Privacy Policy

Last Updated: February 18, 2026

1. Introduction

Upward Advisory ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information. This policy applies to the Upward Advisory website and all communications, including those utilizing artificial intelligence (AI) and automated technologies.

2. Information We Collect

We collect information to provide strategic advisory services and improve our analytical processes:

  • Identifying Information: Name, phone number, email address, and mailing address.
  • Strategic Data: Funding goals, liquidity needs, and financial objectives (for advisory analysis only).
  • Technical Data: IP address, browser type, and device information.
  • Interaction Data: Records of calls, text messages, and AI-driven interactions.

3. How We Use Your Information

We use your data to deliver strategic analysis, provide advisory recommendations, and communicate via phone, text, and email. We use automated systems to analyze your needs and provide real-time support via text and voice.

4. Sharing of Information (SMS Disclosure)

Mobile Information Disclosure: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Communications & Consent

By providing your phone number, you explicitly consent to receive communications from Upward Advisory. These may be initiated using automated voice or text technology.

  • Opt-Out: You may revoke consent at any time. Reply STOP to any text to cancel. Reply HELP for assistance.
  • Terms: Message frequency may vary. Message and data rates may apply.

6. Data Security

We implement industry-standard encryption and security protocols to protect your personal information from unauthorized access.

7. Your Rights (CCPA/CPRA)

Upward Advisory does not sell your personal information. We do not sell, rent, or trade your personal data to third parties for monetary or other valuable consideration. Depending on your location, you may have the right to request access to your data or request deletion.

8. Contact Us

Upward Advisory
Phone: 855-762-7362
Email: info@theupwardadvisory.com
Address: 880 Third Ave, New York, NY 10022