Privacy Policy

Effective Date: September 6, 2025

Last Updated: September 6, 2025

Wealthrail, Inc. (“Wealthrail,” “we,” “us,” or “our”) is committed to safeguarding your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you access our website, mobile application, and other online services (collectively, the “Platform”). By using our Platform, you consent to the terms of this Policy. If you disagree with any aspect of this Policy, you should not access or use our Platform.

1. Information We Collect

We collect information to provide and improve our services, ensure compliance with applicable laws, and enhance user experience. The types of information we collect include:

Categories of Personal Information

  • Identifiers: Name, address, email, phone number, Social Security Number (SSN), driver's license, passport number, and other government-issued identification.
  • Financial Information: Bank account details, investment history, income, credit score, and tax identification.
  • Protected Characteristics: Age, gender, nationality, marital status, and disability status.
  • Internet Activity: Browsing history, search history, IP address, and other interactions with our website.
  • Geolocation Data: Physical location or movements.
  • Sensory Data: Audio recordings from customer service calls and photographs.

We may also compile aggregate, anonymized, or de-identified data for research, marketing, or other lawful purposes.

2. How We Collect Information

Directly From You

  • During account creation or investment applications.
  • Through customer support inquiries, surveys, or promotional activities.

Automatically

Via cookies, web beacons, and other tracking technologies when you use our website or mobile app.

Third Parties

  • Verification services for accredited investor status.
  • Public records and other databases.

3. How We Use Information

We use your information for the following purposes:

  • To Provide Services: Facilitating investments, managing accounts, and offering customer support.
  • To Improve Services: Enhancing user experience and addressing technical issues.
  • Legal Compliance: Ensuring adherence to regulatory requirements, including verifying investor eligibility.
  • Marketing and Analytics: Delivering personalized content, advertisements, and updates about Wealthrail offerings.

4. Sharing Information

We may share your information with:

  • Operational Service Providers: For account management, administrative support, and transaction processing.
  • Verification Services: To confirm accredited investor status.
  • Marketing and Analytics Partners: To improve our services and target promotional content.
  • Government Agencies: To comply with legal obligations or regulatory inquiries.
  • Professional Advisors: Such as attorneys, auditors, or consultants for business or legal matters.

We do not sell your personal information.

5. Use of Cookies and Tracking Technologies

Cookies

We use cookies and similar tracking tools to:

  • Enhance functionality and user experience.
  • Analyze website traffic and performance.

You can manage your cookie preferences in your browser settings; however, disabling cookies may impact your ability to access certain features of the Platform.

Do Not Track

Our Platform does not currently respond to “Do Not Track” signals from browsers.

6. Your Rights and Choices

Access and Update Information

You can access and update your personal information by logging into your account or contacting us directly.

Marketing Preferences

To opt out of marketing communications, follow the unsubscribe instructions in our emails or contact us. Note that you cannot opt out of transactional communications related to your account.

California Residents

If you are a California resident, you have the right to:

  • Know what personal information we collect.
  • Request deletion of your data.
  • Not face discrimination for exercising these rights.

Nevada Residents

Nevada residents can opt out of the sale of their personal information by contacting us at privacy@wealthrail.com.

7. Data Security

Wealthrail employs industry-standard security measures to protect your information. However, no system is completely secure, and we cannot guarantee absolute protection.

8. Children's Privacy

Our Platform is not directed at children under the age of 18. We do not knowingly collect personal information from minors.

9. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with a revised “Last Updated” date. We encourage you to review this Policy regularly.

10. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

Wealthrail, Inc.

Email: privacy@wealthrail.com

Phone: 562.665.5702

Address: 18206 Imperial Highway, Suite 101

Yorba Linda, CA 92886