Privacy Policy

Updated: 1 November 2026

DiversifyVault ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you visit diversifyvault.com or interact with our platform.

1. Information We Collect

We may collect information you voluntarily provide, including your name, email address, optional phone number, profession, stated situation, planning stage and timeline when you submit our inquiry form. We also collect standard usage data such as browser type, pages visited, and time spent on the site through analytics tools.

We do not collect Social Security numbers, financial account details, or sensitive personal financial documents.

2. How We Use Your Information

We use your information solely to respond to your inquiry, connect you with licensed financial professionals upon your request, and improve our educational platform. We do not sell, rent, or share your personal information with third parties for marketing purposes.

3. Educational Platform Only

DiversifyVault is an educational technology and referral platform. We do not provide financial, tax, legal, or insurance advice. All information on this platform is for general educational purposes only. Any connection to a licensed financial professional is made at your explicit request and does not constitute a solicitation.

4. Data Security

We implement reasonable technical and organizational measures to protect your information. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

5. Third-Party Services

Questions submitted to the education assistant are sent to Anthropic for AI processing. Leave out identifying, health and account information. The current frontend does not send chat text to the separate conversation-log endpoint. An introduction request may be handled through email and our configured lead-record service. Source attribution and engagement details can accompany that request.

Our platform may use third-party services including hosting providers, analytics tools, and communication platforms. These services have their own privacy policies and we encourage you to review them.

6. Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at privacy@diversifyvault.com. We will respond within 30 days.

7. Cookies

We may use cookies and similar technologies to improve your experience on our platform. You can control cookie settings through your browser preferences.

8. Children's Privacy

DiversifyVault is not directed at individuals under the age of 18. We do not knowingly collect information from minors.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

10. Contact

For questions about this Privacy Policy, contact us at: privacy@diversifyvault.com