Last updated: July 30, 2026
Blackcase Financial ("we", "our", "us") collects information you provide directly, including your name, email address, phone number, and financial data entered during onboarding. We also collect:
Financial Data: income ranges, coverage amounts, retirement savings, investment balances, and financial goals you provide during onboarding and profile setup.
Behavioral Data: feature interactions, session duration, button clicks, and navigation patterns used to improve the platform experience.
Interaction Logs: records of communications, bookings, and advisor interactions retained for compliance purposes.
Device and Technical Data: IP addresses, browser type, operating system, and device identifiers for security and platform optimization.
We use your information to provide and improve our financial advisory platform services, including: connecting you with financial advisors, generating personalized financial gap analyses, scheduling meetings, delivering notifications, and improving our AI-powered recommendations.
We may also use aggregated, de-identified data for platform analytics and product improvement. We do not use your personal data for advertising purposes or sell it to third parties.
We implement industry-standard security measures including: , Encrypted data transmission (TLS/SSL) for all data in transit , Encrypted data storage for data at rest , Secure authentication (OAuth 2.0) with session management , Rate limiting and access controls to prevent unauthorized access , Field-level encryption for sensitive financial data where applicable
No method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security. In the event of a data breach, we will notify affected users as required by applicable law.
We share your information only with: (a) the financial advisor you are connected to; (b) service providers who assist in operating our platform; (c) as required by law.
Our platform uses the following third-party services, each subject to their own privacy policies:
Base44, Platform hosting, database, and backend infrastructure (base44.com) Stripe, Payment processing for advisor subscriptions (stripe.com/privacy) Twilio, SMS notifications and phone verification (twilio.com/legal/privacy) Google, OAuth authentication and optional calendar integration (policies.google.com/privacy) Zoom, Video conferencing for advisor-client meetings (zoom.us/privacy)
We encourage you to review each provider's privacy policy. We are not responsible for the privacy practices of third-party services.
BlackCase uses artificial-intelligence (AI) models. Specifically Anthropic's Claude, to power in-app AI features, including Casey, the in-app AI assistant (scheduling help, client summaries, and financial gap analysis) and other AI-generated content. These models are accessed through Base44's AI integrations (its InvokeLLM integration and Agents platform).
How your information is processed: When you use an AI feature, the information you provide (your prompt and the relevant context, which may include financial data) is sent to Anthropic through its API to generate a response, which is then returned to you. Anthropic processes this data as a service provider. See Anthropic's Privacy Policy at https://www.anthropic.com/legal/privacy for how Anthropic handles data submitted through its API.
No training on your data: We do not use your content to train or improve AI models. Anthropic does not train its models on the inputs or outputs submitted through its commercial API by default. Your inputs are transmitted to the AI provider solely to generate your response and are not used for model training.
Automated advisor matching: The order in which advisors appear in Discover and client matching is produced in part by automated ranking that is influenced by each advisor's paid subscription/exposure tier. See our Terms of Service ("AI & Automated Features") for details on how paid tiers affect placement.
Accuracy and limitations: AI-generated content may contain errors or inaccuracies and does not constitute financial, legal, tax, or investment advice. See our Terms of Service for the full disclaimer.
We retain your personal data for as long as your account is active or as needed to provide services.
Financial and interaction records are retained for a minimum of six (6) years per FINRA Rule 4530 and SEC Rule 17a-4, which govern the recordkeeping requirements for financial services communications.
After account deletion, data may be retained in anonymized or aggregated form for analytics. You may request complete data deletion by contacting us at privacy@blackcase.co, subject to applicable legal retention requirements.
You have the right to: , Access your personal data and request a copy , Correct inaccurate or incomplete data , Request deletion of your data (subject to legal retention requirements) , Opt out of non-essential communications , Export your data in a portable format , Withdraw consent where processing is based on consent
California Residents (CCPA, as amended by the CPRA): You have the right to know what personal information we collect and how it is used, to request correction of inaccurate personal information, to request deletion, to opt out of the sale or sharing of personal information, to limit the use and disclosure of sensitive personal information, and to non-discrimination for exercising any of these rights.
We do not sell personal information, and we do not share it for cross-context behavioural advertising, so there is no "Do Not Sell or Share My Personal Information" mechanism to operate. If that ever changes, this policy and an opt-out link will change with it.
Sensitive personal information: financial account and income details you enter are treated as sensitive personal information. We use them only to provide the service you asked for and never to infer characteristics about you, which is the use CPRA lets you limit.
You may exercise any of these rights, including on behalf of a household or through an authorised agent, by contacting privacy@blackcase.co. We will verify the request against the account and respond inside the statutory window.
To exercise any of these rights, contact us at privacy@blackcase.co.
BlackCase does not set cookies. This was verified against the live app: a fresh session loads with an empty cookie jar.
What we do use is your browser's local storage on your own device, for the things the app cannot work without: your signed in session, your theme choice, your role, and a first party session identifier used to count usage. That data stays on your device and is not a cross site tracking identifier.
We do not use advertising cookies, advertising pixels, or any third party analytics or advertising network. The only external domains the app contacts are Google Fonts, which serves the typefaces and which receives your IP address as a normal part of serving a font file, and our own media CDN.
Because there is no non-essential tracking, there is nothing for a cookie consent banner to ask you about, and we do not show one. Clearing your browser or app storage will sign you out and reset your preferences.
Our services are not directed to individuals under 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us immediately at privacy@blackcase.co and we will take steps to delete such information.
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page with a revised "Last updated" date and, where required, by email notification. Continued use of the platform after changes constitutes acceptance of the updated policy.
For questions about this Privacy Policy or to exercise your privacy rights, contact us at:
Blackcase Marketing LLC Email: support@blackcase.co Privacy requests: privacy@blackcase.co