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GLBA / Regulation P Privacy Notice

Version 1.0Updated June 6, 2026Status in effect

Why this notice exists

Financial institutions are required under the Gramm-Leach-Bliley Act (GLBA) and Regulation P to explain how they collect, share, and protect customers' nonpublic personal information. Because Velira handles financial information, we provide this notice in the GLBA style. Whether GLBA and the related Safeguards Rule legally apply to Velira Finance is a determination we are confirming with counsel.

Information we collect

In connection with the Service, we may collect nonpublic personal information such as identifying information you provide; account, balance, holdings, and transaction information from accounts you connect through aggregators or enter manually; and information about your use of the Service. This is described in more detail in the Privacy Policy.

How we share information

We share nonpublic personal information only as needed to operate the Service and as permitted by law — for example, with service providers (subprocessors) that perform services for us, to complete connections you request, to comply with legal process, and in connection with a business transfer. We do not sell your information and do not share it with nonaffiliated third parties for their own marketing.

Your choices

Because we limit sharing to what is necessary to provide the Service and as permitted by law, there is generally no marketing-related sharing for you to opt out of. Where a right to limit sharing applies, we will provide the mechanism to exercise it. You may contact us with questions or requests at privacy@velirafinance.com.

How we protect information

We maintain administrative, technical, and physical safeguards designed to protect nonpublic personal information, consistent with the Security document. If the Safeguards Rule applies, we will maintain a written information-security program meeting its requirements, as confirmed with counsel.

Questions about this document? Contact us at hello@velirafinance.com.