Privacy Policy & Terms of Service

Last updated: August 7, 2025Welcome to FinXConnect, operated by FinXConnect, Corp. (“FinXConnect,” “we,” “our,” or “us”). This page outlines the terms and conditions that govern your use of our platform and how we handle your data. By accessing or using our website, mobile application, or services (collectively, the “Platform”), you agree to be bound by this combined Privacy Policy and Terms of Service.If you do not agree to these terms, you may not access or use the Platform.⸻1. What We DoFinXConnect is an online marketplace that connects individuals and businesses with licensed financial professionals—including real estate agents, insurance brokers, loan officers, and tax professionals—for the purpose of discovery, appointment booking, and service coordination.We are not a provider of financial, legal, or professional advice. All professionals listed are independent providers and are not employees or agents of FinXConnect.⸻2. Information We Collecta. Information You Provide
• Name, email, phone number
• Business and licensing details (for professionals)
• Uploaded documents, profile information, and communication history
• Payment and billing information (processed by third-party providers)b. Information We Collect Automatically
• IP address, device type, browser type
• Cookies and tracking technologies
• Usage data, session activity, and analytics toolsc. Information from Third Parties
• Identity verification tools
• Payment processors (e.g., Stripe)
• Analytics and advertising platforms (e.g., Google Analytics)⸻3. How We Use Your InformationWe use the data we collect to:
• Operate and improve the Platform
• Match users with professionals
• Process and manage payments and bookings
• Provide customer support
• Ensure compliance with legal and regulatory obligations
• Send notifications, updates, and marketing communications (you may opt out at any time)We do not sell your personal information.⸻4. Sharing and DisclosureWe may share your information with:
• Professionals or users you interact with
• Third-party service providers (e.g., hosting, payment processing, verification)
• Regulators or legal authorities if required by law
• Successors or buyers in the event of a merger, sale, or restructuring⸻5. Your Rights and ChoicesYou have the right to:
• Access, update, or delete your personal data
• Request a copy of your data
• Object to certain uses of your data
• Opt out of marketing emails
• Control cookie settings in your browserTo exercise your rights, email us at: [email protected]⸻6. User and Expert ResponsibilitiesBy using the Platform, you agree to:
• Provide accurate and truthful information
• Use the Platform only for lawful purposes
• Maintain the confidentiality of your account credentials
• Not impersonate others or misrepresent your qualifications
• Not solicit clients or professionals outside the Platform without permission
• Comply with all local licensing, regulatory, and professional obligationsWe reserve the right to suspend or terminate any account that violates these terms.⸻7. Payments and Subscriptions
• Experts may be required to pay a one-time deposit, subscription fee, or other platform-related charges.
• All payments are securely processed by PCI-compliant providers like Stripe.
• Pricing and terms will be clearly presented at checkout.
• All users are responsible for any applicable local taxes.Refund and cancellation policies are published on the relevant pricing or service pages.⸻8. Intellectual PropertyThe Platform, including its content, branding, software, and features, is the intellectual property of FinXConnect, Inc.
You may not copy, modify, distribute, reverse-engineer, or use any part of the Platform without written permission.⸻9. License to Display Uploaded ContentBy uploading any content to the Platform (such as headshots, bios, service listings, or testimonials), you grant FinXConnect a non-exclusive, worldwide, royalty-free license to use, display, reproduce, and share that content for purposes related to operating and promoting the Platform.You retain ownership of your content.⸻10. Disclaimers and Limitations of LiabilityFinXConnect is a technology platform only. We do not guarantee the quality, safety, legality, or outcome of any service provided by professionals.
• We are not responsible for verifying the credentials, licenses, or experience of any professionals listed on the Platform.
• You agree that you use the Platform and engage with professionals entirely at your own risk.
• The Platform is provided “as is” and “as available” without warranties of any kind, either express or implied.
• FinXConnect shall not be liable for any indirect, incidental, consequential, or special damages, including financial losses, business interruptions, or service issues.⸻11. Assumption of RiskYou acknowledge and agree that any interaction with a professional through the Platform is at your sole discretion and risk. FinXConnect does not monitor or control the quality, timing, legality, or outcomes of services offered by independent professionals. You are solely responsible for verifying credentials, reviewing service terms, and making your own hiring decisions.⸻12. IndemnificationYou agree to indemnify and hold harmless FinXConnect, its affiliates, officers, directors, employees, agents, and licensors from and against any claims, damages, obligations, losses, liabilities, or expenses (including legal fees) arising from:
• Your use or misuse of the Platform
• Your violation of these terms
• Your interaction with other users or professionals
• Your infringement of any third-party rights⸻13. Third-Party ServicesThe Platform may integrate with third-party tools and services (e.g., payment processors, scheduling tools, verification platforms). Your use of such services is governed by their respective privacy policies and terms. FinXConnect is not responsible for the content, accuracy, or availability of these external services.⸻14. Platform ModerationFinXConnect reserves the right, but is not obligated, to monitor, review, edit, or remove any content submitted to the Platform. We may suspend, disable, or terminate access to any user or professional account at any time if we believe you have violated these terms or applicable law.⸻15. Force MajeureFinXConnect shall not be held liable for any delay or failure in performance resulting from causes beyond our reasonable control, including but not limited to natural disasters, acts of war, terrorism, labor shortages, civil disturbances, governmental actions, utility failures, cyberattacks, pandemics, or internet outages.⸻16. Governing Law and Dispute ResolutionThese terms shall be governed by and construed in accordance with the laws of the State of Delaware.All disputes arising out of or relating to the Platform shall be resolved through binding arbitration under the rules of the American Arbitration Association. The arbitration will take place in Dover, Delaware, and you waive any right to a trial by jury or to participate in a class action.⸻17. Survival and SeverabilityIf any provision of this policy is found to be unlawful, void, or unenforceable, that provision will be severed, and the remaining provisions will remain in effect. Sections related to limitations of liability, arbitration, indemnity, and intellectual property will survive the termination of your account or use of the Platform.⸻18. Children’s PrivacyFinXConnect is intended only for individuals 18 years of age or older. We do not knowingly collect personal information from children under 18. If we become aware that a child has submitted personal data, we will delete it promptly.⸻19. Changes to This PolicyWe may update these terms at any time. Changes become effective when posted. Your continued use of the Platform after any update constitutes acceptance of the revised policy.⸻20. Contact InformationIf you have questions about this policy or need to exercise your rights, please contact:FinXConnect, Corp.
Email: [email protected]
Mailing Address:
1111B S Governors Ave STE 37142
Dover, DE 19904