Terms of Service · WealthBridge

1. What WealthBridge is

WealthBridge is a personal wealth-tracking and analytics tool. It helps you record and consolidate your accounts, assets, transactions and taxes across countries and currencies. It is not a bank, broker, custodian, or advisor, and it does not hold or move your money.

2. Not financial or tax advice

All figures, projections and reports are informational estimates only. WealthBridge does not provide financial, investment, tax, or legal advice. Always confirm important decisions with a qualified professional. You are responsible for the accuracy of the data you enter and for your own filings.

3. Your account

You are responsible for keeping your login credentials secure and for all activity in your workspace. Notify us promptly of any unauthorized use.

4. Subscriptions

Paid plans are billed in advance on a recurring basis until cancelled. You can cancel at any time; access continues until the end of the current billing period. Fees are non-refundable except where required by law.

5. Availability & liability

The service is provided “as is.” We work to keep it available and accurate but do not guarantee it will be error-free or uninterrupted. To the maximum extent permitted by law, WealthBridge is not liable for indirect or consequential losses, or for decisions made based on the information in the app.

6. Changes

We may update these terms; material changes will be notified in-app or by email.

Questions? Contact support. See also our Privacy Policy.