Legal

Privacy Policy.

Effective July 3, 2026 · Version 1.1

Contents

  1. Who we are
  2. What we collect
  3. How we use it
  4. Who we share it with
  5. How we keep it safe
  6. Your rights
  7. Retention
  8. Children
  9. International users
  10. Changes
  11. Contact us
The short version: we collect what we need to run Loopi, protect it like it's ours, don't sell it to anyone, and delete it when you ask.

1. Who we are

Loopi, Inc. (“Loopi,” “we,” “us”) is a Delaware C-Corporation. This policy describes how we handle personal data when you use our mobile app, website, and related services (the “Services”).

2. What we collect

Account information

Name, email address, phone number, date of birth, and government-issued ID — the data we need to verify you under Know-Your-Customer (KYC) and Anti-Money-Laundering (AML) rules.

Financial information

Brokerage holdings, balances, and transactions from the brokerage account you choose to connect (via our account-aggregation partner, SnapTrade), and your transaction history on Loopi. Your brokerage credentials are handled by SnapTrade and are never stored on our servers or visible to the app.

Device & usage data

Device type, operating system, app version, IP address, crash logs, and in-app events — all tied to a pseudonymous identifier, not your name.

In-app usage analytics

To improve the product, the app records engagement events such as which stocks you view, search, or save, and for how long. These events carry a per-session random token — no email, name, or account ID — and the raw event stream is automatically deleted after being folded into a weekly aggregate. This data is used only for app functionality and our own analytics; it is never used for advertising or tracking across other companies' apps or websites, and never shared with data brokers. You are shown a one-time notice about this in the app, and you can turn it off at any time in Profile → Privacy.

3. How we use it

4. Who we share it with

We share personal data only with parties who help us deliver the Services, and only to the extent they need it:

We do not sell or rent your personal data. We do not share it with advertisers.

5. How we keep it safe

No system is perfectly secure, but we treat your data the way we'd want ours treated — and we'll tell you promptly if something goes wrong.

6. Your rights

Depending on where you live, you may have the right to access, correct, export, or delete your personal data, and to object to or restrict certain processing. To exercise any of these, email us at privacy@loopi.company. We'll respond within 30 days.

You can opt out of in-app usage analytics at any time in Profile → Privacy inside the app — everything else keeps working exactly the same.

7. Retention

We keep account and transaction records for as long as your account is open, plus the period required by financial regulations (generally 7 years after closure). Device & usage data is kept for up to 24 months and then deleted or fully anonymized.

8. Children

Loopi is not intended for anyone under 18. We do not knowingly collect personal data from children. If you believe a child has provided us data, contact us and we'll delete it.

9. International users

Loopi is operated from the United States. If you use the Services from outside the US, your data will be transferred to and processed in the US, where privacy laws may differ from your country.

10. Changes

If we make material changes to this policy, we'll notify you through the app or by email before they take effect. The “Effective” date at the top always reflects the current version.

11. Contact us

Questions, requests, or complaints: privacy@loopi.company.

Loopi, Inc. · Delaware C-Corp · New York, NY