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Privacy Policy

Last updated: June 2025

WealthSerene.com is operated by WealthSerene ("we", "us", "our"). This policy explains what personal information we collect, how we use it, and your rights. We take privacy seriously — we are not an ad-supported platform and we never sell your data.

What data we collect and why

CategoryExamplesPurposeLegal basisRetention
Account dataEmail address, name, password (hashed)Authentication and account managementContractDuration of account + 30 days after deletion
Tool inputsIncome, savings, debt amounts entered into calculatorsPowering calculations and resultsConsent / Legitimate interestSession only (not stored server-side by default)
Lead capture dataEmail, source of interestSending educational content and follow-upConsentUntil unsubscribe + 30 days
Usage dataPages visited, tools used, clicksAnalytics to improve the site (Plausible — no personal identifiers)Legitimate interest1 year
AI conversationMessages sent to the AI tutorGenerating tutor responsesConsentNot stored (sent to Anthropic API and discarded)

Third-party services

SupabaseDatabase and authentication. Data stored in US data centers.
Anthropic (Claude API)AI tutor feature. Messages are processed to generate responses and are not used to train Anthropic models under our API agreement.
Sanity.ioContent management system for articles and FAQs.
Plausible AnalyticsPrivacy-first, cookie-free analytics. No personal data is collected — only aggregate page view statistics.
CalendlyBooking system for consultations. Subject to Calendly's own privacy policy.
Mailchimp / MandrillEmail delivery for educational content and transactional emails.
VercelWeb hosting. Standard server logs (IP address, user agent) retained per Vercel's policy.

Your rights

Access
Request a copy of the personal data we hold about you.
Correction
Ask us to correct inaccurate personal data.
Deletion
Ask us to delete your account and associated data.
Portability
Request your data in a machine-readable format.
Opt-out
Unsubscribe from marketing emails at any time via the link in any email.
CCPA rights
California residents: we do not sell personal information. You have the right to know what data we collect and to request deletion.

To exercise any of these rights, email us at the address in the FAQ page. We will respond within 30 days.

Cookies

We use one functional cookie (ws-session) to maintain your login session. It is an HttpOnly, Secure, SameSite=Strict cookie. It is never used for advertising.

Plausible Analytics is used for site analytics and is cookie-free — it does not track individuals, fingerprint browsers, or set any cookies.

Questions? Visit the FAQ page to get in touch. This policy may be updated; the date at the top of this page reflects the most recent revision.