Privacy Policy
Who we are
WealthHawk is a product of Praxis Solutions, Inc., a Delaware corporation. This policy explains what information we collect when you use wealthhawk.ai, how we use it, and the rights you have over it. If you have questions, email us at executive.ops@praxissolutions.com.
What we collect
When you submit our application form or sign up for early access, we collect the information you provide directly: your name, email address, firm name, firm website, phone number, role, and details about your firm and prospecting practices. We also receive standard technical information that browsers send when you visit any website, including IP address, browser type, and pages viewed.
We use HubSpot to manage form submissions and contact records. HubSpot may set cookies for analytics and form tracking purposes.
Gmail and Google account access
WealthHawk Pro allows financial advisors to connect their Gmail account so that prospecting emails are sent directly from the advisor’s own inbox. When you connect Gmail, we request the gmail.compose scope, which allows us to compose and send emails on your behalf. We do not read, index, store, or analyze the contents of your inbox or any emails you have not explicitly asked us to send.
We store an encrypted OAuth refresh token in our database solely to maintain your connection without requiring you to re-authorize every session. This token is used only to obtain a short-lived access token to send emails you have reviewed and approved. It is never shared with third parties and is deleted when you disconnect your Gmail account.
WealthHawk Pro’s use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Specifically: we do not use Google user data for advertising, we do not sell Google user data, we do not allow humans to read your Google data except where you have given explicit permission or where required by law, and we only use Google data to provide the email-sending features you have enabled.
How we use it
We use the information you provide to: respond to your application or inquiry, evaluate fit for our concierge prospecting service, communicate with you about WealthHawk, and improve our product and outreach. We do not sell your information to third parties.
Who sees it
Your information is accessible to the WealthHawk team at Praxis Solutions, Inc., and to service providers who help us operate the business — primarily HubSpot for CRM and email, and our hosting provider. These providers are bound by their own privacy obligations and contractual confidentiality with us.
We may disclose information if required by law, in response to a valid legal request, or to protect our rights and the safety of others.
How long we keep it
We retain the information you submit for as long as we have a legitimate business reason — typically the duration of our relationship with you, plus a reasonable period afterward for record-keeping, legal, and tax purposes. You can request deletion of your information at any time by emailing us.
Your rights
You can ask us to: show you the information we have about you, correct anything that’s wrong, or delete your information entirely. To exercise any of these rights, email executive.ops@praxissolutions.com. We respond within a reasonable time, typically within 30 days.
If you live in California, the EU, or the UK, you have additional rights under local law, including the right to file a complaint with your local data protection authority. We respect those rights.
Children
WealthHawk is for financial advisors and their firms. It’s not directed to anyone under 18, and we don’t knowingly collect information from minors.
Changes to this policy
We may update this policy from time to time. The “Last updated” date at the top reflects the most recent version. Material changes will be communicated to anyone with an active relationship with us.
Contact
Questions or requests? Email executive.ops@praxissolutions.com.