Privacy Policy | Wealthy

Last updated October 2, 2026

This Privacy Policy explains how wealthy.org ("Wealthy," "we," "us") collects, uses and shares information when you use our website.

Information we collect

Information you give us: name, email, phone number, state, ZIP code, the services you're interested in, approximate investable assets and income ranges, timeline and anything you write in the form.
Automatically collected: pages visited, referring URL, campaign parameters (such as UTM tags), browser type, device information and approximate time zone.

How we use it

To match you with and introduce you to professionals relevant to your request
To contact you about your request
To operate, secure and improve the site
To comply with law

How we share it

When you submit a request, we share your information with up to four independent financial, tax, insurance or legal professionals or firms in our partner network so they can contact you. These partners may pay us for the introduction. Each partner's use of your information is governed by its own privacy policy.

We may also share information with service providers who help us run the site (such as hosting and data storage), and when required by law or to protect our rights. We do not sell your information to data brokers or for unrelated marketing.

Your choices

Reply STOP to any text message to opt out of texts.
Use the unsubscribe link in emails, or ask the professional directly to stop contacting you.
Request access to or deletion of your information by emailing [email protected]. Depending on where you live, you may have additional rights under state privacy laws.

Data retention & security

We keep request information for as long as needed for the purposes above and to meet legal obligations, and use reasonable safeguards to protect it. No system is perfectly secure.

Children

This site is not intended for anyone under 18, and we don't knowingly collect their information.

Spam protection

Our forms use Google reCAPTCHA to block automated spam. reCAPTCHA collects hardware and software information (such as device and browser data) and sends it to Google for analysis. Its use is subject to Google's Privacy Policy and Terms of Service.

Changes & contact

We may update this policy and will post the new date above. Questions: [email protected].