Privacy Policy
Last Updated: May 13, 2025
1. Introduction
Welcome to Warren ("we," "our," or "us"). We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you about how we look after your personal data when you visit our website and tell you about your privacy rights and how the law protects you.
Warren is an AI-powered financial advisory platform currently in beta. By using our services, you acknowledge that you have read and understood this Privacy Policy.
2. Data We Collect
We may collect, use, store, and transfer different kinds of personal data about you, including:
- Identity Data: Includes first name, last name, username or similar identifier.
- Contact Data: Includes email address and telephone numbers.
- Financial Data: Includes bank account details, payment card details, income information, investment details, and other financial information you choose to share with us.
- Technical Data: Includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website.
- Usage Data: Includes information about how you use our website and services.
- Communication Data: Includes your preferences in receiving marketing from us and our third parties and your communication preferences.
3. How We Collect Your Data
We use different methods to collect data from and about you including through:
- Direct interactions: You may give us your Identity, Contact, and Financial Data by filling in forms or by corresponding with us.
- Automated technologies or interactions: As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions, and patterns.
- Third parties or publicly available sources: We may receive personal data about you from various third parties such as analytics providers, advertising networks, and search information providers.
- Financial connections: When you connect your financial accounts through our platform, we collect data from these accounts through secure APIs.
4. How We Use Your Data
We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:
- To provide personalized financial advice and insights
- To register you as a new customer
- To process and deliver our services
- To manage our relationship with you
- To improve our website, products/services, marketing, and customer relationships
- To recommend products or services which may be of interest to you
- To comply with a legal or regulatory obligation
5. Data Security
We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors, and other third parties who have a business need to know.
We use bank-level encryption and secure read-only connections when accessing your financial information. However, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our website.
6. Data Retention
We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.
7. Your Legal Rights
Under certain circumstances, you have rights under data protection laws in relation to your personal data, including the right to:
- Request access to your personal data
- Request correction of your personal data
- Request erasure of your personal data
- Object to processing of your personal data
- Request restriction of processing your personal data
- Request transfer of your personal data
- Right to withdraw consent
8. Third-Party Links
Our website may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements.
9. Data Analytics and AI
As an AI-powered platform, we use various machine learning and artificial intelligence technologies to analyze your financial data and provide personalized advice. This may involve automated decision-making processes based on your financial profile, goals, and preferences.
We may use your data to train our AI models to improve our services. In such cases, we implement appropriate safeguards to protect your privacy.
10. Changes to the Privacy Policy
We may update this privacy policy from time to time. We will notify you of any changes by posting the new privacy policy on this page and updating the "Last Updated" date at the top of this Privacy Policy.
11. Disclaimer of Responsibility
Warren bears no responsibility or liability for any financial decisions you make based on our advice or services. Our platform provides information and suggestions that are intended to be educational and informative only. We do not guarantee specific financial outcomes, returns on investments, or success in achieving financial goals.
The financial information and advice provided by our AI system is generated based on the data you provide and general financial principles. It may not take into account all factors relevant to your unique situation. You should always:
- Consider consulting with a qualified human financial advisor for major financial decisions
- Verify any information provided by our platform
- Exercise your own judgment when making financial decisions
- Understand that all investments carry risk, including the potential loss of principal
Warren is not responsible for any losses, damages, or negative consequences resulting from your use of our services or your reliance on the information we provide.
12. Contact Us
If you have any questions about this Privacy Policy, please contact us at:
contact@heywarren.com