Privacy Policy | WealthUnion

Last Updated: March 10, 2026

1. Introduction

This Privacy Policy describes how WealthUnion Ventures LLC ("WealthUnion," "we," "us," or "our") collects, uses, and shares information when you visit or interact with the wealthunion.io website and related investor portals, including portal.wealthunion.io and app.wealthunion.io (collectively, the "Site"). The Site is operated by Cryptx Capital LLC on behalf of WealthUnion Ventures LLC and its series limited liability companies. By using the Site, you agree to the practices described in this Privacy Policy.

Certain portions of the Site, including portal.wealthunion.io, may be hosted or operated by third-party service providers on our behalf. Your use of such portions of the Site may also be subject to the terms and privacy policies of those providers. We encourage you to review the applicable policies of any third-party hosted service you access through the Site.

This Privacy Policy is incorporated into and subject to the Terms of Use available at https://wealthunion.io/terms. We encourage you to review this page periodically to stay informed about how we handle your information.

2. Information We Collect

Information You Provide

When you submit an application, create an account, or otherwise interact with us, we may collect the following information directly from you:

Your first and last name, email address, phone number, and mailing address.
Accreditation basis and supporting documentation, including information provided to verify your status as an Accredited Investor.
Identity verification information, which may include government-issued identification documents and selfie or liveness verification data, collected as part of our know-your-customer (KYC) and anti-money laundering (AML) compliance processes.
Investment-related information, including subscription documents, wire transfer confirmations, and related transaction records.
Any additional information you provide through correspondence, forms, or other interactions with us.

Information Collected Automatically

When you visit the Site, we automatically collect certain information about your device and usage, including:

Pages viewed and URLs visited, session duration, and referring website or source.
Device type, operating system, browser type, and screen resolution.
IP address and approximate geographic location derived from your IP address.
Marketing attribution data, including UTM parameters and campaign identifiers contained in URLs.

Cookies

We use cookies to maintain session state and provide a consistent experience across the Site. Our cookies are limited to session identifiers and operate across our subdomains. We do not use third-party advertising cookies.

3. How We Use Your Information

We use the information we collect for the following purposes:

Evaluating applications and processing your membership and accredited investor verification.
Providing, operating, and maintaining the Site and Services, including your account and investor portal access.
Communicating with you about investment opportunities, deal updates, and account-related notifications.
Analyzing website usage to improve content, functionality, and user experience.
Marketing attribution — understanding which channels and campaigns drive interest.
Conducting identity verification and complying with KYC/AML and other legal and regulatory obligations.
Detecting and preventing fraud, unauthorized access, or other illegal activity.

4. Analytics and Tracking

We use third-party analytics tools to understand how visitors interact with the Site. Analytics data may be routed through our own domain infrastructure before being transmitted to our analytics provider's servers, which are located in the United States. This means certain analytics requests appear as first-party traffic rather than third-party requests.

Visitors remain anonymous by default until they voluntarily submit identifying information, such as an email address through our application form, at which point their activity may be associated with their identity.

Automatically captured analytics data may include page views, clicks, scroll depth, session duration, device information, browser type, operating system, screen resolution, referring URL, and IP address. We may also track custom events such as button clicks, form submissions, and navigation patterns to improve the Site.

5. How We Share Your Information

We do not sell your personal information. We may share your information in the following limited circumstances:

Service providers. We engage third-party service providers to perform functions on our behalf, including website hosting and content delivery, database and authentication services, analytics and usage tracking, email delivery and communications, identity verification and KYC/AML compliance, and payment and transaction processing. These providers receive only the information necessary to perform their specific functions and are contractually obligated to protect your information and use it only for the purposes for which it was provided.

Internal processing. Application and account data is transmitted to our internal systems for evaluation, follow-up, and ongoing relationship management.

Legal and regulatory requirements. We may disclose your information if required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of WealthUnion, our users, or the public.

Business transfers. In the event of a merger, acquisition, reorganization, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will provide notice before your information becomes subject to a different privacy policy.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy. Application and account data, including name, email, and accreditation information, is retained for the duration of our business relationship and as needed for regulatory compliance and record-keeping. Identity verification data is retained in accordance with applicable KYC/AML record retention requirements. Analytics data is subject to the retention settings of our analytics provider.

7. Data Security

We implement reasonable administrative, technical, and physical measures to protect your information, including:

HTTPS encryption on all pages.
First-party analytics infrastructure to reduce third-party data exposure.
Access controls limiting who can view collected data.
Authentication and session management controls on investor portal access.

No method of transmission over the internet or method of electronic storage is completely secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

8. Your Rights and Choices

All Users

You may limit data collection by adjusting your browser's cookie settings to block or delete cookies, enabling Do Not Track in your browser settings, or choosing not to submit the application form (in which case your activity will remain anonymous).

California Residents (CCPA)

If you are a California resident, you have the following rights under the California Consumer Privacy Act:

Right to know. You may request details about the categories and specific pieces of personal information we have collected about you.
Right to delete. You may request that we delete personal information we have collected from you, subject to certain exceptions.
Right to opt out of sale. We do not sell personal information. No opt-out is necessary.
Right to non-discrimination. We will not discriminate against you for exercising any of your CCPA rights.

Residents of Other U.S. States

If you reside in Virginia, Colorado, Connecticut, or another state with consumer privacy legislation, you may have similar rights to access, correct, delete, or opt out of certain processing of your personal information. Please contact us to exercise these rights.

How to Exercise Your Rights

To submit a privacy request, contact us at [email protected]. We will respond to verifiable requests within the timeframes required by applicable law.

9. Children's Privacy

The Site is not directed at individuals under the age of 18. We do not knowingly collect personal information from anyone under 18. If we learn that we have collected personal information from someone under 18, we will take steps to delete that information promptly.

10. Third-Party Links and Services

The Site may contain links to third-party websites and services, including third-party hosted investor portals and external platforms used in connection with the Services. We are not responsible for the privacy practices or content of third-party websites or services. We encourage you to review the privacy policies of any third-party website or service you access through or in connection with the Site.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. Your continued use of the Site after any changes constitutes your acceptance of the updated Privacy Policy.

12. Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at: [email protected]

Website operated by Cryptx Capital LLC on behalf of WealthUnion Ventures LLC and its series LLCs.