Legal

Terms of Service

Last updated 2026-10-27

Acceptance of Terms

By using the WealthInsight website you agree to these terms. If you do not agree, please do not use the site.

No Investment Advice

This website describes software for investment professionals. Nothing on it is an offer to sell or a solicitation to buy any security, and nothing on it is investment, tax or legal advice.

Use of the Website

You agree to use the site lawfully and to avoid anything that interferes with its operation or security.

Intellectual Property

The text, graphics and design of this website belong to WealthInsight or its licensors and may not be reused without permission.

Limitation of Liability

The website is provided as is. To the extent the law allows, WealthInsight is not liable for indirect or consequential damages arising from its use.

Changes to Terms

We may update these terms from time to time and will post any change here with a new date.

Contact Us

Questions about these terms can go to WealthInsight at dave@wealthinsight.io.

You can also return to the home page.