Date of Last Revision: 2025-08-12
Copia Wealth Studios Inc. together with its representatives, consultants, employees, officers, and directors (collectively "Copia") operates the Copia Connect platform ("Platform") and website located at copiaconnect.ai (the "Site") offering a team collaboration and communication platform designed to streamline teamwork and enhance productivity (together with the Site and Platform, the "Services").
Copia respects and protects the privacy of all individuals that access and use our Services. We maintain strict policies to ensure the privacy of those who use our Services or those who may just be visiting (together, the "Users"). This policy ("Privacy Policy") describes the types of information we may collect from you and our practices for how we collect, use, maintain, protect, and disclose such information. The way that we collect and use your information depends on the way you access the Services or your requests to us. This Privacy Policy also includes a description of certain rights that you may have over information that we may collect from you.
By using the Services, you agree to this Privacy Policy. If you do not agree with our policies and practices, your choice is to not use our Services.
This chart is a summary of data we do collect and have collected over the past 12 months. The rest of this Privacy Policy provides additional information on our privacy practices.
| Categories of Personal Information | Do we Collect? | Do we Disclose for a business purpose? | Do we sell? |
|---|---|---|---|
| Identifiers: Contact details, such as real name, email address, account name, and online identifiers | Yes | Yes | No |
| Categories of Information described in the California Customer Records statute: Including name, email, and phone number | Yes | Yes | No |
| Commercial Information: Usage information, subscription details, and service interaction data | Yes | Yes | No |
| Internet or other Electronic Network Activity Information: Platform usage, feature interactions, and system logs | Yes | Yes | No |
| Professional or Employment Related Information: Job title, company information, and team collaboration data | Yes | Yes | No |
| Geolocation Data: General location for service optimization | Yes | Yes | No |
| Inferences Drawn from other Personal Information: Service preferences and usage patterns | No | No | No |
| Category | Details |
|---|---|
| Types of Information Collected - Personal Data |
"Personal Data" is information by which you may be personally identified. Copia may collect the following Personal Data from you:
|
| Types of Information Collected - Non Personal Data |
Non-personal data includes any data that cannot be used on its own to identify, trace, or identify a person. We may collect your IP Address, browser type, domain names, access times, device information, usage analytics, and feature interaction data.
When non-Personal Data you give to us is combined with Personal Data we collect about you, it will be treated as Personal Data and we will only use it in accordance with this Privacy Policy. |
| How we collect information |
We collect information about you in the following ways:
|
| Why we collect and how we use your information (Legal Basis) |
We collect and use your Personal Data when we have a legitimate purpose to do so, including the following reasons:
|
| Information Collected from Third Parties |
Information from our service providers:
We may receive information about you from third-party service providers that we engage for user authentication, analytics, or platform integration services.
Information from integrated services: When you connect third-party applications or services to our platform, we may receive information necessary to provide integration features. This information is used solely to facilitate the requested integrations and improve your collaboration experience. |
| Users under the age of 16 | Our Services are not intended for anyone under 18, particularly children under 16 years of age and we do not knowingly collect Personal Data from children under 16. If you are under 16, do not use or register on the Services, or provide any information about yourself to us. If we learn we have collected or received Personal Data from a child under 16 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 16, please contact us at privacy@copiawealthstudios.com. |
| Do Not Track Settings | We do not track our Users over time and across third party websites to provide targeted advertising and do not specifically respond to Do Not Track ("DNT") signals. |
We may use aggregated (anonymized) information about our Users, and information that does not identify any individual, without restriction.
We do not sell or otherwise disclose personal information to anyone except as described below.
| Category | Details |
|---|---|
| Team Members and Collaborators | As part of our collaboration platform, certain information may be shared with other team members within your organization or project groups, as necessary to facilitate teamwork and communication features you choose to use. |
| Third Party Integrations | We may share your information with third-party services that you choose to integrate with our platform, solely when you have provided us with your prior authorization to do so through our integration settings. |
| Affiliates and Subsidiaries | We may share your information with entities under common ownership or control with us who will process your information in a manner consistent with this Privacy Policy and subject to appropriate safeguards. Such parent companies, affiliates, or subsidiaries may be located in the United States. |
| Successors in Interest | We may share your information with a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, in which Personal Data about our Users is among the assets transferred. You will be notified of any such change by a prominent notice displayed on our Services or by email. |
| Law enforcement and other governmental agencies | We may share your information when we believe in good faith that such sharing is reasonably necessary to investigate, prevent, or take action regarding possible illegal activities or to comply with legal process. This may involve the sharing of your information with law enforcement, government agencies, courts, and/or other organizations. |
| Service Providers | We may share certain information with contractors, service providers, and other third parties we use to support our business and who are bound by contractual obligations to keep Personal Data confidential and use it only for the purposes for which we disclose it to them. For a complete list of our subprocessors and service providers, please visit our Subprocessors page. |
| Right | Description |
|---|---|
| Right to Access | You have the right to access (and obtain a copy of, if required) the categories of personal information that we hold about you, including the information's source, purpose and period of processing, and the persons to whom the information is shared. |
| Right to Rectification | You have the right to update the information we hold about you or to rectify any inaccuracies. Based on the purpose for which we use your information, you can instruct us to add supplemental information about you in our database. |
| Right to Erasure | You have the right to request that we delete your personal information in certain circumstances, such as when it is no longer necessary for the purpose for which it was originally collected. |
| Right to Data Portability | You have the right to transfer your information to a third party in a structured, commonly used and machine-readable format, in circumstances where the information is processed with your consent or by automated means. |
| Right to Object | You have the right to object to the use of your information in certain circumstances, such as the use of your personal information for direct marketing. |
| Exercise Your Rights | You can exercise these rights by making adjustments in your User account or by contacting us at privacy@copiawealthstudios.com. We will respond to your request within 45 days of receipt. |
Copia stores User data on secure servers within the United States. We employ physical, electronic, and managerial control procedures to safeguard and help prevent unauthorized access to your information. We choose these safeguards based on the sensitivity of the information that we collect, process and store and the current state of technology.
Our service providers who support our operations are vetted to ensure that they have appropriate organizational and technical measures in place to protect your information. For a complete list of our data processors and subprocessors, please visit our Subprocessors page.
Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your Personal Data, we cannot guarantee the security of your information transmitted to the Services. Any transmission of information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Services.
Personal Data about Users is stored within the United States. If you are using the Services from other regions with laws governing data collection and use, please note that you are agreeing to the transfer of your Personal Data to the United States. By providing your Personal Data, you consent to any transfer and processing in accordance with this Privacy Policy.
We will only retain your Personal Data for as long as is reasonably necessary to fulfill the purposes for which it is collected, or to comply with applicable legal requirements, or until you ask us to delete your Personal Data. We will delete your Personal Data after 12 months of account inactivity, or immediately upon your written request and confirmation.
Copia is not responsible for the privacy policies or other practices employed by websites linked to, or from, or integrated with, our Services nor the information or content contained therein, and we encourage you to read the privacy statements of any linked or integrated third party.
It is our policy to post any changes we make to our Privacy Policy on this page. If we make material changes to how we treat our Users' Personal Data, we will notify you by email to the primary email address that you provided to us or through a prominent notice on the Site. The date the Privacy Policy was last revised is identified at the top of the page. Your continued use of our Services following the posting of any modification to this Privacy Policy shall constitute your acceptance of the amendments to this Privacy Policy.
If you have any questions or comments about this Privacy Policy, or if you would like to file a request about the data we hold or file a deletion request, please contact us by email at privacy@copiawealthstudios.com.