Privacy Policy

Information you provide directly:

• Name, email address, and phone number when you fill out a contact form, quiz, or review
• Business information such as company name, annual revenue, industry, and location
• Professional information if you apply to list your firm (firm name, credentials, website, pricing)
• Account credentials if you create an account

Information collected automatically:

• Usage data: pages visited, time on site, clicks, referral source
• Device and browser information
• IP address and approximate location

Information from third parties:

• If you log in via Google or LinkedIn OAuth, we receive your public profile information (name, email, profile photo) from those services

We use the information we collect to:

• Operate and improve the Coyote Wealth platform
• Match your inquiry with relevant financial professionals (up to 3 firms per submission)
• Respond to your questions and requests
• Send you platform-related communications
• Detect and prevent fraud or abuse
• Comply with legal obligations

With Professionals: When you submit a contact form or take the matching quiz, your contact information and inquiry details are shared with up to 3 matched financial professionals so they can follow up with you directly.

With Service Providers: We share data with third-party vendors who help us operate the platform, including Supabase (database), Stripe (payment processing, when applicable), and analytics tools. These vendors process data only as instructed by us.

For Legal Compliance: We may disclose your information when required by law, regulation, or valid legal process.

Business Transfers: If the Company is involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.

We do not sell your personal information to third parties.

We retain your information for as long as necessary to provide the Platform and comply with legal obligations. Contact form submissions and lead data are retained indefinitely to support our business operations.

Depending on your location, you may have rights to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information
• Opt out of marketing communications
• Data portability

To exercise these rights, email us at team@coyotewealth.com.

California residents have additional rights under the California Consumer Privacy Act, including the right to know what personal information we collect, the right to delete personal information, and the right to opt out of the sale of personal information (we do not sell personal information).

We use cookies and similar tracking technologies to improve your experience on the Platform. You can control cookies through your browser settings.

The Platform may contain links to third-party websites. We are not responsible for the privacy practices of those sites.

Coyote Wealth is not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors.

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on this page with an updated date.

For privacy-related questions or requests, contact us at: team@coyotewealth.com