By using Cresara, you agree to these terms. We've kept them short and tried to write them in plain English. Cresara is operated by Cresara LLC, a limited liability company formed in Delaware, United States.
Cresara is a personal net worth tracking tool. You can connect financial accounts via Plaid, add manual asset entries, and view your portfolio over time. Cresara is not a financial advisor, broker, or tax service. We don't give investment advice. The numbers we display are informational and may not reflect official statements from your financial institutions.
New accounts get a 14-day free trial. We collect your payment method at signup but won't charge it during the trial. At the end of the trial, your selected plan begins billing automatically. You can cancel anytime, including during the trial, in which case you won't be charged.
Subscriptions auto-renew. You can cancel anytime from within the app or by emailing us. Refunds for prepaid annual plans within 30 days; otherwise unused time isn't refundable.
Don't do any of the following:
Cresara displays data sourced from third parties (Plaid, CoinGecko, market data providers). While we work to keep the service reliable, we make no guarantees that the data is accurate, complete, or up-to-date. In particular, brokerage and investment account values typically reflect your institution's most recent update, usually end of day, rather than live intraday prices. Don't make financial decisions based solely on what Cresara shows you. Always verify against your financial institutions' statements.
Cresara is provided "as is," without warranty of any kind. To the maximum extent permitted by law, our liability is limited to the amount you've paid us in the prior 12 months.
You can delete your account at any time. We may suspend or terminate accounts that violate these terms, after notice where reasonable. Upon termination, your data is permanently deleted.
We may update these terms. If we make material changes, we'll notify you via email. Continued use after notice constitutes acceptance.
These terms are governed by the laws of the State of Delaware, USA, without regard to its conflict-of-laws rules.
Questions? hello@cresara.app. Cresara is operated by Cresara LLC, Delaware, United States.