Legal

Privacy Policy

How Allio Capital collects, uses, and protects your information.

Effective January 21, 2026 · Last updated January 22, 2026

This Privacy Policy explains how Allio Capital (“Allio,” “we,” “us”) collects, uses, shares, and protects information in connection with our websites and services. By using our services you agree to the practices described here.

1. Information We Collect

We collect information you provide and information generated through use of our services, including:

  • Account and contact information (e.g. name, email, organization).
  • Portfolio and financial data you choose to provide or connect.
  • Configuration and usage preferences.
  • Log and usage data.
  • Device and browser information.
  • Interaction and performance metrics.

2. How We Use Information

We use collected data to provide and operate our services, generate analytics, improve system performance, maintain security, and meet legal obligations.

3. AI and Analytics

Allio may use aggregated and anonymized data to improve our models and services. Client data is not used for model training without explicit consent.

4. Data Sharing

We may share information with service providers that support our operations — including cloud hosting providers, security and analytics vendors, and data providers — under appropriate confidentiality and data-protection terms. We do not sell personal data.

5. Data Retention

We retain information for as long as necessary to deliver our services, comply with legal obligations, resolve disputes, and enforce our agreements.

6. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, or misuse. No method of transmission or storage is completely secure.

7. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or delete your personal information, or to object to or restrict certain processing. To exercise these rights, contact us using the details below.

8. International Transfers

Your information may be processed and stored in jurisdictions where we or our service providers operate, which may have different data-protection laws than your own.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will communicate material changes as required by applicable law and update the effective date above.

10. Contact Us

For privacy questions or requests, contact us at hello@alliocapital.com, or by mail at: Allio Capital, 107 Spring Street, Suite 3039A, Seattle, WA 98104.