Privacy Policy

This Privacy Policy explains how WYZ LLC, a California limited liability company doing business as Evotrade (“Evotrade,” “we,” “us”), collects, uses, shares and protects personal information when you visit evotrade.ai, use the Evotrade web or mobile app, or become an advisory client.

WYZ LLC, doing business as Evotrade, is in the process of registering as an investment adviser. Until that registration is effective, access to Evotrade is by invitation only. Registration, once effective, does not imply a certain level of skill or training.

This policy includes our privacy notice for advisory clients under Regulation S-P and your consent to receive documents electronically. By using Evotrade, you agree to the practices described here.

• To provide our services: research, Evo® Score, Evo's answers, alerts, and the records and reports in your account.
• To understand your financial situation and objectives, decide whether our services are suitable for you, and tailor what we show you.
• To communicate with you about your account, your positions, changes to our services and security.
• To keep our services secure, detect and prevent fraud or misuse, and fix problems.
• To improve our research and our products.
• To meet our legal and regulatory obligations, including the books-and-records rules that apply to investment advisers, and to respond to lawful requests.

When you ask Evo a question, Evo uses your message, any images you attach, and the account information needed to answer it, such as your positions and investor profile. Evo’s responses are generated using models provided by Anthropic.

We share personal information only as described below.

• Service providers that operate parts of our service on our behalf and are bound to protect your information: hosting, database, authentication and storage (Supabase, Vercel, Fly.io), AI model processing (Anthropic), brokerage connectivity (SnapTrade), and email delivery.
• Your broker, when you connect a brokerage account and ask us to retrieve information or an order preview.
• Regulators and the law: securities regulators and examiners, and others when required by law, subpoena or court order, or when needed to protect the rights, property or safety of our clients, our company or others.
• Business transfers: in connection with a merger, acquisition or sale of all or part of our business, subject to this policy and applicable law, with notice to you.
• With your consent or at your direction.

We do not sell your personal information, we do not share it for cross-context behavioral advertising, and we do not share it with other companies for their own marketing.

Federal law gives you the right to limit some, but not all, sharing of your nonpublic personal information. Federal law also requires us to tell you how we collect, share and protect it. The information we collect is described above and includes your investor profile, your account balances and positions, and your transaction history.

Because we share only for our everyday business purposes, there is no sharing you need to opt out of. If our practices change, we will send you an updated notice before we share in any new way, and you will be able to limit that sharing where the law allows. When you are no longer our client, we continue to treat your information as described in this notice.

If you live in California, you may have the right to know what personal information we collect, use and disclose; to request a copy of it; to correct it; and to request that we delete it, subject to legal exceptions. Information we collect to provide financial services may be governed by federal financial privacy law instead. We do not sell or share personal information as those terms are defined under California law, and we do not use sensitive personal information for purposes that would give you a right to limit it. We will not discriminate against you for exercising your rights.

To make a request, email team@evotrade.aiwith “Privacy request” in the subject line. We will verify your identity using the email address on your account before responding. You may use an authorized agent, who must provide proof of your authorization.

Our services do not respond to “Do Not Track” browser signals. Because we do not track you across third-party websites, there is no such tracking for those signals to turn off. We do not disclose personal information to third parties for their direct marketing purposes.

• You can review and update your profile, investor profile and preferences in your account at any time.
• You can ask us to close your account and delete your personal information by emailing team@evotrade.ai. We will delete it except for records we are required to keep by law.
• You can disconnect a connected brokerage account at any time.
• Service and account notices, such as alerts about your positions, are part of the service and continue while you are a client.

We keep personal information for as long as your account is open and as long as needed to provide our services. Securities rules require investment advisers to keep certain records, including client communications, advice and account records, for at least five years. After the retention period ends, we delete or de-identify the information.

We maintain administrative, technical and physical safeguards designed to protect your information. Data is encrypted in transit and at rest by our infrastructure providers, access to client data is restricted to the account holder and the authorized staff who need it, and each client can see only their own records. We maintain an incident response program, and if your sensitive information is accessed without authorization we will notify you as required by law. No method of transmission or storage is completely secure, so please keep your password confidential and tell us right away if you believe your account has been compromised.

Our services are not directed to anyone under 18, and we do not knowingly collect personal information from children.

Our services are offered in the United States, and we store and process your information in the United States.

By opening an account, you agree that we may deliver documents to you electronically instead of on paper. These include our Form CRS, our Form ADV Part 2A and 2B brochures and their updates, your investment advisory agreement and any amendments, this privacy notice, and other notices and records about your account.

We deliver documents by posting them in the Evotrade app or on our website and notifying you in the app or by email, or by sending them to the email address on your account. To receive them you need a current web browser or the Evotrade app, an email account, and the ability to view web pages and PDF files. Please keep your email address up to date.

You may request a paper copy of any document at no charge, and you may withdraw this consent at any time, by emailing team@evotrade.ai. If you withdraw your consent, we will deliver required documents to you by mail.

We will post any changes on this page with a new effective date. If we make a material change, we will notify you by email or in the app before the change takes effect, and clients will be asked to review and confirm the updated policy.

Questions about this policy or your information can be sent to team@evotrade.ai, or see our contact page.