Privacy policy

Last updated: November 2025

Helveo (“we,” “our,” or “us”) provides a financial tracking and goal management app designed to help users better understand and manage their personal wealth. We are committed to protecting your privacy and complying with applicable data protection laws, including the Swiss Federal Act on Data Protection (FADP) and the EU General Data Protection Regulation (GDPR).

1. Information We Collect

We collect the following types of information when you use Helveo:

  • Account data: Name, email address, and authentication information when you register or sign in.

  • Financial data (user input): Assets, categories, goals, and simulation data that you manually enter.

  • Payment data: When you upgrade to Helveo Pro, payments are securely processed by Stripe. We do not store credit card numbers.

  • Usage data: Log data, device information, and analytics to improve the product experience.

2. How We Use Your Data

We process your information to:

  • Provide, maintain, and improve Helveo's features.

  • Enable subscription management and billing.

  • Personalize your dashboard and recommendations.

  • Respond to inquiries or technical support requests.

  • Comply with legal obligations (if applicable).

We do not sell your personal information.

3. Data Retention

We retain your account data for as long as your account is active.
You may delete your account and associated data at any time through the app or by contacting us at hi@helveo.app

4. Third-Party Services

We use the following services:

  • Stripe – Payment processing.

  • Analytics – For anonymous usage metrics (non-identifiable).

Each third-party provider complies with GDPR and Swiss FADP standards.

5. Data Security

All data is encrypted in transit (TLS 1.2+) and at rest.
Access to user data is restricted to authorized personnel only.

6. Your Rights

Under the GDPR and Swiss FADP, you have the right to:

  • Access, correct, or delete your data.

  • Withdraw consent at any time.

  • Request a copy of your personal data (data portability).

Contact: hi@helveo.app

7. International Transfers

Data may be processed in the EU, Switzerland, or other jurisdictions that provide adequate protection per GDPR standards.

8. Contact Us

If you have any questions about this Privacy Policy, contact us at:
📧 hi@helveo.app