Privacy Policy
This Privacy Policy explains how Plero (“Plero,” “we,” “us”) collects, uses, and protects information when you visit our website or use our services. By using Plero, you agree to the practices described here.
Information we collect
- Information you provide — name, institution, work email, role, and details you share when you book a session or contact us.
- Organization & fund data — information needed to administer your endowment, provided by your organization or its custodian.
- Usage data — basic analytics such as pages visited and device type, collected to improve the site.
How we use information
- To respond to inquiries and schedule and conduct sessions.
- To provide, administer, and improve our services.
- To communicate updates relevant to your account or interest.
- To meet legal, regulatory, and security obligations.
How we share information
We do not sell your personal information. We share it only with service providers who help us operate (for example, our custodian, Charles Schwab & Co., Inc., and scheduling or email vendors), and where required by law or to protect our rights. These providers are bound to use the information only for the services they perform for us.
Data retention & security
We retain information only as long as needed for the purposes above or as required by law, and we use reasonable administrative, technical, and physical safeguards to protect it. No method of transmission or storage is completely secure.
Your choices & rights
You may request access to, correction of, or deletion of your personal information, and you may opt out of non-essential communications at any time. To make a request, email privacy@plero.io. Depending on where you live, you may have additional rights under applicable law.
Contact
Questions about this policy? Write to privacy@plero.io.