Privacy Policy
Last updated November 9, 2026
This page explains what HenryFi collects, why, who it is shared with, and the choices you have. It is written to be read, not skimmed past. If anything here is unclear, ask us.
1. Who we are and what this covers
HenryFi, Inc. ("HenryFi", "we") is a Delaware corporation based in Bellevue, Washington. This policy covers the henryfi.ai website and its subpages, HenryFi Beacon (the portal we provide to advisory firms), the emails we send, and the services we provide to professional firms.
HenryFi is a technology and data company. It is not an investment adviser, broker-dealer, law firm, accounting firm or insurance agency, and it does not give investment, legal, tax or insurance advice to anyone.
Questions about this policy go to frankie@henryfi.ai or to the postal address in section 16.
2. Information you give us
We collect what you type into a form or send us directly. Each form says what it is for. Today that includes:
- Booking a call (henryfi.ai/book): your name, firm, email address, phone number if you want a call or text, the time you chose, and anything you write in the notes.
- Asking to be introduced to an advisor or joining a waitlist: your name, email address, phone number, metro area, the consent choices you make, and the answers you give about your situation. We record the wording you agreed to, when you agreed, and the connection you agreed from.
- Advisor forms, such as the calibration questionnaire and onboarding requests: your name, firm, professional contact details and your answers.
- Messages you send us by email or through a form.
You can use most of the site without giving us any of this.
3. Documents and figures you put into the browser tools
Some tools on this site read a document or a statement you choose from your own computer, such as the estate document reader and the statement teardown. Those pages are built to do the work in your browser. The file you choose is not uploaded to HenryFi, and those pages do not load our analytics script or make any other third-party request.
Calculators that take figures you type (for example tax or cost-of-waiting estimates) use those figures to show a result on the page. Unless the page says otherwise, the figures are not stored on our servers.
Some pages keep your inputs or preferences in your browser's local storage so they are still there when you come back. That data stays on your device. You can clear it at any time through your browser settings.
4. Information collected automatically
Analytics. We use a privacy-focused analytics service that does not set cookies and does not track you across other websites. It records page views, the page that referred you, your browser and device type, and an approximate location derived from your connection. We use this to see which pages are read and whether the site is working. The analytics script is not loaded on the local-only document tools described in section 3.
Server logs. Like most websites, our servers keep standard request logs: the address your connection came from, the time, the page requested and the browser type. We use them for security, to prevent abuse and to limit how fast a single connection can submit forms. They are kept for a limited time.
We do not use advertising cookies or pixels, and we do not share visitor information with advertising networks.
5. The advisor portal
HenryFi Beacon is the portal through which an advisory firm receives research from HenryFi. You sign in with a code sent to your firm email address. While you use the portal we record what is done in it, such as which records were opened, notes, outcomes logged, flags, exports and copies of contact details, along with when and by which signed-in user. We use this to support the firm, to keep the commitments in the firm's agreement (for example replacing a record that did not hold up), to invoice correctly where a fee depends on what was delivered, and to improve the service. The portal shows a notice that usage is recorded.
6. Information about people who are not users of this site
HenryFi's service for advisory firms identifies moments when a professional or business owner may be about to make a significant financial decision, so that a firm can decide whether and when to reach out. To do that, HenryFi uses information about professionals and businesses drawn from public records, regulatory and licensing filings, company and practice announcements, firm websites and professional listings, and from business data providers under licence.
HenryFi does not contact the people described in that research, and the research is provided only to the firm that licensed it, under an agreement that restricts how it may be used and requires the firm to honour do-not-contact requests.
If you believe HenryFi holds information about you in this way, you can ask what we hold, ask us to correct it, or ask us to delete it by writing to frankie@henryfi.ai. We will respond within 45 days and will tell you if we need to verify your identity first.
7. Emails we send to financial advisors
We send a limited number of business emails to financial advisors at the professional addresses their firms publish, introducing HenryFi. Each one comes from a named person, carries our postal address and a working unsubscribe link, and is sent from a system that checks every message before it goes out. Opting out stops further email to that address and to that firm.
8. How we use information
- To do what you asked: schedule a call, answer a message, introduce you to an advisor you chose, or deliver a firm's service.
- To run the portal and keep the commitments in each firm's agreement.
- To operate, secure and improve the site and the service, including understanding which pages and features are used.
- To invoice firms and keep business records.
- To meet legal obligations and to establish or defend legal claims.
We do not use the information you give us for purposes unrelated to the ones above without telling you first.
9. Automated systems and AI
Parts of this site and service are produced with automated systems, and some features use third-party AI models to draft or format text or to transcribe speech. Financial figures shown on this site are produced by calculators with stated assumptions, not generated by a language model. Automated output can be wrong or incomplete and is not advice.
Where a feature sends text or audio you provide to an AI model provider, the provider processes it to return a result and is not permitted under our agreement with it to use that content to train its models.
11. How long we keep information
- Booking requests and messages: for as long as needed to handle them and keep a record of the conversation.
- Introduction requests and the consent attached to them: for as long as the request is active, and afterwards for as long as the law requires us to be able to show that consent was given and what was agreed.
- Firm records and portal activity: for the term of the firm's agreement and for the period required for business, tax and legal records afterwards.
- Analytics: aggregated and not tied to an individual.
When you ask us to delete information we hold about you, we delete it unless we are required to keep it or need it to establish or defend a legal claim, and in that case we tell you.
12. Your choices and rights
Access, correction, deletion, portability. You can ask what personal information we hold about you, ask us to correct or delete it, or ask for a copy, by writing to frankie@henryfi.ai. We honour these requests from residents of any U.S. state, and the rights of residents of other countries as their law provides. We may need to verify that the request is yours. We will not treat you differently for making one.
Email. Every marketing or outreach email we send has an unsubscribe link. You can also write to us to opt out.
Analytics. Our analytics does not use cookies, so there is nothing to clear. If you use a browser setting or extension that blocks analytics scripts, the site works without it.
Browser storage. Preferences and inputs stored in your browser can be cleared through your browser settings.
Consent you gave for an introduction can be withdrawn at any time by writing to us. Withdrawing it stops further processing but does not undo an introduction already made.
13. Security
The site is served over HTTPS. Access to systems that hold personal information is limited to the people who need it, secrets are kept out of source code, and form endpoints are rate-limited. No method of transmission or storage is perfectly secure, so we cannot promise absolute security, and we ask that you not send us more than a form asks for.
14. Children
This site is for adults. It is not directed to anyone under 18, and we do not knowingly collect information from anyone under 18. If you believe a minor has given us information, write to us and we will delete it.
15. Changes to this policy
When we change this policy we update the date at the top. If a change materially reduces your rights or expands what we collect, we will say so on this page in advance, and where we have your email address we will tell you directly.
16. Contact
Email: frankie@henryfi.ai
Mail: HenryFi, Inc., 12819 SE 38th Street, PMB 564, Bellevue, WA 98006, United States
Other ways to reach us are on the contact page.