Privacy Policy

Last Updated: January 1, 2025

Overview

At Fintell, we value your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard data when you use our platform, website, and related services.

By using Fintell, you agree to the practices described in this Policy.

Information We Collect

Information You Provide

We may collect information you provide directly, including:

  • Name and email address

  • Company and billing information

  • Account credentials

  • Financial preferences and workspace settings

  • Support requests and communications

Financial & Transaction Data

When connected through supported integrations such as Plaid, we may access:

  • Transaction history

  • Merchant and payment details

  • Expense and invoice data

  • Budget and spending insights

Fintell does not store raw banking credentials.

Automatically Collected Information

We automatically collect limited technical information, including:

  • IP address and browser type

  • Device and operating system information

  • Usage activity and analytics

  • Error logs and performance diagnostics

How We Use Information

We use the collected information to:

  • Provide and improve Fintell services

  • Process transactions and manage accounts

  • Generate analytics and AI-powered insights

  • Detect fraud and maintain platform security

  • Communicate important updates and notifications

  • Comply with legal obligations

We never sell your personal or financial data.

Data Sharing

We only share information when necessary to operate our services, including with:

  • Trusted infrastructure and payment providers

  • Financial integration partners such as Plaid

  • Legal authorities when required by law

  • Successors in the event of a merger or acquisition

All third-party providers are required to maintain appropriate security and confidentiality standards.

Data Retention

We retain information only for as long as necessary to provide services, comply with legal obligations, and resolve disputes.

After account termination:

  • Personal data may be deleted or anonymized

  • Certain financial records may be retained where legally required

  • Backup data is removed on a rolling basis

Security

Fintell uses industry-standard safeguards to protect your information, including:

  • AES-256 encryption

  • TLS-secured data transmission

  • Role-based access controls

  • Multi-factor authentication

  • Continuous monitoring and security testing

While we take strong precautions, no system can guarantee absolute security.

Your Rights

Depending on your location, you may have the right to:

  • Access your personal data

  • Correct inaccurate information

  • Request deletion of your data

  • Export your data

  • Object to certain processing activities

To exercise these rights, contact us at privacy@fintell.com.

Cookies & Analytics

Fintell uses cookies and similar technologies to:

  • Maintain secure sessions

  • Analyze usage patterns

  • Improve performance and user experience

You can manage cookies through your browser settings.

Third-Party Services

Fintell may integrate with third-party services including Plaid, Stripe, Slack, QuickBooks, and Xero. Their use is governed by their own privacy policies.

International Transfers

Your information may be processed in countries where our infrastructure or service providers operate, including the United States. We use appropriate safeguards for international data transfers where required.

Policy Updates

We may update this Privacy Policy from time to time. Material changes will be communicated through the platform or via email.

Continued use of Fintell after updates become effective constitutes acceptance of the revised Policy.

Contact Us

Fintell Technologies, Inc.
228 Park Ave S, Suite 1200
New York, NY 10003
United States

Email: privacy@fintell.com

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    Fintell

  • Minimal Finza logo featuring three ascending vertical bars in beige tones representing financial growth and analytics.

    Fintell

© 2025 Fintell Inc. All rights reserved.

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