Effective Date: May 19, 2026

At Ivy Asset Management (“Company,” “we,” “our,” or “us”), we respect your privacy and are committed to protecting the personal information you provide through our website and services.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit an application, request information, or otherwise interact with us.

1. Information We Collect

We may collect the following categories of information:

Personal Information

When you fill out forms, apply for funding, or contact us, we may collect:

• Full name

• Business name

• Email address

• Phone number

• Business address

• Financial and business information

• Bank statements and supporting documents

• Credit-related information

• IP address and browser/device information

Automatically Collected Information

When you visit our website, certain information may be collected automatically through cookies and analytics tools, including:

• Browser type

• Device information

• Pages visited

• Referral source

• Time spent on the website

• General geographic location

2. How We Use Your Information

We use the information we collect to:

• Evaluate funding applications

• Provide financing products and services

• Communicate with you regarding inquiries or applications

• Verify identity and prevent fraud

• Improve our website and customer experience

• Send updates, marketing communications, and promotional materials

• Comply with legal and regulatory obligations

3. Sharing of Information

We may share your information with:

• Funding partners, lenders, and financial institutions

• Service providers and vendors assisting our operations

• CRM, analytics, and marketing platforms

• Legal or regulatory authorities when required by law

We do not sell your personal information to third parties.

4. Cookies and Tracking Technologies

Our website may use cookies, pixels, and similar technologies to improve functionality and analyze website traffic.

You may disable cookies through your browser settings; however, certain website features may not function properly.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction.

However, no internet transmission or storage system can be guaranteed to be 100% secure.

6. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third-party websites.

7. SMS & Email Communications

By submitting your information through our website, you consent to receive communications from us via phone call, text message, and email regarding funding products, updates, and promotions.

Message and data rates may apply. You may opt out of marketing communications at any time by following unsubscribe instructions or contacting us directly.

8. Your Rights

Depending on your state or jurisdiction, you may have rights regarding your personal information, including the right to:

• Access your information

• Request corrections

• Request deletion

• Opt out of certain communications

To exercise these rights, contact us using the information below.

9. Children’s Privacy

Our services are intended for individuals and businesses over the age of 18. We do not knowingly collect information from children under 13.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

11. Contact Information

If you have any questions about this Privacy Policy or our data practices, please contact:

Ivy Asset Management

34 Broad Street
Red Bank, NJ 07701

Email: hr@ivyassetmngmt.com

Phone: (732) 479-8678