Vimble Privacy Policy

Last Updated: May 28, 2025

1. Overview

Potrise is a product of Vimble, Inc. ("Potrise," "we," or "us"). This Privacy Policy describes how we collect, use, and protect your Personal Information when you use our website (www.potrise.com), mobile apps, and related services (collectively, the "Services").

This policy applies only to information collected through Potrise and not to any third-party websites or apps. Potrise is not intended for use by children under 18, and we do not knowingly collect personal information from anyone under 18 years of age.

Please read this policy carefully. If you do not agree with it, do not use the Services.

Potrise is a product of Vimble, Inc. ("Potrise," "we," or "us"). This Privacy Policy describes how we collect, use, and protect your Personal Information when you use our website (www.potrise.com), mobile apps, and related services (collectively, the "Services").

This policy applies only to information collected through Potrise and not to any third-party websites or apps. Please read this policy carefully. If you do not agree with it, do not use the Services.

2. Information We Collect and How

We collect Personal Information you provide to us directly (like name, email, and financial details), and information collected automatically (like location, device info, cookies, and usage data). Third-party services such as Plaid, Mixpanel, and Google Analytics may also collect data on our behalf.

3. How We Use Your Information

We use your data to:

  1. Provide, maintain, and improve the Services
  2. Verify your identity
  3. Facilitate transactions and investments
  4. Send account-related communications
  5. Prevent fraud
  6. Conduct marketing and user analysis
  7. Meet legal and tax obligations

4. How We Share Information

We may share your Personal Information with:

  1. Provide, maintain, and improve the Services
  2. Service providers (e.g., KYC, payment, analytics)
  3. Service providers (e.g., KYC, payment, analytics)
  4. Legal and regulatory authorities (when required)
  5. In case of a business transfer or acquisition
  6. With third-party custodians for IRA services

We do not sell your Personal Information.

5. Your Choices

You can:

  1. Update or delete your information via the App
  2. Opt-out of marketing emails
  3. Opt-out of marketing emails

Note: Some data may be retained for legal or compliance purposes.

6. Data Access and Correction

You may access, correct, or delete your personal info by logging into your account or emailing us at support@potrise.com We may retain certain information to comply with legal obligations.

7. Third-Party Services

We partner with trusted services like Plaid, Stripe, Firebase, and others. These partners may process data on our behalf for payments, analytics, or customer support. Their privacy practices apply in those contexts.

Potrise may also include links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to read their privacy policies before submitting any personal data.

We partner with trusted services like Plaid, Stripe, Firebase, and others. These partners may process data on our behalf for payments, analytics, or customer support. Their privacy practices apply in those contexts.

8. Security

We use commercially reasonable measures to protect your data. However, no system is 100% secure. Please be cautious when submitting personal information online.

9. Data Retention

We retain your data for as long as needed to fulfill the purposes outlined in this policy or as required by law.

10. Legal Basis, California Rights, and International Users

We comply with relevant U.S. laws including California privacy rights. California residents may request information about how we share data.

If you are located in the European Economic Area (EEA) or the United Kingdom, your personal information is processed based on the following lawful bases:

  1. Your consent
  2. The performance of a contract with you
  3. Compliance with legal obligations
  4. Our legitimate business interests (e.g., to improve our Services, prevent fraud)


You may have rights under GDPR such as the right to access, correct, delete, restrict, or transfer your personal data, and to object to certain types of processing. To exercise these rights, please contact us at support@potrise.com.

We do not respond to Do Not Track (DNT) signals at this time.

We comply with relevant U.S. laws including California privacy rights. California residents may request information about how we share data.

We do not respond to Do Not Track (DNT) signals at this time.

11. Cookie Usage and Changes to This Policy

We and our partners use cookies, web beacons, and other technologies to collect information about your device and usage patterns. These help us improve the experience and provide personalized content and ads. You may manage cookie preferences through your browser or mobile settings.

We may update this Privacy Policy. Changes become effective upon posting. We'll notify you in the app if changes are significant.

We may update this Privacy Policy. Changes become effective upon posting. We'll notify you in the app if changes are significant.

12. Dispute Resolution

Disputes related to this policy will be resolved by binding arbitration in Boston, Massachusetts under the American Arbitration Association rules.

13. Contact Us

Have questions? Reach out to us:
Email: help@potrise.com