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Privacy Policy

Last updated 2026-10-14.

What we collect

  • An email address when you create an account or request your results.
  • Your responses to the financial beliefs assessment and any practice exercises, lessons, or quizzes you complete.
  • Optional financial inputs you enter yourself, such as debt balances or spending categories, used only to power the tools you're using. UpliftED Finance never connects to your bank or brokerage accounts.
  • Basic product usage data, such as which lessons you've completed, to track your progress.

How we use it

  • To generate your personalized results. An AI-written summary is created only if you choose Allow.
  • To save your progress across sessions and devices.
  • To send your requested assessment results and occasional product emails. You can unsubscribe from product emails at any time.
  • To improve the app. We do not sell your data.

Who we share it with

  • OpenAI, only if you choose Allow on your results page. We send your top five beliefs to write your summary, never your name or email. Turn this off anytime in Account settings.
  • Resend and Kit, to deliver your results email and manage mailing list preferences.
  • Supabase, our database provider, to store your account and progress.
  • Vercel, our hosting provider. On the website, Vercel Analytics records page views and visitor counts. The iOS app does not load Vercel Analytics.
  • Stripe, to process subscription payments if you choose to upgrade. Stripe never shares your full payment details with us.
  • We do not sell or rent your data to advertisers or data brokers.

Your choices

  • You can permanently delete your account inside the app from Account settings. Deletion removes your login, assessment responses, learning progress, and saved financial inputs, and immediately cancels any active UpliftED subscription.
  • When you delete your account, we remove the email address, name, assessment fields, assessment tags, and pinned location from the Kit mailing record linked to your account and unsubscribe it. Kit may retain historical delivery, engagement, attribution, and inferred location records under the de-identified subscriber ID. Results sent to another email address you entered are not automatically linked to your account. Emails already delivered to an inbox cannot be recalled.
  • Stripe may retain transaction records required for billing, disputes, fraud prevention, and legal obligations.
  • On standard plans, Resend retains email content and delivery logs for 30 days. OpenAI may retain API abuse-monitoring logs containing prompts and responses for up to 30 days. These processor-held records expire under their provider policies and are not directly removed by in-app account deletion.
  • You can request a copy of your data by emailing us at the address below.
  • You can unsubscribe from marketing emails using the link in any email we send.

Contact

  • Questions about this policy? Email don@uplifted.finance.

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