U.S. Consumer Privacy Notice (GLBA)

Effective July 7, 2026

This notice describes how Wizard Wealth collects, uses, and protects your personal financial information, consistent with the principles of the Gramm-Leach-Bliley Act (GLBA) and its implementing rules. It supplements our Privacy Policy.

The short version: Wizard Wealth accesses your bank and card data on a read-only basis, only to show it back to you and power your budgeting and insights. We do not sell your information and we do not share it with anyone for their own marketing. Because we don't share your information in the ways that would trigger an opt-out, there is nothing you need to opt out of.

Facts: What does Wizard Wealth do with your personal financial information?

Why?

Financial companies choose how they share personal information. We access your information only to operate the personal finance features you ask for.

What information do we collect?

Identifying information (name, email) from your sign-in;
Account balances and account details from institutions you choose to link;
Transaction history from those linked accounts;
Budgets, goals, and notes you enter.

We obtain financial account data only through your explicit connection via Stripe Financial Connections or SimpleFIN Bridge, and access is read-only.

How does Wizard Wealth share your information?

Reasons we can share personal information	Does Wizard Wealth share?	Can you limit it?
For our everyday business purposes — to operate the app you signed up for (e.g., displaying and categorizing your accounts and transactions)	Yes	No
With service providers acting on our behalf (hosting, bank-linking, and — only if you use AI features — AI processing)	Yes	No
For marketing purposes	No	N/A
With affiliates or other companies for their own marketing	No	N/A
Selling your information	No	N/A

How does Wizard Wealth protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that include encryption in transit (HTTPS/TLS), authenticated sessions with secure cookies, read-only financial connections, restricted access to stored secrets, and US-based storage that keeps each user's data separate.

Who is providing this notice?

Wizard Wealth, a personal finance management service. Contact: tylerbuza12@gmail.com.

Questions?

Email tylerbuza12@gmail.com.