Wealthfront · Wealthfront Privacy Policy · View original document ↗

Data Transfer in Merger or Acquisition

Medium severity Rare · 2 of 343 platforms
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Document Record

What it is

If Wealthfront is sold, merges with another company, or goes through bankruptcy, your personal information may be transferred to the new owner as part of that transaction.

This analysis describes what Wealthfront's agreement states, permits, or reserves. It does not constitute a legal determination about enforceability. Regulatory applicability and practical outcomes may vary by jurisdiction, enforcement context, and individual circumstances. Read our methodology

ConductAtlas Analysis

Why it matters (compliance & governance perspective)

This clause establishes the operational framework governing how user data may be handled during corporate transactions or changes in service provision, clarifying that Personal Information constitutes a transferable asset subject to such events.

Clause Stability Stable

0
Changes
3
Months Monitored
Apr 3, 2026
First Seen
Apr 17, 2026
Last Seen
This clause type exists across 1153 other provisions on other platforms.

Change history

modified Jun 2, 2026

Renamed from 'Data Transfer in Merger or Acquisition' to include 'Asset Sale,' and expanded to include additional scenarios like financing due diligence, bankruptcy, and transition of service.

View full change record →

Consumer impact (what this means for users)

Your financial and personal data could be transferred to a new company without your explicit consent if Wealthfront undergoes a sale or restructuring, potentially changing how your data is used.

What you can do

⚠️ These actions may provide transparency or partial mitigation but may not fully address the underlying issue. Effectiveness varies by jurisdiction and individual circumstances.
  • Close Your Account
    If a merger or acquisition is announced and you do not wish your data transferred, contact support@wealthfront.com to discuss account closure options before the transaction closes.

How other platforms handle this

Discord Medium

We may share your information in connection with, or during negotiations of, any merger, sale of company assets, financing, acquisition, or dissolution, transaction, or proceeding involving all or a portion of our business.

MetaMask Medium

We may share your personal information with our affiliates, meaning entities that control, are controlled by, or are under common control with Consensys. We also share information with service providers who assist in operating our services, subject to confidentiality obligations.

Ledger Medium

At Ledger, earning and maintaining our users' trust is a top priority. That's why we are deeply committed not only to protecting your privacy and securing your personal data, but also to being fully transparent about how we handle it.

See all platforms with this clause type →

Monitoring

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▸ View Original Clause Language DOCUMENT RECORD
"
If we are involved in a merger, acquisition, financing due diligence, reorganization, bankruptcy, receivership, purchase or sale of assets, or transition of service to another provider, then your Personal Information may be transferred as part of such a transaction, as permitted by law and/or contract.

— Excerpt from Wealthfront's Wealthfront Privacy Policy

ConductAtlas Analysis

Institutional analysis (Compliance & governance intelligence)

This standard M&A data transfer clause should be reviewed against GLBA notice requirements and applicable state privacy laws, which may require notification to consumers prior to or following a transfer of financial personal information to a new controlling entity.

Full compliance analysis

Regulatory citations, enforcement risk, and due diligence action items.

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Applicable agencies

  • CFPB
    CFPB oversees consumer financial data protections under GLBA and may have jurisdiction over consumer notification requirements in financial institution mergers.
    File a complaint →

Applicable regulations

CCPA/CPRA
California, USA
Connecticut Data Privacy Act Amendments
US-CT
CAN-SPAM
United States Federal
FCRA
United States Federal
FTC Act Section 5
United States Federal
GLBA
United States Federal
Indiana Consumer Data Protection Act
US-IN
Kentucky Consumer Data Protection Act
US-KY
Universal Opt-Out Mechanism Expansion 2026
US
VPPA
United States Federal

Provision details

Document information
Document
Wealthfront Privacy Policy
Entity
Wealthfront
Document last updated
May 5, 2026
Tracking information
First tracked
March 20, 2026
Last verified
March 20, 2026
Record ID
CA-P-001756
Document ID
CA-D-00367
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
de1de4b45e40f23ffec14db7756fd7949361019e04533f8af62af13deaa6be81
Analysis generated
March 20, 2026 05:09 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Wealthfront
Document: Wealthfront Privacy Policy
Record ID: CA-P-001756
Captured: 2026-03-20 05:09:24 UTC
SHA-256: de1de4b45e40f23f…
URL: https://conductatlas.com/platform/wealthfront/wealthfront-privacy-policy/data-transfer-in-merger-or-acquisition/
Accessed: July 4, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Medium
Categories

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Frequently Asked Questions

What does Wealthfront's Data Transfer in Merger or Acquisition clause do?

This clause establishes the operational framework governing how user data may be handled during corporate transactions or changes in service provision, clarifying that Personal Information constitutes a transferable asset subject to such events.

How does this clause affect you?

Your financial and personal data could be transferred to a new company without your explicit consent if Wealthfront undergoes a sale or restructuring, potentially changing how your data is used.

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 2 platforms. See the full comparison.

Is ConductAtlas affiliated with Wealthfront?

No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Wealthfront.