Privacy Policy
Your privacy is important to us. This policy outlines how we collect, use, and protect your data.
Last updated: June 1, 2025 | Version 1.0
Introduction
At Glimpse, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial management application.
We want to be clear: We will never sell your data to third parties. Your financial information is sensitive and personal, and we treat it with the utmost respect and care.
Information We Collect
Information You Provide to Us
We collect information that you voluntarily provide when you:
- Create an account (name, email address, password)
- Connect financial accounts through our secure integration with Plaid
- Set up profile information and preferences
- Contact us through our support channels
Information Collected Automatically
When you use our application, we may automatically collect certain information about your device and usage, including:
- Log data (IP address, browser type, pages visited, time spent)
- Device information (device type, operating system)
- Usage patterns and preferences
Financial Information
When you connect your financial accounts through Plaid, we receive information about your accounts, transactions, and balances. This information is used to provide our core financial management features. We never store your bank credentials - these are handled securely by Plaid.
How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our services
- Process and visualize your financial data
- Personalize your experience with relevant insights
- Send you important service updates and notifications
- Respond to your comments, questions, and requests
- Monitor and analyze trends, usage, and activities
- Detect, investigate, and prevent fraudulent transactions and other illegal activities
- Protect the rights and property of Glimpse and others
Data Sharing and Disclosure
We do not sell your personal information to third parties. Your trust is our top priority.
We may share your information in the following limited circumstances:
Service Providers
We share information with third-party service providers who help us operate our services, such as cloud storage providers, analytics services, and customer support tools. These service providers are contractually obligated to use your information only to provide services to us and in accordance with this Privacy Policy.
Financial Services Integration
We use Plaid to connect to your financial institutions. When you use Plaid through our service, you're also subject to Plaid's Privacy Policy.
Legal Requirements
We may disclose your information if required to do so by law or in response to valid legal requests, such as subpoenas, court orders, or government regulations. We may also disclose information to protect the safety, rights, or property of Glimpse, our users, or others.
Business Transfers
If Glimpse is involved in a merger, acquisition, or sale of all or a portion of its assets, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our website of any change in ownership or uses of your information.
Data Security
We implement appropriate technical and organizational security measures to protect your information from unauthorized access, disclosure, alteration, and destruction. These measures include:
- Encryption of data in transit and at rest
- Regular security assessments and penetration testing
- Strict access controls and authentication mechanisms
- Employee training on data security and privacy practices
However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.
Data Retention and Deletion
We retain your personal information only for as long as necessary to provide our services and fulfill the purposes outlined in this Privacy Policy, or as required by law.
Retention Periods
- •Account Data: Retained while your account is active and for up to 30 days after account deletion
- •Financial Data (Read-Only): Transaction and account display data retained while your account is active + 30 days after deletion
- •Usage Data: Aggregated and anonymized usage analytics retained for up to 2 years
- •Security Data: Login history and session data retained for up to 90 days
Note: Since Glimpse only displays your financial data and doesn't process transactions, we're not subject to banking record-keeping requirements. The actual transaction records remain with your banks and Plaid.
Your Rights
You have the right to request deletion of your personal data. Upon receiving a valid deletion request:
- •We will delete your account and associated data within 30 days
- •Since we only display financial data (we don't process transactions), we can delete all your data quickly
- •You will receive confirmation once deletion is complete
To request deletion of your data, please contact us using the information provided in the "Contact Us" section below.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to remove that information.
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 Privacy Policy on this page and updating the “Last Updated” date at the top. You are advised to review this Privacy Policy periodically for any changes.
Contact Us
If you have any questions about this Privacy Policy, please contact us at:
Glimpse Financial, LLC.