Privacy Policy

1. Privacy Overview

Finance Wealth is committed to protecting the privacy and security of your personal information. As a financial services platform, we handle sensitive personal and financial data, and we take our responsibility to protect this data extremely seriously. This Privacy Policy explains our data practices in plain language so you can make informed decisions about your privacy.

We collect personal information only as necessary to provide our services, comply with legal obligations, and improve the user experience. We do not sell your personal information to third parties, and we share it only in the limited circumstances described in this Policy.

2. Information We Collect

We collect information in three ways: information you provide directly, information we collect automatically, and information we receive from third parties.

Information You Provide

• Account Information: Name, email address, phone number, date of birth, and password when you register for an account.
• Identity Verification: Government-issued ID, Social Security Number or Tax ID, proof of address, and other documents required for KYC/AML compliance and accredited investor verification.
• Financial Information: Bank account details, investment history, income and net worth information, and tax documentation.
• Investment Preferences: Risk tolerance, investment objectives, time horizon, and other information that helps us provide appropriate investment opportunities.
• Communications: Messages you send to our support team, survey responses, and feedback you provide.

Information Collected Automatically

• Usage Data: Pages visited, features used, time spent on the platform, and actions taken.
• Device Information: IP address, device type, operating system, browser type, and unique device identifiers.
• Transaction Data: Investment transactions, distributions received, and portfolio activity.
• Location Data: General geographic location derived from IP address.

Data Category	Examples	Primary Purpose
Identity Data	Name, DOB, government ID	KYC compliance, account security
Financial Data	Bank details, income, net worth	Investor eligibility, payment processing
Investment Data	Portfolio holdings, transactions	Service provision, reporting
Technical Data	IP address, device ID, cookies	Security, analytics, personalization
Communication Data	Support tickets, emails	Customer service, compliance

3. How We Use Your Information

We use your personal information for the following purposes:

• Providing Services: Creating and managing your account, processing investments, distributing returns, and providing all platform features.
• Regulatory Compliance: Fulfilling KYC/AML obligations, tax reporting requirements, SEC regulatory filings, and other legal obligations applicable to financial services firms.
• Investor Eligibility: Verifying that you meet the accredited investor or other eligibility requirements for specific investment opportunities.
• Security and Fraud Prevention: Detecting and preventing fraudulent activity, unauthorized access, and other security threats.
• Communications: Sending account notifications, investment updates, distribution notices, and other service-related communications.
• Platform Improvement: Analyzing usage patterns to improve our platform, develop new features, and enhance the user experience.
• Marketing: Sending promotional communications about new investment opportunities and platform features, subject to your communication preferences.

4. Your Privacy Rights

Depending on your location, you may have the following rights with respect to your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request correction of inaccurate or incomplete personal information.
• Deletion: Request deletion of your personal information, subject to our legal retention obligations.
• Portability: Receive your personal information in a structured, machine-readable format.
• Opt-Out of Marketing: Unsubscribe from marketing communications at any time using the unsubscribe link in our emails or by contacting us directly.
• Restrict Processing: Request that we restrict the processing of your personal information in certain circumstances.

To exercise any of these rights, please contact our Privacy Team at [email protected]. We will respond to all requests within 30 days.

5. California Privacy Rights (CCPA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and how we use it, the right to delete your personal information, the right to opt out of the sale of your personal information (note: we do not sell personal information), and the right to non-discrimination for exercising your privacy rights.

To submit a CCPA request, please contact us at [email protected] or call our toll-free number. We will verify your identity before processing your request and will respond within 45 days.

6. Contact Our Privacy Team

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact our Privacy Team:

Privacy Officer: [email protected]

Data Protection Officer (EU): [email protected]

CCPA Requests: [email protected]

Postal Address: Finance Wealth, Privacy Department, 350 Mission Street, Suite 900, San Francisco, CA 94105

This Privacy Policy was last updated on January 15, 2026. We will notify you of material changes to this Policy via email or through a prominent notice on our Platform.