Cookies Policy

A browser cookie is a data that is stored on your device to enable websites and mobile applications to recollect information related to you. A cookie is a piece of data from a website that is stored within a web browser that the website can retrieve at a later time. Cookies are used to tell the server that users have returned to a particular website. When users return to a website, a cookie provides information and allows the site to display selected settings and targeted content. Further, it enhances the view of our website and makes it more user-friendly when users revisit our website. 

This policy (this “Policy”) describes how Wealthbrain collects, handles, secures, shares, and uses the personal information, as a visitor input to our websites (“you” or “your”), provide through any of Wealthbrain’s website(s) (each, a “Website”). It also describes your choices regarding the use, access, and correction of your personal information. For purposes of this privacy policy, personal information is information that can be used to identify an individual.


Information We Collect

When you request information, a free demo, schedule a consultation, respond to an online survey, or otherwise contact us, you are providing us with personal information which we collect. Such personal information may include the following:

Contact Information: Your name, physical address, email address, phone number, cell phone number

By providing us with the above personal information, you provide us consent to use your information under this Policy.

How We use your information

  • To respond to your specific inquiry or request and to provide you with information and access to resources that you have requested from us.
  • To administer, protect, operate and maintain our websites and our systems.
  • To improve the navigation and content of our websites, system administration, and security.
  • To compile aggregated statistics about the usage of our websites and to better understand the preferences of visitors to our websites.
  • To help personalize your experience on our websites (for example, we may use IP addresses to approximate your general location such as city and state for purposes such as providing information on local promotions and events).
  • To carry out marketing efforts, such as contacting you to further discuss your interest in our Company, the products and services we provide, and the ways we can improve them and provide information on such products and services, promotions, and events.
  • To send information about your account, technical alerts or updates, and other administrative or service-related communications.
  • To carry out analytics, research, and development activities to improve our services or products.
  • To carry out other legitimate business purposes, as well as other lawful purposes about which we will notify our users and customers.

Data Transfers To Third Parties

Wealthbrain does not sell or distribute personal information to any third parties; however, Wealthbrain may share your personal information with third parties only in the ways that are described in this policy. We rely on service providers to perform a variety of services on our behalf. In this process, we may need to share your personal information with them. Please note that we only provide our service providers with the personal information they need to perform their services and we require that they protect this information and not use it for any other purpose. These service providers are also not permitted to use your personal information for their own promotional or business purposes.

We may share your business contact information with our trusted business partners, with whom we have a strategic partnership.

Your information may also be transferred to another Company in connection with a corporate transaction, such as a divestiture, merger, acquisition, consolidation, or asset sale.

You can opt-out of providing personal information by not entering it when asked. If personal information is required to allow us to respond to your inquiry, you will receive a notification advising you of this. If you do not provide us with some or all of the requested personal information, we may not be able to provide the requested information or services to you.

Intellectual Property

The content of our Websites and Services is protected by copyright, trademark, and other intellectual property rights and laws. We own or are licensed to use, all copyright, trademarks, and other intellectual property rights in the content of our Websites and Services.

You may use the content of our Websites and Services only as permitted by these Terms, but we and our licensors retain all intellectual property rights in the content.

All trademarks, logos, and other marks shown on our Websites and Services are the property of their respective owners. You do not obtain any rights to use the ‘Wealthbrain’ name, or any other brand names, trademarks, or logos of Wealthbrain and its group companies under these Terms.

Data Retention

Wealthbrain will retain your information for so long as we have an ongoing legitimate business interest, including for as long as your account is active, or you have not unsubscribed or otherwise contacted us directly to remove your information from our database.

When we have no ongoing legitimate business needs to process your personal information, we will either delete or dispose off, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.


Wealthbrain at its sole discretion has the right to keep on updating its policies to make them at par with ongoing applicable law. Users are requested to keep checking the policies as and when updated on the website.  

Contact Us

Should you have any feedback, comments, request for technical support, or other inquiries, please contact Wealthbrain at