Terms of Service

Last Updated: February 3, 2026

1. Acceptance of Terms

By accessing or using the website operated by Upward Advisory ("we," "us," or "our"), you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use our services.

2. Nature of Service

Upward Advisory operates as a professional advocacy and consultancy firm.

  • Our Role: We analyze your financial goals and liquidity needs to provide independent strategic recommendations. We advise clients on how to best engage with institutional resources to achieve their objectives.
  • No Direct Lending: We do not provide capital directly, nor do we act as a direct lender.

3. Eligibility

By using this site, you certify that you are at least 18 years of age, a legal resident of the United States, and have the legal capacity to enter into a binding contract.

4. Consent to Communications

By providing your mobile phone number to Upward Advisory through our website forms or strategy session requests, you expressly consent to receive informational and advisory text messages from us. You acknowledge that these messages may be sent using an automatic telephone dialing system or other technology.

5. Message Frequency & Fees

Message frequency varies based on your interactions with our advisors and the status of your inquiries. Standard message and data rates may apply depending on your mobile carrier plan.

6. Opt-Out & Support

  • To Opt-Out: You may withdraw your consent at any time by replying STOP to any text message you receive from us. You will receive one final confirmation message stating that you have been unsubscribed.
  • For Help: You can reply HELP for more information or contact our support team at info@theupwardadvisory.com.

7. Privacy & Data Sharing

Mobile Privacy: We respect your privacy. As strictly outlined in our Privacy Policy, no mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Exclusions: All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Your consent to receive text messages is strictly between you and Upward Advisory.

8. Carrier Liability

Mobile carriers (e.g., T-Mobile, AT&T, Verizon) are not liable for delayed or undelivered messages.

9. Limitation of Liability

To the fullest extent permitted by law, Upward Advisory shall not be liable for any direct or indirect damages resulting from your use of the site. Total liability shall not exceed one hundred U.S. dollars ($100.00).

10. No Financial Advice

The content on this website does not constitute certified legal or tax advice. You should consult with a qualified professional before making binding financial decisions.

11. Contact Information

Upward Advisory
Phone: 855-762-7362
Email: info@theupwardadvisory.com
Address: 880 Third Ave, New York, NY 10022