Last updated: 23/07/2023

Thank you for choosing Invessy as your trusted investment companion. We are committed to protecting your privacy and ensuring the security of your personal information. This California Consumer Privacy Rights Act (CPRA) page outlines your rights and our practices regarding the collection, use, and disclosure of your personal information. By using the Invessy website ( and our services, you acknowledge that you have read and understood this CPRA page and consent to the practices described herein.

1. Information We Collect:

Invessy collects certain personal information from our users to provide you with a personalized investment experience and deliver our services effectively. The types of information we may collect include:

  • Contact information (name, email address, phone number, mailing address).
  • Financial information (investment preferences, portfolio data, risk tolerance).
  • Log data (IP address, browser type, pages visited, access times).
  • Cookies and tracking technologies (see our Cookies Policy for more details).

2. How We Use Your Information:

Invessy uses your personal information for the following purposes:

  • To personalize your investment experience and provide relevant content.
  • To communicate with you and respond to your inquiries.
  • To analyze and improve our services and website functionality.
  • To process transactions and manage your investment portfolio.
  • To comply with legal obligations and protect against fraudulent activities.

3. How We Share Your Information:

We may share your personal information with trusted third parties under the following circumstances:

  • Service Providers: We may engage third-party service providers to assist us in delivering our services effectively. These providers are contractually obligated to safeguard your personal information and use it solely for the intended purposes.
  • Legal Compliance: We may disclose your information if required by law or to respond to valid legal requests from authorities.
  • Business Transfers: In the event of a merger, acquisition, or asset sale, your personal information may be transferred to the acquiring entity.

4. Your CPRA Rights:

Under the California Consumer Privacy Rights Act, you have the following rights:

  • Right to Know: You can request details about the categories and specific pieces of personal information we have collected about you in the past 12 months.
  • Right to Delete: You have the right to request the deletion of your personal information, subject to certain exceptions.
  • Right to Opt-Out: You may opt-out of the sale of your personal information to third parties.
  • Right to Non-Discrimination: Invessy will not discriminate against you for exercising your CPRA rights.

5. Exercising Your Rights:

To exercise your CPRA rights, please submit a verifiable consumer request to us via the contact information provided at the end of this page. We will respond to your request within 45 days and may seek additional information to verify your identity.

6. Security:

Invessy takes data security seriously and implements reasonable safeguards to protect your personal information from unauthorized access, disclosure, or alteration. However, no data transmission over the internet or electronic storage is entirely secure, so we cannot guarantee absolute security.

7. Updates to this CPRA Page:

Invessy may update this CPRA page from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on our website with the “Last Updated” date at the top.

8. Contact Us:

If you have any questions, concerns, or requests related to this CPRA page or your personal information, please contact us at:


We appreciate your trust in Invessy and assure you that we are committed to protecting your privacy and providing a secure investment experience.