Privacy Policy

Last updated: October 30, 2025

At Enrich Finance (“we,” “our,” “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website or use our services (collectively, the “Services”).

By using our website or Services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

1.1. Personal Information You Provide

When you contact us, sign up for updates, request a consultation, or fill out a form, we may collect:

  • Name
  • Email address
  • Phone number
  • Company name
  • Job title
  • Any other information you voluntarily provide

1.2. Automatically Collected Information

When you visit our website, we may automatically collect:

  • IP address and browser type
  • Device information and operating system
  • Pages visited, time spent, and referring URLs
  • Cookies and similar tracking technologies (see Section 6)

1.3. Information from Third Parties

We may receive information about you from third-party tools such as analytics, CRM, or marketing platforms when you interact with our website or campaigns.

2. How We Use Your Information

We use your information to:

  • Provide, maintain, and improve our Services
  • Respond to your inquiries and requests
  • Send relevant updates, insights, or marketing communications
  • Personalize your website experience
  • Ensure website security and prevent fraud
  • Comply with legal obligations

We process personal data only when we have a lawful basis, such as your consent, the necessity to perform a contract, or legitimate business interests.

3. How We Share Information

We may share your information with:

  • Service providers who assist with hosting, analytics, marketing, and communications
  • Legal authorities when required to comply with applicable law or respond to valid legal requests
  • Business partners or affiliates, only when necessary for providing requested services

We do not sell your personal data to third parties.

4. Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, or resolve disputes.

5. Your Rights (GDPR)

If you are located in the European Economic Area (EEA), you have the following rights:

  • Right to access – Request a copy of your personal data
  • Right to rectification – Request correction of inaccurate data
  • Right to erasure – Request deletion of your data (“right to be forgotten”)
  • Right to restriction – Request limited processing of your data
  • Right to data portability – Request transfer of your data to another controller
  • Right to object – Object to processing based on legitimate interests

To exercise your rights, contact us at privacy@enrichfinance.com. We may require identity verification before processing your request.

6. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to:

  • Enhance your browsing experience
  • Analyze site performance and user behavior
  • Deliver relevant marketing content

You can manage your cookie preferences through your browser settings or opt-out of certain tracking in your cookie banner (if enabled).

7. Data Security

We implement appropriate technical and organizational measures to protect your information from unauthorized access, disclosure, alteration, or destruction.
However, no online system is completely secure, and we cannot guarantee absolute data security.

8. International Data Transfers

Your information may be transferred to and processed in countries outside your own.
We ensure that such transfers are made in compliance with applicable data protection laws, using appropriate safeguards such as the Standard Contractual Clauses (SCCs) approved by the European Commission.

9. Children’s Privacy

Our Services are not directed at individuals under the age of 18.
We do not knowingly collect personal information from minors. If you believe we have done so, please contact us immediately so we can delete the data.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a new “Last updated” date.
Your continued use of our Services constitutes your acceptance of the revised policy.

11. Contact Us

If you have any questions about this Privacy Policy or your personal data, please contact us at:
📧 privacy@enrichfinance.com
🌐 www.enrichfinance.com

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1 - Investment recommendations and tax-loss harvesting alerts do not eliminate the risk of investment loss, and outcomes may be impacted by market volatility, execution quality at your brokerage, and changes in tax laws or regulations. Recommendations are generated based on the information and preferences you provide and may not be appropriate for every situation or result in improved performance or reduced taxes
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2 - A flat subscription fee for our service does not include costs charged by your brokerage firm (such as trading commissions, fund expenses, or account fees), nor does it consider any tax impact from trading activity in your accounts. You should also consider that subscriptions renew unless canceled, and our tools may recommend actions that increase transaction costs or taxes depending on your personal situation
Enrich Finance, LLC is an investment adviser registered with the SEC. Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
1 - Past performance is not a guarantee, or reliable indicator, of future results; future returns and risk may differ materially from those shown.
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal