Privacy Policy

Effective October 20, 2026. Last updated October 20, 2026.

The short version. We collect what you give us so we can serve you, run your account and send messages you agreed to. We do not sell your personal information. We don't share your phone number or text consent with anyone for their own marketing. Payments go through PayPal and we never see your full card number. You can opt out, see your data, or ask us to delete it anytime.

1. What we collect

Contact details you give us: name, phone, email, business name, industry and city, from sign-up forms, the 10% code offer, checkout, quizzes, messages and onboarding.
Account data in the Beyond Wealth app and The Boardroom: your profile and goals, assistant settings, reminder times and time zone, courses you own, credits and usage, and paid jobs you log on the Free Until You Get Paid plan.
Conversations with Beyond and Dominate, which may include anything you type, such as business details or competitor names.
Payment confirmations from PayPal: order or subscription number, amount, payer name and email. We don't receive or store full card or bank numbers.
Device data: if you turn on notifications, your browser's push address; basic logs our host keeps (such as IP address and browser type) for security; and settings saved in your browser's storage.

2. How we use it

To respond to you, deliver services, courses and the assistants, and run your account and credits.
To process payments, invoices and commission on the performance plan.
To send reminders, tips and offers you agreed to by text, email or push notification.
To improve our services, prevent fraud and abuse, and comply with the law.

3. AI assistants

When you message Beyond or Dominate, your message, your saved profile and recent conversation are sent to our AI provider (Anthropic, through our host Netlify's AI service) to create the answer. Dominate may run web searches about your market and competitors. We don't use your conversations to advertise to you, and we ask you not to enter sensitive data such as card numbers, passwords, ID numbers or health records. Your recent conversation is kept on your device; we store usage records (time, credits used) on our servers.

4. Texts, email and push notifications

We text you only with your consent. Up to 4 marketing texts a month, plus account and service messages. Message and data rates may apply. Reply STOP to opt out, HELP for help.
Push notifications come only after you allow them in your browser. Change the times or turn them off in the app or your device settings anytime.
We don't share mobile numbers or text consent with third parties for their marketing. Messaging providers that send texts for us may process them on our behalf.

5. How we share it

Only with service providers that help us run Beyond Wealth (such as PayPal for payments, Netlify for hosting, database and AI, Anthropic for AI answers, and messaging and email providers); with ad platforms when needed for services you hired us for; when the law requires it; as part of a business sale or merger; or with your permission. We do not sell or rent personal information.

6. Cookies and device storage

We don't use advertising cookies. The app stores your sign-in key, preferences, progress and recent assistant chat in your browser's local storage so it works the next time you open it. Clearing your browser data signs you out on that device. Links to other sites follow their own privacy practices.

7. Client data we handle

When we run marketing or automations for your business, we use your customers' information only to deliver those services and only as you instruct. You are responsible for having the right to share it and for any consent your customers need to give.

8. How long we keep information

For clients and members, for as long as the relationship lasts plus up to 3 years, or longer where tax and legal records require. Leads who never became clients, up to 2 years. Assistant usage records, up to 3 years. You can ask us to delete your data sooner (see below), except records we must keep by law.

9. Security

We use HTTPS, access controls, hashed sign-in keys and limited staff access. No system is 100% secure, so please keep your devices and sign-in codes private.

10. Your choices and rights

You can opt out of texts (reply STOP), emails (unsubscribe link) and push (app or device settings) anytime. To see, correct, download or delete your information, contact us below; we'll respond within 30 days and may need to confirm it's you. Depending on your state, you may have additional rights, and we won't treat you differently for using them.

11. Children

Our services are for adults and businesses. We don't knowingly collect information from anyone under 18, and we delete it if we learn we have.

12. Changes

We may update this policy. We'll post the new version here with a new date, and tell you about material changes by email or text where appropriate.

13. Contact

Beyond Wealth Agency (Ethan Mason), Salt Lake City, UT. Call or text 801-372-7928. Email beyondyourwealth@gmail.com.