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Legal · Sub-processors

Sub-processors

Last updated · May 31, 2026

Briefly Wealth LLC ("Brieflywealth," "we," "us," or "our") engages third-party companies to perform functions of the Service on our behalf. This page lists all sub-processors that process Customer Data or Client Data, and serves as the canonical reference for the disclosures and notice commitments in our Privacy Policy and Terms of Service.

Notice commitment. We provide at least thirty (30) days' advance notice on this page before adding or replacing any sub-processor that processes Client Data. Customers with active subscriptions may also subscribe to email notifications by writing to contact@brieflywealth.com with the subject line "Sub-processor notifications." Customers may terminate the affected services without penalty if they reasonably object on regulatory or security grounds.

§ 01

Current Sub-processors

The following sub-processors are engaged by Briefly to deliver the Service as of the "Last updated" date above. Each is bound by a written agreement requiring it to protect Personal Information consistent with our Privacy Policy and applicable law.

Sub-processor Purpose Data categories Location
Amazon Web Services, Inc. Cloud hosting (compute, storage, database, Cognito authentication) All Client Data, Account Information, Usage Data United States (us-east-2, Ohio)
Anthropic, PBC LLM inference for document extraction and brief generation Client Data passed in prompts; Outputs United States
§ 02

No-Training Commitment

We route Client Data only to AI sub-processors that contractually prohibit use of inputs and outputs for training general-purpose models. As of the date above, our sole AI sub-processor is Anthropic, PBC, operating under its Commercial Terms (§ B.1), which prohibit Anthropic from training models on Customer Content.

We do not use Client Data to train, fine-tune, or improve any Briefly-owned model. The Service does not currently include any Briefly-trained model.

§ 03

Infrastructure Sub-processors (Non-Data-Processing)

The following providers support the Service but do not process Client Data:

  • Namecheap, Inc. Domain registration and DNS for brieflywealth.com (United States).
  • GitHub, Inc. Source code hosting (United States). No Client Data is stored in source repositories.
§ 04

Marketing-Site Sub-processors

The following providers support the public marketing site at brieflywealth.com only. They do not process Client Data or any data submitted through the authenticated Service.

  • Google LLC (Google Analytics). Website analytics (GA4) on the marketing site. Collects approximate IP, browser, device, page-view, and session metadata for aggregate traffic measurement. Not loaded on the Privacy Policy, Terms of Service, or this page.
  • Google LLC (Google Fonts). Web font delivery. Receives the visitor's IP address solely to serve the font file.
§ 05

Sub-processor Change History

We maintain a chronological log of material additions and removals to the sub-processor list. The current list above supersedes earlier versions.

  • May 31, 2026. Initial publication of this Sub-processors page. Confirms current list of Amazon Web Services and Anthropic, PBC as Client-Data-processing sub-processors.
§ 06

Customer Objection Rights

Customers may object to a proposed new sub-processor by writing to contact@brieflywealth.com within thirty (30) days of the change being posted to this page. We will work in good faith to address the objection. If we cannot reasonably resolve the objection, the Customer may terminate the affected services without penalty pursuant to § 08 of the Terms of Service.

§ 07

Contact

Entity ·Briefly Wealth LLC
Email ·contact@brieflywealth.com
Location ·Chicago, Illinois
Briefly

Briefly turns scattered client records into source-backed client files for wealth advisor teams. Built by Briefly Wealth LLC.

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