Your financial data is sensitive.
We built for exactly that.
Your accounts carry your name, balances, and history. We know it — and we treat every connection accordingly. Here's precisely what happens, and what we will and won't do.
No conflicts, by design.
Most of the industry has a reason to steer you — management fees, commissions, even hourly billing. We have none of them. We charge one flat fee to score what already happened, recommend nothing, and sell nothing. Your scores and report are yours to use anywhere. Our only incentive is being right.
Encrypted in. Read only. Deleted on your word.
Connect
You connect through Plaid. Your login credentials go to Plaid, never our servers — and the data we receive is encrypted AES-256, in transit and at rest.
Analyze
We read your holdings and history — read-only, on Google Cloud. Your data is never used to train models.
Results
You get your scores. You can delete your data at any time, and it's gone.
You connect through Plaid, so your bank login credentials go straight to Plaid and never touch our servers. Our access is read-only — we can see your holdings and history, but we can never move money, place trades, or change anything in your account. We're readers of your data, not holders of access, and we encrypt it in transit and at rest.