Privacy Policy

1. Overview

Potrise is a product of Vimble, Inc. ("Potrise," "we," "our," or "us").

This Privacy Policy explains how we collect, use, disclose, and protect information when you access or use the Potrise website, mobile applications, and related services (collectively, the "Services").

Potrise provides access to investment opportunities and related financial services. By using our Services, you agree to the collection and use of information in accordance with this Privacy Policy.

Potrise is not intended for individuals under the age of 18, and we do not knowingly collect personal information from children.

2. Information We Collect

Information You Provide

We may collect information that you provide directly to us, including:

• Name
• Email address
• Phone number
• Date of birth
• Residential address
• Tax residency information
• Government-issued identification
• Investment profile information
• Banking and payment information
• Account credentials
• Communications with our support team

Financial Information

When you connect a bank account through our payment and banking partners, we may receive information such as:

• Account ownership details
• Account identifiers
• Account type information
• Balance information
• Transaction-related information necessary to facilitate transfers and verify ownership

We do not store full bank account credentials.

Automatically Collected Information

We may automatically collect:

• Device information
• IP address
• Browser type
• Operating system
• Location information
• Usage and activity data
• Cookies and similar technologies

Information From Third Parties

We may receive information from:

• Identity verification providers
• Payment processors
• Banking partners
• Custodians
• Analytics providers
• Marketing partners
• Public databases and regulatory sources

3. How We Use Information

We use information to:

• Provide and maintain the Services
• Create and manage accounts
• Verify identities
• Facilitate investments and transactions
• Process deposits, withdrawals, distributions, and payments
• Maintain custodial relationships
• Prevent fraud and unauthorized activity
• Comply with legal, regulatory, tax, and reporting obligations
• Improve and personalize the Services
• Communicate with users
• Conduct analytics and research
• Enforce our agreements and policies

4. How We Share Information

We may share information with:

Service Providers and Financial Partners

Including:

• Payment processors
• Banking partners
• Custodians
• Identity verification providers
• Tax reporting providers
• Analytics providers
• Cloud infrastructure providers
• Customer support providers

These providers may access information only as necessary to perform services on our behalf.

Legal and Regulatory Authorities

We may disclose information when required by law, regulation, subpoena, court order, or governmental request.

Business Transfers

Information may be transferred as part of a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets.

Investment and Financial Services Partners

Where necessary to facilitate investment transactions, maintain accounts, comply with regulations, or provide investment-related services.

We do not sell your personal information.

5. Cookies and Tracking Technologies

We use cookies, pixels, analytics tools, and similar technologies to:

• Understand usage patterns
• Improve performance
• Personalize experiences
• Measure marketing effectiveness
• Protect against fraud

You may manage cookie preferences through your browser settings.

6. Data Security

We use commercially reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure.

However, no security system can guarantee absolute security.

7. Data Retention

We retain information for as long as necessary to:

• Provide the Services
• Comply with legal obligations
• Resolve disputes
• Enforce agreements
• Meet regulatory recordkeeping requirements

Certain financial records may be retained for longer periods as required by applicable law.

8. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

• Access personal information
• Correct inaccurate information
• Request deletion of information
• Restrict certain processing
• Object to certain uses
• Request data portability
• Withdraw consent where applicable

You may also opt out of marketing communications at any time.

Requests may be submitted to: support@potrise.com

9. California Privacy Rights

California residents may have rights under applicable California privacy laws, including the right to know, access, correct, delete, and limit certain uses of personal information.

We do not sell personal information.

10. International Users

If you are located outside the United States, your information may be transferred to and processed in the United States or other jurisdictions where our service providers operate.

For users in the European Economic Area, United Kingdom, and other jurisdictions with privacy laws, we process personal information based on:

• Consent
• Contractual necessity
• Legal obligations
• Legitimate business interests

11. Third-Party Services

The Services may contain links to third-party websites or services.

We are not responsible for the privacy practices of third parties. We encourage users to review their privacy policies before providing information.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

If we make material changes, we will notify users through the Services or by other appropriate means.

Continued use of the Services after changes become effective constitutes acceptance of the updated Privacy Policy.

13. Dispute Resolution

Any dispute arising out of or relating to this Privacy Policy shall be resolved in accordance with the dispute resolution provisions contained in our Terms of Service.

Unless otherwise required by law, disputes shall be resolved through binding arbitration in Massachusetts, United States.

14. Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

Potrise
A product of Vimble, Inc.
Email: support@potrise.com
Website: https://www.potrise.com