Privacy Policy
Last Updated: October 20, 2026
This Privacy Policy is designed to help you understand how Autonomous Technologies Group and its related organizations and affiliates, including Autonomous Wealth Management LLC (“ATG”, “we”, “us” or “our”), collect, use and share personal information collected through our websites and mobile applications (collectively, the “Site”). We value your privacy, and we will not share your personal information with third parties except as described in this Policy without your consent.
BY USING THIS SITE, YOU AGREE TO BE BOUND BY THIS POLICY. IF YOU DO NOT AGREE WITH ANY OF THE TERMS OF THE POLICY, PLEASE DO NOT USE THIS SITE OR PROVIDE US WITH YOUR INFORMATION.
What this Policy Covers
This Policy applies to our collection, use and sharing of your personal information when you visit our Site. This Policy does not apply to any other information or websites not owned or operated by us or information collected by us by other means. Additional terms may apply to our processing of your personal information in some circumstances, and we will make such additional terms available to you at that time. For example, if you engage us to provide investment services, our Client Privacy Notice applies. In the event of a conflict between this Policy and such additional terms, the additional terms will control.
Personal Information We Collect
This section of our Policy describes the categories of personal information we collect about you via the Site and the different ways in which we collect your personal information.
Information You Give Us. Personal information you may provide through the Site or otherwise communicate to us includes:
- Contact information. We collect information about you when you provide contact information to us via email or through the Site, including as a result of joining our waitlist for product announcements. This information may include your first and last name, email address, mailing address, and phone number.
- Correspondence. We may collect personal information you provide when you request information, respond to surveys, or otherwise correspond with us.
- Other information. We may collect other information from you that is not specifically listed here. We may use such information in accordance with this Policy.
Account Information. If you create an account with us, including to use our mobile application, we may collect the following information: identity information, such as your name, date of birth, marital status, Social Security number, and other data on government-issued identification documents; contact information, such as your email address, mailing address, and telephone number; financial information, including your bank account details and information about your income, account balances, and tax information; and profile information, including your username and password, the results of your financial suitability or investor-profile questionnaires, your interests, preferences, and feedback. As described above, this information is subject to our Client Privacy Notice.
Information Automatically Collected. Our servers and third party service providers may automatically collect and record cookie information in connection with your use of the Site, which includes information such as your Internet Protocol (IP) address, device and browser type, operating system, DNS, the pages or features of the Site that you browsed and the time spent on those pages or features, the frequency with which you use the Site, the links that you click on or use, and other statistics. We collect this information in server logs and by using cookies and similar tracking technologies. See our Cookie Policy, below, for more information.
Sensitive Personal Information. Some of the information described above, such as your account information, may be considered sensitive personal information. While it is optional for you to provide some of this information, we may not be able to provide you our services without it. In collecting this sensitive personal information, we respect individual privacy, use commercially reasonable efforts to protect against unauthorized access to or use of information, and comply with applicable laws and regulations related to such information. Authorized uses of sensitive information within our organization are limited to uses which are necessary to: a) meet our legal and regulatory requirements; or b) facilitate access to services, transactions, facilities and information.
How We Use Your Personal Information
This section of our Policy describes the different purposes for which we may use the personal information we collect about you. We retain personal information for as long as needed for the purposes described in this Policy, including to provide our services and to meet our legal and regulatory recordkeeping obligations.
To Provide our Products and Services and Communicate with You. We use your contact information, cookie information, account information, and other personal information to:
- provide you with our products, services, and support;
- create and maintain your account;
- register you for our waitlist and allow you to track your waitlist status; and
- respond to your requests, questions, comments, and feedback.
To Improve our Site. We use your cookie information to:
- provide, maintain, and improve the Site;
- better understand your needs and interests and personalize your experience with the Site; and
- perform website analytics and database management services.
To Send You Marketing Communications. We may use your contact information to send you newsletters, product launch information or other marketing communications, but you may opt out of receiving them as described in the “Your Privacy Rights and Choices” section below. By providing a telephone number, you are consenting to be contacted by SMS text message. Message and data rates may apply. You can reply STOP to opt out of further messaging. Unless you expressly consent, your mobile information will not be shared with third parties or affiliates for their own marketing or promotional purposes.
For Compliance, Fraud Prevention and Safety. We may use some or all of your personal information as we believe appropriate to: (a) investigate or prevent violation of the law or your agreements with us; (b) protect our, your or others' rights, privacy, safety or property (including by prosecuting and defending legal claims); (c) protect, investigate and deter against fraudulent, harmful, unauthorized, unethical or illegal activity; (d) comply with applicable laws, lawful requests and legal process, such as to respond to subpoenas or requests from government authorities; and (e) where permitted by law in connection with a legal investigation.
Aggregated Information. We may analyze some or all of the personal information we have collected about you in aggregate form to operate, maintain, and improve the Site and our services. Aggregate information does not identify you personally and may be shared with affiliates, agents, business partners, and other third parties for lawful purposes.
With Your Consent. In some cases, we may ask for your consent to collect, use, or share your personal information.
How We Share Your Personal Information
This section of our Policy describes the categories of personal information we share with third parties and the types of third parties with whom we share that information. We do not sell your personal information; however, we may share your personal information with third parties for a number of reasons. Unless otherwise indicated at the time we collect your information, if we allow third parties to access the personal information we collect, we will have contractual provisions or other appropriate protections in place to ensure such access is for limited purposes and in compliance with this Policy. Specifically, we share your personal information with the following categories of third parties:
Related and Affiliated Organizations. We may share all of the personal information we collect about you with our affiliates and related organizations for use consistent with this Policy, including Autonomous Wealth Management LLC, who provides investment advisory services.
Service Providers and Business Partners. We may share your personal information, including your contact information, account information, and cookie information, with third party companies and individuals as needed for them to provide us with services that help us with our business activities and to promote our services to you, such as customer service, Site management, payment processing, marketing, AI processing, and similar services. This includes Apex Clearing Corporation (“Apex”), who provides brokerage and clearing services. We share client information with Apex as necessary to open and maintain your brokerage account, execute transactions, and provide related services. Apex’s use of your information is governed by its own privacy policy.
Companies in Which You Hold Securities. We may provide your name, address, email address, and securities positions to requesting companies in which you hold securities, as required by applicable rules.
Compliance, Fraud Prevention and Safety. We may disclose some or all of the personal information we have collected about you as we believe appropriate to government or law enforcement officials or private parties for the purposes described above under the section “For Compliance, Fraud Prevention and Safety.”
Business Transfers. We may sell, transfer or otherwise share some or all of our business or assets, including all of the personal information we have collected about you, in connection with a business deal (or potential business deal) such as a merger, consolidation, acquisition, reorganization or sale of assets, or in the event of bankruptcy.
Your Privacy Rights and Choices
This section of our Policy describes your rights and choices with respect to the personal information you provide and the communications you may receive.
Opt Out of Communications. You may opt out of marketing-related emails by following the opt-out prompt in the email. We will use commercially reasonable efforts to process such requests in a timely manner. To opt out of other forms of marketing communications, including to be removed from product launch waitlists, please update your account settings or contact us using the contact information provided at the end of this Policy. You cannot opt out of receiving transactional emails related to our services and your account.
Accessing, Correcting, and Deleting Your Information. If you are a registered user of our Site, we provide you with tools and account settings to access, correct, modify, or delete the personal information you provided to us associated with your account. You can download certain account information, including account statements and trade confirmations. You can also contact us as detailed at the end of this Policy and ask us to change, update or fix your information in certain cases, particularly if it is inaccurate, request that we erase or delete all or some of your personal information, or otherwise object to, limit, or restrict the use of such information. We will try to respond to your request in a timely manner. Keep in mind that we may not be able to honor your request, particularly for legal reasons.
Consequences of Not Providing Personal Information. You are not required to provide all personal information identified in this Policy to use our Site or to interact with us offline, but certain functionality will not be available if you do not provide personal information. For example, if you do not provide personal information, we may not be able to respond to your request, perform a transaction with you, or provide you with marketing that we believe you would find valuable.
Cookie Policy
This section of our Policy describes how we and our business partners may collect and store information about you and your use of the Site through cookies and other tracking technologies.
What are Cookies? Cookies are small data files that are placed on your computer or mobile device when you visit a website. Cookies set by the website are called “first party cookies”. Cookies set by parties other than the website are called “third party cookies”. Third party cookies enable third party features or functionality, such as advertising or website analytics, to be provided on or through the website. The parties that set these third-party cookies can recognize your computer or device both when it visits the website in question and also when it visits certain other websites and/or mobile apps.
What Cookies and Other Tracking Technologies do We Use? We use several different kinds of cookies on this Site, including strictly necessary cookies, which are cookies that are necessary for the Site to function and cannot be switched off in our systems; performance cookies, which allow us to count visits and traffic sources so we can measure and improve the performance of our Site; and functional cookies, which enable the Site to provide enhanced functionality and personalization.
Cookies are not the only way to track visitors to a website. We may use similar technologies from time to time, like web beacons (sometimes called “tracking pixels” or “clear gifs”). These are tiny graphics files that contain a unique identifier that enable us to recognize when someone has visited our Site. These technologies often depend on cookies to function properly, and so disabling cookies may impair their functioning. If you sign up to receive our e-mails, we may also use cookies in conjunction with these emails. When your browser downloads any graphic content in the e-mail, we will also place a cookie on your computer that will tell us if you come to our website at a later date.
In addition to our own cookies, we may collaborate with various third-party service providers who also use cookies to help us optimize our website, and to understand more about the visitors to our website. For example, we use PostHog to provide us with demographic information about our visitors and to help us analyze how people use our website. To learn more about how PostHog uses cookies, please click the link above or visit its website to view its privacy policy.
How Can You Disable Cookies and Other Tracking Technology? Depending on the type of browser and device that you use, you may have the ability to control the type of information that these tools use. To do this, follow the instructions in your browser settings. Many browsers accept cookies by default until you change your settings. For more information about cookies, including how to see what cookies have been set on your computer or mobile device and how to manage and delete them, visit www.allaboutcookies.org and www.youronlinechoices.com. Some Internet browsers also may be configured to send “Do Not Track” or “Global Privacy Control” signals to the online services that you visit. Because we do not engage in targeted advertising or other cross-contextual behavioral tracking, we currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.
Other Important Privacy Information
Third Party Sites and Services. The Site may contain links to other websites and services operated by third parties. These links are not an endorsement of, or representation that we are affiliated with, any third party. We do not control third party websites, applications or services, and we are not responsible for their actions. Other websites and services follow different rules regarding their collection, use and sharing of your personal information. We encourage you to read their privacy policies to learn more.
Security. The security of your personal information is important to us. We take a number of organizational, technical and physical measures that are designed to protect the personal information we collect. However, security risk is inherent in all internet and information technologies, and we cannot guarantee the absolute security of your personal information.
International Data Use and Cross-Border Transfers. Our services are only intended for legal US residents. We are located in the United States and have affiliates and service providers in other countries, and your personal information may be collected, used and stored in the United States or other locations outside of your home country. Privacy laws in the locations where we handle your personal information may not be as protective as the privacy laws in your home country. However, we will handle your personal information in accordance with this Policy regardless of where your personal information is kept. If you reside in other non-US jurisdictions, your use of the Site or provision of any personal information constitutes your consent for the transfer of such data to the United States for the purposes identified in this Policy. If you have questions about cross-border transfers, please contact us as detailed at the end of this Policy.
Children. The Site is not intended for use by anyone under the age of 18, nor do we knowingly collect or solicit personal information from anyone under the age of 18. If you are under 18, you should not attempt to use the Site or send any information about yourself to us.
Gmail Connections
This section of our Policy applies when you connect your Gmail account to our Autonomous mobile application (the “App”). It controls how we handle Google user data if another section of this Policy differs.
Information We Access
Connecting Gmail is optional. With your permission, the App can access your connected email address, message headers, senders, recipients, subjects, message bodies, and attachments. Google's read-only permission applies across your mailbox; it is not limited by Google to financial senders or documents. The App uses that access for the Gmail features described here. This permission does not let us send, change, or delete your mail.
How We Use Your Email
We use Gmail data to carry out searches you request, find financial statements, tax forms, and investment updates, and help you review and organize relevant information and documents in the App. Connecting Gmail does not itself enable recurring scans. If you separately enable inbox checks, the App reads new messages to identify financial items that may need your attention. You can turn these checks off. Relevant attachments may be imported into your document vault, and information from them may be used in your financial records and conversations.
AI Processing and Service Providers
Message content, attachments, and information derived from them may be processed on our servers and by service providers that support hosting, document extraction, AI analysis, and service operation. This processing supports the Gmail features you request or enable, including summaries and financial document analysis. Google user data must not be used to train or improve general-purpose or shared AI models. We limit provider processing to the permitted purposes described in this section.
Storage and Retention
We store authorization tokens to maintain your connection between your Gmail and the App, along with connection details and records of Gmail activity. Imported attachments, extracted financial information, findings, and relevant conversation content may be retained in the App. We retain this information for the features you use and for applicable legal, regulatory, security, and recordkeeping needs. Retention depends on the type of record and those needs; disconnecting Gmail does not automatically delete information already imported into or recorded by the App.
Disconnecting and Requesting Deletion
You can disconnect Gmail in the App to stop further access through that connection, or remove the App’s access in your Google Account's third-party connections settings. Turning off inbox checks stops recurring scanning but leaves the connection available for searches you request. To request deletion of Gmail data held by us, including imported documents and related records, contact hello@atg.science. We may need to verify your identity. We will explain any information that must be retained for legal or regulatory obligations; removing Google access alone does not delete these records.
Sharing and Human Access
Google user data is shared only as permitted by Google's Limited Use requirements: with your consent to provide the visible features you use, for security purposes, to comply with applicable law, or as part of a business transfer with your explicit prior consent. Human access is limited to your explicit agreement to review specific data, security needs, legal requirements, or aggregated and anonymized internal operations permitted by Google's policy. These restrictions also apply to information derived from Gmail.
Limits on Use
We do not sell Google user data, use it for advertising, or use it to determine creditworthiness or for lending purposes. These limits apply to Gmail data and information derived from it, even where other sections of this Policy describe broader uses of website information.
Our use of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.
Changes to this Policy
We reserve the right to modify this Policy at any time. If we make changes to this Policy, we will post them on the Site and indicate the effective date of the change. If we make material changes to this Policy we will notify you by email or through the Site.