1. Introduction

Proxion, Inc. ("Proxion," "we," "us," or "our") operates a finance-domain intelligence infrastructure platform. We are committed to protecting your personal information and handling it with transparency and care. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you access or use our platform, website, APIs, and related services (collectively, the "Service").

By using the Service, you agree to the collection and use of information in accordance with this Privacy Policy. This Policy is incorporated into and subject to our Terms of Use.

2. Information We Collect

2.1 Personal Information

We collect personal information that you provide directly to us, including:

•       Name, email address, and contact details

•       Professional credentials, employment history, and institutional affiliations

•       Educational background, licenses, and certifications (e.g., CFA, FINRA registrations)

•       LinkedIn profile and professional references

•       Payment and billing information (processed via third-party payment processors)

•       Account login credentials

2.2 Professional and Expert Content

For users participating in the Proxion expert network, we collect:

•       Expert-generated financial reasoning content, evaluations, and datasets

•       Rubric scores, review outputs, and quality assessment data

•       Communications and feedback submitted through the platform

•       Contribution history and performance metrics

You represent that all professional content you submit is free from material non-public information, insider information, or content subject to confidentiality obligations. See our Terms of Use for full expert contributor obligations.

2.3 Usage and Technical Data

We automatically collect certain technical information when you use the Service, including:

•       IP address, browser type, and device identifiers

•       Pages visited, features accessed, and time spent on the platform

•       API call logs and integration activity

•       Cookies and similar tracking technologies

2.4 Enterprise Client Data

If you access the Service as part of an enterprise client relationship, we may collect organizational information, user provisioning data, and usage analytics associated with your organization's account.

3. How We Use Your Information

We use the information we collect for the following purposes:

•       To provide, operate, and maintain the Service

•       To verify professional credentials and manage expert network onboarding

•       To process payments and manage contributor compensation

•       To generate, curate, and quality-assure financial training data and evaluation frameworks

•       To match expert contributors with appropriate tasks and enterprise client requirements

•       To communicate with you about projects, platform updates, and opportunities

•       To monitor and improve platform performance, security, and functionality

•       To detect, investigate, and prevent fraudulent activity or Terms of Use violations

•       To comply with applicable legal obligations and regulatory requirements

•       To enforce our Terms of Use and protect Proxion's legal rights

4. Use of Content in AI Training Datasets

Proxion's core function is the creation of structured training and evaluation data for AI systems. By contributing content through the Service, you acknowledge and agree that:

•       De-identified versions of your contributed content may be incorporated into training datasets, evaluation benchmarks, or rubric frameworks licensed to enterprise clients

•       Proxion owns all such datasets as specified in the Terms of Use

•       Personal identifying information is removed from content prior to inclusion in any dataset licensed or distributed externally

•       Aggregated, anonymized usage and quality metrics may be used to improve the platform and its outputs

We do not sell individually identifiable personal information to third parties for their independent marketing or advertising purposes.

5. Information Sharing and Disclosure

5.1 Enterprise Clients

We may share relevant professional credentials and expertise profiles with enterprise clients for task matching and quality assurance purposes, subject to your consent and applicable confidentiality obligations. We do not share personally identifiable contributor information beyond what is necessary for platform operations.

5.2 Service Providers

We engage third-party vendors to support platform operations, including cloud hosting, payment processing, analytics, and security services. These providers access your information only to perform services on our behalf and are bound by confidentiality obligations.

5.3 Legal and Regulatory Disclosure

We may disclose your information where required by law, court order, or regulatory authority, or where we reasonably believe disclosure is necessary to protect the rights, property, or safety of Proxion, its users, or the public. This includes compliance with applicable securities regulations and financial industry rules.

5.4 Business Transfers

In the event of a merger, acquisition, restructuring, or sale of assets, your information may be transferred to the successor entity. We will provide notice before your information becomes subject to a materially different privacy policy.

6. Data Security

We implement technical and organizational security measures appropriate to the sensitivity of financial and professional data, including:

•       Encryption of data in transit (TLS) and at rest

•       Role-based access controls and multi-factor authentication

•       Regular security assessments and vulnerability monitoring

•       Employee and contractor data protection training

•       Incident response procedures for data breaches

No method of electronic transmission or storage is 100% secure. While we apply institutional-grade security practices, we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials.

7. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, maintain your account, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements. Professional content and contribution data may be retained indefinitely in de-identified form as part of our proprietary datasets.

Upon account termination, we will delete or anonymize your personal information within a commercially reasonable period, except where retention is required by law or legitimate business necessity.

8. Your Privacy Rights

Depending on your jurisdiction, you may have the following rights with respect to your personal information:

•       Access: Request a copy of the personal data we hold about you

•       Rectification: Request correction of inaccurate or incomplete data

•       Deletion: Request deletion of your personal data, subject to legal retention requirements

•       Restriction: Request that we limit processing of your data in certain circumstances

•       Portability: Request transfer of your data in a structured, machine-readable format

•       Objection: Object to processing based on legitimate interests

•       Withdrawal of Consent: Withdraw consent at any time where processing is consent-based

To exercise any of these rights, contact us at privacy@proxion.ai. We will respond within the timeframe required by applicable law. We may need to verify your identity before processing your request.

9. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know what personal information is collected, the right to delete personal information, the right to opt out of the sale or sharing of personal information, and the right to non-discrimination for exercising your privacy rights.

Proxion does not sell personal information as defined under California law. To submit a CCPA/CPRA request, contact privacy@proxion.ai.

10. Cookies and Tracking Technologies

We use cookies, web beacons, and similar technologies to operate and improve the Service, analyze usage patterns, and maintain session authentication. You can control cookie settings through your browser; however, disabling certain cookies may impair platform functionality.

We do not use tracking technologies for third-party advertising purposes.

11. International Data Transfers

Proxion is based in the United States. If you access the Service from outside the United States, your information may be transferred to, stored, and processed in the U.S. or other jurisdictions where our service providers operate. We take appropriate safeguards — including standard contractual clauses where required — to ensure your data remains protected consistent with this Policy and applicable law.

12. Children's Privacy

The Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has provided us with personal information, contact us at privacy@proxion.ai and we will promptly delete it.

13. Third-Party Links and Integrations

The Service may contain links to or integrations with third-party websites, tools, or services. This Privacy Policy does not apply to third-party platforms. We encourage you to review the privacy policies of any third-party services you access through or in connection with the Service.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or business operations. We will notify you of material changes by posting the updated Policy with a revised effective date and, where appropriate, by email notification. Your continued use of the Service following the effective date constitutes acceptance of the updated Policy.

15. Contact Us

For questions, requests, or concerns regarding this Privacy Policy or our data practices, contact us at:

Privacy Inquiries: privacy@proxion.ai

Legal: legal@proxion.ai

General: info@proxion.ai

Website: www.proxion.ai