Privacy Policy

Last Updated: Feb 24th, 2026

Fundify Advisors, LLC, and its affiliates (collectively, “Fundify” “we,” “us,” or “our”), know that data privacy is very important to you. We have created this privacy policy (the “Privacy Policy”) to describe what kinds of personal information we may obtain through:

• Our website (located at https://www.fundify.com) (the “Site”);
• Our mobile app that provides investment advisory and related services (the “App”);
• Any other website, web or mobile application, or digital property that links to this Privacy Policy; and
• When you interact with us in any other way.

By accessing or using the Site, the App, or any other website, web application, or digital property that links to this Privacy Policy (collectively, the “Digital Properties”), you may access or use our investment advisory and related services (collectively, the “Services”). Our Services are only available to individuals aged 18 or older. If you are under the age of 18, you may not use our Services.

Please note that Fundify only offers Services to persons or entities who reside in, are located in, are citizens of, or incorporated in or have a registered office in the United States of America (“US Persons”).

By accepting this Privacy Policy, accessing, or using any Digital Properties, the Services, or otherwise manifesting your assent to this Privacy Policy, you agree to be bound by this Privacy Policy and the accompanying Terms of Use (located at https://www.fundify.com/legal/terms) and you represent and warrant that you are a US Person. If you are accepting this Privacy Policy on behalf of your employer or another organization, you hereby certify that you are authorized to bind such party to the terms of this Privacy Policy. If you do not agree to (or cannot comply with) all of the terms of this Privacy Policy, you may not access or use the Digital Properties or the Services.

This Privacy Policy will help you understand the following:

Table of Contents

1. INFORMATION WE COLLECT AND/OR RECEIVE
2. INFORMATION USE AND SHARING
3. YOUR CHOICES
4. HOW WE PROTECT YOUR INFORMATION
5. CHILDREN'S PRIVACY
6. EXTERNAL WEBSITES AND THIRD PARTIES
7. DO NOT TRACK
8. NOTICE TO CALIFORNIA RESIDENTS
9. NOTICE TO NEVADA RESIDENTS
10. IMPORTANT NOTICE TO NON-U.S. RESIDENTS
11. UPDATES TO THIS PRIVACY POLICY
12. HOW TO CONTACT US

I. INFORMATION WE COLLECT AND/OR RECEIVE

In the course of operating the Digital Properties, providing the Services and/or interacting with you, Fundify collects and/or receives the following types of information, which may include personal information.

1. Contact Information

We collect contact information through our Digital Properties and Services, which typically includes name, email address, phone number, and any information provided in messages to us (“Contact Information”). We use Contact Information for purposes such as providing information about the Services, responding to your inquiries, sending you email alerts (including marketing emails), verifying your identity, maintaining our waitlist for clients seeking to open a Fundify Account, or providing you the Services.

2. Account Information

Fundify Accounts: To access and use our Services, you will need to visit our Site or download the App (available on iOS and Android) and open one or more accounts with Fundify (each a “Fundify Account”). In order to open Fundify Account(s), you will be required to provide certain information in addition to Contact Information which may include your country of residence, address, date of birth, Social Security Number, employer name and address, financial information such as bank account and payment card details, monthly investment amount, annual salary, net worth, total Reg CF investments made in the past 12 months, other information about financial situation, investment objectives and risk preferences and tolerance.

We reserve the right to accept or decline any application(s) for Fundify Accounts in our sole and absolute discretion.

Investment Advisory Agreements: Once we approve your application for a Fundify Account, you will be required to acknowledge certain disclosures and enter into various agreements with Fundify (collectively, “Investment Advisory Agreements”). Fundify shall retain the records reflecting your electronic execution of Investment Advisory Agreement(s).

3. Payment Information

In order to purchase Services, you may be required to provide our third-party payment services provider(s) (each a “Payment Services Provider”) with certain credit or debit card information, ACH transfer information or wiring instructions (collectively, the “Payment Information”). We do not store or otherwise process the Payment Information.

4. Information Obtained Automatically from Your Online Activity

When you access or use any of our Digital Properties and/or Services, we use browser cookies, pixels, web server logs, web beacons, and similar technologies (collectively, “Tracking Technologies”) to automatically collect or receive certain standard technical information and other data (such as traffic data, location data, logs and other communications data) sent to us by your computer, mobile device, tablet, or any other device over time on our Digital Properties, and your online activity across third party websites, apps, and devices.

5. Geolocation Information

To provide access to the Services while you are using an electronic device, we may automatically collect geolocation information from your mobile device, your wireless carrier, or certain third-party service providers (“Geolocation Information”).

6. Information Obtained from Other Sources

Service Providers: We may collect or receive your personal information from third party service providers such as credit bureaus and service providers (e.g., providers of Anti-Money Laundering (“AML”) or Know Your Customer (“KYC”) services).

Government and Public Sources: As permitted by applicable law, we may also collect or receive your personal information from publicly available government records, directories, and sources such as courts, tax authorities, government agencies, regulatory authorities, and law enforcement.

SMS Messages: Our Services may include SMS text messaging programs from time to time, which will require collection and use of your mobile phone number, and texting preferences (opt-ins and opt-outs). We will use this information to send you text messages and manage our text messaging program. However, by opting-out of receiving text messages, you may not be able to use the full functionality of the Services.

7. Information Obtained From Third-Party Analytics Services

We use third-party analytics services (such as Google Analytics) to evaluate your access and use of the Digital Properties and the Services, compile reports on activity, collect demographic data, analyze performance metrics, and collect and evaluate other information relating to device and internet usage.

8. Information Obtained From Data Enrichment Services

We engage in data enrichment activities to enhance our marketing efforts. As part of this process, we may obtain additional data points, such as net worth, from third-party data enrichment providers like Versium ( https://versium.com/). This data enrichment allows us to better tailor our marketing campaigns and improve the relevance of our communications to you.

II. INFORMATION USE AND SHARING

We may use and share your personal information as set forth below:

• To onboard you as a Client for the Services;
• To provide the Services including servicing, maintaining and protecting your Fundify Account(s), and processing transactions in your Fundify Account(s);
• To monitor, support, analyze, and improve the Services;
• To communicate with you regarding the Services and your Fundify Account(s);
• To fulfill your requests for information regarding new or improved products and services;
• To engage in marketing, advertising, and tracking activities, and evaluate the efficacy of our efforts;
• To engage research, project planning, troubleshooting problems, and detecting and protecting against error, fraud, or other criminal activity;
• To protect the safety and security of our Services, businesses and customers;
• To comply with applicable law, such as to comply with a subpoena, or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request;
• To assess or complete a corporate sale, merger, reorganization, sale of assets, dissolution, investment, or similar corporate event where we expect that your personal information will be part of the transferred assets;
• To prevent, identify, investigate, and deter fraudulent, harmful, unauthorized, unethical, or illegal activity, including cyberattacks and identity theft; and
• Otherwise, with your consent.

III. YOUR CHOICES

Update Information: If the personal information we have for you changes, you may correct, update, or delete it by contacting us as set forth in Section XII of this Privacy Policy.

Marketing Communications: You may manage your receipt of marketing and non-transactional communications by clicking on the “unsubscribe” link located on the bottom of any of our marketing emails.

Cookie Management: Most browsers let you remove or reject cookies. To do this, follow the instructions in your browser settings.

IV. HOW WE PROTECT YOUR INFORMATION

We take commercially reasonable steps to protect your information from loss, misuse, and unauthorized access, disclosure, alteration, or destruction.

V. CHILDREN’S PRIVACY

Our Services are only available to individuals aged 18 or older, and we do not knowingly collect personal information from any person under the age of 18. If an individual under the age of 18 has provided us with personal information, a parent or guardian of that child may contact us and request that such information be deleted.

VI. EXTERNAL WEBSITES AND THIRD PARTIES

Unless explicitly stated otherwise, our Privacy Policy addresses only our use and disclosure of information we collect from and/or about you in your interactions with Fundify, our Digital Properties and the Services.

VII. DO NOT TRACK

As discussed above, third parties such as advertising networks and analytics providers may collect information about your online activities over time and across different websites when you access or use the Services.

VIII. UPDATES TO THIS PRIVACY POLICY

This Privacy Policy is effective as of the date stated at the top of this Privacy Policy. We may update this Privacy Policy from time to time and without prior notice to you to reflect changes in our privacy practices.

IX. HOW TO CONTACT US

If you have any questions or comments about this Privacy Policy, please email us at legal@fundify.com or write to us at:

Fundify Advisors, LLC
5900 Balcones Drive
Suite 10888
Austin, TX 78731