Privacy Policy


Effective Date: Jan 1, 2024


Welcome to WealthCloud360! 


Your privacy is important to us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you use our platform and services.


1. Information We Collect

Personal Information: When you register on our platform, we collect personal information such as your name, email address, phone number, and financial information necessary for providing our services.


Non-Personal Information: We may collect non-personal information, such as demographic data, browser type, IP address, and usage data when you interact with our platform.


2. How We Use Your Information

To Provide Services: We use your information to deliver and manage our financial planning tools and business management services.


Communication: With your consent, we may send you promotional materials, updates, and other information related to our services.


Improvement: We use the information to improve our platform, customize user experiences, and analyze usage trends.


Compliance: We may use your information to comply with legal obligations and to protect our rights and interests.


3. Sharing Your Information

Third-Party Service Providers: We may share your information with third-party service providers who assist us in providing our services. These providers are obligated to protect your information.


Legal Requirements: We may disclose your information if required by law or in response to valid requests by public authorities.


Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred to the new owner.


4. Your Choices and Rights

Access and Correction: You have the right to access, correct, or delete your personal information by contacting us at: Partners@wealthcloud360.com


Opt-Out: You can opt out of receiving promotional communications by following the unsubscribe instructions in those messages or by contacting us directly.


5. Security

We implement a variety of security measures to protect your personal information from unauthorized access, use, or disclosure. However, no data transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.


6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our platform. You can control the use of cookies through your browser settings.


7. Third-Party Links

Our platform may contain links to third-party websites. We are not responsible for the privacy practices or content of these sites. We encourage you to review their privacy policies.


8. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected such information, we will take steps to delete it.


9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our platform and updating the effective date. Your continued use of our services after any changes signifies your acceptance of the updated policy.


10. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:



25108 Marguerite Pkwy Ste A306, 

Mission Viejo, CA 92692


(949) 259-4680 Ext: 800


Thank you for trusting WealthCloud360 with your business management needs. We are committed to protecting your privacy and providing you with exceptional service.




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