Privacy Policy

Who we are

WealthHawk is a product of Praxis Solutions, Inc., a Delaware corporation. This policy explains what information we collect when you use wealthhawk.ai, how we use it, and the rights you have over it. If you have questions, email us at executive.ops@praxissolutions.com.

What we collect

When you submit our application form or sign up for early access, we collect the information you provide directly: your name, email address, firm name, firm website, phone number, role, and details about your firm and prospecting practices. We also receive standard technical information that browsers send when you visit any website, including IP address, browser type, and pages viewed.

We use HubSpot to manage form submissions and contact records. HubSpot may set cookies for analytics and form tracking purposes.

How we use it

We use the information you provide to: respond to your application or inquiry, evaluate fit for our concierge prospecting service, communicate with you about WealthHawk, and improve our product and outreach. We do not sell your information to third parties.

Who sees it

Your information is accessible to the WealthHawk team at Praxis Solutions, Inc., and to service providers who help us operate the business — primarily HubSpot for CRM and email, and our hosting provider. These providers are bound by their own privacy obligations and contractual confidentiality with us.

We may disclose information if required by law, in response to a valid legal request, or to protect our rights and the safety of others.

How long we keep it

We retain the information you submit for as long as we have a legitimate business reason — typically the duration of our relationship with you, plus a reasonable period afterward for record-keeping, legal, and tax purposes. You can request deletion of your information at any time by emailing us.

Your rights

You can ask us to: show you the information we have about you, correct anything that’s wrong, or delete your information entirely. To exercise any of these rights, email executive.ops@praxissolutions.com. We respond within a reasonable time, typically within 30 days.

If you live in California, the EU, or the UK, you have additional rights under local law, including the right to file a complaint with your local data protection authority. We respect those rights.

Children

WealthHawk is for financial advisors and their firms. It’s not directed to anyone under 18, and we don’t knowingly collect information from minors.

Changes to this policy

We may update this policy from time to time. The “Last updated” date at the top reflects the most recent version. Material changes will be communicated to anyone with an active relationship with us.

Contact

Questions or requests? Email executive.ops@praxissolutions.com.