Subprocessors

About this list

To provide the Service, Velira Finance uses a limited set of third-party service providers ("subprocessors"). Each subprocessor may process personal information only to provide its service to us and is bound by confidentiality and data-protection obligations. This list reflects our current providers and is maintained as they change.

Current subprocessors

SnapTrade — brokerage account data aggregation (read-only connections to investment accounts).

Anthropic — AI processing via API to generate summaries, projections, and coaching. Per Anthropic's API terms as we understand them, API data is not used to train its models.

Vercel — application hosting, serverless compute, edge delivery, and related infrastructure (including key-value storage used for operational data).

Email and communications provider — transactional and account email delivery.

Analytics and operational tooling — product analytics and error monitoring used to operate, secure, and improve the Service.

Stripe — payment processing. Added only if and when billing is enabled (currently deferred).

Additional aggregators — other financial-data aggregators may be added to support more connection types; this list will be updated accordingly.

Changes to subprocessors

We may add or replace subprocessors as the Service evolves. Where required by law or contract, we will provide notice of material changes and an opportunity to object as applicable. The version and date above indicate the current revision.

Questions

Questions about our subprocessors or their data practices? Contact Velira Finance at privacy@velirafinance.com.