated: August 15, 2026. This starter policy should be reviewed by qualified legal counsel before launch or before collecting production customer data.
The public website currently collects limited information. If you contact us by email, we may receive your name, email address, company details, and the content of your message.
If Assetopia later offers account-based product access, the platform may collect account, portfolio, holdings, broker connection, transaction, pricing, analytics, and support information needed to provide the service.
We use information to respond to inquiries, operate and improve Assetopia, maintain security, understand product interest, provide support, and comply with legal obligations.
We do not use public website contact information to provide individualized financial, investment, tax, or legal advice.
The current website is designed as a simple informational site. If analytics, cookies, or similar technologies are added later, this policy should be updated to explain what is collected, why it is used, and how visitors can control it.
We may share information with service providers who help operate the website, host the product, manage communications, provide analytics, or support security and compliance.
We do not sell personal information collected through the public website. If that changes, this policy should be updated before the change takes effect.
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No internet service can be guaranteed to be completely secure.
We keep information for as long as needed for the purposes described in this policy, unless a longer retention period is required or permitted by law.
Depending on where you live, you may have rights to request access, correction, deletion, portability, or limits on certain uses of personal information.
California residents may have additional rights under California privacy laws, including rights to know, delete, correct, opt out of sale or sharing where applicable, limit certain sensitive personal information uses where applicable, and not be discriminated against for exercising privacy rights.
Assetopia is not directed to children under 13, and we do not knowingly collect personal information from children under 13.
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised date.
To ask a privacy question or submit a request, contact Assetopia at hello@assetopiainc.com.