Privacy Policy

WalletSaint (“WalletSaint,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how information may be collected, used, and shared when you use our website, tools, forms, comparison experiences, and advisor-matching pages.

Information We Collect

We may collect information you voluntarily provide through forms, questionnaires, quizzes, surveys, comparison tools, or advisor-matching experiences.

Information collected may include:

• Name
• Email address
• Phone number
• ZIP code or general location information
• Retirement or financial planning preferences
• Approximate investable asset ranges
• Responses submitted through quizzes or comparison tools

How We Use Information

Information may be used to:

• Provide educational content and comparison experiences
• Operate advisor-matching and financial comparison pages
• Analyze site traffic, user engagement, and campaign performance
• Improve website functionality and user experience
• Connect users with advisor-matching services or partners
• Support marketing, analytics, and advertising operations
• Prevent fraud, abuse, or unauthorized activity

Advisor Matching and Third Parties

WalletSaint may share information with advisor-matching partners, financial service providers, lead buyers, advertisers, analytics providers, technology vendors, or service providers when needed to operate comparison experiences or facilitate requested introductions.

Some advisor profiles, partners, or offers may receive prioritized placement due to advertising relationships or compensation arrangements.

Cookies and Tracking Technologies

WalletSaint and its partners may use cookies, pixels, scripts, analytics tools, session identifiers, and similar technologies to understand traffic sources, measure campaign performance, attribute user activity, improve functionality, and personalize experiences.

Data Security

We use commercially reasonable administrative, technical, and organizational safeguards designed to help protect information. However, no website, platform, or transmission method can be guaranteed to be completely secure.

Your Choices

You may choose not to provide certain information, though some features, comparison tools, or advisor-matching services may not be available. Browser settings may also allow you to manage cookies or tracking preferences.

Children’s Privacy

WalletSaint is not directed to children under 13 years of age and does not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy periodically. Updated versions will be posted on this page with a revised effective date.

Contact

Questions about this Privacy Policy may be directed to:
support@walletsaint.com