Effective Date: September 30, 2025
Workplay, Inc. (“Workplay,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, share, and safeguard your personal information in connection with our mobile applications, websites, and related services (collectively, the “Services”).
By using our Services, you agree to the practices described in this Policy. Please read it carefully.
This Privacy Policy applies to all personal information we collect when you interact with the Services, whether through our app, website, or other channels (such as customer support or surveys).
It does not apply to third-party sites or services that may link to or from our Services. Their practices are governed by their own privacy policies.
This Privacy Policy should be read together with our Terms of Use, which govern your overall relationship with Workplay.
We collect the following categories of information when you use the Services:
Identifiers & Account Information
· User ID, name, email address, and login credentials.
· These identifiers are used for account authentication, personalization of financial blueprints, and customer support.
Device Information
· Device ID, operating system, device type, browser type, IP address, and approximate location.
· This data is primarily used for notifications, app functionality, troubleshooting, and ensuring security.
Demographics & Profile Data
· Date of birth, employment status, income range, and financial preferences (such as retirement age or level of investment aggressiveness).
· We use this information to tailor your financial blueprints and recommendations.
Financial Information (when you connect accounts)
· Bank account details, income, transaction history, spending and saving activity, and credit information.
· This enables us to generate personalized insights, financial plans, and goal tracking.
Usage & Product Interaction Data
· Features used, pages viewed, in-app activity, time stamps, and interactions with recommendations or blueprints.
· We use this information for product personalization, analytics, and to improve user experience.
Crash, Performance & Diagnostic Data
· Crash logs (used to fix errors and improve stability)
· Performance data (used to measure app responsiveness and improve reliability)
· Diagnostic data (used to detect technical issues and ensure functionality)
· This data helps us identify issues, maintain app stability, and improve performance.
Support & User-Provided Content
· Feedback, survey responses, messages to customer support, and other inputs you provide.
· When you contact us for support, we collect and retain the contents of your messages and any information you provide in order to resolve your request.
Inferences & Derived Data
· Preferences, patterns, and insights derived from your activity and financial data.
· These inferences are used to provide customized recommendations and optimize your experience.
Information from Third Parties
· When you connect accounts, we may receive data from financial institutions, credit bureaus, and data aggregators.
· We may also receive limited information from marketing partners, analytics providers, referral sources, or publicly available data.
Tracking & Advertising
· We do not use your personal information for tracking across other companies’ apps and websites, and we do not share your data with data brokers for advertising purposes
· We may use limited cookies or identifiers for analytics, security, and product functionality, but not for cross-app tracking.
Some data (such as crash logs and performance metrics) is collected without linking it to an individual user. Other data (such as email address, financial information, and user IDs) is directly linked to your account.
We use personal information to:
· Provide, maintain, and improve our Services
· Generate personalized financial blueprints and recommendations
· Authenticate your identity and secure your account
· Facilitate payments and billing (if applicable)
· Communicate with you (support, product updates, promotions, surveys)
· Prevent fraud and ensure the security of our systems
· Conduct internal research, reporting, and analytics
· Comply with legal obligations
· Support business operations, including mergers, acquisitions, or restructuring
We use the information you provide (such as income, retirement goals, and financial preferences) to personalize your experience by tailoring blueprints, recommendations, and insights to your unique financial situation.
We will not use your information for purposes materially different from those described here without notice and, if required, your consent.
We may share your information with:
· Service Providers & Contractors:
o Plaid (for securely connecting financial accounts and retrieving account/transaction data)
o Stripe (for payment processing, if applicable)
o HubSpot (for CRM and email communications)
· Financial Partners: Banks, credit bureaus, and aggregators you choose to connect.
· Affiliates & Business Partners: To support operations or deliver joint services.
· Advertising & Marketing Partners: Only with your consent or as permitted by law.
· Regulators & Legal Authorities: As required by law, regulation, or legal process.
· Business Transfers: In case of a merger, acquisition, or sale of assets.
· With Your Consent: For integrations or features you opt into.
We do not sell your personal information as defined under U.S. state privacy laws.
We keep personal information only as long as reasonably necessary to:
· Provide the Services and fulfill the purposes described above
· Comply with legal obligations and accounting rules
· Resolve disputes and enforce agreements
· Maintain business and security needs
When information is no longer required, we securely delete, anonymize, or aggregate it.
We use a combination of technical, administrative, and physical safeguards to protect your data. These include:
· Encryption of data in transit (SSL/TLS) and at rest
· Firewalls, intrusion detection, and access controls
· Role-based permissions and secure authentication methods
· Continuous monitoring for vulnerabilities and threats
· Regular third-party audits and penetration tests
· A formal incident response program to handle potential security events
Despite these measures, no system is completely secure. We cannot guarantee absolute protection of your information.
We and our third-party partners use cookies, pixels, and similar technologies to operate and improve the Services.
Types of cookies used:
· Essential: Login, security, account access
· Performance & Analytics: Usage measurement, product improvements
· Functional: Preferences such as language or region
· Advertising & Marketing: Relevant ads, campaign measurement, limiting repetition
Your Choices:
· Adjust your browser or device settings to block or delete cookies
· Use industry opt-out tools such as NAI Consumer Opt-Out or YourAdChoices
· Please note: disabling cookies may reduce or impair functionality
Our Services are not intended for children under 13 (or 16 in California). We do not knowingly collect information from minors. If such data is discovered, we will delete it.
If you access the Services from outside the United States, your data may be transferred to, stored, and processed in the U.S. or other jurisdictions. We take steps to ensure adequate protection consistent with applicable data protection laws.
Depending on your jurisdiction, you may have rights including:
· Access: Know what personal information we collect and how it’s used
· Correction: Request correction of inaccurate information
· Deletion: Request deletion of your information (subject to exceptions)
· Portability: Obtain a copy of your information in a portable format
· Opt-Out: Decline sharing of information for targeted advertising
· Limit Use of Sensitive Data: Restrict how sensitive information is processed
· Non-Discrimination: Exercise rights without adverse treatment
California Residents (CCPA/CPRA): You have the rights listed above, plus the ability to opt-out of certain sharing and limit sensitive data use.
Other U.S. State Residents: Similar rights may apply (Virginia, Colorado, Connecticut, Utah).
How to Exercise Rights:
· Email us at contact@workplayapp.com
· Call us at (508)-209-5087
· Submit a verified request through our app or website
We may need to verify your identity before fulfilling requests. You may also appoint an authorized agent to act on your behalf.
We may update this Privacy Policy from time to time. When we make material changes, we will provide notice (for example, by email or in-app message). Updates will always be posted with a new “Effective Date.”
Workplay, Inc.
248 Providence Highway
Westwood, MA 02090
Email: contact@workplayapp.com
Phone: (508)-209-5087