Privacy Policy

Monetarus Wealth Partners, Inc. (“Monetarus,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, communicate with us, or engage with our investment and advisory services. By using our website or providing information to us, you acknowledge that you have read and understood this Policy. If you do not agree with its terms, please discontinue use of the website.

1. Information We Collect

We collect only the information reasonably necessary to operate our business and serve our clients and counterparties.

• Information you provide directly: name, title, company, email address, telephone number, mailing address, and the substance of inquiries or documents you submit through forms, email, or subscription requests.
• Investor and diligence information: where you engage with us as an investor, counterparty, or prospective partner, information required for onboarding, suitability, accreditation, anti-money-laundering (AML), and know-your-customer (KYC) purposes, including identity documents and financial or professional background information.
• Technical and usage information: IP address, browser type, device identifiers, operating system, referring pages, pages viewed, and dates and times of access, collected automatically through server logs and analytics tools.
• Cookies and similar technologies: small data files used to enable site functionality, remember preferences, and measure website performance.

2. How We Use Information

• Respond to inquiries and provide requested information or materials.
• Evaluate, establish, and administer investment, advisory, and business relationships.
• Perform due diligence and satisfy AML, KYC, sanctions-screening, and other legal or regulatory obligations.
• Operate, secure, maintain, and improve our website and communications.
• Send business updates, transaction information, or marketing communications where permitted, subject to your right to opt out.
• Protect our rights, property, and the safety of our personnel, clients, and users, and detect or prevent fraud and misuse.

We do not sell personal information, and we do not use personal information for automated decision-making that produces legal effects without human review.

3. Legal Bases for Processing

Where applicable law requires a legal basis, we rely on one or more of the following: your consent; the performance of a contract with you; compliance with a legal or regulatory obligation; or our legitimate interests in operating, promoting, and protecting our business, provided those interests are not overridden by your rights.

4. How We Share Information

We disclose personal information only as described below, and we require third parties acting on our behalf to protect it under written confidentiality obligations.

• Service providers: technology, hosting, analytics, communications, accounting, and administrative vendors that perform services for us.
• Professional advisers: legal counsel, auditors, compliance consultants, and similar advisers.
• Transaction participants: co-investors, lenders, fund administrators, custodians, or counterparties where necessary to evaluate or complete a transaction.
• Legal and regulatory authorities: where required by applicable law, subpoena, court order, or regulatory request.
• Corporate transactions: in connection with a merger, acquisition, financing, reorganization, or sale of assets, subject to appropriate safeguards.

5. International Transfers

Monetarus operates internationally. Information may be transferred to, stored in, or processed in the United States and other jurisdictions whose data-protection laws may differ from those of your country of residence. Where required, we implement appropriate safeguards, such as standard contractual clauses, to protect transferred information.

6. Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, alteration, disclosure, or destruction. These include access controls, encryption in transit, and restricted internal handling on a need-to-know basis. No method of transmission or storage is entirely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this Policy, including to satisfy legal, regulatory, tax, accounting, audit, and recordkeeping requirements, and to resolve disputes or enforce agreements. When information is no longer required, we delete or de-identify it using appropriate measures.

8. Your Rights and Choices

Depending on your jurisdiction, you may have the right to request access to, correction of, deletion of, or a copy of your personal information; to object to or restrict certain processing; to withdraw consent; and to opt out of marketing communications. To exercise these rights, contact us using the details below. We will respond within the timeframe required by applicable law and may need to verify your identity before acting on a request.

You may unsubscribe from marketing emails at any time by using the link in the message or by contacting us directly. Most browsers allow you to disable cookies, though doing so may limit certain website features.

9. Third-Party Links

Our website may contain links to third-party sites or resources. We are not responsible for the privacy practices or content of those sites, and we encourage you to review their privacy policies before providing information.

10. Children’s Privacy

Our website and services are intended for business and professional audiences and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have done so, we will delete it promptly.

11. No Offer of Securities

Information on our website is provided for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, nor investment, legal, or tax advice. Any offering of interests is made only to qualified investors pursuant to definitive offering documents.

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. The revised version will be posted on this page with an updated “Last Updated” date. Material changes will be communicated where required by law.

13. Contact Us

If you have questions about this Privacy Policy or how we handle personal information, please contact: