Legal
Who we are
Wealthora is an independent financial advisory firm. This page explains how we handle the information you share with us.
What we collect
Your name, email and phone when you contact us or book a review
The financial details you choose to share for your plan
Basic site analytics that do not identify you
How we use it
Only to answer you, prepare your plan and run our service. We never sell your information.
Who we share it with
The custodian that holds your accounts and the software we use to build your plan — only as needed, and only under agreements that protect your data.
Your choices
You can ask to see, correct or delete your information at any time. Write to hello@wealthora.com.