TRAIT OF LIONESS. is committed to protecting your privacy. We have prepared this Privacy Policy to describe to you our practices regarding the personal data (as defined below) we collect from users of our website, located at our “Site” and related services (collectively, “Services”).

USER CONSENT. By submitting personal data through our Site and Services, you agree to the terms of this Privacy Policy. You expressly consent to the processing of your data in accordance with this Privacy Policy.

A NOTE ABOUT CHILDREN. We do not intentionally gather personal data about visitors under 13.

A NOTE TO USERS OUTSIDE OF THE UNITED STATES. Your data may be processed in the country in which it was collected and in other countries, including the United States, where laws regarding the processing of personal data may be less stringent than the laws in your country. BY USING OUR SITE OR SUBMITTING PERSONAL DATA THROUGH OUR SITE OR SERVICES, YOU EXPRESSLY CONSENT TO THE PROCESSING OF YOUR DATA ACCORDING TO THIS PRIVACY POLICY.


Personal Data You Provide to Us. We collect personal data from you when you provide it voluntarily on the Site. You may provide your name, phone number, email address, zip code, marital status, financial goals, household income, home ownership status, details about your family, Twitter handle, Facebook profile, and other information you may submit to us. You may also provide information in response to our surveys,

Personal Data Collected via Technology. To make our Site and Services more useful to you, our servers (which may be hosted by a third-party service provider) collect personal data from you, including your IP address or HTTP referrer. We also use Cookies (as defined below) and navigational data like Uniform Resource Locators (URL) to gather information regarding the date and time of your visit and the solutions and information for which you searched and which you viewed. Like most Internet services, we automatically gather this personal data and store it in log files each time you visit our website or access your account on our network.

We may use both session Cookies (which expire once you close your web browser) and persistent Cookies (which stay on your computer until you delete them) to provide you with a more personal and interactive experience on our website. Persistent Cookies can be removed by following Internet browser help file directions. If you choose to disable cookies, some website areas may not work correctly. We have also enabled Google Analytics features, including Demographics and Interest Reporting to gather demographic information provided by these features. You can opt out of Google Analytics for Display Advertising and customize Google Display Network ads by changing your Google Ads Settings.

TRAIT OF LIONESS, LLC is a member of the Digital Advertising Alliance (DAA) self-regulatory program and adheres to the DAA self-regulatory Principles for Online Behavioral Advertising. We work with various advertisers, ad networks, and analytics companies (“Ad Partners”) that collect information about your use of our services. You can opt-out of interest-based advertising by visiting the Digital Advertising Alliance consumer choice page.

Our Relationship with Social Networking Sites. We have created and may offer you interfaces that allow you to connect with social networking websites such as Facebook and Twitter (“SN Sites”) through our Site. We will work with the SN Site’s application protocol interface (better known as their developer API) to allow you to authorize us to access your account on that SN Site on your behalf. To provide this authorization, you will not provide us with your user name or password to the SN Site, but you will need to log in to that SN Site directly through our Site. Once authorized by you, the SN Site will provide us a token that allows the SN Site to recognize us when we ask, on your behalf, for access to your account information or to post information. You will be able to revoke our access to any SN Site by amending the appropriate settings from within your account settings on the applicable SN Site. However, such revocation may limit the Services we can provide you.


General Use. In general, the personal data you submit to us is used either to respond to requests you make or to aid us in serving you better. The company uses your data in the following ways:

Provide you with the Services and customer support;

Respond to your requests, resolve disputes, and/or troubleshoot problems;

Verify your compliance with your obligations in our Terms of Use or other policies;

Improve the quality of the Site and the Services;

Communicate with you about the Site and the Services;

Market our Services (and those of third parties) to you that we believe may interest you. If you prefer that we do not send you these messages, please see the section below on YOUR CHOICES REGARDING YOUR DATA to learn how to opt out.

Compliance and Protection. We may use your personal information to:

Comply with applicable laws, lawful requests, and legal processes, such as responding to subpoenas or requests from government authorities;

Protect our, your or others’ rights, privacy, safety, or property (including by making and defending legal claims);

Audit our internal processes for compliance with legal and contractual requirements and internal policies;

Enforce the terms and conditions that govern the Site and the Services; and

Prevent, identify, investigate and deter fraudulent, harmful, unauthorized, unethical, or illegal activity, including cyberattacks and identity theft.

Creation of Anonymous Data. We may create Anonymous Data records from personal data by excluding information (such as your name) that make the data personally identifiable to you. We use this Anonymous Data to analyze request and usage patterns so that we may enhance the content of our Products and services and improve site navigation. The company reserves the right to use and disclose Anonymous Data to Third Party Companies at its discretion.

Feedback. If you provide feedback on the Site or Services to us, we may use such feedback, provided we will not associate such feedback with your data. According to this Privacy Policy, the company will collect any information contained in such communication and treat the personal data in such communication.



Although we currently do not have a parent company, subsidiaries, joint ventures, or other companies under common control (collectively, “Affiliates”), we may in the future. We may share some or all of your data with these Affiliates, in which case we will require our Affiliates to honor this Privacy Policy. Suppose another company acquires Company or our assets. In that case, that company will possess the personal data collected by it and us and assume the rights and obligations regarding your data as described in this Privacy Policy.


Disclosure to Third Party Service Providers. We may share your data with third-party service providers to facilitate the creation of accounts or provide services to us that enable us to make the Site or the Services available to you.


Disclosure to TRAIT OF LIONESS, LLC. Marketplace and Marketing Participants. We may share your advisor matching form intake data with relevant financial advisor matches that meet participation criteria and actively participate in the TRAIT OF LIONESS, LLC platform. The terms and conditions permit those advisors to contact you with your information.

Other Disclosures. Regardless of any choices you make regarding your data (as described below), Company may disclose personal data if it believes in good faith that such disclosure is necessary to (a) comply with relevant laws or to respond to subpoenas or warrants served on Company; or (b) protect or defend the rights or property of Company or users of the Products or related services.


Personal and/or Anonymous Data Collected by Third Parties. We may receive Personal and/or Anonymous Data about you from other sources like telephone or fax or from companies that provide our Services by way of a co-branded or private-labeled website or companies that offer their products and/or services on our website (“Third Party Companies”). Our Third-Party Companies may supply us with personal data, such as your email address, to help us establish the account. We may add this information to the information we have already collected from you via our website to improve the Services we provide.

Our provision of a link to any other website or location, such as the payment processing websites, is for your convenience and does not signify our endorsement of such other website or location or its contents. When you click on such a link, you will leave our site and go to another site. Another entity may collect personal data or Anonymous Data from you during this process.

We have no control over, do not review, and cannot be responsible for, these outside websites or their content. Please be aware that the terms of this Privacy Policy do not apply to these external websites or content or any collection of data after you click on links to such outside websites.



We offer you choices regarding collecting, using, and sharing your data. We will periodically send you free newsletters and emails that directly promote the use of our site or the purchase of our Services and may contain advertisements for Third Party Companies. When you receive newsletters or promotional communications from us, you may indicate a preference to stop receiving further communications from us, and you will have the opportunity to “opt-out” by following the unsubscribe instructions provided in the email you receive or by contacting us directly (please see contact information below). Should you decide to opt out of receiving future mailings, we may share your email address with third parties to ensure that you do not receive further communications from third parties. Despite your indicated email preferences, we may send you notices of any updates to our