Privacy Policy

Effective Date: May 18, 2026

About AI Wellness Finance

AI Wellness Finance, a Core Ascent program, is a trade name operated by Core Ascent L.L.C. ("Core Ascent," "we," "us," or "our"). AI Wellness Finance is not a lender and does not make credit decisions. We act solely as a referral source, connecting applicants with third-party lending partners. This Privacy Policy describes how Core Ascent collects, uses, discloses, and safeguards your information when you submit a form on aiwellness.finance or otherwise interact with our services.

Information We Collect

Information you provide. When you submit a form on this site, contact us, or apply for financing, we may collect your name, email address, phone number, company or practice name, state of operation, financing interests, and any additional information you voluntarily provide.

Information collected automatically. When you visit this site, we may automatically collect your IP address, browser type, operating system, referring URLs, pages viewed, and time spent on the site. We use privacy-respecting analytics (Plausible Analytics) that do not use cookies or track individuals across sites.

How We Use Your Information

We use the information we collect to respond to your inquiries, process financing requests, connect you with appropriate lending partners and service providers, improve our services, communicate with you about our products and services, and comply with applicable laws and regulations.

How We Share Your Information

We may share your information with lending partners in our network (only when you apply for financing or request to be connected with a lender), service providers who assist us in operating our business (such as form processing services), and as required by law, regulation, or legal process.

We do not sell your personal information to third parties. We do not share your information with unaffiliated third parties for their marketing purposes without your explicit consent.

SMS Communications and Data

When you opt in to text messaging on an AI Wellness Finance form, we collect your mobile phone number and your consent record, including the date, time, and the form or keyword used to opt in. This information is used to send the messages described in our SMS Terms and Conditions. Phone numbers and consent records are stored on access-controlled systems, are accessible only to Core Ascent staff and the service providers that operate our form and messaging infrastructure, and are retained for as long as you remain opted in plus a reasonable period afterward to evidence consent, after which they are deleted or anonymized.

Mobile information collected for SMS, including your phone number and opt-in status, is not shared with third parties or affiliates for their marketing or promotional purposes, and no mobile opt-in data is sold. You can opt out of text messages at any time by replying STOP, as described in our SMS Terms and Conditions.

Service Providers and Data Processors

We use the following third-party processors to operate our forms and messaging. Each processes data only as needed to provide its service to us and is not permitted to use your information for its own purposes:

  • Twilio Inc. provides the SMS messaging platform used to send and receive text messages. Twilio processes mobile phone numbers and message content to deliver messages on our behalf.
  • Formspree, Inc. processes web form submissions, including the name, email address, phone number, and other details you enter on our forms, and delivers them to Core Ascent. Formspree's privacy policy is available at formspree.io/legal/privacy-policy.
  • Plausible Analytics provides privacy-respecting, cookieless website analytics and does not collect information that personally identifies you.

Data Security

We implement appropriate technical and organizational measures to protect the security of your personal information. However, no method of transmission over the Internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

Third-Party Links

This site may contain links to third-party websites, including lending partner sites. We are not responsible for the privacy practices or content of those third-party sites. Each lending partner has its own privacy policy governing the use of your data, and we encourage you to review those policies before accepting any financing offer. AI Wellness Finance may receive compensation from lending partners for referrals.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, or delete your data. To exercise any of these rights, please contact us at info@coreascent.net.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18.

Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated effective date and will be effective as soon as it is accessible.

Contact Us

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

AI Wellness Finance, a Core Ascent program
Core Ascent L.L.C.
Email: info@coreascent.net
Phone: (855) 714-CORE (855-714-2673)