Privacy Policy

Last updated July 4, 2026

WealthSimAI is currently running as a pilot with a small number of partner schools. This policy describes, in plain language, what happens to your data while you use it.

Where your data lives

Application data (your account, simulated client conversations, grades, and portfolio activity) is stored with a managed cloud infrastructure provider hosted in the United States.

Who can see your work

Your simulated client conversations and grades are visible to your professor for the class you're enrolled in, and to WealthSimAI platform administrators for support and moderation. They are not visible to other students.

AI providers

The simulated clients you talk to are AI, and your grades and coaching are generated by AI. We use Anthropic for client conversations and grading, and OpenAI for voice calls. The text of your conversation is sent to those providers to generate a response and to grade the conversation; client conversations and grading are sent without your name or email address. Voice calls run directly between your browser and OpenAI; we keep the transcript, not the audio. Your professor can read your transcripts and review or change any grade.

We do not sell your data

We do not sell student or professor data to anyone, for any purpose.

Questions

If you have questions about this policy, reach out to your program's WealthSimAI contact or professor.

This policy is written for the current pilot and will be revisited before any public launch.