Customer Privacy Notice

Operator: GEA Ventures LLC · Service: Kevor · Effective date: March 29, 2026

This Customer Privacy Notice supplements the general Privacy Policy.

What does Kevor do with your personal information?

Financial companies choose how they share personal information. Federal law gives consumers the right to limit some, but not all, sharing.

What information do we collect?

  • Contact and registration information.
  • Institution and account metadata.
  • Balances, transactions, and holdings.
  • Connection and service-usage information.

Why can we disclose information?

ReasonDisclose?Can you limit?
Everyday business purposesYesNo
Fraud prevention & securityYesNo
Service providers on our behalfYesNo
Our own marketingNoWe do not do this
Joint marketingNoWe do not do this
Third-party marketingNoWe do not do this

How does Kevor protect personal information?

We use encrypted transmission, encryption at rest, access restrictions, audit logging, and vendor oversight.

Questions?

Contact privacy@balancebeam.finance.