Privacy Policy
Last updated September 13, 2026
The short version
UniFi is operated by UniFi Technologies LLC. We never sell your data, and we never run ads. UniFi connects to your accounts read-only through trusted aggregators so we can show you a clear picture of your money — nothing more.
What we collect
- Account details you provide (name, email, household members).
- Financial data you choose to connect — balances, transactions, and holdings — retrieved read-only through Plaid.
- Usage data (pages viewed, features used) to improve the product, collected with privacy-friendly analytics.
How we use it
To run UniFi for you: showing your accounts, budgets, goals, cash flow, and giving; powering Solomon, the in-app advisor; and improving the product. We do not use your financial data for advertising, and we do not sell or rent it to anyone.
How it's protected
Connections are read-only — UniFi can never move your money. Data is encrypted in transit and at rest, and access is limited to what's needed to operate the service. Read the security page for details.
Sharing
We share data only with the service providers that make UniFi work (including hosting, database, bank-connection, authentication, analytics and email providers). We'll disclose information if required by law.
Solomon and your data
When you ask Solomon a question, we send the parts of your financial picture needed to answer it — balances, recent transactions and merchants, budget and giving figures, goals, and anything you've told Solomon to remember — to Anthropic, the company that makes the Claude model behind Solomon. They process it to generate the answer. Contact us if you need details about the model provider's handling of your data before using Solomon.
UniFi never receives or stores your bank login. We do not include bank login details, card numbers, or account numbers in requests to Solomon. If you'd rather nothing went to a model provider at all, you can turn Solomon off in Settings; the rest of UniFi works exactly the same, and you simply won't have an advisor to ask.
UniFi never receives or stores your bank login. We do not include bank login details, card numbers, or account numbers in requests to Solomon. If you'd rather nothing went to a model provider at all, you can turn Solomon off in Settings; the rest of UniFi works exactly the same, and you simply won't have an advisor to ask.
How long we keep it
Deleting your account removes your personal and financial data from our active systems. Use Settings or contact the address below to request deletion. Contact us about the handling of backup and security audit records; this policy does not promise immediate removal from backups.
Exercising your data rights
To export, correct, or delete your data, use Settings inside the app or email privacy@uunifi.com from your account email. We verify every request against the account it concerns and handle it under the applicable data-protection requirements.
Your choices
You can disconnect any account, export your data, or delete your account at any time. Deleting your account removes your personal and financial data from our active systems.
Contact
Questions? Email privacy@uunifi.com.
This plain-language policy describes the live web app. Legal review is still pending; we have not represented it as counsel-approved.