Privacy Policy

Information we collect

We collect information you provide when you request an account, join the waitlist, book a consultation or contact us — such as your name, email address, phone number and the details you include in your message.

When onboarding is completed, our licensed banking, card issuing and custody partners collect the identity information required by law, including government identification, address and other verification data.

We also collect limited technical information automatically, such as device and browser type, approximate location derived from IP address, and pages viewed on this site.

How we use information

To respond to your enquiries, evaluate eligibility, deliver and support the services you request, prevent fraud and financial crime, meet legal and regulatory obligations, and improve our products and communications.

We do not sell personal information.

Sharing with service providers

Information may be shared with partner banks, card issuers, custody providers, identity verification vendors, payment networks, hosting and analytics providers, and professional advisers, in each case as needed to deliver the service or comply with law.

We may also disclose information where required by a regulator, court order or other legal process.

Cookies and analytics

This site uses cookies and similar technologies to keep the site working, remember preferences and understand aggregate usage. You can control cookies through your browser settings; disabling some cookies may affect site functionality.

Retention

We retain personal information for as long as needed for the purpose it was collected and for the periods required by applicable financial recordkeeping, anti-money-laundering and tax rules, after which it is deleted or anonymized.

Your rights

Depending on where you live, you may have the right to request access to, correction of, deletion of, or a copy of your personal information, and to object to or restrict certain processing. Some requests are limited by regulatory recordkeeping obligations.

To make a request, contact us using the details below. We may need to verify your identity before responding.

Security

We use administrative, technical and physical safeguards designed to protect personal information, including encryption in transit, access controls and multi-factor authentication. No method of transmission or storage is completely secure.

Changes and contact

We may update this policy from time to time; the effective date above reflects the most recent version. Questions or privacy requests can be sent to privacy@brickellwallstreet.com or 848 Brickell Ave, Miami, FL 33131.