Privacy Policy

Revised: September 22, 2026

3xEquity Advisors, LLC (“3xEquity,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit 3xequity.com (the “Website”).

Please review this Privacy Policy carefully. By using the Website, you acknowledge the practices described in this policy.

1. Information We Collect

We may collect the following types of information when you use our Website:

a. Personal Information

Personal information may include:

• Name
• Email address
• Phone number
• Company or firm name
• Professional or business information, including assets under management, trailing 12-month revenue, broker-dealer affiliation, and other information related to your financial advisory practice
• Information you submit through forms, surveys, applications, or other communications with us
• Any other information you choose to provide

b. Non-Personal Information

We may automatically collect certain information about your device and use of the Website, including:

• IP address
• Browser type
• Operating system
• Pages visited
• Time spent on the Website
• Referring website addresses
• Device and general location information
• Other usage information collected through cookies and similar technologies

2. How We Use Your Information

We may use the information we collect to:

• Provide, operate, and improve our services
• Respond to inquiries and requests
• Evaluate and support potential broker-dealer transitions, practice valuations, financing opportunities, and related services
• Personalize your Website experience
• Send newsletters, updates, or marketing communications
• Schedule consultations and provide service-related communications
• Analyze Website performance and visitor behavior
• Protect the Website and prevent fraudulent or unauthorized activity
• Comply with applicable legal and regulatory obligations

You may unsubscribe from marketing emails at any time by following the unsubscribe instructions included in those communications.

Users who provide consent may receive conversational text messages concerning inquiries, scheduling, business communications, or service-related updates. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out.

3. How We Share Your Information

We do not sell, rent, or trade your personal information.

We may disclose information in the following circumstances:

• Service providers: We may share information with vendors that help us operate the Website, manage communications, analyze Website activity, or provide services.
• Professional and business purposes: When authorized by you, we may share relevant information with broker-dealers, lenders, valuation providers, or other parties involved in evaluating or providing a requested service.
• Legal requirements: We may disclose information when required by law or when we reasonably believe disclosure is necessary to comply with a legal obligation, protect our rights, prevent fraud, or protect the safety of others.
• Business transfers: Information may be disclosed or transferred in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction.

We do not share mobile information with third parties or affiliates for their own marketing or promotional purposes. Text-message opt-in information and consent will not be shared with third parties for those purposes.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to operate the Website, understand how visitors interact with it, and improve the user experience.

The types of cookies we may use include:

• Essential cookies: Support the Website’s basic operation and functionality.
• Performance and analytics cookies: Help us understand Website traffic and visitor activity.
• Marketing cookies: May be used to measure advertising performance or deliver more relevant advertising.

You can manage or block cookies through your browser settings. Disabling certain cookies may affect some Website features.

5. Your Choices and Rights

Depending on your location and applicable law, you may have the right to:

• Request access to the personal information we maintain about you
• Ask us to correct inaccurate or incomplete information
• Request deletion of your personal information, subject to applicable legal, regulatory, and contractual requirements
• Unsubscribe from marketing emails
• Withdraw consent to receive text messages by replying STOP
• Manage cookies through your browser settings

To submit a privacy-related request, please contact us using the information provided below. We may need to verify your identity before fulfilling certain requests.

6. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, or destruction.

However, no internet transmission or electronic storage system is completely secure. We cannot guarantee the absolute security of information transmitted to or maintained by us.

7. Confidentiality of Advisor Information

We recognize that information concerning a financial advisor’s practice, clients, revenue, assets under management, broker-dealer affiliation, and potential transition plans may be sensitive.

We take reasonable measures to protect this information. We will not disclose your identity to a potential broker-dealer or other prospective business partner unless you authorize us to do so or disclosure is otherwise permitted or required by law.

8. Third-Party Links

The Website may contain links to websites operated by third parties. We do not control and are not responsible for the privacy practices, security, or content of those websites.

We encourage you to review the privacy policy of any third-party website you visit.

9. Children’s Privacy

The Website is not intended for children under 13, and we do not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it.

10. Changes to This Privacy Policy

We may revise this Privacy Policy periodically. Changes will be posted on this page with an updated revision date.

Your continued use of the Website after an updated policy is posted indicates your acknowledgment of the revised policy.

11. Contact Us

If you have questions about this Privacy Policy, our information practices, or a privacy-related request, please contact us:

3xEquity Advisors, LLC
301 North Church Street, Suite 226
Moorestown, NJ 08057
855-491-2910
info@3xequity.com

Thank you for trusting 3xEquity. We are committed to protecting your privacy and handling your information responsibly.