Effective Date: July 2026 • Version 1.2
By creating an account or accessing WealthLoop, you agree to comply with and be bound by these Terms and Conditions. WealthLoop is an intelligent financial operating system provided for personal tracking, net worth analytics, and productivity visualization.
WealthLoop provides financial management software, transaction logging tools, and automated WealthLoop AI analytical insights. WealthLoop is not a registered investment advisor, bank, or broker. Information provided by the platform is for informational purposes only and does not constitute formal financial advice.
You maintain complete ownership of all financial data, transaction ledgers, and account balances uploaded or logged into WealthLoop. We enforce strict Supabase Row-Level Security (RLS) ensuring your data is accessible only by your authenticated credentials.
When utilizing AI features (such as receipt scanning or account linking via screenshot), uploaded images are processed securely via encrypted AI endpoints solely for extracting transaction data and account balances. No image content is used to train public models.
WealthLoop reserves the right to enhance or modify platform features to ensure high availability, security updates, and performance optimizations.