Privacy Policy

Modified and Effective on October 28, 2025

Wise Option, Inc. (the “Company” or “We”) has prepared this privacy policy (“Privacy Policy”) to explain to you how we collect, use, and share information we obtain through your use of our website or applications included therein including without limitation wiseoption.com and any other website operated by or controlled by the Company (the “Site”) and online services ("Services"). This Privacy Policy only covers information collected through the Site and Services. We do not sell, rent or trade email lists with other companies for marketing purposes.

Please read this Privacy Policy, where we describe the Company's privacy practices in relation to the Services, as well as individuals' choices regarding their privacy rights under applicable data protection and privacy laws, such as the European Union Data Protection Regulation and the United Kingdom's General Data Protection Regulation (collectively, “GDPR”), and U.S. State Privacy Laws, including, to the extent applicable, the California Consumer Privacy Act of 2018 (“CCPA”), the Colorado Privacy Act (“CPA”), the Virginia Consumer Data Protection Act (“VCDPA”), the Connecticut Data Privacy Act (“CTDPA”), and the Utah Consumer Privacy Act (“UCPA”) (collectively “U.S. State Privacy Laws”).

If you have questions or complaints regarding the Company's Privacy Policy or associated practices, please contact us at legal@wiseoption.com.

  1. What is Covered by this Privacy Policy?

    This Privacy Policy covers the Company's information practices, including, to the extent applicable, addressing data subjects (which includes both individuals and households) whose Personal Information (as defined below) we:

    • Receive from our customers in our Services as well as in the course of providing consulting services and customer support services;
    • Receive directly through websites that link to this Privacy Policy and our Site (collectively referred to as the “Sites”);
    • Receive from our business partners;
    • Receive from individuals for event, webinar, and other registrations; or
    • Process to promote our Services.
  2. What is Not Covered by this Privacy Policy?

    Human Resources Personal Information. This Privacy Policy does not apply to the Personal Information of employees, job applicants (including Personal Information considered to be Applicant Information), contractors, business owners, directors, officers, and staff of the Company.

    Personal Information We Process as a “Processor”. In some of the cases where we receive Personal Information from our customers in our Services, we do not decide why or how that Personal Information will be processed. To this end, if not stated otherwise in this Privacy Policy or in a separate disclosure, we process such Personal Information in the role of a mere processor on behalf of a customer (and/or its affiliates) who is the responsible controller of the Personal Information concerned. We are not responsible for and have no control over the privacy and data security practices of our customers, which may differ from those set forth in this Privacy Policy. We will only access Personal Information to provide the Services that our customer has directed us to provide, or if we are required to do so by law.

    When you give your Personal Information to one of our customers or when we collect your Personal Information on their behalf, our customer's privacy policy, rather than this Privacy Policy, will apply to our processing of your Personal Information. If your Personal Information has been submitted to us by or on behalf of the Company customer and you wish to exercise any rights you may have under applicable data protection laws, please inquire with the applicable customer directly. Because we may only access a customer's Personal Information upon instruction from that customer, if you wish to make your request directly to us, please provide to us the name of the Company customer who submitted your Personal Information to us. We will refer your request to that customer, and we will support them as needed in responding to your request within a reasonable timeframe.

    Information Which Does Not Constitute Personal Information. If we do not maintain information in a manner that identifies, relates to, describes, is reasonably capable of being associated with, or could be reasonably linked, directly or indirectly, with a particular individual or household, such information is not considered Personal Information and this Privacy Policy will not apply to our processing of that information. Such information includes anonymous, aggregate statistics from web traffic to our Sites that we collect and analyze through web analytics software in order to understand our customers' and visitors' needs and to continually improve our Sites for them.

  3. The Company's Role With Respect to Your Personal Information

    In the context of this Privacy Policy, we act either as a data controller or data processor for the Personal Information we process, depending on our relationship with you and with our customers. For example, we act as a data controller when we process your Personal Information when you contact us through our Sites or if we call you at your request. On the other hand, we generally act as a data processor in connection with the Services we provide to our customers.

  4. Information You Choose To Submit

    You can visit the Site without telling us who you are or revealing any information by which someone could identify you as a specific, identifiable individual (such information, "Personal Information"). If, however, you wish to register to become either a free or a paid subscriber of the Services or comment in an article posted by us, you are required to provide certain Personal Information (e.g., your name and e-mail address) (“Required Information”). We use your Personal Information to fulfill your requests for Services, to improve our Services, to contact you from time to time about us and our products and services, and as otherwise described in this Privacy Policy. We may collect additional information about yourself if you choose to submit, such as information about your preferences and interests. If we combine non-personal information with Personal Information we will treat the combined information as Personal Information under this Privacy Policy. You also may choose to submit your alias, bio, email, photos or any other information that you would like to share with other users of the Services within your account (collectively "User Contents" together with Personal Information, “Data”). You represent and warrant that you are the copyright owner or have the proper license to distribute and use the User Contents that you upload into our Services.

    As part of the Required Information and in order to provide the Services to you, we store all the content you provide, including but not limited to accounts created for team members, files, pictures, project information, and any other information that you provide to the Services you use. The Company also may collect certain information for auditing and license compliance verification, including data regarding the number of words or documents checked or processed, server IP addresses, email addresses of Users, domain counts and other information deemed relevant, to ensure that the Service is being used in accordance with the terms of the Software as a Service Agreement.

  5. Information We Automatically Collect

    We and our third-party service providers (including any third-party content, advertising, and analytics providers) may automatically collect certain information from your device or web browser when you connect with the Site and your use of the Site and/or Services are automatically logged in our systems, the webpage you came from, the URL you go to next, the webpage(s) that you access during your visit and your interaction with content or advertising on the Site through the use of the Services (collectively, "Usage Data"), including the following information:

    • Location information. This is the geographic area where you use your computer and mobile device identifier or other unique identifier (as indicated by an Internet Protocol (IP) address or similar identifier) when interacting with our Site and/or Services.
    • Log data. As with most websites and technology Services delivered over the internet, our servers automatically collect data when you access or use our Site and/or Services and record it in log files. This log data may include IP address, browser and computer type, access time, information about browser configuration, language preferences, and cookie data.
    • Device information. This is data from your computer or mobile device, such as the type of hardware and software you are using (for example, your operating system and browser type) as well as unique device identifiers for devices that are using our Services.
    • Cookies. Data obtained from cookies is described in our Cookie section below.

    We and our third-party service providers may use such Usage Data for a variety of purposes including to diagnose problems with our servers and software, to administer the Site and Services, to gather demographic information and to target advertising to you on the Site and elsewhere online. Accordingly, our third-party advertising networks and ad servers will also provide us with information, including reports that will tell us how many ads were presented and clicked on the Site or through the use of the Services in a manner that does not identify personally any specific individual. The Usage Data we collect is generally non-identifying, but if we associate it with you as a specific and identifiable person, we will treat it as Personal Information.

  6. Use of Cookies, Usage Data

    We, and our vendors, analytics providers, and advertising service providers may use tracking technologies, such as cookies, local storage, and pixel tags. A “cookie” is a small file stored on your device that contains information about your device. We may use cookies and other commonly used information-gathering tools such as Web beacons to provide basic relevant ads, website functionality, authentication (session management), usage analytics (web analytics), and to remember your settings, and generally improve our Websites and Services.

  7. Information We Receive From Other Sources

    We may supplement the information we collect with outside records in order to learn more about our users, to better tailor the content and offers we show you, and for other purposes. We may receive this information about you from third parties, including without limitation consumer data resellers and advertisers. We may combine the information we receive from those other sources with information we collect through the Services. In those cases, we will apply this Privacy Policy to the combined information.

  8. How We Use Your Personal Information

    We may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, surf our Sites, or use certain other site features in the following way, including Personal Information and Usage Data:

    • To enable you to use our Services, to create an account, to process information you provide via our Sites or Services (including verifying that your email address is active and valid) and to process your transactions;
    • To provide related customer service and care, including responding to your questions, complaints, or comments and sending surveys and processing survey responses;
    • To provide you with information, products, or services that you have requested or that we otherwise believe will interest you, including special opportunities from us and our third-party partners, improve the features algorithms, and usability of our Sites, and/or Services;
    • To tailor content, recommendations, and advertisements we and third parties display to you, both on the Site and elsewhere online;
    • To calculate aggregate statistics on the number of unique devices using our Sites, Services and to detect and prevent fraud and misuse of those;
    • For internal business purposes, such as to improve our Sites and Services;
    • To administer and process contests, sweepstakes, and promotions;
    • To contact you with administrative communications and, in our discretion, changes to our Privacy Policy, Terms of Use, or any of our other policies;
    • To contact you, including via mobile number, to send you informational messages such as appointment reminders or account notifications. Message frequency varies. For purpose of this communication, you may opt out at any time by replying STOP or emailing legal@wiseoption.com. We do not share mobile information with third parties for marketing or promotional purposes. For details, please see our SMS Terms.
    • To comply with regulatory and legal obligations; and
    • For purposes as disclosed at the time you provide your information, with your consent, and as further described in this Privacy Policy.
  9. Legal basis for processing your data

    We will only use your Personal Information when the law allows us to. Most commonly, we will use your Personal Information in the following circumstances:

    • Where you have provided consent for us to use your Personal Information.
    • Where we need to perform the contract, we are about to enter into or have entered into with you.
    • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
    • Where we need to comply with a legal or regulatory obligation.

    Where the Company needs to collect and process Data by law, or under a contract that it has entered into with you, and you fail to provide the required Data when requested, the Company may not be able to perform its contract with you.

  10. Our Information Sharing Practices

    Business Partners.
    From time to time, the Company may partner with other companies to jointly offer products, services or programs (such as webinars or downloadable content) such as our channel partners to fulfill product trials and information requests and provide customers and prospective customers with information about the Company and its products. To do this, we may pass your information to them for that purpose only, and they are prohibited from using that information for any other purpose. The Company does not share Data about the Company attendees with business partners unless: (1) you specifically opt in to such sharing via an event registration form; or (2) you attend a Company event and allow the Company or any of its business partners to scan your attendee badge. If you do not wish for your information to be shared in this manner, you may choose not to opt in via event registration forms and elect not to have your badge scanned at the Company events. If you choose to share your information with business partners in the manners described above, your information will be subject to the business partners' respective Privacy Policy. The Company sometimes hires vendor companies to provide limited services on our behalf, including sending postal mail, providing technical support, and processing event registrations. We provide those companies only the information they need to deliver the service, and they are prohibited from using that information for any other purpose.

    Third Parties.
    Section 5 - cookies of this Privacy Policy specifically addresses the information we or third parties collect through cookies and web beacons, and how you can control cookies through your Web browser. We may also disclose your personal information to any third party with your prior consent.

    Service Providers.
    The Company may share Data about the Company website visitors, customers and webinar attendees with the Company's contracted service providers so that these service providers can provide services on our behalf. These service providers are authorized to use your personal information only as necessary to provide the requested services to us. Without limiting the foregoing, the Company may also share Data about the Company website visitors, customers and webinar attendees with the Company's service providers to ensure the quality of information provided, and with third–party social networking and media websites, such as Facebook, for marketing and advertising on those websites. Unless described in this Privacy Policy, the Company does not share, sell, rent, or trade any information with third parties for their promotional purposes.

    Billing.
    The Company uses a third-party service provider to manage credit card processing. This service provider is not permitted to store, retain, or use billing information except for the sole purpose of credit card processing on the Company's behalf.

    Compelled Disclosure.
    The Company may also disclose your personal information if required to do so by law or in the good faith belief that such action is necessary in connection with a sale, merger, transfer, exchange or other disposition (whether of assets, stock or otherwise) of all or a portion of a business of the Company or to (1) conform to legal requirements or comply with legal process served on the Company or this website; (2) protect and defend the rights or property of the Company and this website; (3) enforce its agreements with you, or (4) act in urgent circumstances to protect personal safety or the public. In individual instances, the Company may also share with professional advisers acting as processors or joint controllers including lawyers, bankers, auditors and insurers who provide consultancy, banking, legal, insurance and accounting services, and to the extent we are legally obliged to share or have a legitimate interest in sharing your Data.

    Any Data or other information you choose to submit in communities, forums, blogs or chat rooms on our Sites may be read, collected and used by others who visit these forums. If you identify any User Content as public, you are authorizing us to share such information publicly. For example, you may elect to make certain of your User Contents (such as your alias, bio, email or photos) publicly available. By choosing to use these areas, you understand and agree that anyone may access, use, and disclose any information that you post to those areas.

  11. Users Residing Outside of the United States and Consent to Transfer

    The Services are operated in the United States. If you are located in another jurisdiction, please be aware that information you provide to us will be transferred to and processed in the United States. By using the Site or providing us with any information, you consent to this transfer, processing, and storage of your information in the United States, a jurisdiction in which the privacy laws may not be as comprehensive as those in the country where you reside or are a citizen.

  12. How to Exercise Your Rights

    To exercise your rights, please contact us by using the information in the “Contact Us” section 19 below. We try to respond to all legitimate requests within one month and will contact you if we need additional information from you in order to honor your request. Occasionally it may take us longer than a month, taking into account the complexity and number of requests we receive. Some registered users may update their user settings, profiles, organization settings and event registrations by logging into their accounts and editing their settings or profiles.

    As described above, we may also process Data submitted or collected by a third party. To this end, if not stated otherwise in this Privacy Policy or in a separate disclosure, we process such Data in the role of a mere processor on behalf of a customer (and/or its affiliates) who is the responsible controller of the Data concerned. We are not responsible for and have no control over the privacy and data security practices of our customers or such third parties, which may differ from those set forth in this Privacy Policy. If your data has been submitted to us by or on behalf the Company customer (or user) and you wish to exercise any rights you may have under applicable data protection laws, please inquiry with the applicable customer directly. Because we may only access a customer's data upon instruction from that customer, if you wish to make your request directly to us, please provide to us the name of the Company customer who submitted your data to us. We will refer your request to that customer, and will support them as needed in responding to your request within a reasonable timeframe.

  13. Choice/Opt-Out From Communications

    We offer you the opportunity to manage your communications from us. Even after subscribing to one or more newsletters and/or opting in to one or more offers to receive marketing and/or promotional communications from us or our third-party partners, users may elect to modify their preferences by emailing legal@wiseoption.com. Please be aware that if you wish to remove yourself from a newsletter and/or other marketing emails from third parties that you consented to through the Services, you must do so by contacting the relevant third-party. Please note that opting out of marketing communications does not opt you out of receiving important business communications related to your current relationship with us, such as communications about your subscriptions or event registrations, service announcements or security information.

  14. Retention Periods and Deletion

    The Company retains your personal information to the extent necessary to reasonably serve customer relations, to meet our compliance and legal obligations, to enhance security and fraud prevention, and for audit purposes. For example, we may retain your information during the time in which you have an account to use our Site or Services and for a reasonable period of time afterward. We may also retain your information during the period of time needed for Us to pursue our legitim business interest, conduct audits, comply with our legal obligations, resolve disputes and enforce our agreements. We determine the appropriate retention period for the data on the basis of the amount, nature and sensitivity of your data processed, the potential risk of harm from unauthorized use or disclosure of your data and whether we can achieve the purposes of the processing through other means, as well as on the basis of applicable legal requirements (such as applicable statutes of limitation).

    If you would like to modify or delete from our database any Personal Information you previously submitted to us, please let us know by emailing legal@wiseoption.com . Please note that any Personal Information that we have copied may remain in back-up storage for some period of time after your request, and that if you delete certain information you may not be able to order services in the future without re-submitting such information.

  15. Security

    We take precautions including organizational, technical and physical measures to help safeguard against the accidental or unlawful destruction, loss, alteration and unauthorized disclosure of, or access to, the Data we process or use. For example, when you submit any form requiring registration, we use a secure server. The secure server software (SSL) helps protect your information as it travels over the Internet by encrypting that information before it is sent to us. Please note that while we have implemented industry-standard security mechanisms and procedures to protect data from loss, misuse and unauthorized access, disclosure, alteration and destruction, no method of storage or transmission is 100% secure. You are solely responsible for protecting your password, limiting access to your devices and signing out of websites after your sessions.

  16. Links to Other Websites and Public Forums

    The Services may contain links to other websites that we do not control, and the Services may contain videos, advertising and other content hosted and served by third parties. We are not responsible for the privacy practices of any third-party. Those websites are not governed by this Privacy Policy, and if you have questions about how a website uses your information, consult that website's privacy policy. This privacy policy applies solely to personal information provided directly to the Company in furtherance of our business relationship. Portions of this website may also make chat rooms, forums, message boards, and/or news groups available to visitors. Please remember that any information that is disclosed in these areas becomes public information and exercise caution when deciding to disclose any personal information.

  17. Children's Privacy

    The Services are intended for a general audience and are not intended for and may not be used by children under the age of 13. We do not knowingly collect information from children under the age of 13 and we do not target the Services to children under the age of 13.

  18. Changes

    We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements and other factors. If we do, we will update the “effective date” at the top of this Privacy Policy. If we make a material change to the way in which we treat Personal Information, we may provide you with notice prior to the update taking effect, such as by posting a conspicuous notice on our Site or by contacting you using the email address you provided. We encourage you to periodically review this Privacy Policy to stay informed about out collection, processing and sharing of your personal information.

  19. Contact Us

    If you have any questions about this Privacy Policy, please feel free to contact us. We prefer being contacted by email at legal@wiseoption.com.

SMS Terms and Conditions

Effective on October 28, 2025

These SMS Terms and Conditions (“Terms”) describe how Wise Option, Inc. (the “Company” or “We”) communicates with you via text messages (SMS/MMS) and the rights and choices you have regarding those communications.

  1. Consent to Receive Messages

    By providing your mobile phone number and opting in to receive text messages from Wise Option, you consent to receive informational and transactional text messages from us, including but not limited to:

    • Appointment reminders,
    • Account notifications;
    • Service updates, and
    • Other messages necessary to support our customer service operations
  2. Message frequency varies. Message and data rates may apply according to your mobile carrier's plan. You do not need to agree to receive text messages in order to purchase or use Wise Option's services.

  3. Opting Out

    You may opt out of receiving text messages from Wise Option at any time by replying STOP to any message you receive. After you send STOP, you may receive a final confirmation message to verify that you have been unsubscribed. If you wish to resume receiving messages, you may reply START at any time or contact us at legal@wiseoption.com.

  4. Help and Support

    If you need assistance or have questions about our text messaging program, reply HELP to any message or contact us at legal@wiseoption.com.

  5. Data Use and Privacy

    Wise Option values your privacy.

    • We do not share, sell, or rent mobile phone numbers or text messaging consent information with any third parties for marketing or promotional purposes.
    • Text messaging originator opt-in data and consent will not be shared with or obtained by any third parties, except as required to deliver the messaging service (e.g., through our telecommunications provider).
    • For details on how we handle your personal information, please review our Privacy Policy.
  6. Message Delivery and Availability

    Message delivery is subject to your mobile carrrier's network availability. Wise Option is not liable for delayed or undelivered messages. Supported carriers are not liable for delayed or undelivered messages either.

  7. Eligibility

    You must be at least 18 years old or have the consent of a parent or guardian to participate in our SMS program. You must also provide a valid U.S. mobile number to receive messages.

  8. Changes to These Terms

    We may update these Terms from time to time. Any changes will be posted on this page with an updated effective date. Your continued participation in the SMS program constitutes your acceptance of any modified terms.

  9. Contact Us

    For questions or concerns about these Terms or Wise Option's messaging program, please contact us. We prefer being contacted by email at legal@wiseoption.com.

Wise Option, Inc.
Attn: Legal Department
5000 Eldorado Parkway
Suite 150-475
Frisco, Texas 75033

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