Funding Roundtable

Last updated: January 2026

Funding Roundtable ("we", "us", "our") operates a financial services marketplace connecting clients with third-party lenders, insurers, payment processors, investment platforms, home warranty companies and debt relief providers. This Privacy Policy explains how we collect, use, and safeguard information when you use our services.

1. Information We Collect

• Identity and contact details you provide (name, email, phone, mailing address).
• Financial information relevant to a request, such as income range, loan amount, or coverage type — never your full account or card numbers, which are collected directly by our licensed partners.
• Device and usage data, including IP address, browser type, and pages visited, collected via cookies and similar technologies.
• Information you submit through contact forms, newsletter sign-ups, or advisor conversations.

2. How We Use Information

• To match you with relevant loan, insurance, payment, investment, home warranty or debt relief providers.
• To respond to inquiries and provide customer support.
• To send rate updates and educational content, where you have opted in.
• To meet legal, regulatory, and anti-fraud obligations applicable to financial marketplaces.

3. Sharing With Third Parties

We share only the information necessary for a specific product request with the relevant licensed lender, insurer, or provider. We do not sell personal financial information to unrelated advertisers. Some partners may independently contact you to complete an application; their own privacy notices govern that direct exchange.

4. Data Security

We apply administrative, technical and physical safeguards, including encryption in transit, to protect information from unauthorized access. No online system can be guaranteed completely secure, and we encourage clients to use strong, unique passwords for any account created with a partner provider.

5. Your Choices

• Opt out of newsletter or marketing emails at any time via the unsubscribe link.
• Request a copy of, correction to, or deletion of your personal information by contacting info@FundingRoundtable.info.
• Control cookies through your browser settings; disabling some cookies may limit site functionality.

6. Data Retention

We retain personal information only as long as needed to fulfil the purpose it was collected for, or as required by applicable financial recordkeeping regulations, after which it is securely deleted or anonymized.

7. Children's Privacy

Funding Roundtable's services are intended for individuals who are at least 18 years old. We do not knowingly collect information from minors.

8. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be reflected by an updated "last updated" date at the top of this page.

9. Contact

Questions about this Privacy Policy can be sent to info@FundingRoundtable.info.

Last updated: January 2026

These Terms & Conditions ("Terms") govern access to and use of the Funding Roundtable website and marketplace services. By using this site, you agree to be bound by these Terms.

1. Our Role as a Marketplace

Funding Roundtable is not a lender, insurer, bank, or investment advisor. We operate a comparison and referral marketplace that connects clients with independent, licensed third-party providers of loans, insurance, digital payment services, investment platforms, home warranty plans and debt relief programs. Final approval, pricing, and terms for any product are determined solely by the relevant provider.

2. Eligibility

You must be at least 18 years old and legally able to enter into binding financial agreements to use Funding Roundtable's services or apply for any product featured on this site.

3. No Guarantee of Approval or Rates

Displayed rates, terms, and offers are illustrative and subject to change by the provider without notice. Submitting a request through Funding Roundtable does not guarantee approval for any loan, insurance policy, payment product, investment account, home warranty plan, or debt relief program.

4. Accuracy of Information

You agree to provide accurate, current, and complete information when submitting a request. Providing false information may result in denial of a product application by the relevant third-party provider and may affect your ability to use Funding Roundtable's services in the future.

5. Fees and Compensation

Funding Roundtable may receive referral compensation from partner providers when a client is matched with, or completes an application for, a financial product. This compensation does not increase the cost of any product to the client and does not influence the accuracy of comparison information presented.

6. Intellectual Property

All content on this site, including text, graphics, logos and the Funding Roundtable name, is the property of Funding Roundtable or its licensors and may not be reproduced without written permission.

7. Limitation of Liability

Funding Roundtable provides information "as is" and disclaims liability for decisions made based on comparisons shown on this site. To the fullest extent permitted by law, Funding Roundtable is not liable for indirect, incidental, or consequential damages arising from use of this site or any third-party product obtained through it.

8. Third-Party Links

This site may link to third-party provider websites. Funding Roundtable is not responsible for the content, terms, or privacy practices of those independent sites.

9. Governing Law

These Terms are governed by applicable federal and state financial services regulations in the jurisdictions where Funding Roundtable's partner providers are licensed to operate.

10. Changes to These Terms

We may revise these Terms from time to time. Continued use of the site after changes are posted constitutes acceptance of the updated Terms.

11. Contact

Questions about these Terms can be directed to info@FundingRoundtable.info.