Privacy Policy

Last updated: August 1, 2026

Vera (“Vera,” “we,” “us,” or “our”) provides a personalized wealth management platform. This Privacy Policy explains what information we collect, how we use it, and the choices you have. By using our website or platform (the “Services”), you agree to the practices described here.

1. Information we collect

• Information you provide. Your name, email address, and any details you share when you request access, contact us, or communicate with our team.
• Financial account information. When you choose to connect financial accounts, we access account and transaction data through secure, read-only connections provided by trusted aggregation partners, solely to build and maintain your financial picture.
• Usage information. Device, browser, and usage data collected automatically to operate, secure, and improve the Services.

2. How we use your information

• To provide, personalize, and maintain the Services and your financial dashboard.
• To respond to your access requests and communicate with you about Vera.
• To secure the Services, prevent fraud, and comply with legal obligations.
• To improve our products and develop new features.

3. How we share information

We do not sell your personal information. We share it only with service providers who help us operate the Services (such as account-aggregation, hosting, and communication providers) under confidentiality obligations, or when required by law or to protect our rights and users.

4. Security

We use encryption in transit and at rest, read-only account connections, and access controls designed to protect your information. No method of transmission or storage is completely secure, but we work to safeguard your data using industry-standard practices.

5. Your choices and rights

You may request access to, correction of, or deletion of your personal information, and you may disconnect linked accounts or close your account at any time. Depending on where you live, you may have additional rights under applicable privacy laws (including California residents under the CCPA/CPRA). To exercise any right, contact us using the details below.

6. Data retention

We retain personal information for as long as needed to provide the Services and for legitimate business or legal purposes, after which we delete or de-identify it.

7. Children’s privacy

The Services are not directed to individuals under 18, and we do not knowingly collect their information.

8. Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be reflected by the “Last updated” date above and, where appropriate, by additional notice.

9. Contact us

Questions about this policy or your data? Reach us at privacy@vera.financial or by mail: