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Wealth.com · wealth.com · Financial planning

Wealth.com’s legal terms, tracked since March 2026.

Wealth.com’s public terms, privacy policy and security policy, with every notable change in plain English and what the current documents say about client data.

At a glance
Documents monitored4
Last notable changeSep 12, 2026Legal Policies
Notable changes1 in 7 monthstypical vendor on these pages: 2 in 7 months
Updates detected since March 202615including formatting and page changes
Sub-documents identified so far2linked from Wealth.com’s own documents
MonitoringActivesince Mar 18, 2026
Public page updated monthly · Last updated October 8, 2026 · Next update November 1, 2026Legal Sentinel tracks these documents continuously. See it in a demo
What RIAs should know

Wealth.com says it may train its own AI on personal information.

Wealth.com’s privacy terms, on its Legal Policies page, say it may use personal information to develop, improve and train its proprietary AI and LLM technologies. They also say third-party AI providers may not use that information to train their models for other customers.

Its Terms of Service and AI Tools Addendum both show a revision date of September 10, 2026. The update adds provisions on connected applications and AI assistants that a user chooses to connect.

Its Security Policy says Wealth.com doesn’t sell user information or any information uploaded to the platform.

What the terms say

What Wealth.com’s documents say about client data.

Quoted from the current version of each document. The right-hand column shows how many of the 75 vendors we monitor have a matching clause.

Using customer data to train AI

Addressed

“We may use your personal information to develop, improve, train, and provide our proprietary AI and LLM technologies.”

Legal Policies · as of Oct 8, 2026 · view source
41%
of monitored vendors (31 of 75)

Sharing data with third parties

Addressed

“Wealth doesn't sell your information or any information uploaded to our platform.”

Security Policy · as of Oct 8, 2026 · view source
92%
of monitored vendors (69 of 75)
Change history

What changed, and when.

Notable changes since monitoring began in March 2026, newest first. Each is written from our automated comparison of the before and after versions, then reviewed by a person.

Sep 12, 2026Legal PoliciesAI & data use

Added terms for connected apps and AI assistants

Terms of Service and AI Tools Addendum revised September 10, 2026. New provisions cover user-initiated connections to third-party services, including AI and machine-learning tools.

+ 14 other updates detected, such as formatting, page layout and wording changes.
  • Oct 3, 2026: Legal Policies
  • Sep 29, 2026: Legal Policies
  • Sep 26, 2026: Legal Policies
  • Sep 22, 2026: Legal Policies
  • Sep 19, 2026: Legal Policies
  • Sep 8, 2026: Legal Policies
  • Sep 5, 2026: Legal Policies
  • Sep 2, 2026: Legal Policies
Documents monitored

4 Wealth.com documents.

Sub-documents are other Wealth.com documents that its policies link to, such as addenda and product terms. We list the ones identified so far; there may be others.

DocumentFirst capturedLast changed
Privacy Policywww.wealth.com/wp-content/uploads/2025/03/PrivacyPolicy_2-26-24_3-12-25.pdfAug 6, 2026No change detected
Terms of Servicewww.wealth.com/wp-content/uploads/2025/03/TOS_9-5-23_3-12-25.pdfAug 6, 2026No change detected
Legal Policieswww.wealth.com/legal-policies
Links to 2 sub-documents identified so far
Mar 18, 2026Oct 3, 2026
Security Policywww.wealth.com/privacy-and-securityMar 18, 2026No change detected
Questions

Wealth.com terms: common questions.

Does Wealth.com use client data to train AI?

Its privacy terms say Wealth.com may use personal information to develop, improve and train its proprietary AI and LLM technologies, and that third-party AI providers may not use it to train models for their other customers.

When did Wealth.com last change its terms?

Wealth.com’s Terms of Service and AI Tools Addendum were revised on September 10, 2026, adding provisions on connected applications and AI assistants. We detected the change on September 12, 2026.

Does Wealth.com sell client data?

Its Security Policy says Wealth.com doesn’t sell user information or any information uploaded to its platform.

Does Wealth.com have terms for AI features?

Yes. Wealth.com publishes an AI Tools Addendum alongside its Terms of Service. Both were revised on September 10, 2026.

Scope and limitations. This page describes what Wealth.com’s public documents say as of the dates shown. We monitor the documents listed above; we don’t verify how Wealth.com operates in practice, test its security controls or confirm regulatory compliance. It isn’t legal advice, and it doesn’t cover negotiated agreements or order forms. Request a correction · No vendor pays to be listed.