Andwise Privacy Policy

By: Andwise Team

Published: Jul 1, 2022

📂 Legal

Written for:

Last Updated: October 11, 2023, Effective Date: October 25, 2023


Welcome to Andwise, the financial wellness platform designed specifically for physicians. Your privacy is paramount to us, and we adhere to the highest standards in data protection. By using Andwise, you are consenting to this Privacy Policy. This policy applies to all registered physician users of Andwise.

Quick Summary:

  • We collect your personal, financial, and professional information.

  • Your information is used to enhance our services and your experience.

  • We may share your information only under specific conditions.

  • You have the right to control your information.

Information We Collect

Types of Information:

  • Personal Information: Name, email address, phone number, and physical address.

  • Financial Information: Investment goals, net worth, income, bank account, and routing details.

  • Professional Information: Medical training and practice details.

We also use cookies and other tracking technologies to collect data for analytics and targeted advertising. For more details, see our Cookie Policy.

Information Collected as per CCPA

The above details serve as a 'Notice at Collection' under the California Consumer Privacy Act (CCPA).

How We Use Your Information

We leverage cutting-edge technologies to:

  • Improve and operate our services

  • Provide customer support

  • Communicate updates and offers tailored to your professional needs

  • Conduct research and analysis for continuous improvement

  • Develop new features that align with your financial goals

  • Ensure security and legal compliance


We use advanced algorithms to serve you targeted ads that are relevant to your financial and professional interests. We may also share this information with marketing partners who align with our values and your needs.

Information Sharing

Your information may be shared when:

  • We have your explicit consent

  • Required by law or to respond to legal requests

  • Necessary for safety, security, or compliance purposes

  • Facilitating a business transfer, under strict confidentiality and legal safeguards

Security Measures

We employ state-of-the-art security measures, including advanced encryption algorithms and real-time monitoring, to protect your information. While no system can be 100% secure, we are committed to continually improving our security protocols.

Your Choices

To update or delete your information, visit your account settings. You also have the option to opt-out of data collection or targeted advertising through your account settings.

Data Retention

We retain your data as long as necessary to provide our services and as mandated by legal requirements. Our data retention practices align with industry best practices and legal obligations.

Children's Privacy

Our services are not intended for children under 13.

International Data Transfers

Your data may be transferred and stored across international borders, in compliance with relevant laws and regulations.

CCPA Rights

If you're a resident of California, you have specific rights, including:

  • Access to your data

  • Correction of your data

  • Deletion of your data

  • Objection to processing of your data

  • Data portability

Changes to This Policy

We may update this policy periodically. Changes will be notified as required by law.

Dispute Resolution

Any disputes or complaints regarding our privacy practices can be addressed through a structured resolution process, which includes initial contact, internal review, and third-party arbitration, if necessary.

Data Protection Officer

For questions about data protection, contact our Data Protection Officer at

Contact Us

For general questions, contact us at or visit our comprehensive FAQ section.

Ready to take the next step? Financial Education Consultation

With Tanya Frias, CFP®, ChSNC 🟢

1. Schedule a time that works for you

2. Address any burning financial questions with clarity

3. Experience a clearer, brighter financial future

Choose a Time 🚀

Physicians face unique financial challenges, from managing student loans to planning for retirement. At Andwise, we understand these challenges and are committed to guiding you through every financial milestone with the help of Tanya Frias, CFP®, ChSNC®, our Director of Financial Education and Empowerment.

Tanya Frias brings over twenty years of financial services experience to Andwise. With her extensive background as a Certified Financial Planner and her dedication to making financial planning accessible, especially in underserved communities, Tanya is a key asset to our team. Her qualifications include a B.S. from the City University of New York, CFP certification from NYU, ChSNC certification from the American College, and she is currently advancing her knowledge with an Executive MBA from Kellogg-Northwestern.

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