Privacy Policy

This website, wealthifyllc.online, is operated by Wealthify Investments LLC, 16192 Coastal Hwy, Lewes, DE 19958, United States. Questions about this policy can be sent to eduardo@wealthifyllc.online.

The inquiry and consultation forms on this website do not send your answers to our servers, and the website does not store them. When you select Continue on WhatsApp, your browser checks your answers and turns them into a text message, then opens WhatsApp (the app, or WhatsApp Web) with that message ready to send to our business number, +1 860 319 3519.

The message is not delivered to us until you press Send in WhatsApp. You can review, edit or discard it before sending. If you send it, we receive the information it contains, which may include your name, email address, phone number, country, budget range, the business or service you're asking about, your preferred contact method, preferred consultation date and time, and anything you write in the message.

WhatsApp is operated by WhatsApp LLC, part of Meta Platforms, Inc., not by Wealthify Investments LLC. When you use WhatsApp to contact us, your use of WhatsApp is governed by WhatsApp's own terms of service and privacy policy, and WhatsApp processes your messages and account information under those terms. We encourage you to review them.

If you call us at +1 805 885 1117, email us at eduardo@wealthifyllc.online, or message us on WhatsApp without using a form, we receive the information you choose to share in that call, email or message.

As currently built, this website does not use analytics, advertising or tracking cookies. Like most websites, the servers that host it may automatically record standard technical information when pages are requested, such as IP address, browser type, the page requested and the time of the request, for security and to keep the website running. If we add analytics or similar tools, we will update this policy first.

• To reply to your inquiry and arrange any consultation you request.
• To provide services you ask us for, and to prepare related scopes, agreements and documents.
• To share listing information, pricing or diligence records you request about a business.
• To keep records of our business communications and meet legal obligations.

We do not sell your personal information. We may share it with service providers who help us run our business (for example, email or communication providers), with other parties to a transaction when you ask us to progress an acquisition, when required by law, or with your consent.

We keep inquiry information for as long as it is needed to respond to you, provide the services you request, and meet our business and legal record-keeping obligations.

Please do not send payment card details, bank account credentials, passwords or identity documents through the website forms or in an initial WhatsApp message. If documents are needed later in a transaction, we will explain how they should be provided.

You can ask us to access, correct or delete personal information we hold about you by emailing eduardo@wealthifyllc.online. Depending on where you live, you may have additional rights under applicable law. Messages already held in your own WhatsApp account are managed through WhatsApp.

This website and our services are intended for adults. We do not knowingly collect information from children.

We may update this policy as the website or our services change. The current version will always be on this page. See also our Terms of Use.