UpWealth LLC (“UpWealth”, “we”, “us”, or “our”) is committed to protecting the privacy of our users (“user”, “you”, or “your”). This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit or use our website, upwealth.com (the “Site”), and subscribe to our newsletter.

Collection of Information

We may collect personal information from you when you visit the Site or subscribe to our newsletter. This information may include, but is not limited to, your name, email address, and financial information. Additionally, we may collect information about your use of the Site, such as your browsing history and the pages you visit.

Use of Information

The information we collect may be used for the following purposes:

  • To provide and improve our services
  • To send you newsletters and other marketing materials
  • To tailor the content and advertising on the Site to your interests
  • To contact you with important information about the Site
  • To conduct research and analysis
  • To enforce our Terms of Service and other policies
  • To comply with legal and regulatory requirements

Disclosure of Information

We may disclose your information to third parties in the following circumstances:

  • To service providers and contractors who assist us in providing the Site and our services
  • To comply with legal and regulatory requirements
  • In connection with a merger, acquisition, or sale of all or a portion of our assets

Protection of Information

We take reasonable measures to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the internet, or method of electronic storage, is 100% secure. Therefore, we cannot guarantee the absolute security of your information.

Changes to the Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on the Site. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

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

This Privacy Policy was last updated on January 15 2023.