Data protection guidelines
Celestice is an AI-powered wealth and investment management platform operated by Celestice AI Inc We help investors, advisors, and institutions manage portfolios across every asset class, and we are committed to protecting your information and handling it transparently.
Celestice privacy policy
This Privacy Policy describes how your personal and financial information is collected, used, and shared when you visit, register for, or use https://celestice.ai and the Celestice platform (the "Service").
Information we collect
We collect information you provide directly, information we receive from the accounts and data sources you connect, and information collected automatically as you use the platform. We collect only what is needed to deliver, secure, and improve the service, and we never sell your data.
- Account information – Your name, email address, organization, role, and authentication details used to create and secure your account.
- Financial and portfolio data – Account, holdings, transaction, and market data you connect so the platform can analyze, optimize, and report on your portfolios.
- Usage and device information – Log data, IP address, browser type, and interaction events collected automatically to keep the platform secure and reliable.
- Cookies and similar technologies – Small data files used to keep you signed in, remember preferences, and understand aggregate usage. You can control cookies through your browser settings.
How we protect your data
Your financial data is protected with encryption in transit and at rest, least-privilege access controls, and credentials held in dedicated secret stores. Access is scoped so only you and the users you authorize can see your portfolios. Our broader security practices are summarized on our Security page.
How we use your information
We use the information we collect to:
- Provide, operate, and secure the platform and your account
- Analyze, optimize, and report on the portfolios and data you connect
- Detect, prevent, and investigate fraud, abuse, and security incidents
- Communicate with you about the service, including important changes
- Meet our legal, regulatory, and audit obligations
Sharing your information
We do not sell your data. We share it only with the infrastructure and integration providers required to run the platform, under contracts that bind them to protect it, and where required to comply with law:
- Cloud infrastructure and hosting providers that operate the platform
- Data and integration providers you connect to your account
- Analytics providers that help us understand aggregate usage and improve the service
- Authorities or advisers where disclosure is required by law or to protect our rights and users
Your rights
Depending on your location, you may have the right to access, correct, export, or delete your personal information, and to object to or restrict certain processing:
- You can access and export your data at any time from within the platform.
- You can request correction or deletion of your account and associated data.
- To exercise these rights, contact us at support@celestice.com. Additional detail for EEA/UK residents is available on our GDPR page.
Not investment advice
Celestice is a technology platform that provides analytics, optimization, and workflow automation. It is not a registered investment adviser, and information processed or produced by the platform is not personalized investment advice.
Data retention
We retain your information for as long as your account is active or as needed to provide the service, and thereafter as required to meet legal, regulatory, and audit obligations. You can request deletion at any time.
International transfers
We may process and store information in countries other than your own. Where we do, we use appropriate safeguards to protect your information consistent with this policy and applicable law.
Minors
The platform is intended for business and professional use and is not directed to individuals under 18.
Changes
We may update this Privacy Policy periodically to reflect changes to our practices or for operational, legal, or regulatory reasons. Material changes are communicated to account owners.
Take charge of your financial life!
The new code for old wealth.