Privacy Policy

Last updated on Dec 13, 2025

This Privacy Statement describes how StrivePoint, a Wyoming limited liability company, uses the information you provide.

You may choose to provide information about yourself in order to be contacted by StrivePoint regarding products and/or services, to receive a response to your question or inquiry, or to gain access to your online account. Such information may include the following:

  • Your name

  • Your company name

  • NMLS number (if applicable)

  • IP address

  • Contact information including phone number and email address

  • Information about your business

  • Information about your interactions with StrivePoint’s websites

  • Geolocation data

  • Professional or employment-related information

  • Financial information

  • Other information you choose to provide via a telephone call, letter, or e-mail

StrivePoint may collect the above information via online forms, contact fields, telephone calls, emails, letters, documentation provided to StrivePoint, and your activity on our website.

If you are a client or potential client and your representative submits an application to StrivePoint on your behalf, StrivePoint may also receive any or all of the following categories of personal information in order to evaluate your application, creditworthiness, or service request:

  • Contact information: Name, property address, email address, telephone numbers.

  • Credit information: Credit score, social security number, prior addresses, account information, birth date.

  • Financial information.

  • Employment and education information.

  • Tax information.

  • Forms of personal identification: Such as driver’s license, passport, or visa information.

  • Property Information: Information about your property or the property you are attempting to purchase obtained through publicly available sources and/or an appraisal.

  • Usage Data: Information about your use of StrivePoint’s websites.

Because of the financial nature of our business, StrivePoint’s websites are not designed for use by children under the age of 13 and those not of legal age to contract. Therefore, StrivePoint does not knowingly attempt to solicit or receive any information from children. Additionally, StrivePoint does not have services available for those younger than the legal age to contract and as such does not knowingly attempt to solicit or receive any information from those under the age of 16. StrivePoint does not sell the personal information of minors.

How Information Is Collected

The personal information StrivePoint receives about you is provided: by you directly to StrivePoint; on your application; online forms you complete; documentation provided in connection with the underwriting or review process; information and/or documentation you provide to be approved to submit business to StrivePoint; emails and letters you send to StrivePoint; phone calls with StrivePoint; and your activity on StrivePoint websites.

Mandatory And Optional Information

StrivePoint identifies for you what information is required to fulfill any particular request on our Website or to be considered for approval. If you choose not to provide mandatory information, StrivePoint will not be able to provide you the service you are requesting.

Use

Primarily, the information you provide will be used to: contact you and better understand your needs; allow access to our servicing system (if applicable); review your application for approval; and process your request. You understand that by submitting your information through this Website or one of StrivePoint’s other company websites or by other means to StrivePoint, you agree to be contacted regardless of registration with any federal, state, or local Do Not Call list, Do Not Mail list, or any other comparable list or registry. By providing information to StrivePoint through this Website, a telephone call, an e-mail, letter, or by any other means permitted by StrivePoint, you authorize StrivePoint to engage in the following uses of your information:

  • To improve its products and services.

  • To periodically market its products and services, telemarket its products and services, and send promotional emails and advertisements to you.

  • To contact you.

  • To perform services you request from StrivePoint including but not limited to reviewing creditworthiness, responding to your inquiries/requests, and underwriting your application.

  • To complete any other task requested of StrivePoint or necessary to perform the underlying services for which you have contacted StrivePoint directly or indirectly.

If you do not wish to receive information regarding StrivePoint products and services, you may opt-out during your account registration, within any future communications, or by sending an Email to contact@strivepointadvisors.com. Please designate within your opt-out request your email address, property address (if applicable), account number (if applicable), and telephone number as well as from what communications you wish to opt-out. You may also update your contact preferences by logging into your account.

There are situations when we disclose your information to third parties. For example, we may share your email address and other personal information with partners regarding products that may be available to you.

While we respect and honor your privacy preferences as you have expressed, there may be times we need to contact you to inform you of a specific change that may have an impact on your ability to use StrivePoint’s services or other critical non-marketing purposes. We may also contact you to respond to any specific request you may submit.

Security

StrivePoint has measures in place directed to safeguarding the information you provide. Such measures include, but are not limited to, implementing policies and procedures regarding data security.

Please note, no data transmission over the Internet or any wired or wireless network can be guaranteed to be 100% secure. StrivePoint recommends you do not send any confidential information and/or nonpublic personal information by e-mail. If you choose to send confidential information and/or nonpublic personal information to StrivePoint via e-mail, you accept all risk that such information may be intercepted by a third party.

Service Providers

For certain aspects of the business process and to provide certain services to you, StrivePoint employs or utilizes service providers including, but not limited to, appraisal management companies, title companies, attorneys, due diligence firms, consultants, temporary workers, third-party developers, technology companies, and others as necessary. For example, we may utilize service providers to send Emails to you. In order for service providers to assist StrivePoint, we may need to share your personally identifiable information. Service providers are not authorized and are strictly prohibited from utilizing your personally identifiable information for any purpose other than those proscribed by StrivePoint in connection with the services they provide on StrivePoint’s behalf.

Legal Disclosure

At times, StrivePoint may be required to disclose your personal information to, including, but not limited to, state and federal agencies, regulatory authorities, attorneys, and/or other parties as the result of a legal obligation, subpoena, or legal requirement.

Web Technologies

Cookies: A “cookie” is a small file that is assigned by the web server to your computer. The use of cookies allows StrivePoint to identify which pages of the site are accessed. That information is then used to improve the Website and your online experience. Assigning a cookie to your computer does not provide StrivePoint access to your computer or any of the information contained on your computer and your computer is not harmed by StrivePoint’s use of cookies. Most web browsers afford you the option of modifying your settings to reject cookies should you choose. However, declining cookies may interfere with your ability to take full advantage of the features of this Website.

Website Usage Data: Our websites may track usage data, including but not limited to, your IP address, your page views and links clicked, your browser type and version, and other aspects of how you interact with StrivePoint’s websites. StrivePoint utilizes this information in the aggregate and on an individual level to better understand how our website is being used, to improve site offerings, and for troubleshooting and other issue resolution purposes. This data may also be utilized to help StrivePoint provide coaching on the various tools the site has to offer and provide you with a more personalized website experience or assist with technical support questions. We may also utilize it to send you specific offers or promotions. If you do not wish to receive offers or promotions, simply indicate your preferences through your online account or send an Email to contact@strivepointadvisors.com. You can also follow the instructions at the bottom of any particular Email from StrivePoint to manage your notification preferences. StrivePoint does not share your information with third-party companies for their marketing or promotional use and we do not track URLs that you type into your browser, nor do we obtain any information about your usage across the internet once you leave StrivePoint’s websites.

Change In Control

Your information may be transferred in connection with a sale, merger, transfer, exchange, or other disposition (whether assets, stock, or otherwise) of all or a portion of the business of StrivePoint. You will have the opportunity to opt-out of further secondary use of your information following any such change in control.

Social Media And Third-Party Links

StrivePoint has a presence on various social media outlets in an effort to connect with our clients, customers, and potential clients. Your activity on third-party websites is governed by the security, policies, and terms of use of each third-party website. You should review the privacy policies of the third-party website before using it and ensure you understand how your information may be used before providing it. The information posted on or directed on StrivePoint social media profiles is generally available to the public. To protect your privacy, do not include sensitive personal information or any other information you want to keep private in your social media activity, comments, or responses. Any information shared on StrivePoint’s social media pages may be archived independently on, and retention of such information is governed by, the third-party website.

You might find links to third-party websites on this Website. These websites should have their own privacy policies which you should read and understand before using their site. StrivePoint does not accept any responsibility or liability for their policies or for the security of information you submit through a third-party website whatsoever as StrivePoint has no control over third-party websites.

Changes To Our Privacy Statement

StrivePoint reserves the right to modify this Privacy Statement at any time without notice, but the most current version of the Privacy Statement is available to you by clicking on the link at the bottom of this Website. By continuing to use the Website and the services available through it, after the date of any change to this Privacy Statement, including accessing the Website, you agree and acknowledge acceptance of the Privacy Statement in its most current version.

Terms and Conditions

Please see the StrivePoint Terms of Use Statement for other details that are applicable to and regard your use and access of this Website by clicking the link at the bottom of this page.

Right To Know About Personal Information Collected, Disclosed Or Sold

You have the right to request StrivePoint disclose what personal information it collects, uses, discloses, and sells. StrivePoint has outlined above the general categories of information collected from you directly or received by StrivePoint via your licensed representative. StrivePoint does not sell your personal information and only discloses to third-parties who are performing services on behalf of StrivePoint or assisting StrivePoint with another business need or purpose.

If you would like additional information about what personal information StrivePoint collects and how it is used, disclosed, and sold (StrivePoint does not sell your personal information), you can submit a verifiable consumer request via telephone by calling 858-414-7293 or by email to contact@strivepointadvisors.com. You can also submit your request in writing by mailing it to:

StrivePoint Advisors LLC

c/o Compliance/Privacy Team

1801 E Camelback Rd suite 201, Phoenix, AZ 85016

In order to respond to your request for information, StrivePoint will need sufficient information to verify your identity. Please include with your request your name, property address, NMLS number (if applicable), account number (if applicable), last four digits of social security number, and/or any other information that may help StrivePoint verify your identity.

California Consumers - Right To Access, Request Deletion, Or Opt-Out From Sale Of Personal Information:

You have the right to request (1) access to your personal information, (2) to opt-out of “sales” of personal information (StrivePoint does not sell your personal information), and (3) the deletion of your personal information. However, please understand that as a licensed service provider, StrivePoint is required to comply with applicable rules, regulations, and guidelines, which dictate how StrivePoint retains your personal information and account information.

You can submit a verifiable consumer request via telephone by calling 858-414-7293 or by email to contact@strivepointadvisors.com. You can also submit your request in writing by mailing it to:

StrivePoint Advisors LLC

c/o Compliance/Privacy Team

1801 E Camelback Rd suite 201, Phoenix, AZ 85016

You may also designate an authorized agent to make a request under the California Consumer Privacy Act (CCPA) by following StrivePoint’s third-party authorization processes.

In order to respond to your request for information, StrivePoint will need sufficient information to verify your identity. Please include with your request your name, property address, NMLS number (if applicable), account number (if applicable), last four digits of social security number, and/or any other information that may help StrivePoint verify your identity.

Non-Discrimination Statement

StrivePoint does not discriminate against any consumer exercising their privacy rights conferred by the CCPA.

Agreement

By using this Website, you agree to StrivePoint’s Privacy Statement and to the use of the information StrivePoint receives and collects as stated herein and in ways StrivePoint may notify you of in the future. By providing any personal information to this site, you acknowledge that you fully understand and consent to the collection and processing of such information. StrivePoint reserves the right at its discretion to modify this Privacy Statement at any time. Your continued use of this site following the posting of changes to these terms indicates your acknowledgment and acceptance of all changes.

Questions?

Should you still have questions regarding StrivePoint’s use of your information, privacy policies, and practices, you may contact StrivePoint using the below information:

StrivePoint Advisors LLC (NMLS #2663694)

1801 E Camelback Rd suite 201, Phoenix, AZ 85016

contact@strivepointadvisors.com

858-414-7293