Plain-language terms for clarity ✨

Terms of Service

These Terms of Service govern your access to and use of the Wealthstack website and software. Please read carefully. By using our site, you agree to these Terms and our Privacy Policy. If you do not agree, do not use the site.

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Last updated:

1. Who we are

Wealthstack is operated by Wealthstack Capital LLC, 500 7th Ave, 8th Floor, New York, NY 10018, United States. Contact: +1 (332) 263-8740, [email protected].

2. Acceptance of terms

By accessing or using the site, you agree to these Terms and all applicable policies referenced here. If you use the site on behalf of an organization, you represent that you are authorized to bind that organization to these Terms.

3. Eligibility

You must be at least 16 years old to use the site. You may use the site only in compliance with these Terms and all applicable laws.

4. No investment advice

Wealthstack provides educational information and software tools. We are not a broker-dealer, investment advisor, or tax advisor, and we do not provide personalized financial advice, offer or recommend securities, or execute trades. Any examples are illustrative and not guarantees of results. Investing involves risk, including loss of principal.

5. Accounts and subscriptions

Some features may require an account or subscription. You agree to provide accurate information and keep credentials secure. Subscription details, billing intervals, and cancellation terms are presented at checkout. Unless stated otherwise, fees are nonrefundable except where required by law.

6. Acceptable use

You agree not to misuse the site. Prohibited activities include scraping or reverse engineering; attempting to bypass security; infringing intellectual property; uploading malware; or using the site to harass, discriminate, or otherwise violate laws. We may suspend or terminate access for violations.

7. Intellectual property

The site, content, logos, and software are owned by Wealthstack or our licensors and are protected by intellectual property laws. You are granted a limited, revocable, nonexclusive, nontransferable license to access and use the site for lawful, personal, or internal business purposes.

8. Feedback

If you submit feedback or suggestions, you grant us a worldwide, perpetual, irrevocable, royalty-free license to use and incorporate them without obligation to you.

9. Third-party services

Our site may reference third-party tools or services. We are not responsible for third-party content or practices. Your use of third-party services is governed by their terms and policies.

10. Disclaimers

The site and content are provided on an “as is” and “as available” basis without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, and noninfringement. We do not warrant that the site will be uninterrupted, secure, or error-free.

11. Limitation of liability

To the maximum extent permitted by law, Wealthstack and its affiliates will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for loss of profits, revenues, data, or goodwill, arising from or related to your use of the site. Our total liability for any claim will not exceed the greater of $100 or the amount you paid to us for the service giving rise to the claim in the 12 months before the event.

12. Indemnification

You agree to indemnify and hold harmless Wealthstack, its officers, employees, and agents from any claims, liabilities, damages, losses, and expenses, including reasonable legal fees, arising out of or related to your use of the site or violation of these Terms.

13. Governing law; venue

These Terms are governed by the laws of the State of New York, without regard to conflicts of law principles. Courts located in New York County, New York, will have exclusive jurisdiction.

14. Changes to the site or terms

We may modify the site or these Terms at any time. Material changes will be indicated by updating the “Last updated” date and, when appropriate, additional notice. Continued use after changes means you accept the updated Terms.

15. Termination

We may suspend or terminate your access at any time for any reason, including suspected violations of these Terms. Upon termination, sections that by their nature should survive will continue to apply.

16. Contact

Questions about these Terms can be sent to [email protected] or mailed to Wealthstack Capital LLC, 500 7th Ave, 8th Floor, New York, NY 10018, United States.