Privacy Policy

Welcome to Annise. Your privacy is important to us, and we are committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use and share it, your rights under applicable privacy laws, and the choices available to you.

 

By using our website, applications, or any related services (collectively, the “Services”), you agree to the collection, use, and disclosure of your information as described in this Privacy Policy.

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1. Who We Are

This Privacy Policy applies to Annise, Inc. (“Annise,” “we,” “us,” or “our”) and its affiliates.
We provide a cloud-based, AI-enabled wealth and expense management platform designed for families, investors, and advisors.

If you have any questions about this Policy, please contact us using the information in Section 10.

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2. Information We Collect

We collect information to provide, secure, and improve the Services. This includes:

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Personal Information

• Name

• Email address

• Phone number

 

Payment Information

• Payment card details (processed securely by third-party payment processors)

• Annise does not store credit card numbers

 

Financial Account & Aggregation Data

If you connect financial accounts or upload documents, we may collect:

• Account balances, positions, and transactions

• Investment data and documents

• Alternative asset information

• Trust, entity, or ownership documents

• AI-extracted data from uploaded files

 

Data from Plaid, Morningstar/ByAllAccounts, and other third-party providers is collected securely by those providers at your direction.

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Technical & Usage Data

• IP address

• Device information

• Browser type and settings

• Cookie identifiers

• Interaction data (e.g., features used, errors encountered)

 

User-Generated Content

• Data you enter into the platform

• Uploaded documents

• Notes, categorizations, and comments

• Messages exchanged through the Services (if applicable)

 

3. How We Use Your Information

We use your information to:

• Provide, maintain, and improve the Services

• Enable secure financial account aggregation

• Process subscriptions and payments

• Customize and enhance your experience

• Provide alerts, insights, and performance analytics

• Communicate with you about product updates and support

• Detect and prevent fraud, misuse, or security risks

• Comply with legal and regulatory obligations

 

We may also use de-identified or aggregated data to improve platform capabilities.

 

We never sell your personal data or your Customer Data.

 

4. Sharing Your Information

 

We do not sell your personal information. We only share information as described below:

Service Providers

Trusted third parties that help us operate the Services, including:

• Hosting and infrastructure providers

• Payment processors

• Account aggregation partners

• Email and customer support platforms

• AI processing tools

 

These partners are contractually required to protect your data.

 

Shared Access

If you invite members (e.g., advisors or collaborators), permissioned data will be shared with the users you grant access to.

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Legal and Compliance

We may disclose information when required to:

• Comply with a law, subpoena, or legal process

• Protect the rights, property, or safety of Annise, our users, or the public

• Prevent fraud, abuse, or security threats

 

Business Transfers

In the event of a merger, acquisition, financing, or sale of assets, your data may be transferred as part of that transaction.

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5. Your Rights Under U.S. Privacy Laws

Depending on where you reside and which privacy laws apply, you may have certain rights regarding your personal information. These may include the ability to:

 

Access Your Information

Request confirmation that we process your personal information and obtain a copy of the data we maintain.

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Correct Inaccurate Information

Request that we correct or update personal information that is inaccurate or incomplete.

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Delete Your Information

Request deletion of your personal information, subject to legal, contractual, and operational retention requirements.

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Opt Out of Certain Data Uses

Depending on your state, you may have the right to opt out of:

• The sale of personal information (Annise does not sell personal data)

• The use of personal information for targeted advertising

• Certain types of profiling

 

Right to Limit Sensitive Information Use

Some states allow you to request limits on the use of sensitive personal information.

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Right to Appeal

If we decline a request, some state laws allow you to appeal that decision.

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Non-Discrimination

We will not deny services, charge different prices, or provide a different level of service because you exercised your privacy rights.

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To exercise your rights, contact us at privacy@annise.io or 1-877-260-5231.
We may need to verify your identity before processing your request.

 

6. Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies to:

• Authenticate users and maintain sessions

• Remember preferences and settings

• Analyze usage to improve performance

 

You can manage or disable cookies in your browser settings, though some features may not function properly.

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7. Data Security & Retention

We use industry-standard administrative, technical, and physical safeguards to protect your data, including:

• Encryption in transit and at rest

• Role-based access controls

• Multi-factor authentication

• Monitoring and logging

• Regular security audits

 

We retain personal information only as long as necessary to:

• Provide the Services

• Comply with legal obligations

• Maintain legitimate business records

 

You can delete your family office and profile at any time.

 

8. International Data Transfers

Your information may be stored or processed in the United States or other countries where we or our service providers operate.
We implement appropriate safeguards for cross-border transfers as required by law.

 

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically.
If changes are material, we will notify you via email or through the Services.
The “Last Updated” date reflects the most recent revisions.

 

10. Contact Us

For privacy questions, concerns, or requests:

Email: privacy@annise.io
Phone: 1-877-260-5231

 

Address:
Annise, Inc.
1743 Sidewinder Drive
Park City, Utah