Privacy Policy

Last Updated: April 14, 2026

This Privacy Policy describes how Converge Financial Technology, Inc. and its affiliates (collectively, “Converge,” “we,” “us,” or “our”) handle your personal information in connection with our websites and any product or online services that link to this Privacy Policy (collectively, our “Services”). We encourage you to read this Privacy Policy carefully.

Contents

Information We Collect 

The types of personal information we collect about you depend on your interactions with us and our Services. Generally, we collect, use, disclose, and process personal information in the following categories:

  • Name & contact information, such as your name, email address, and phone number.
  • Account information & user credentials, such as account ID, username and password, account settings and preferences, and other similar account-related information.
  • User content & communications, such as any personal information contained in the content of communications between you and us.
  • Device & browser information, such as network and Internet service provider (ISP) information, Internet Protocol (IP) addresses, device and browser identifiers, device and browser information, cookie and tracker identifiers, and related information.
  • Usage & browsing information, such as usage, search, and browsing history; user journey history, including clicks, navigation, user actions, interactions, and session replays; and usage and diagnostics analytics and metrics, including on our Services.

How We Collect Information

We collect personal information about you from various sources, including:

  • Directly from you. You voluntarily provide your personal information when you interact with us, such as when you book a demo, communicate with us through the ‘Contact Us’ links on our Services, register for Services, sign up to receive communications from us, or contact us by phone, email, or otherwise.
  • Automatically. When you access or use our Services, communicate with us, we (and third parties we work with) may automatically collect certain information from your browser or device using technologies such as server logs, cookies, pixels, and other similar technologies.
  • Third-party or publicly available sources. We may receive your personal information from third parties, such as our business partners, our service providers, your company, and publicly or generally available sources, including online websites.

We may also combine the personal information we obtain from any of the above sources. For example, we may combine information we collect offline with information we collect through our Services.

How We Use Information

We collect and use personal information for various purposes. Here are the ways we use your personal information:

  • To provide you access to our Services, including registering and maintaining your account.
  • Communicate with you, including responding to your inquiries, providing customer service and technical support, and communicating with you.
  • Operate, improve, or personalize our Services as well as develop new services, and other offerings. 
  • Monitor and audit the usage of our Services, including performing troubleshooting and repairs, and ensuring the security of our Services.
  • Manage our internal business operations, including conducting analytics; conducting research and development; performing accounting, auditing and other internal business functions; and for any other business purpose permitted by law.
  • Sending marketing materials.
  • For legal and safety purposes, including defending or protecting us, you, our customers, or third parties, from harm or in legal proceedings; maintaining the security of our customers, employees, and property; responding to court orders, lawsuits, subpoenas, and government requests; addressing legal and regulatory compliance; and detecting, preventing, and prosecuting harmful, fraudulent, or illegal activity. 
  • For any purpose, with your consent or at your direction.
  • For any other purposes as required by or permitted by law.

How We Share Information

We may share your personal information with the following:

  • Affiliates. We may share your personal information within Converge or with our corporate affiliates (e.g., subsidiaries, joint ventures, or other companies under common control). 
  • Service Providers & Business Partners. We share personal information with third parties that support our business and/or perform services for us or on our behalf. This may include vendors and service providers (such as those who provide web hosting, information technology services, database management, direct mail and email distribution, etc.), analytics providers, advertising and marketing agencies, and other third parties we engage.
  • Parties to a Corporate Transaction. Personal information may be shared or transferred in connection with, or during negotiations of, any proposed or actual sale or purchase of business or assets, including a merger, divestiture, restructuring, reorganization, bankruptcy, liquidation, dissolution, or other disposition of assets.
  • Professional Advisors. We may share personal information with our legal, financial, insurance, and other advisors in connection with the kinds of corporate transactions described above or in connection with the management of all or part of our business or operations.
  • Law enforcement, government agencies, or other third parties. We may disclose your personal information in order to (i) comply with any law, court order, legal request, or other legal process; (ii) establish or exercise our rights, defend against legal claims, and investigate, prevent, or act on possible illegal activities; and (iii) enforce our agreements and policies or protect the rights, property, or safety of our business, employees, customers, or others — including for the purposes of cybersecurity, fraud protection, and credit risk reduction.
  • Others. We may share your personal information with other third parties when we have your consent or direction to do so.  

Your Choices 

You have certain choices with respect to the personal information we have about you.

  • Marketing Communications. You may opt out of receiving marketing communications from us by following the opt-out or unsubscribe instructions in those communications. If you opt out, we may still send you non-promotional communications, such as those about our ongoing business relations.

How We Protect Information 

We take reasonable measures designed to protect the security of personal information. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee its absolute security. The security of your information also depends on you: you are responsible for using unique, strong usernames and passwords for each of your accounts and for keeping those usernames and passwords confidential.

If we are required to inform you about a security incident, we will do so electronically, in writing, or by phone, as the law permits.

Our Services may include links to third-party websites and other content or services that we do not own or operate. We have no control over the privacy practices of websites or services we do not own. Your use of third-party websites, services, or products may be subject to associated third-party terms of use and privacy policies or other agreements, which you are solely responsible for complying with.

Children

Our Services are not intended for anyone under the age of 18. We do not knowingly collect personal information from children under the age of 18. 

Changes to this Privacy Policy

We may change this Privacy Policy from time to time. If we make changes, we will notify you by revising the date at the top of this Privacy Policy and in some cases providing you with additional notice if required by law. If changes are material, the Privacy Policy that was in place when you submitted personal information to us will generally govern that information unless you consent to the new Privacy Policy. You can check the “Last Updated” legend at the top of this page to see when this Privacy Policy was last revised.

California Residents

Under California’s “Shine the Light” law, California residents who provide us certain personal information are entitled to request and obtain information about the personal information (if any) we shared with third parties during the immediately preceding calendar year for the purpose of direct marketing by the third party. California residents who would like to make such a request may contact us by mail or email using the information listed in the How to Contact Us section above. Please indicate in the subject line “California Shine the Light Request,” and provide your name, street address, city, state, and zip code.

How to Contact Us 

If you have questions or comments about this Privacy Policy, or if you need to access this Privacy Policy in a different format due to a disability, please contact us at:

Email: legal@convergefi.com

Phone Number: (786) 699-2285

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