TrusetaTerms of Service

Terms of Service

Effective date: June 9, 2026 · Last updated: June 9, 2026

Truseta is a wealth tracking and organizational tool. It is not a registered investment adviser, broker-dealer, bank, or financial institution. Nothing in Truseta constitutes financial, tax, or legal advice. Do not make investment or financial decisions based solely on data or output from the platform.

Contents

  1. Acceptance of terms
  2. Description of the service
  3. Not financial advice
  4. Account access and eligibility
  5. Your data and content
  6. Third-party integrations
  7. Advisor and CPA access
  8. Subscription and payment
  9. Acceptable use
  10. Intellectual property
  11. Disclaimers
  12. Limitation of liability
  13. Indemnification
  14. Termination and data export
  15. Governing law and disputes
  16. Changes to these terms
  17. Contact us

1. Acceptance of terms

By creating an account, logging into, or using Truseta (the “Service”), you agree to be bound by these Terms of Service (“Terms”) and our Privacy Policy, which is incorporated here by reference. If you do not agree, do not use the Service.

These Terms constitute a legally binding agreement between you and Nahak Corporation (“Truseta,” “we,” “our,” or “us”), a Florida company.

2. Description of the service

Truseta is a private wealth management platform that enables users to aggregate, organize, track, and analyze personal financial data across multiple asset classes, entities, and accounts. The Service includes:

  • Aggregation of connected financial accounts via third-party data providers including Plaid
  • Manual tracking of assets, investments, real estate, and entity structures
  • Document storage, classification, and AI-assisted data extraction
  • Portfolio analytics, performance calculations, and net worth reporting
  • An AI assistant (Quinn) powered by Anthropic's Claude API
  • Estate planning tools and beneficiary management
  • Advisor and CPA access controls

The features available to you depend on your subscription tier. We may update, modify, or discontinue features at any time, subject to the notice provisions in Section 16.

3. Not financial advice

Truseta is a software tool for organizing and tracking financial information. It is not a registered investment adviser under the Investment Advisers Act of 1940. It is not a broker-dealer, custodian, bank, insurance company, or financial planner. It does not hold, move, or custody any assets.

No content, data, analytics, calculations, AI output, or features within Truseta constitute investment advice, tax advice, legal advice, or a recommendation to buy, sell, or hold any security or asset. IRR calculations, MOIC estimates, and net worth figures are mathematical computations based on data you provide and third-party feeds; they are not valuations or appraisals and may be inaccurate.

You should consult a licensed financial adviser, CPA, or attorney before making financial, tax, or legal decisions.

4. Account access and eligibility

4.1 Eligibility

You must be at least 18 years old and legally capable of entering into a binding contract in your jurisdiction to use Truseta. By using the Service, you represent that you meet these requirements.

4.2 Invitation-only access

Truseta is currently available by invitation or approved application only. We reserve the right to approve or deny any application at our discretion and to revoke access at any time.

4.3 Account security

You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. Multi-factor authentication is required for all accounts. You must notify us immediately at security@truseta.com if you suspect unauthorized access. We are not liable for loss arising from unauthorized access that results from your failure to maintain adequate credential security.

4.4 Single user

Each account is for a single individual unless you are accessing the platform through an advisor portal arrangement authorized by Truseta. You may not share credentials or allow third-party access to your account except through the designated advisor access features described in Section 7.

5. Your data and content

5.1 Ownership

You own all financial data, documents, and content you upload or enter into Truseta. We claim no ownership rights over your personal financial data.

5.2 License to us

By using the Service, you grant Truseta a limited, non-exclusive, non-transferable license to store, process, display, and transmit your data as necessary to operate and improve the platform. This license terminates when you close your account and we have completed data deletion.

5.3 Data accuracy

You are responsible for the accuracy of data you manually enter. Truseta does not verify the accuracy of manually entered data. Third-party synced data may be delayed, incomplete, or incorrect. We are not responsible for decisions made based on inaccurate data, whether manually entered or sourced from third-party integrations.

5.4 Data export

You may request a full export of your data at any time. We will provide it within 10 business days. See Section 14 for details on termination and export.

6. Third-party integrations

Truseta integrates with third-party services including Plaid, Anthropic, Google, Coinbase, and others. Your use of these integrations is also governed by their respective terms and privacy policies. Truseta is not responsible for the actions, data practices, availability, or accuracy of third-party services.

By connecting a financial institution via Plaid, you authorize Plaid to access your financial account data on your behalf and to share that data with Truseta. You can disconnect accounts at any time from within the platform. Disconnecting does not automatically delete historical data already synced; contact us to request historical data deletion.

We do not guarantee continuous availability of any third-party integration. If a third-party service becomes unavailable or changes its terms in a way that prevents integration, we will use reasonable efforts to notify you but are not liable for the resulting loss of functionality.

7. Advisor and CPA access

Truseta provides an optional advisor portal that allows you to grant named third parties (your CPA, financial adviser, estate attorney, or similar) limited, MFA-gated access to specified portions of your Truseta data.

You are solely responsible for the authorization grants you make to advisors. Truseta is not liable for any actions taken or information accessed by advisors you have authorized. Access permissions granted to advisors are logged and accessible to you in the platform.

8. Subscription and payment

8.1 Fees

Access to Truseta requires a paid subscription. Current pricing is displayed at truseta.com/pricing. All fees are in US dollars.

8.2 Billing

Subscriptions are billed in advance on a monthly or annual basis depending on the plan you select. Payment is processed via our third-party payment processor. By providing payment information, you authorize us to charge the applicable fees on the billing cycle you select.

8.3 Cancellation and refunds

You may cancel your subscription at any time. Cancellation takes effect at the end of the current billing period; you will retain access until that date. We do not provide prorated refunds for unused time within a billing period, except where required by applicable law.

8.4 Price changes

We will give you at least 30 days' notice before increasing subscription fees. Continued use of the Service after the price change takes effect constitutes acceptance of the new pricing.

9. Acceptable use

You may use Truseta only for lawful purposes consistent with these Terms. You may not:

  • Use the Service to track assets or entities in a manner that violates applicable law, including anti-money-laundering, sanctions, or tax laws
  • Attempt to reverse engineer, decompile, or extract source code from the platform
  • Use automated scripts, bots, or scrapers to extract data from the platform
  • Attempt to gain unauthorized access to any other user's account or data
  • Transmit malware, viruses, or other harmful code through the platform
  • Use the platform in any way that disrupts, overloads, or impairs its operation
  • Resell, sublicense, or make the Service available to third parties except through authorized advisor access features
  • Use output from the Service to create competing products or to train machine learning models without our written consent
  • Impersonate any person or entity, or falsely represent your affiliation with any person or entity

Violation of these restrictions may result in immediate termination of your account.

10. Intellectual property

The Truseta name, logo, platform design, and software are owned by Truseta and protected by applicable intellectual property laws. These Terms do not grant you any rights to use our trademarks, trade names, or brand assets.

You retain all rights to your personal financial data as described in Section 5. Aggregated, de-identified usage and analytics data where no individual user can be identified may be used by Truseta for product improvement and research.

11. Disclaimers

The Service is provided “as is” and “as available” without warranty of any kind. To the fullest extent permitted by law, Truseta expressly disclaims all warranties, whether express, implied, statutory, or otherwise, including warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

We do not warrant that the Service will be uninterrupted, error-free, or free of harmful components. We do not warrant the accuracy, completeness, or timeliness of any data displayed in the platform, including data received from third-party financial data providers.

Financial calculations including IRR, MOIC, net worth, and tax estimates are mathematical outputs based on data you provide or that is synced from third parties. They are not audited figures, professional appraisals, or certified valuations. You assume all risk associated with reliance on these figures.

12. Limitation of liability

To the fullest extent permitted by applicable law, Truseta and its officers, directors, employees, agents, and licensors shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits, lost data, loss of goodwill, business interruption, or any other commercial or financial losses, arising out of or in connection with your use of or inability to use the Service, regardless of the theory of liability and even if we have been advised of the possibility of such damages.

In no event shall Truseta's total aggregate liability to you for all claims arising out of or relating to these Terms or the Service exceed the greater of (a) the amount you paid to Truseta in the 12 months preceding the claim, or (b) one hundred US dollars ($100).

Some jurisdictions do not allow the exclusion of certain warranties or the limitation of liability for certain types of damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.

13. Indemnification

You agree to defend, indemnify, and hold harmless Truseta and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses, including reasonable attorney's fees, arising out of or in any way connected with: (a) your use of the Service; (b) your violation of these Terms; (c) your violation of any third-party right, including any intellectual property right or privacy right; or (d) any claim that data or content you submitted caused damage to a third party.

14. Termination and data export

14.1 Termination by you

You may cancel your account at any time from your account settings or by contacting support@truseta.com. Before canceling, you may request a full export of your data, which we will provide within 10 business days.

14.2 Termination by us

We reserve the right to suspend or terminate your account at any time for violation of these Terms, non-payment, or at our discretion. Where reasonably possible and not prohibited by law, we will provide advance notice. If we terminate your account for reasons other than your violation of these Terms, we will provide a prorated refund of prepaid subscription fees.

14.3 Effect of termination

Upon termination, your right to use the Service ceases immediately. We will delete your personal data within 30 days of account closure, subject to the retention schedule described in our Privacy Policy. Financial data you have manually entered will be included in your final export if requested before closure.

Sections 3, 5.1, 10, 11, 12, 13, and 15 survive termination of these Terms.

15. Governing law and disputes

These Terms are governed by the laws of the State of Florida, without regard to its conflict of law provisions. You agree to submit to the exclusive jurisdiction of the courts located in Palm Beach County, Florida for any disputes arising out of these Terms or your use of the Service.

Before initiating any formal legal proceeding, you agree to first contact us at legal@truseta.com and give us 30 days to attempt to resolve the dispute informally.

16. Changes to these terms

We may update these Terms from time to time. If we make material changes, we will notify you by email or through a notice in the platform at least 14 days before the changes take effect. Material changes include changes to the limitation of liability, dispute resolution, or your data rights.

Your continued use of the Service after the effective date of updated Terms constitutes acceptance of the revised Terms. If you do not agree to the revised Terms, cancel your account before the effective date.

17. Contact us

For questions about these Terms or the Service:

  • Email: support@truseta.com
  • Legal notices: legal@truseta.com
  • Mailing address: Nahak Corporation, 1900 Glades Rd, STE 340, Boca Raton, FL, 33496