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Terms and Conditions


  1. “Aggregated Statistics” means data and information related to Customer’s use of the Services that is used by WealthFeed in an aggregate and anonymized manner, including to compile statistical and performance information related to the provision and operation of the Services.
  2. “Authorized User” means Customer’s employees, consultants, contractors, and agents (i) who are authorized by Customer to access and use the Services under the rights granted to Customer pursuant to this Agreement and (ii) for whom access to the Services has been purchased hereunder.
  3. “Documentation” means WealthFeed’s information and guides relating to the Services provided by WealthFeed to Customer either electronically or in hard copy form/end user documentation relating to the Services.
  4. “Intellectual Property Rights” means: (i) copyrights and other rights associated with works of authorship; (ii) trademark and trade name rights and similar rights; (iii) trade secret rights; (iv) inventions (whether patentable or unpatentable), patents, technology, articles of manufacture, business methods, compositions of matter, improvements, processes, designs, algorithms, utility models, and other industrial property rights, and all improvements thereto; and (v) all registrations, applications, renewals, extensions, continuations, divisions, or reissues thereof now or hereafter in force.
  5. “WealthFeed IP” means the Services, the Documentation, and any and all intellectual property provided to Customer or any Authorized User in connection with the foregoing. For the avoidance of doubt, WealthFeed IP includes Aggregated Statistics and any information, data, or other content derived from WealthFeed’s monitoring of Customer’s access to or use of the Services, but does not include Customer Data.
  6. “Lead” means a catalyst based lead.
  7. “Services” means the software-as-a-service provided by WealthFeed as described in Section 2 of the Sales Order.
  8. “Third-Party Products” means any third-party products provided with or incorporated into the Services.

Access and Use.

  1. Provision of Access. Subject to and conditioned on Customer’s payment of Fees and compliance with all other terms and conditions of this Agreement, WealthFeed hereby grants Customer a non-exclusive, non-transferable (except in compliance with Section 12.7 right to access and use the Services during the Term, solely for use by Authorized Users in accordance with the terms and conditions herein. Such use is limited to Customer’s internal use.
  2. Documentation License. Subject to the terms and conditions contained in this Agreement, WealthFeed hereby grants to Customer a non-exclusive, non-sublicensable, non-transferable (except in compliance with Section 12.7 license to use the Documentation during the Term solely for Customer’s internal business purposes in connection with its use of the Services.
  3. Use Restrictions. Customer shall not use the Services for any purposes beyond the scope of the access granted in this Agreement. Customer shall not at any time, directly or indirectly, and shall not permit any Authorized Users to: (i) copy, modify, or create derivative works of the Services or Documentation, in whole or in part; (ii) rent, lease, lend, sell, license, sublicense, assign, distribute, publish, transfer, or otherwise make available the Services or Documentation; (iii) reverse engineer, disassemble, decompile, decode, adapt, or otherwise attempt to derive or gain access to any software component of the Services, in whole or in part; (iv) remove any proprietary notices from the Services or Documentation; or (v) use the Services or Documentation in any manner or for any purpose that infringes, misappropriates, or otherwise violates any Intellectual Property Rights or other right of any person, or that violates any applicable law.
  4. Reservation of Rights. WealthFeed reserves all rights not expressly granted to Customer in this Agreement. Except for the limited rights and licenses expressly granted under this Agreement, nothing in this Agreement grants, by implication, waiver, estoppel, or otherwise, to Customer or any third party any Intellectual Property Rights or other right, title, or interest in or to the WealthFeed IP.
  5. Suspension. Notwithstanding anything to the contrary in this Agreement, WealthFeed may temporarily suspend Customer’s and any Authorized User’s access to any portion or all of the Services if: (i) WealthFeed reasonably determines that (A) there is a threat or attack on any of the WealthFeed IP; (B) Customer’s or any Authorized User’s use of the WealthFeed IP disrupts or poses a security risk to the WealthFeed IP or to any other customer or vendor of WealthFeed; (C) Customer, or any Authorized User, is using the WealthFeed IP for fraudulent or illegal activities; (D) subject to applicable law, Customer has ceased to continue its business in the ordinary course, made an assignment for the benefit of creditors or similar disposition of its assets, or become the subject of any bankruptcy, reorganization, liquidation, dissolution, or similar proceeding; (E) WealthFeed’s provision of the Services to Customer or any Authorized User is prohibited by applicable law; or (F) any vendor of WealthFeed has suspended or terminated WealthFeed’s access to or use of any third-party services or products required to enable Customer to access the Services (any such suspension described in subclause (A)-(F), a “Service Suspension”). WealthFeed shall use commercially reasonable efforts to provide written notice of any Service Suspension to Customer and to provide updates regarding resumption of access to the Services following any Service Suspension. WealthFeed shall use commercially reasonable efforts to resume providing access to the Services as soon as reasonably possible after the event giving rise to the Service Suspension is cured. WealthFeed will have no liability for any damage, liabilities, losses (including any loss of data or profits), or any other consequences that Customer or any Authorized User may incur as a result of a Service Suspension.
  6. Aggregated Statistics. Notwithstanding anything to the contrary in this Agreement, WealthFeed may monitor Customer’s use of the Services and collect and compile Aggregated Statistics. As between WealthFeed and Customer, all right, title, and interest in Aggregated Statistics, and all Intellectual Property Rights therein, belong to and are retained solely by WealthFeed. Customer acknowledges that WealthFeed may compile Aggregated Statistics based on Customer Data input into the Services. Customer agrees that WealthFeed may (i) make Aggregated Statistics publicly available in compliance with applicable law, and (ii) use Aggregated Statistics to the extent and in the manner permitted under applicable law; provided that such Aggregated Statistics do not identify Customer or Customer’s Confidential Information.

Customer Responsibilities.

  1. General. Customer is responsible and liable for all uses of the Services and Documentation resulting from access provided by Customer, directly or indirectly, whether such access or use is permitted by or in violation of this Agreement. Without limiting the generality of the foregoing, Customer is responsible for all acts and omissions of Authorized Users, and any act or omission by an Authorized User that would constitute a breach of this Agreement if taken by Customer will be deemed a breach of this Agreement by Customer. Customer shall use reasonable efforts to make all Authorized Users aware of this Agreement’s provisions as applicable to such Authorized User’s use of the Services, and shall cause Authorized Users to comply with such provisions.
  2. Third-Party Products. WealthFeed may from time to time make Third-Party Products available to Customer. For purposes of this Agreement, such Third-Party Products are subject to their own terms and conditions and the applicable flow-through provisions. If Customer does not agree to abide by the applicable terms for any such Third-Party Products, then Customer should not install or use such Third-Party Products.

Fees and Payment.

  1. Fees. Customer shall pay WealthFeed the fees (“Fees”) as set forth in the Sales Order without offset or deduction. Customer shall make all payments hereunder in US dollars on or before the due date set forth in the Sales Order. If Customer fails to make any payment when due, without limiting WealthFeed’s other rights and remedies: (i) WealthFeed may charge interest on the past due amount at the rate of 1.5% per month calculated daily and compounded monthly or, if lower, the highest rate permitted under applicable law; (ii) Customer shall reimburse WealthFeed for all costs incurred by WealthFeed in collecting any late payments or interest, including attorneys’ fees, court costs, and collection agency fees; and (iii) if such failure continues for fifteen (15) days or more, WealthFeed may suspend Customer’s and its Authorized Users’ access to any portion or all of the Services until such amounts are paid in full.
  2. Taxes. All Fees and other amounts payable by Customer under this Agreement are exclusive of taxes and similar assessments. Customer is responsible for all sales, use, and excise taxes, and any other similar taxes, duties, and charges of any kind imposed by any federal, state, or local governmental or regulatory authority on any amounts payable by Customer hereunder, other than any taxes imposed on WealthFeed’s income.

Confidential Information.

From time to time during the Term, either Party may disclose or make available to the other Party information about its business affairs, products, confidential intellectual property, trade secrets, third-party confidential information, and other sensitive or proprietary information, whether or not marked, designated, or otherwise identified as “confidential” (collectively, “Confidential Information”). Confidential Information does not include information that, at the time of disclosure is: (a) in the public domain; (b) known to the receiving Party at the time of disclosure; (c) rightfully obtained by the receiving Party on a non-confidential basis from a third party; or (d) independently developed by the receiving Party. The receiving Party shall not disclose the disclosing Party’s Confidential Information to any person or entity, except to the receiving Party’s employees who have a need to know the Confidential Information for the receiving Party to exercise its rights or perform its obligations hereunder. Notwithstanding the foregoing, each Party may disclose Confidential Information to the limited extent required (i) in order to comply with the order of a court or other governmental body, or as otherwise necessary to comply with applicable law, provided that the Party making the disclosure pursuant to the order shall first have given written notice to the other Party and made a reasonable effort to obtain a protective order; or (ii) to establish a Party’s rights under this Agreement, including to make required court filings. On the expiration or termination of the Agreement, the receiving Party shall promptly return to the disclosing Party all copies, whether in written, electronic, or other form or media, of the disclosing Party’s Confidential Information, or destroy all such copies and certify in writing to the disclosing Party that such Confidential Information has been destroyed. Each Party’s obligations of non-disclosure with regard to Confidential Information are effective as of the Effective Date and will expire five years from the date first disclosed to the receiving Party; provided, however, with respect to any Confidential Information that constitutes a trade secret (as determined under applicable law), such obligations of non-disclosure will survive the termination or expiration of this Agreement for as long as such Confidential Information remains subject to trade secret protection under applicable law.

Intellectual Property Ownership; Feedback.

  1. WealthFeed IP. Customer acknowledges and agrees that, as between Customer and WealthFeed, WealthFeed owns all right, title, and interest, including all Intellectual Property Rights, in and to the WealthFeed IP and, with respect to Third-Party Products, the applicable third-party providers own all right, title, and interest, including all Intellectual Property Rights, in and to the Third-Party Products.
  2. Customer Data. WealthFeed acknowledges and agrees that, as between WealthFeed and Customer, Customer owns all right, title, and interest, including all Intellectual Property Rights, in and to the Customer Data. Customer hereby grants to WealthFeed a non-exclusive, royalty-free, worldwide license to reproduce, distribute, and otherwise use and display the Customer Data and perform all acts with respect to the Customer Data as may be necessary for WealthFeed to provide the Services to Customer , and a non-exclusive, perpetual, irrevocable, royalty-free, worldwide license to reproduce, distribute, modify, and otherwise use and display Customer Data incorporated within the Aggregated Statistics.
  3. Applicant Data. The Parties acknowledge and agree that, as between WealthFeed and Customer, each of WealthFeed and Customer shall co-own all Applicant Data and shall have the right to store, use, modify, reproduce, distribute and exploit such Applicant Data without any duty of reporting or accounting to the other Party. This Section 6.3 shall survive any termination or expiration of this Agreement.
  4. Feedback. If Customer or any of its employees or contractors sends or transmits any communications or materials to WealthFeed by mail, email, telephone, or otherwise, suggesting or recommending changes to the WealthFeed IP, including without limitation, new features or functionality relating thereto, or any comments, questions, suggestions, or the like (“Feedback”), WealthFeed is free to use such Feedback irrespective of any other obligation or limitation between the Parties governing such Feedback. Customer hereby assigns to WealthFeed on Customer’s behalf, and on behalf of its employees, contractors and/or agents, all right, title, and interest in, and WealthFeed is free to use, without any attribution or compensation to any party, any ideas, know-how, concepts, techniques, or other Intellectual Property Rights contained in the Feedback, for any purpose whatsoever, although WealthFeed is not required to use any Feedback.

Representations and Warranties.

  1. Mutual Representations and Warranties. Each party represents and warrants to the other party that:
    1. it is duly organized, validly existing, and in good standing as a corporation or other entity under the Laws of the jurisdiction of its incorporation or other organization;
    2. it has the full right, power, and authority to enter into and perform its obligations and grant the rights, licenses, consents, and authorizations it grants or is required to grant under this Agreement;
    3. the execution of this Agreement by its representative whose signature is set forth at the end of this Agreement has been duly authorized by all necessary corporate or organizational action of such party; and
    4. when executed and delivered by both parties, this Agreement will constitute the legal, valid, and binding obligation of such party, enforceable against such party in accordance with its terms.
  2. Additional Customer Representations, Warranties, and Covenants.
  3. Customer represents, warrants, and covenants to WealthFeed that:
    Customer owns or otherwise has and will have the necessary rights and consents in and relating to the Customer Data so that, as received by WealthFeed and processed in accordance with this Agreement, they do not and will not infringe, misappropriate, or otherwise violate any Intellectual Property Rights, or any privacy or other rights of a ny third party or violate any applicable Law; and
  4. The Customer shall not, via the Services or otherwise, discriminate against any Applicant for employment because of age, sex, race, creed, or national origin. The Customer shall take affirmative action to ensure that Applicants are treated during application process without regard to their age, sex, race, creed, or national origin. In the event the Customer is determined by the final order of an appropriate agency or court to be in violation of any non-discrimination provision of Federal, State or local law or this provision, this Agreement may be cancelled, terminated or suspended in whole or in part by the WealthFeed.

Limited Warranty and Warranty Disclaimer.

The wealthfeed ip is provided “as is” and wealthfeed hereby disclaims all warranties, whether express, implied, statutory, or otherwise. Wealthfeed specifically disclaims all implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement, and all warranties arising from course of dealing, usage, or trade practice. Wealthfeed makes no warranty of any kind that the wealthfeed ip, or any products or results of the use thereof, will meet customer’s or any other person’s requirements, operate without interruption, achieve any intended result, be compatible or work with any software, system, or other services, or be secure, accurate, complete, free of harmful code, or error free.


  1. Customer Indemnification. Customer shall indemnify, hold harmless, and, at WealthFeed’s option, defend WealthFeed from and against any Losses resulting from any Third-Party Claim that arises out of, results from, or is alleged to arise out of or results from: (A) Customer Data, including any processing of Customer Data by or on behalf of WealthFeed in accordance with this Agreement; (B) allegation of facts that, if true, would constitute Customer’s breach of any of its representations, warranties, covenants, or obligations under this Agreement; or (C) negligence/gross negligence or more culpable act or omission (including recklessness or willful misconduct) by Customer, any Authorized User, or any third party on behalf of Customer or any Authorized User, in connection with this Agreement. Customer may not settle any Third-Party Claim against WealthFeed unless WealthFeed consents to such settlement, and further provided that WealthFeed will have the right, at its option, to defend itself against any such Third-Party Claim or to participate in the defense thereof by counsel of its own choice.
  2. WealthFeed Indemnification. WealthFeed shall indemnify, defend, and hold harmless Customer from and against any and all losses, damages, liabilities, costs (including reasonable attorneys’ fees) (“Losses”) incurred by Customer resulting from any third-party claim, suit, action, or proceeding (“Third-Party Claim”) that the Services, or any use of the Services in accordance with this Agreement, infringes or misappropriates such third party’s US Intellectual Property Rights, provided that Customer promptly notifies WealthFeed in writing of the claim, cooperates with WealthFeed, and allows WealthFeed sole authority to control the defense and settlement of such claim.
  3. If such a claim is made or appears possible, Customer agrees to permit WealthFeed, at WealthFeed’s sole discretion, to (A) modify or replace the Services, or component or part thereof, to make it non-infringing, or (B) obtain the right for Customer to continue use. If WealthFeed determines that neither alternative is reasonably available, WealthFeed may terminate this Agreement, in its entirety or with respect to the affected component or part, effective immediately on written notice to Customer.
  4. Section 9.1 will not apply to the extent that the alleged infringement arises from: (A) use of the Services in combination with data, software, hardware, equipment, or technology not provided by WealthFeed or authorized by WealthFeed in writing; (B) modifications to the Services not made by WealthFeed; (C) Customer Data; or (D) Third-Party Products.

Limitations of Liability.

In no event will wealthfeed be liable under or in connection with this agreement under any legal or equitable theory, including breach of contract, tort (including negligence), strict liability, and otherwise, for any: (a) consequential, incidental, indirect, exemplary, special, enhanced, or punitive damages; (b) increased costs, diminution in value or lost business, production, revenues, or profits; (c) loss of goodwill or reputation; (d) use, inability to use, loss, interruption, delay, or recovery of any data, or breach of data or system security; or (e) cost of replacement goods or services, in each case regardless of whether wealthfeed was advised of the possibility of such losses or damages or such losses or damages were otherwise foreseeable. In no event will wealthfeed’s aggregate liability arising out of or related to this agreement under any legal or equitable theory, including breach of contract, tort (including negligence), strict liability, and otherwise exceed the total amounts paid and amounts accrued but not yet paid to wealthfeed under this agreement in the twelve (12) month period preceding the event giving rise to the claim.

Term and Termination.

  1. Term. The initial term of this Agreement begins on the Effective Date and, unless terminated earlier pursuant to this Agreement’s express provisions, will continue in effect until the date specified in the Sales Order A (the “Initial Term”). This Agreement will automatically renew for additional successive terms for the one (1) month each unless earlier terminated pursuant to this Agreement’s express provisions or either Party gives the other Party written notice of non-renewal at least fifteen (15) days prior to the expiration of the then-current term (each a “Renewal Term” and together with the Initial Term, the “Term”).
  2. Termination. In addition to any other express termination right set forth in this Agreement:
    1. WealthFeed may terminate this Agreement, effective on written notice to Customer, if Customer: (A) fails to pay any amount when due hereunder, and such failure continues more than fifteen (15) days after WealthFeed’s delivery of written notice thereof; or (B) breaches any of its obligations under Section 2.3 or Section 7.2.2;
    2. either Party may terminate this Agreement, effective on written notice to the other Party, if the other Party breaches this Agreement, and such breach: (A) is incapable of cure; or (B) being capable of cure, remains uncured thirty (30) days after the non-breaching Party provides the breaching Party with written notice of such breach; or
    3. either Party may terminate this Agreement, effective immediately upon written notice to the other Party, if the other Party: (A) becomes insolvent or is generally unable to pay, or fails to pay, its debts as they become due; (B) files or has filed against it, a petition for voluntary or involuntary bankruptcy or otherwise becomes subject, voluntarily or involuntarily, to any proceeding under any domestic or foreign bankruptcy or insolvency law; (C) makes or seeks to make a general assignment for the benefit of its creditors; or (D) applies for or has appointed a receiver, trustee, custodian, or similar agent appointed by order of any court of competent jurisdiction to take charge of or sell any material portion of its property or business.
  3. Effect of Expiration or Termination. Upon expiration or earlier termination of this Agreement, Customer shall immediately discontinue use of the WealthFeed IP and, without limiting Customer’s obligations under Section 6, Customer shall delete, destroy, or return all copies of the WealthFeed IP and certify in writing to the WealthFeed that the WealthFeed IP has been deleted or destroyed. No expiration or termination will affect Customer’s obligation to pay all Fees due under this Agreement or entitle Customer to any refund
  4. Survival. Sections 1, 5, 6, 7, 8, 9, 10, 11.3, 11.4 and 12 of this Subscription Agreement shall survive any termination or expiration of this Agreement.


  1. Entire Agreement. This Agreement, together with any other documents incorporated herein by reference and all related Exhibits, constitutes the sole and entire agreement of the Parties with respect to the subject matter of this Agreement and supersedes all prior and contemporaneous understandings, agreements, and representations and warranties, both written and oral, with respect to such subject matter. In the event of any inconsistency between the statements made in the body of this Agreement, the related Exhibits, and any other documents incorporated herein by reference, the following order of precedence governs: (i) first, this Agreement, excluding its Exhibits; (ii) second, the Exhibits to this Agreement as of the Effective Date; and (iii) third, any other documents incorporated herein by reference.
  2. Notices. All notices, requests, consents, claims, demands, waivers, and other communications hereunder (each, a “Notice”) must be in writing and addressed to the Parties at the addresses set forth on the first page of this Agreement (or to such other address that may be designated by the Party giving Notice from time to time in accordance with this Section). All Notices must be delivered by personal delivery, nationally recognized overnight courier (with all fees pre-paid), facsimile or email (with confirmation of transmission), or certified or registered mail (in each case, return receipt requested, postage pre-paid). Except as otherwise provided in this Agreement, a Notice is effective only: (i) upon receipt by the receiving Party; and (ii) if the Party giving the Notice has complied with the requirements of this Section.
  3. Force Majeure. In no event shall WealthFeed be liable to Customer, or be deemed to have breached this Agreement, for any failure or delay in performing its obligations under this Agreement (except for any obligations to make payments), if and to the extent such failure or delay is caused by any circumstances beyond WealthFeed’s reasonable control, including but not limited to acts of God, flood, fire, earthquake, explosion, war, terrorism, invasion, riot or other civil unrest, strikes, labor stoppages or slowdowns or other industrial disturbances, or passage of law or any action taken by a governmental or public authority, including imposing an embargo.
  4. Amendment and Modification; Waiver. No amendment to or modification of this Agreement is effective unless it is in writing and signed by an authorized representative of each Party. No waiver by any Party of any of the provisions hereof will be effective unless explicitly set forth in writing and signed by the Party so waiving. Except as otherwise set forth in this Agreement, (i) no failure to exercise, or delay in exercising, any rights, remedy, power, or privilege arising from this Agreement will operate or be construed as a waiver thereof, and (ii) no single or partial exercise of any right, remedy, power, or privilege hereunder will preclude any other or further exercise thereof or the exercise of any other right, remedy, power, or privilege.
  5. Severability. If any provision of this Agreement is invalid, illegal, or unenforceable in any jurisdiction, such invalidity, illegality, or unenforceability will not affect any other term or provision of this Agreement or invalidate or render unenforceable such term or provision in any other jurisdiction. Upon such determination that any term or other provision is invalid, illegal, or unenforceable, the Parties shall negotiate in good faith to modify this Agreement so as to effect their original intent as closely as possible in a mutually acceptable manner in order that the transactions contemplated hereby be consummated as originally contemplated to the greatest extent possible.
  6. Governing Law; Submission to Jurisdiction. This Agreement is governed by and construed in accordance with the internal laws of the State of New York without giving effect to any choice or conflict of law provision or rule that would require or permit the application of the laws of any jurisdiction other than those of the State of New York. Any legal suit, action, or proceeding arising out of or related to this Agreement or the licenses granted hereunder will be instituted exclusively in the federal courts of the United States or the courts of the State of New York in each case located in the city of New York City and County of New York, and each Party irrevocably submits to the exclusive jurisdiction of such courts in any such suit, action, or proceeding.
  7. Assignment. Customer may not assign any of its rights or delegate any of its obligations hereunder, in each case whether voluntarily, involuntarily, by operation of law or otherwise, without the prior written consent of WealthFeed. Any purported assignment or delegation in violation of this Section will be null and void. No assignment or delegation will relieve the assigning or delegating Party of any of its obligations hereunder. This Agreement is binding upon and inures to the benefit of the Parties and their respective permitted successors and assigns.
  8. Export Regulation. Customer shall comply with all applicable federal laws, regulations, and rules, and complete all required undertakings (including obtaining any necessary export license or other governmental approval), that prohibit or restrict the export or re-export of the Services or any Customer Data outside the US.
  9. Equitable Relief. Each Party acknowledges and agrees that for any breach or threatened breach by such Party of any of its obligations that would cause the other Party irreparable harm for which monetary damages would not be an adequate remedy, the other Party will be entitled to equitable relief, including a restraining order, an injunction, specific performance, and any other relief that may be available from any court, without any requirement to post a bond or other security, or to prove actual damages or that monetary damages are not an adequate remedy. Such remedies are not exclusive and are in addition to all other remedies that may be available at law, in equity, or otherwise.