LAST UPDATED · JUNE 10, 2026
Privacy Policy
How we collect, use, and safeguard the information you share with Correlate.
Correlate LLC (“Company,” “we,” “our,” or “us”) is committed to maintaining robust privacy protections for its users. This Privacy Policy describes how we collect, use, and safeguard the information you provide to us, and assists you in making informed decisions when using our Service.
For purposes of this Policy, “Site” refers to withcorrelate.com and “Service” refers to the Company’s services accessed via the Site. By accessing our Site or Service, you accept this Privacy Policy and our Terms of Use, and consent to our collection, storage, use, and disclosure of your Personal Information as described here.
I. Information We Collect
We collect “Non-Personal Information” and “Personal Information.” Non-Personal Information includes anonymous usage data, demographic information, referring URLs, platform types, and preferences. Personal Information includes your email address, contact information, and financial data you connect or enter.
1. INFORMATION COLLECTED VIA TECHNOLOGY
To activate the Service you do not need to submit any Personal Information other than your email address. To use the Service thereafter, you may connect financial accounts, enter income details, assets, liabilities, investment portfolios, and financial goals.
We use cookies and similar tracking technologies to remember preferences, maintain sessions, and analyze usage patterns.
2. INFORMATION YOU PROVIDE BY REGISTERING
To become a subscriber you will need to create a personal profile by registering with your email address. By registering, you authorize us to collect, store, and use your email address in accordance with this Privacy Policy.
3. FINANCIAL DATA VIA THIRD-PARTY CONNECTIONS
Correlate connects to your financial accounts through Plaid Inc. (“Plaid”) and SnapTrade, Inc. (“SnapTrade”). Plaid is used to retrieve bank account balances, transaction history, and brokerage and investment account data. SnapTrade is used to retrieve brokerage holdings and investment account data. These connections are strictly read-only — Correlate cannot move money or make transactions on your behalf.
By connecting your financial accounts through Plaid, you acknowledge and agree that your data will be transferred, stored, and processed by Plaid in accordance with Plaid’s End-User Privacy Policy. Plaid may use your data to provide its services, improve its products, and as otherwise described in its privacy policy. You may revoke Plaid’s access to your data at any time via the Plaid Portal or by disconnecting your account through the Service.
By connecting your accounts, you authorize Correlate and its data providers to access, retrieve, and display your financial account information solely for the purpose of providing the Service. Your financial credentials are never stored by Correlate. Plaid and SnapTrade are each subject to their own privacy policies and security standards, and Correlate requires that these providers handle your data in a manner consistent with this Policy. You may disconnect any linked account at any time through the Service.
4. CHILDREN'S PRIVACY
The Site and Service are not directed to anyone under the age of 13. We do not knowingly collect information from anyone under 13. If you believe we have collected such information, please contact us at howdy@withcorrelate.com.
II. How We Use and Share Information
We do not sell, trade, rent, or otherwise share your Personal Information with third parties for marketing purposes without your consent. We share Personal Information only with vendors performing services for the Company, who are contractually obligated to use your information only at our direction and in accordance with this Privacy Policy.
We use Non-Personal Information to improve the Service and customize the user experience. We may aggregate Non-Personal Information to track trends and analyze usage patterns on the Site.
II-A. Product Analytics — PostHog
We use PostHog, Inc. (“PostHog”) for product analytics. PostHog receives anonymized usage events such as page views and feature interactions for the purpose of understanding how the Service is used and improving the user experience. PostHog does not receive your financial account data, balances, transaction history, or any information that directly identifies you by name or email. Autocapture and session recording are disabled. PostHog is subject to its own privacy policy and is contractually obligated to use this data solely for providing analytics services to us.
II-B. Monitoring and Logging — Axiom
We use Axiom, Inc. (“Axiom”) for application monitoring and error logging. Axiom receives operational log data including anonymized request identifiers and error codes for the purpose of diagnosing technical issues and improving Service reliability. Axiom does not receive your financial account data, balances, transaction history, or any information that directly identifies you by name or email. Axiom is subject to its own privacy policy and is contractually obligated to use this data solely for providing logging services to us.
II-C. Error Monitoring — Sentry
We use Sentry, Inc. (“Sentry”) for exception tracking and error monitoring. When an error occurs in the Service, Sentry receives the error message, stack trace, browser or runtime environment details (browser version, operating system, device type), and the URL or API route where the error occurred. Sentry does not receive your financial account data, balances, transaction history, or any information that directly identifies you by name or email. IP addresses and other personally identifiable information are not sent to Sentry. Session replay is disabled. Sentry is subject to its own privacy policy and is contractually obligated to use this data solely for providing error monitoring services to us.
III. How We Protect Information
We implement security measures including encryption in transit and at rest, firewalls, and access controls to protect your information from unauthorized access, disclosure, alteration, or destruction. These measures do not guarantee absolute security. By using our Service, you acknowledge and agree to assume the residual risks inherent in transmitting information over the internet.
IV. Data Retention and Deletion
We retain your Personal Information for as long as your account is active or as needed to provide the Service. If you close your account, we will delete or anonymize your Personal Information within 30 days, except where we are required to retain it to comply with legal obligations, resolve disputes, or enforce our agreements.
FINANCIAL CONNECTION DATA
Data retrieved from Plaid and SnapTrade is stored only as long as you maintain an active connection. When you disconnect an account, we cease retrieving new data for that connection. Historically retrieved data is deleted within 30 days of disconnection unless you request earlier deletion.
REQUESTING DELETION
You may request deletion of your Personal Information at any time by emailing howdy@withcorrelate.com. We will process verified deletion requests within 45 days and confirm completion in writing.
V. Your Rights
You have the right to opt out of promotional communications at any time by following the unsubscribe instructions in each email or by emailing howdy@withcorrelate.com. We may continue to send administrative and transactional emails regardless of promotional preferences.
CALIFORNIA RESIDENTS — CCPA RIGHTS
If you are a California resident, the California Consumer Privacy Act (“CCPA”) provides you with specific rights regarding your Personal Information:
Right to Know. You have the right to request that we disclose the categories and specific pieces of Personal Information we have collected about you, the categories of sources from which it was collected, our business or commercial purpose for collecting it, and the categories of third parties with whom we share it.
Right to Delete. You have the right to request that we delete Personal Information we have collected from you, subject to certain exceptions.
Right to Opt-Out of Sale. We do not sell Personal Information. You therefore have no need to opt out of a sale, but we will honor any such request should our practices change.
Right to Non-Discrimination. We will not discriminate against you for exercising any of your CCPA rights.
To exercise your rights under the CCPA, please submit a verifiable consumer request to howdy@withcorrelate.com. We will respond to verified requests within 45 days. We may need to verify your identity before processing your request.
VI. Security Breach Notification
In the event of a data breach that compromises the security, confidentiality, or integrity of your Personal Information, we will notify affected users without unreasonable delay and in accordance with applicable law.
For California residents, notification will be provided pursuant to California Civil Code § 1798.82. For residents of other states with breach notification laws, we will comply with the applicable requirements of those states. Notification will be provided by email to the address associated with your account, or by a prominent notice on our Site if email contact is not reasonably possible.
Our notification will include, to the extent known at the time: a description of what happened, the types of information involved, the steps we are taking to investigate and address the breach, and steps you can take to protect yourself.
VII. Links to Other Websites
We may provide links to other websites or applications. We are not responsible for the privacy practices of those websites. This Privacy Policy applies solely to information collected by us through the Site and Service.
VIII. Changes to Our Privacy Policy
We reserve the right to change this policy at any time. We will notify you of significant changes by email or by placing a prominent notice on our Site. Significant changes will go into effect 30 days following notification. Non-material changes take effect immediately upon posting.
IX. Contact Us
If you have any questions regarding this Privacy Policy or wish to exercise your privacy rights, please contact us at howdy@withcorrelate.com.