Investment Disclaimer
Last updated: January 21, 2026
Informational purpose only
EverWealth is a research and workflow platform. Nothing in the product, documentation, marketing materials, or support resources should be interpreted as a solicitation, offer, endorsement, or recommendation to buy or sell securities or digital assets.
Regulatory status
EverWealth Collective LLC is a financial technology company. We are not registered with the U.S. Securities and Exchange Commission, Financial Industry Regulatory Authority, Commodity Futures Trading Commission, Financial Conduct Authority, or any other regulator as a broker-dealer, investment adviser, or futures commission merchant. We do not route orders, act as a custodian, or handle customer funds or securities.
Portfolio & strategy simulations
- Backtests are hypothetical and rely on historical data that may be restated or revised.
- Simulations do not reflect the impact of market liquidity, bid/ask spreads, slippage, borrowing costs, or taxes.
- Optimization outputs, AI-generated recommendations, and alerts can be materially different from live-market behavior.
- Past performance, whether simulated or actual, is not indicative of future results.
Data sources and accuracy
Quotes, corporate actions, and fundamentals are provided by third-party vendors. We believe these data feeds are reliable, but errors, outages, and delays can occur. You should validate critical data before relying on it. Neither EverWealth nor its data partners guarantee accuracy or completeness.
User obligations
- Consult a licensed financial adviser, attorney, and tax professional before acting on insights generated by the platform.
- Ensure that any strategies applied to client accounts comply with applicable laws, client agreements, and regulatory guidance.
- Disclose to your clients when you use automated tooling, models, or alternative data sourced from EverWealth.
Risk of loss
Investing involves risk, including the possible loss of principal. Leveraged products, derivatives, short selling, concentrated positions, and illiquid securities can magnify losses. Only invest capital you can afford to lose.
Limitation of liability
EverWealth and its affiliates expressly disclaim liability for any trading losses, lost profits, or damages resulting from your reliance on platform outputs or third-party data. Use of the Service is at your own risk.
Contact
If you have questions about this disclaimer or need to report a potential regulatory concern, email compliance@everwealth.app.