Wealthisor LLC (DBA NoorVest) (“NoorVest,” “we,” “our,” or “us”) is committed to protecting your privacy and building trusted relationships. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website, use our mobile app, or engage with our services. By using NoorVest’s services (“Services”), you accept the practices described herein.
I. Information We Collect
A. Information You Provide Directly
- Account Information: Name, email, phone, address, date of birth, tax ID, financial profiles, investment goals.
- Verification & Compliance Data: Documents for KYC/AML (e.g. government ID, proof of address).
- Support & Communication Data: Correspondence, support tickets, feedback.
- Optional Inputs: Risk preferences, financial planning data (tax, retirement, estate goals).
B. Automatically Collected Information
- Metadata from device/browser (IP address, device type, browser type, session logs).
- Usage analytics (pages visited, time spent, feature usage).
- Cookies, web beacons, local storage, tracking technologies. Used for authenticating sessions, improving UX, and analytics purposes.
C. Information from Third Parties
- Third-party integrations for account aggregation (Plaid, Yodlee, etc.).
- Analytics tools (e.g. Google Analytics) used to assess platform usage.
II. How We Use Your Information
NoorVest uses your personal information to:
- Onboard and verify your identity for services and compliance (KYC, AML).
- Create, manage, and service your NoorVest account and portfolios.
- Deliver tailored investment, tax-efficient strategies, and notifications.
- Enhance platform performance, user experience, and functionality.
- Communicate updates, support responses, marketing (where consented).
- Research, monitor, and prevent fraud or misuse.
- Fulfill legal or regulatory obligations.
- Facilitate transfers in the event of corporate transactions (e.g. merger, sale).
III. Sharing Your Information
NoorVest may share personal data:
- With Service Providers: Cloud hosting, custodians, auditing, support, analytics, etc.
- With Affiliates/Partners: When necessary for integrated platform experiences.
- During Business Transactions: If NoorVest is acquired, or in restructuring.
- For Legal Requirements: To comply with law, protect our rights, or respond to a subpoena.
- In Aggregated Form: Non-identifiable insights for corporate use or reporting.
IV. Cookies & Tracking Technologies
We employ cookies, web beacons, and similar tools to:
- Authenticate sessions, enable secure login, and personalize your experience.
- Track platform usage, measure features’ effectiveness.
- Enhance marketing initiatives responsibly.
V. Data Retention
We retain your data as long as you use NoorVest Services or as needed to fulfill legal, tax, or business obligations. Aggregate data may be retained indefinitely in anonymized form
VI. Your Privacy Rights
Depending on your jurisdiction, you may have rights to:
- Access or port your personal data.
- Rectify or delete inaccurate information.
- Restrict or object to processing.
- Withdraw consent where processing is consent-based.
- Opt out of certain marketing communications.
To exercise your rights or delete your account, contact us.
VII. Children’s Privacy
NoorVest is intended for users aged 18 or older. We do not knowingly collect data from individuals under 18. If you believe we have, please contact us for removal.
VIII. International Data Transfers
Your data may be processed in the U.S. or other jurisdictions with differing privacy laws. By using NoorVest, you consent to cross-border transfers under this policy.
IX. Data Security
Through our providers, we use industry-standard safeguards including:
- AES-256 encryption (at rest and in transit).
- Secure TLS communication, access controls, and infrastructure monitoring.
- Incident response and responsible vulnerability disclosures.
X. Updates to the Privacy Policy
We may update this policy periodically. Changes will be noted at the top of this page with the “Last Updated” date. Continued use of Services constitutes acceptance of changes
XI. Contact Information
For questions, requests, or privacy concerns, please contact:
NoorVest
Attn: Privacy Team
Email: admin@noorvest.com
Mailing Address: 8300 Greensboro Dr, Ste L1 #802 McLean, VA 22102
Phone: +1 (301) 507-2094
