Privacy Policy

Effective Date: March 25, 2026

Palma (“we”, “our”, or “us”) provides a financial education platform designed to help users better understand their money over time. This Privacy Policy explains how we collect, use, and protect your information when you use our website and mobile application.

1. Information We Collect

We collect information in the following ways:

Information you provide

Information collected automatically

We only collect information that is necessary to provide and improve the Palma experience.

2. How We Use Information

We use your information to:

3. How We Share Information

We do not sell your personal information.

We may share information in limited cases:

4. Data Storage and Security

We use commercially reasonable safeguards to protect your information, including secure infrastructure and controlled access.

No system can be guaranteed to be fully secure, but we take data protection seriously and continuously improve our practices.

5. Your Rights

Depending on your location, you may have the right to:

We aim to honor all reasonable requests in accordance with applicable laws, including the California Consumer Privacy Act.

6. Cookies and Tracking

We may use basic cookies or similar technologies to support functionality and understand how the product is used.

You can control cookies through your browser settings.

7. Data Retention

We retain your information for as long as your account is active or as needed to provide our services.

You may request deletion of your account at any time.

8. Children’s Privacy

Palma is not intended for individuals under 13 years of age. We do not knowingly collect information from children in accordance with the Children's Online Privacy Protection Act.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be reflected by a revised effective date.

10. Contact

If you have questions about this Privacy Policy, contact us at:

services@palmafinancial.co