Last updated: February 1, 2026
Account Information: Name, email address, phone number, and date of birth when you create an account.
Financial Information: Portfolio holdings (via read-only brokerage connections or manual upload), income information, and credit score ranges when applying for loans.
Usage Data: Pages visited, features used, search queries, and interaction patterns to improve our services.
Device Information: Browser type, operating system, IP address, and device identifiers for security and analytics.
We use your information to: provide and personalize our services; process loan applications; generate portfolio analytics and recommendations; send transactional communications; improve our AI models and platform features; comply with legal and regulatory requirements.
We do not sell your personal data. We may share data with: service providers who assist in operating our platform (under strict confidentiality agreements); lending partners for loan processing; regulatory authorities as required by law; analytics providers using anonymized, aggregated data.
We employ industry-standard security measures including AES-256 encryption at rest, TLS 1.3 encryption in transit, SOC 2 Type II compliance, regular penetration testing, and multi-factor authentication. Read-only brokerage connections ensure we can never initiate trades or transfers on your behalf.
You have the right to: access and download your personal data; correct inaccurate information; delete your account and associated data; opt out of marketing communications; restrict certain data processing activities. To exercise these rights, contact privacy@buckinghamequity.com.
We use essential cookies for authentication and security, and optional analytics cookies to understand usage patterns. You can manage cookie preferences through your browser settings.
Account data is retained while your account is active and for 7 years after closure for regulatory compliance. Usage data is retained for 2 years. You can request earlier deletion subject to legal requirements.
For privacy-related inquiries: privacy@buckinghamequity.com
Buckingham Equity
Houston, Texas