Last updated on: November 12, 2024

We (“Company“/“We“/“Us“) are the proprietors of the domain www.quantumstreetai.com, its related domains (“Website(s)“), and the QuantumStreetAI Platform hosted on platform.quantumstreetai.com (“Platform“), including but not limited to, the content, information, products and services offered therein (“Services”).

We are committed to taking reasonable measures to protect the users’ (“You”/“Your”/“User“) right to privacy and handling the personal information that you provide to us by accessing our Platform, Website and/or availing our Services. This Privacy Policy gives you an overview and explains how we may collect, use, share, and reasonably secure your information when you access the Platform/Website. This Privacy Policy shall be applicable to our Users that access, install, browse and/or use the Website/Platform, including availing of the Services therein. 

When you access, interact and/or use the Platform, Website and Services, you agree to provide express and voluntary consent to the collection, use, retention, disclosure, and storage of certain sensitive and non-sensitive personal data and information (“Information“) as per the terms of this Privacy Policy mentioned herein.

1. Introduction

We offer AI-driven solutions for investment and wealth management, specializing in alpha generation, risk management, and portfolio construction. Our Services utilize IBM Watson and proprietary models to analyze vast data streams, providing actionable insights, forecasts and portfolio tools for professional investors.

For more information about us, please visit www.quantumstreetai.com.

2. Information collected by us

When you visit our Website or platform or register for our Services, we collect personal information about you. We use this personal information to provide our services and market them to new and potential customers. This includes providing you with personalized research and customized content on our Website/Platform.

The categories of personal information we collect from users of and visitors to our Website/Platform are:     

• Identifiers: This includes, for example, your name, nickname, username, email address, phone number, postal address (including ZIP code), Internet Protocol address, and cookies or other identifiers that we or others assign to identify you uniquely. We obtain this information when you provide it to us or otherwise automatically during your interactions with us when using our services.
• Demographic information: This includes information such as age (including date of birth) and Characteristics of Protected Classifications as defined under California regulations. We do not intend to collect this information.    
• Commercial Information: This includes stocks, ETFs, and other securities that you are interested in, investment style preference, broker information, and payment information (including bank account details to enable payments to and from you when you register/sign in to the Platform). We obtain this information directly from you or otherwise automatically during your interactions with our Services.     
• Internet or other electronic network activity information: This includes, for example, device screen size, device type (unique device identifiers), browser information, your interactions with our Website or platform, and the preferred language used to display our Website or platform. We obtain this information automatically during your interactions with our services.
• Geo-location data: This includes your country location (based on your IP address). We obtain this information when you provide it to us or otherwise automatically during your interactions with the Website or Platform or rendering our Services.
• Audio, Video, and Other Electronic Data: This includes audio, electronic, visual, or similar information, such as chat and any interaction you may have with us (such as for customer service purposes), as well as your profile photo. It also includes any information you submit in forums, chat, or message boards and feedback or testimonials you provide about our products and services. We obtain this information when you provide it to us or otherwise automatically during your interactions with the Website or Platform or rendering our Services.
• Profiles and Inferences: This includes inferences drawn from any of the information identified above to create a profile reflecting preferences, characteristics, predispositions, behavior, and attitudes. We obtain this information automatically during your interactions with the Website or Platform or rendering our Services.     

     The sources from which we collect personal information are:     

• Directly from you: For example, when you create an account, etc.     
• Directly and indirectly from activity on our Website, Platform and other services. 
• Service providers who perform services on our behalf, such as fulfilling orders, processing payments and requests, verifying information, monitoring activity on our products and services, providing analysis and analytics, maintaining databases, administering and monitoring emails and marketing, administering and sending mobile messages, serving ads on this and other services, and providing consulting services. 
• Third-party data providers. 

From time to time, we may also receive personal information about you from third-party sources, but only where these third parties have confirmed to us that they either have your consent or are otherwise legally permitted or required to disclose your personal information to us. We use this information to maintain and improve the accuracy of the records we hold about you and to send you personalized content, such as showing you articles and news about your preferred stocks, ETFs or other content and research. The personal information we collect in this regard includes:  

• Contact information
• Investment style and market preferences

3. Use of Your Information 

We use personal information collected through our Services for purposes described in this Privacy Policy or disclosed to you in connection with our Services. We do not share your personal information except as you approve it or as otherwise described in this Privacy Policy. 

For example, we may use your information to:

• Create your account
• Provide and deliver the products and services you request
• Send you service-related information updates, alerts, and support and administrative messages
• Send you marketing communications and personalized content, such as showing you articles and news about your preferred stocks and ETFs
• Respond to your inquiries
• Enable you to send and receive messages to other registered users and contributors and post comments.
• Carry out analytics and improve the quality and relevance of our Website/Platform.
• Survey your opinions through surveys or questionnaires
• Serve and measure the effectiveness of advertising
• Protect the integrity of our products and services and enforce our Terms of Use and other applicable terms, including detecting and preventing fraud and unauthorized activities, securing our systems and services, and preventing activities that may violate our policies or be illegal 
• Detect security incidents, protect against malicious, deceptive, fraudulent or illegal activity, and prosecute those responsible for that activity

We may use personal information we collect from or about you to create aggregated or de-identified data that does not specifically identify you. 

4. Disclosure of Personal Information 

We may share personal information with third parties, such as any member of a group of companies, affiliates, subsidiaries, or business partners, to the extent that may be reasonably necessary to offer the Services. 

We also share personal information with third parties for the business purposes of providing our products and services and marketing our products and services to existing and potential customers.  The categories of these third parties with whom we share personal information are:

• Hosting and infrastructure providers  
• IT service providers
• Email service providers
• Advertising partners
• Payment processors 

We share all categories of personal information with these third parties when we need to do so to provide you with the services.     

We may also share personal information with the following:

• Competent law enforcement bodies, regulators, government agencies, courts or other third parties where we believe disclosure is necessary (i) as a matter of applicable law or regulation, (ii) to exercise, establish or defend our legal rights, or (iii) to protect your vital interests or those of any other person;
• Actual or potential buyers (and their agents and advisers) in connection with any actual or proposed purchase, merger or acquisition of any part of our business, provided that we inform the buyer it must use your personal information only for the purposes disclosed in this Privacy Policy;
• Other persons to whom you have given your consent.

5. Data retention

We retain personal information we collect from you where we have an ongoing legitimate business need to do so (for example, to provide you with a service you have requested or to comply with applicable legal, tax or accounting requirements).  

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymise it. If this is not possible (for example, because your personal information has been stored in backup archives), we will securely store it and isolate it from any further processing until deletion is possible.

6. Legal Basis

Our legal basis for collecting and using personal information is usually as follows:

• Performance of a contract, where we need the personal information to perform a contract with you, for example, setting up and administering your account and providing our products and services;
• Legal obligation, where we have a legal obligation to collect personal information from you, for example, to comply with financial, accounting and other legal obligations;
• Legitimate interests, where the processing is in our legitimate interests and not overridden by your rights, for example, to analyze and improve how our products and services are used and to provide you with customer service;
• Consent, when we have your permission to do something, such as in relation to certain types of marketing.  

7. User‘s Rights 

You have the following data protection rights:

• Right to access, correct, request deletion or erasure: You may be able to do some of this in your account or by contacting us. 

• Right to object or ask us to restrict processing: In certain circumstances, you can request that we stop processing your personal information.
• Right to request portability: In certain circumstances, you can request that we transfer personal information that you have provided to us in a structured, commonly used, machine-readable format.
• Right to opt out of marketing communications: You can exercise this right by clicking on the “unsubscribe” or “opt-out” link in our marketing emails or by contacting us.  
• Right to withdraw your consent: You may withdraw your consent at any time if you previously gave us consent to process your personal information. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of these rights. 
• Right to complain: You have the right to complain to your local data protection authority.  For more information, please contact your local data protection authority. 

We respond to all requests from individuals wishing to exercise their data protection rights in accordance with applicable data protection laws. If you would like to exercise any of these rights or would like further information, please use the details provided under the “How to contact us” section below. 

8. Information Security and Data Protection: 

Solely with respect to Our processed User information, We maintain effective information security policies and, procedures and systems in accordance with applicable laws that include administrative, technical and physical safeguards designed to (i) ensure the security and confidentiality of Personal Information; and (ii) protect against anticipated threats or hazards to the integrity of the Services that could result in unauthorized access to or use of Personal Information. We shall promptly notify the user of any unauthorized access or use of Personal Information or any breach of the Services that has or reasonably could provide unauthorized access to or use of Personal Information.

9. International Data Transfers

Your personal information may be transferred to and processed in countries other than the country where you reside. Specifically, our third-party service providers’ servers, and partners’ servers operate worldwide. This means that when we collect your personal information, we may process it in any of these countries.

Although legal requirements may vary from country to country, we have taken appropriate safeguards to ensure that your personal information will remain protected in accordance with this Privacy Policy. In particular, the United Kingdom and the European Union recognise Israel as a territory that provides adequate protection for personal information received from the EEA and the UK.

When we transfer your personal information to other territories, we will take appropriate measures to safeguard it in accordance with applicable law. For EEA and UK residents’ personal information, this may include implementing the Standard Contractual Clauses for any such international transfers.

10. Cookies and other tracking technologies

We use cookies and similar tracking technology (collectively, “Cookies“) to collect and use personal information about you, including to serve interest-based advertising.

11. Children’s Privacy

In accordance with our Terms of Use, the Site is not designed for use by individuals under the age of 18. Accordingly, we do not intend to or knowingly collect personal information from anyone we know to be under 18 years of age. If you believe we have collected personal data from anyone under 18, please contact us at the email address listed below.

12. Security

We have implemented various security policies, rules and technical and organizational measures to protect and safeguard the personal information that we collect and process about you. These measures are designed to provide a level of security appropriate to the risk of processing your personal information.   

13. Additional Information About Us

This Platform, Website and Services are made available by EquBot Inc., a Delaware Company, USA, its subsidiaries and affiliates through its brand “QuantumStreetAI”.

14. Data Controller

The data controller of your personal information is EquBot Inc., located at 450 Townsend Street, San Francisco, CA 94107

15. Governing Law and Jurisdiction:

This Privacy Policy is governed by and construed in accordance with the laws of the State of California, United States of America. Any dispute arising out of or relating to this Privacy Policy shall be subject to the exclusive jurisdiction of the courts located in San Francisco County, California, USA.

16. Updates to this Privacy Policy

We may update this Privacy Policy from time to time in response to changing legal, technical, or business developments. When we do, we will take appropriate measures to inform you, consistent with the significance of the changes we make.  

You can see when this Privacy Policy was last updated by checking the “Last updated” date displayed at the top of this Privacy Policy.  

17. How to contact us

In the event of any grievances with respect to this Privacy Policy, or if You want to file a request to amend the data We have on You, you may connect with the Chief Compliance Officer at: 

Chief Compliance Officer: Art Amador

Address: 450 Townsend Street, San Francisco, CA 94107

Ph. No.: (619) 370-6756

Email ID: art.amador@quantumstreetai.com