Privacy Policy

1. What Information We Collect

Information you provide directly

When you contact us, request a product demonstration, subscribe to our communications, or enter into a business relationship with us, we may collect:

• Contact and identification information: name, job title, company name, business email address, business telephone number, and mailing address;
• Inquiry and correspondence content: the content of messages you send us, including questions, feedback, and requests;
• Meeting and event information: registration details for webinars, conferences, or demonstrations; and
• Contract and engagement information: information necessary to establish and manage a business relationship, including authorized representative information, payment details, and service configurations.

Information from third parties

We may receive business contact information about you from publicly available sources, industry directories, conference registrations, or third-party data providers in connection with our business development activities. We use this information only for legitimate business outreach consistent with this Policy.

Information collected automatically

When you visit the website, we and our service providers collect limited information about that visit, as described in Section 4. This includes the page you view, the referring page, and coarse information about your browser, device, and country. If you submit a contact or walkthrough form, we also receive your browser’s user agent and the referring page.

2. How We Use Your Information

We use the information we collect for the following purposes:

We do not use personal information we collect through our website or business operations to make automated decisions that have significant legal or similarly significant effects on individuals.

3. How We Share Your Information

WTS does not sell or rent personal information to third parties. We share information only in the following circumstances:

Service providers and vendors

We engage third-party service providers to support our business operations — including cloud hosting providers, CRM and marketing platforms, communications platforms, and professional service firms. These providers are authorized to use your information only as necessary to provide services to WTS, and are bound by contractual obligations that prohibit them from using your information for their own purposes. We assess service providers for appropriate data handling practices before engagement.

For this website, those providers include Vercel, which hosts the site and provides Vercel Web Analytics; UserWay, which provides the accessibility widget; Tally, which provides the “Get in touch” popup; and Google, which receives contact and walkthrough form submissions in a Google Sheet through Google Apps Script. Each processes the information described in Section 4 for that purpose.

Affiliates

WTS may share information with affiliated entities within the Wedbush group of companies for business development, relationship management, and operational purposes, consistent with this Policy.

Legal and regulatory disclosures

We may disclose information where required by applicable law, regulation, or legal process, including in response to court orders, subpoenas, or regulatory inquiries. We may also disclose information where we believe disclosure is necessary to protect the safety, rights, or property of WTS, our clients, or the public.

Business transfers

If WTS is involved in a merger, acquisition, restructuring, or sale of assets, personal information held by WTS may be transferred as part of that transaction. We will notify affected parties of any such transfer and any material changes to this Policy that result from the transaction.

With your consent

We may share information with third parties in other circumstances with your prior consent.

4. Cookies and Tracking Technologies

The website uses a small number of tools to operate the site, understand how it is used, and receive inquiries. We do not use these tools for cross-context behavioral advertising, and we do not sell personal information.

Web analytics

We use Vercel Web Analytics to record page views on the production website. This includes the page you visit, the referring page, and coarse information about your browser, device, and country. Vercel Web Analytics does not use a cookie.

Accessibility

We use the UserWay accessibility widget so you can adjust how the site is displayed. The widget remembers your settings, which it stores in a cookie or similar storage on your device, and reports use of the widget to UserWay.

Contact popup

The “Get in touch” form is provided by Tally. The Tally script loads with the website. Information you submit in that popup is processed by Tally. Tally may set its own cookies when you open the form.

Contact and walkthrough forms

Our contact and walkthrough forms collect the details you enter, such as your name, work email, and firm information. When you submit a form, we also send your browser’s user agent and the referring page to a Google Sheet through Google Apps Script, so our team can respond.

5. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, subject to applicable legal, regulatory, and contractual retention requirements. The general principles governing our retention periods are:

When personal information is no longer required, we dispose of it securely in accordance with our data retention and disposal procedures. You may request deletion of your personal information as described in Section 7.

6. Data Security

WTS implements and maintains administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction. Our information security program includes access controls, encryption of data in transit and at rest, security monitoring, vendor security assessment, and regular review of security practices. Our workforce receives privacy and security training as part of their onboarding and on an ongoing basis.

No information security program can guarantee complete protection against all threats. In the event of a security incident affecting your personal information, we will notify you and applicable regulatory authorities as required by law.

7. Your Privacy Rights

Depending on where you are located, you may have rights with respect to your personal information. This section describes the rights that may be available to you. California residents should also review Section 8 for additional disclosures.

How to submit a request

You may submit a privacy rights request through any of the following methods:

• Email: privacy@wedbush.tech
• Toll-free telephone: (800) 834-2153

We will respond to verifiable requests within 45 days. In some cases we may extend the response period by an additional 45 days with notice to you. We may need to verify your identity before processing your request. We will not charge a fee to process requests unless they are excessive, repetitive, or manifestly unfounded.

8. California Residents — Additional Disclosures

If you are a California resident, the California Consumer Privacy Act as amended by the California Privacy Rights Act (CCPA/CPRA) provides you with additional rights and requires us to make additional disclosures. This section supplements the rest of this Privacy Policy and applies specifically to California residents.

Categories of personal information we collect

In the 12 months preceding the effective date of this Policy, WTS has collected the following categories of personal information as defined under the CCPA/CPRA:

We do not collect sensitive personal information (as defined by CCPA/CPRA) from visitors to our website or from business contacts in our ordinary operations. To the extent WTS processes sensitive personal information in connection with employment or internal operations, those activities are governed by our separate internal employee privacy notices and procedures.

Purposes for which we use your personal information

We use the categories of personal information described above for the business and commercial purposes described in Section 2 of this Policy.

Sale and sharing of personal information

WTS does not sell personal information as that term is defined under the CCPA/CPRA. WTS does not share personal information for cross-context behavioral advertising purposes. Accordingly, we do not offer a “Do Not Sell or Share My Personal Information” opt-out at this time. We will update this Policy if our practices change.

Retention

We retain each category of personal information for the periods described in Section 5, determined based on the purposes for which the information was collected, applicable legal and regulatory requirements, and the criteria described in our internal data retention policies.

Your CCPA/CPRA rights

As a California resident, you have the following rights under the CCPA/CPRA in addition to the general rights described in Section 7:

• Right to Know: Request disclosure of the categories and specific pieces of personal information we have collected about you, the categories of sources, the business or commercial purposes, and the categories of third parties with whom we share it. We can provide information going back to January 2022 or earlier if we maintain it.
• Right to Access: Request access to the specific pieces of personal information we have collected about you. Upon a verifiable request, we will provide you with a copy of that personal information in a portable and, to the extent technically feasible, readily usable format that allows you to transmit the information to another entity without hindrance.
• Right to Delete: Request deletion of personal information we have collected about you, subject to exceptions permitted by law.
• Right to Correct: Request correction of inaccurate personal information.
• Right to Limit Use of Sensitive Personal Information: Direct us to limit our use of sensitive personal information to purposes necessary to provide the service. As noted above, WTS does not collect sensitive personal information from website visitors or business contacts in ordinary operations.
• Right to Non-Discrimination: We will not deny you goods or services, charge different prices, provide a different level of service, or suggest that you will receive a different level of service because you exercised a right under the CCPA/CPRA.

Authorized agents

California residents may designate an authorized agent to submit requests on their behalf. We may require verification that the agent is authorized to act on your behalf before processing the request. We may also require you to verify your identity directly with us.

Financial incentives

WTS does not offer financial incentives, discounts, or other rewards in exchange for personal information, and therefore no Notice of Financial Incentive is required at this time.

9. Children's Privacy

WTS’s website and services are directed to business professionals and are not intended for, marketed to, or designed to attract users under the age of 13. We do not knowingly collect personal information from children under the age of 13 in connection with our website or business operations.

If you believe we have inadvertently collected personal information from a child under the age of 13, please contact us at privacy@wedbush.tech and we will take prompt steps to delete that information.

This statement is made in compliance with the Children’s Online Privacy Protection Act (COPPA) and the FTC’s 2025 Amended COPPA Rule, effective June 23, 2025.

10. Commercial Email and Communications

WTS may send commercial email communications to business contacts regarding our products, services, industry events, and company news. All commercial emails from WTS will:

• Clearly identify WTS as the sender;
• Include a valid physical mailing address for WTS;
• Include a clear and easy mechanism for you to opt out of future commercial emails; and
• Honor opt-out requests within 10 business days of receipt.

To unsubscribe from WTS marketing communications, click the “Unsubscribe” link in any commercial email we send, or contact us at privacy@wedbush.tech with “Unsubscribe” in the subject line. Service-related communications that are necessary to manage our business relationship (such as contract notices, security alerts, or platform update notifications) are not subject to opt-out and will continue while our relationship is active.

11. Third-Party Links

Our website may contain links to third-party websites, resources, or services. This Privacy Policy applies only to WTS’s website and our own data practices. We are not responsible for the privacy practices, content, or data handling of third-party sites, and we encourage you to review the privacy policies of any third-party site you visit through a link on our website.

12. Changes to This Policy

We review and update this Privacy Policy at least annually, or more frequently when our data practices change or applicable law requires an update. When we make material changes, we will update the “Last Updated” date at the top of this page. We encourage you to review this Policy periodically.

If we make changes that materially affect your rights or how we handle information we have previously collected from you, we will notify you directly where feasible (for example, by email if you are a registered contact) or by posting a prominent notice on our website.

13. How to Contact Us

If you have questions, concerns, or requests related to this Privacy Policy or our data practices, please contact our privacy team: