Visory is an educational and informational platform. Visory is not a direct investment platform and does not request investment funds or investment account information through the Website.

Effective Date: September 15, 2026

Last Updated: September 15, 2026

1. Introduction

Visory (“Visory,” “we,” “us,” or “our”) is owned and operated by the Family Office of Jeffrey Smith.

Visory respects your privacy and is committed to protecting the information you provide to us and the information we collect when you use our website and services.

This Privacy Policy describes how we collect, use, maintain, protect, and disclose information when you visit or interact with https://thevisory.org (the “Website”), participate in Visory educational content or programs, register for webinars or events, subscribe to communications, contact us, or otherwise interact with Visory (collectively, the “Services”).

Visory is an educational and informational platform. It is designed to provide relevant, insightful, and educational content concerning businesses, technologies, trends, opportunities, and other areas of interest to its community.

Visory is not a direct investment platform and does not request investment funds or investment account information through the Website.

Please read this Privacy Policy carefully. By using the Website or Services, you acknowledge that you have reviewed this Privacy Policy. If you do not agree with the practices described in this Privacy Policy, you should not use the Website or Services.

We may update this Privacy Policy from time to time. When we do, we will update the “Last Updated” date above and post the revised Privacy Policy on the Website.

2. Information We Collect

We may collect several types of information from and about individuals who interact with Visory.

Information You Provide Directly

We may collect information that you voluntarily provide to us when you:

Subscribe to Visory newsletters or updates;
Register for webinars, events, interviews, podcasts, or educational programs;
Request information from Visory;
Complete a contact form;
Download educational materials or resources;
Participate in surveys or other interactive features;
Join or participate in a Visory community or program, where applicable;
Communicate with us by email, telephone, social media, or other channels; or
Otherwise voluntarily provide information to us.

Depending on how you interact with Visory, this information may include:

Name;
Email address;
Telephone number;
Company or organization name;
Job title or professional role;
Business or professional interests;
General geographic information;
Communications and correspondence with Visory;
Event or webinar registration information;
Information concerning your stated interests; and
Other information that you voluntarily provide.

We do not require users to create an account or register in order to browse the Website at this time.

3. Information Collected Automatically

When you visit the Website, we may automatically collect certain information concerning your device, browser, and interaction with the Website.

This may include:

Internet Protocol (“IP”) address;
Browser type and version;
Operating system;
Device type;
Approximate geographic information;
Pages and content viewed;
Links or resources accessed;
Referring websites;
Date and time of visits;
Time spent on pages or portions of the Website;
Website navigation and interaction information; and
Other technical or usage information.

We may use cookies, pixels, tags, web beacons, analytics technologies, and similar technologies to collect this information.

4. Cookies and Tracking Technologies

Visory uses cookies and similar technologies to operate, analyze, improve, and personalize the Website and Services.

These technologies may allow us to:

Understand how visitors use the Website;
Measure Website traffic and engagement;
Understand which content is most relevant to our audience;
Improve Website functionality and user experience;
Remember preferences;
Measure the effectiveness of communications and campaigns;
Understand how visitors interact with educational content;
Provide content that is more relevant to users' interests; and
Measure and improve our marketing and outreach activities.

Visory currently may use technologies and services including:

Google Analytics;
Meta Pixel;
LinkedIn Insight Tag; and
Other analytics, marketing, communication, or personalization technologies that may be incorporated into the Website or our underlying marketing technology from time to time.

The specific technologies used may change as Visory's Website, marketing systems, and Services develop.

Third-party providers may collect information through these technologies in accordance with their own privacy policies.

You may be able to control or disable cookies through your browser settings. You may also have additional choices concerning certain tracking technologies depending on your location and applicable law.

Disabling cookies or certain tracking technologies may affect portions of the Website or the relevance of content presented to you.

5. How We Use Information

We may use information we collect for legitimate business, operational, educational, and communications purposes, including to:

Operate and maintain the Website and Services;
Provide educational and informational content;
Respond to questions and requests;
Register individuals for webinars, events, interviews, and other programs;
Send newsletters, updates, and other communications;
Understand audience interests and engagement;
Improve the Website and Services;
Develop and improve educational content;
Provide content and communications that may be relevant to your interests;
Analyze Website traffic and campaign performance;
Measure the effectiveness of our communications and educational initiatives;
Manage relationships with community members, contributors, partners, and featured organizations;
Identify individuals who have expressed interest in particular topics, companies, technologies, or opportunities;
Facilitate communications between interested individuals and relevant featured companies or partners when permission has been provided;
Detect, prevent, and address fraud, abuse, security incidents, or technical problems;
Protect the rights, property, and safety of Visory and others;
Comply with applicable laws, regulations, legal processes, or governmental requests; and
Fulfill other purposes disclosed when information is collected or with your consent.

We seek to use information in a manner consistent with the purpose for which it was collected and applicable law.

6. Relevant Content and Personalization

One of Visory's purposes is to provide users with relevant and insightful information.

Accordingly, we may use information about your interactions with the Website, communications, registrations, content interests, and other activities to better understand the topics, industries, technologies, businesses, or other areas that may be relevant to you.

This may allow us to provide more personalized content, communications, recommendations, educational resources, or invitations.

We may use our own systems or third-party marketing and technology platforms to support these activities.

Personalization does not mean that Visory guarantees the accuracy, suitability, profitability, or appropriateness of any information, company, technology, opportunity, or content presented to you.

7. Sharing Information With Featured Companies and Partners

Visory may feature companies, organizations, technologies, experts, initiatives, and other third parties because we believe their information may be relevant or educational to our audience.

Visory does not provide sponsored features at this time. Featured content is intended to be relevant and insightful rather than paid advertising or sponsored placement.

If you express interest in a featured company, organization, technology, opportunity, or partner, Visory may, with your permission, share relevant contact information or other information you have provided so that the applicable company or partner can communicate with you directly.

For example, if you request additional information about a featured company or expressly agree to be contacted by that company, we may provide that company with the information necessary to respond to your request.

We will not knowingly share your personal information with a featured company or partner for this purpose without the applicable permission or other lawful basis required by applicable law.

Once information has been provided to a third party with your permission, that third party's use of the information is governed by its own privacy policy and practices.

8. Service Providers and Technology Providers

We may share information with third-party service providers that assist us in operating Visory and providing the Services.

These may include providers of:

Website hosting;
Email and communications;
Customer relationship management;
Marketing automation;
Webinar and event registration;
Analytics;
Advertising and audience measurement;
Social media and digital marketing;
Data storage;
Security;
Website functionality;
Content management; and
Other technology or business services.

These providers may process information on our behalf as necessary to provide their services.

9. Legal and Safety Disclosures

We may disclose personal information when we believe disclosure is reasonably necessary to:

Comply with applicable law, regulation, subpoena, court order, or legal process;
Respond to a governmental or regulatory request;
Enforce our agreements, policies, or terms;
Protect the rights, property, or safety of Visory, its users, or others;
Detect, investigate, or prevent fraud, security incidents, or unlawful activity; or
Protect against legal liability.

10. Business Transfers

If Visory or substantially all of its assets are involved in a merger, acquisition, restructuring, financing, reorganization, sale, dissolution, bankruptcy, or similar transaction, information maintained by Visory may be transferred as part of that transaction, subject to applicable law.

11. Third-Party Websites and Services

The Website may contain links to websites, applications, social media platforms, or other services operated by third parties.

Visory does not control and is not responsible for the privacy practices, security, content, or policies of third-party websites or services.

Your use of third-party websites and services is subject to their respective terms and privacy policies.

We encourage you to review the privacy policies of third parties before providing them with personal information.

12. Marketing Communications

If you voluntarily provide your contact information, Visory may use it to send you:

Newsletters;
Educational content;
Webinar and event invitations;
Industry and technology updates;
Community communications;
Information concerning featured organizations or technologies;
Other information relevant to your stated interests; and
Other communications permitted by applicable law.

You may unsubscribe from promotional email communications at any time by using the unsubscribe mechanism contained in the communication or by contacting us.

Even if you opt out of promotional communications, we may continue to send administrative or transactional communications that are necessary to respond to your request or provide a service you have requested.

13. SMS and Telephone Communications

If Visory separately offers SMS or text-message communications and you voluntarily opt in to receive them, your telephone number and SMS consent will be handled in accordance with the applicable SMS disclosures provided at the time of opt-in.

You may opt out of SMS communications by following the instructions provided in the applicable message.

Message and data rates may apply, and message frequency may vary.

14. Data Security

Visory uses reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, use, alteration, disclosure, or destruction.

However, no method of transmitting information over the Internet or storing information electronically is completely secure.

Accordingly, although we take reasonable steps to protect information, we cannot guarantee the absolute security of information transmitted to or stored through the Website or Services.

15. Data Retention

We retain personal information for as long as reasonably necessary to:

Provide the Services;
Maintain our business and community relationships;
Provide requested communications;
Fulfill the purposes for which information was collected;
Comply with legal, regulatory, tax, accounting, or other obligations;
Resolve disputes;
Enforce agreements; and
Protect our legitimate business interests.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

When information is no longer reasonably necessary, we may delete, anonymize, aggregate, or otherwise dispose of it in accordance with applicable law.

16. Your Privacy Rights

Depending on your location and applicable law, you may have certain rights regarding your personal information.

These may include the right to:

Request access to personal information we maintain about you;
Request correction of inaccurate information;
Request deletion of personal information;
Request restriction of certain processing;
Object to certain processing;
Request portability of certain information;
Withdraw consent where processing is based on consent; and
Opt out of certain marketing or other processing activities.

These rights are not absolute and may be subject to exceptions and limitations under applicable law.

To exercise a privacy right, please contact us using the information provided in the Contact Us section below.

We may need to verify your identity before processing certain requests.

17. California Privacy Rights

If you are a California resident, you may have additional rights under applicable California privacy laws.

Depending on the circumstances and applicable law, these rights may include rights concerning access, correction, deletion, and information about the collection and disclosure of personal information.

California residents may contact Visory using the information below to submit a privacy request.

Visory will not discriminate against you for exercising privacy rights provided by applicable law.

18. European and Other International Privacy Rights

If you are located in the European Economic Area, United Kingdom, or another jurisdiction with applicable data protection laws, you may have additional rights regarding your personal information.

These may include rights of access, correction, deletion, restriction, objection, portability, and withdrawal of consent, subject to applicable law.

Where applicable, you may also have the right to lodge a complaint with the appropriate data protection authority.

19. Children's Privacy

The Website and Services are intended for a general audience and are not directed toward children who are not legally permitted to use the Services.

We do not knowingly collect personal information from children where such collection is prohibited by applicable law.

If we become aware that we have collected personal information from a child in circumstances where such collection is not permitted, we will take reasonable steps to delete the information as required by applicable law.

20. No Investment Account or Investment Information Required

Visory is an informational and educational platform and is not a direct investment platform.

Visory does not require users to establish an investment account or provide investment funds through the Website.

We may, however, feature information concerning companies, technologies, businesses, investment-related topics, or other opportunities.

If a user independently requests information about a featured company, organization, or opportunity, and gives Visory permission to connect the user with that organization, Visory may share the user's relevant contact information for that limited purpose.

Any subsequent relationship between the user and a third party is independent of Visory and is governed by the terms, disclosures, and privacy policies of that third party.

21. Changes to This Privacy Policy

Visory may update this Privacy Policy from time to time to reflect changes in our practices, technology, Services, or applicable legal requirements.

When we make changes, we will update the “Last Updated” date at the top of this Privacy Policy and post the revised policy on the Website.

If we make material changes to the way we collect, use, or disclose personal information, we may provide additional notice where required by applicable law.

We encourage you to periodically review this Privacy Policy.

22. Severability

If any provision of this Privacy Policy is determined to be invalid, unlawful, or unenforceable, that provision will be limited or modified to the minimum extent necessary, and the remaining provisions will continue in full force and effect.

23. Contact Us

If you have questions, comments, concerns, or requests regarding this Privacy Policy or Visory's privacy practices, please contact us:

Visory

Owned and operated by the Family Office of Jeffrey Smith

Address:

1250 Connecticut Ave NW, Suite 700

Washington, DC 20036

Email:

info@thevisory.org

Website:

https://thevisory.org