DRAFT — held from publication
This Terms of Service is in draft and is not yet in effect. Items marked 【 TO BE COMPLETED 】 require the contracting entity, governing law, notice address, dates, and certain commercial terms to be finalized before these Terms are made binding. A summary of every outstanding item appears at the bottom of this page.
Effective date: 【 TO BE COMPLETED: effective date 】 · Last updated: 【 TO BE COMPLETED: last-updated date 】
These Terms of Service (the "Terms") are a binding agreement between 【 TO BE COMPLETED: legal entity name (e.g., AdvisorHop, LLC) 】 ("AdvisorHop," "we," "us," or "our") and the business entity that subscribes to or uses the Platform (the "Subscriber," "Customer," or "you"). By creating an account, clicking to accept these Terms, or accessing or using the Platform, you agree to these Terms on behalf of your organization, and you represent that you have authority to bind your organization. The Platform is offered for business use only and is not intended for consumers or personal/household use.
These Terms incorporate by reference the Pipeline & Outreach Acceptable Use Policy (the "AUP"), the Data Processing Addendum (the "DPA"), and the Privacy Policy, each as updated from time to time. If you do not agree to these Terms and the incorporated documents, do not use the Platform.
Questions about these Terms: support@advisorhop.ai.
Capitalized terms have the meanings given where defined. In addition:
2.1 Access. Subject to these Terms, AdvisorHop grants you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license, during your subscription term, to access and use the Platform and to view Advisor Profiles within the Platform for your own internal, legitimate financial-advisor recruiting purposes.
2.2 Data-use license (scope). The license to use Advisor Profile data is a license to view and work with that data inside the Platform only. AdvisorHop does not transfer, deliver, or provide any data file or dataset to you, no portion of the Discovery List is exported or downloaded, and you acquire no ownership of the Discovery List or any underlying data.
2.3 Authorized Users; seats. You may permit Authorized Users to access the Platform up to your purchased number of seats. You are responsible for your Authorized Users' acts and omissions and for their compliance with these Terms, the AUP, and the DPA. You will keep account credentials confidential and notify us promptly of any unauthorized use.
2.4 Reservation. AdvisorHop reserves all rights not expressly granted. The Platform, the Discovery List, Recruiting Intelligence outputs, software, and all related intellectual property are and remain the property of AdvisorHop and its licensors.
3.1 Subscription model. The Platform is offered on a paid subscription basis, generally priced per seat per month (currently $199 per seat per month for the Standard Plan; a Team plan is planned but not yet priced), subject to the plan and any founding-rate or promotional terms agreed with you. Specific pricing, seat count, and term are set out in your order, plan selection, or a written agreement.
3.2 Beta. The Platform is currently offered as a private beta. 【 TO BE COMPLETED: beta terms — free period and/or founding-rate lock 】 During any beta or free period, the Platform is provided "AS IS" with no fees due for that period, may change or be discontinued, and may contain features that are incomplete or under evaluation. Beta feedback you provide may be used by AdvisorHop without restriction or obligation to you.
3.3 Billing and renewal. Except during a free beta period, fees are billed in advance on the cycle stated in your plan and are charged through our payment processor. Unless your order states otherwise, paid subscriptions 【 TO BE COMPLETED: renewal terms — auto-renew or do not auto-renew 】. You authorize us and our payment processor to charge your payment method for all fees due.
3.4 Taxes. Fees are exclusive of taxes. You are responsible for all applicable sales, use, and similar taxes, excluding taxes on AdvisorHop's net income.
3.5 No refunds. Except as required by law or expressly stated in your order, fees are non-refundable, including for partial periods and for seats not used.
3.6 Changes to fees. We may change fees for renewal periods on prior notice (for example, 【 TO BE COMPLETED: fee-change notice period (e.g., 30 days) 】). Founding-rate or locked-rate commitments, if any, are stated in your order and control.
4.1 AUP incorporated. Your use of the Platform and all of your Outreach are governed by the Pipeline & Outreach Acceptable Use Policy (AUP), which is incorporated into these Terms by reference. By using the Platform you agree to the AUP. In the event of a conflict between these Terms and the AUP regarding outreach conduct, the AUP controls as to that conduct.
4.2 Summary of key AUP commitments (the AUP governs). Without limiting the AUP:
5.1 In-Platform view only. Advisor Profile data is made available for viewing and working inside the Platform only. As of the effective date, the Platform has no export, download, print-to-file, bulk-copy, or data-feed feature, and AdvisorHop intends to maintain this design.
5.2 Covenant. You covenant that you will not, and will not permit any Authorized User or third party to:
5.3 Permitted internal use. Nothing above prevents you from acting on individual Advisor Profiles within your own recruiting workflow (for example, dialing a number you are viewing, or recording your own notes about a contact in your Pipeline). The covenant targets bulk extraction and redistribution, not ordinary in-Platform use.
6.1 Pipeline is yours. Your Pipeline Data is private to your organization and is not visible to other AdvisorHop customers.
6.2 Service-provider relationship. For personal information you enter into your Pipeline, AdvisorHop acts as your service provider (and, to the extent applicable, processor): it processes Pipeline Data only to provide the Platform to you, does not sell or share it, does not use it for its own commercial purposes, and does not combine your Pipeline Data with another customer's data or with the Discovery List. This relationship is governed by the DPA, which is incorporated into these Terms.
6.3 Your responsibilities for Pipeline Data. You represent that you have a lawful basis to enter any personal information into your Pipeline and to instruct AdvisorHop to process it, and that your use of the Pipeline complies with applicable law.
7.1 Source and nature of the data. The Discovery List is compiled from public sources — public regulatory filings, publicly available professional information, and third-party data and enrichment providers (described at the category level).
7.2 Machine-generated content. Some profile content, including bio summaries and any derived attributes, is machine-generated from public sources and is an inference — not the advisor's own words and not a statement verified by the advisor or by AdvisorHop. Such content is provided for research convenience only.
7.3 Advisor requests handled by AdvisorHop. If an advisor asks AdvisorHop to correct or remove their profile, AdvisorHop will handle that request under its Privacy Policy and suppression process (including processing removal requests within 45 days and adding removed advisors to a persistent suppression list). If an advisor asks you to stop contacting them or to correct information, you will honor that request promptly and mark them Do Not Contact in your Pipeline.
8.1 "AS IS." THE PLATFORM, THE DISCOVERY LIST, ADVISOR PROFILE DATA, MACHINE-GENERATED CONTENT, AND RECRUITING INTELLIGENCE OUTPUTS ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, ADVISORHOP DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.
8.2 No warranty of data accuracy or fitness. Advisor Profile data is compiled from public sources and may be incomplete, outdated, or inaccurate. AdvisorHop does not warrant the accuracy, completeness, currency, or fitness of any Advisor Profile, contact field, or machine-generated content for any particular purpose, including any particular Outreach. You are responsible for independently verifying information before relying on it. AdvisorHop does not represent that any phone number is a business line, is safe to call, or is clear of any Do-Not-Call obligation.
8.3 Not legal advice; not a compliance tool. AdvisorHop provides software, not legal advice. Any compliance reminders, labels, or prompts in the Platform are conveniences only, do not cover every legal requirement that may apply to you, and are not a substitute for your own counsel.
8.4 Not a consumer report. The Platform is a sourcing and discovery tool. AdvisorHop is not a consumer reporting agency, the Discovery List is not a "consumer report," and you will not use the Platform for any purpose subject to the Fair Credit Reporting Act (FCRA), including employment screening, or for any other use prohibited by the AUP.
8.5 Availability. AdvisorHop does not warrant that the Platform will be uninterrupted, error-free, or secure, and may modify, suspend, or discontinue features.
You represent, warrant, and covenant that:
10.1 Indemnification by Subscriber. To the fullest extent permitted by law, you will defend, indemnify, and hold harmless AdvisorHop and its affiliates, officers, employees, and agents from and against any third-party claim, demand, regulatory action, investigation, fine, penalty, loss, liability, damage, cost, or expense (including reasonable attorneys' fees) arising out of or relating to:
10.2 Procedure. 【 TO BE COMPLETED: indemnification procedure — notice, control of defense, settlement consent 】
11.1 Suspension/termination for cause. AdvisorHop may suspend or terminate your access, in whole or in part, immediately if you violate these Terms, the AUP, or the DPA, or if your use creates legal or security risk to AdvisorHop, other customers, or the advisors in the Discovery List. AdvisorHop may also restrict or remove data use to protect the Platform and the advisors in it.
11.2 Termination for convenience. Either party may terminate a subscription as stated in the order or plan, or, absent such a statement, on 【 TO BE COMPLETED: termination notice period 】 written notice effective at the end of the then-current billing period.
11.3 Effect of termination. On termination, your license to access the Platform ends and you must cease use of Advisor Profile data. Treatment of Pipeline Data on termination (return/deletion) is governed by the DPA. The Privacy Policy describes retention of your account data (currently a 90-day window before deletion).
11.4 Survival. Sections that by their nature should survive (including Definitions, Sections 5, 7.1–7.2, 8, 9, 10, 12, 13, 14, and 15) survive termination.
Each party may receive non-public information of the other. Each party will use the other's confidential information only to perform under these Terms and will protect it with reasonable care. AdvisorHop's sourcing methods and the structure and contents of the Discovery List are AdvisorHop's confidential information. This section does not limit the DPA's treatment of Pipeline Data.
13.1 Exclusion of indirect damages. TO THE FULLEST EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, LOST DATA, OR BUSINESS INTERRUPTION, ARISING OUT OF OR RELATING TO THESE TERMS OR THE PLATFORM, EVEN IF ADVISED OF THE POSSIBILITY.
13.2 Cap. TO THE FULLEST EXTENT PERMITTED BY LAW, ADVISORHOP'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS OR THE PLATFORM WILL NOT EXCEED 【 TO BE COMPLETED: liability cap — concrete dollar floor independent of fees 】.
13.3 Carve-outs. 【 TO BE COMPLETED: liability carve-outs — obligations outside the cap and indirect-damages exclusion 】
13.4 Basis of the bargain. The disclaimers and limitations in Sections 8 and 13 are an essential basis of the bargain and reflect the allocation of risk between the parties.
14.1 Governing law. These Terms are governed by 【 TO BE COMPLETED: governing law (e.g., Wyoming) 】, without regard to its conflict-of-laws rules.
14.2 Venue / dispute resolution. 【 TO BE COMPLETED: venue or arbitration — exclusive venue or binding arbitration + class-action waiver 】
14.3 Equitable relief. AdvisorHop may seek injunctive or other equitable relief for actual or threatened breach of Section 5 (no-export covenant) or Section 12 (confidentiality) without posting bond, in addition to any other remedy.
15.1 Changes to the Terms. We may update these Terms, the AUP, or the DPA from time to time. Material changes will be communicated through the Platform or by email, and your continued use after the effective date constitutes acceptance.
15.2 Entire agreement. These Terms, together with the AUP, the DPA, the Privacy Policy, and any order or plan, are the entire agreement between the parties regarding the Platform and supersede prior agreements on that subject.
15.3 Order of precedence. If there is a conflict: (i) a signed written order or master agreement, then (ii) the DPA (for Pipeline Data processing), then (iii) the AUP (for outreach conduct), then (iv) these Terms, then (v) the Privacy Policy.
15.4 Assignment. You may not assign these Terms without AdvisorHop's prior written consent. AdvisorHop may assign these Terms in connection with a merger, acquisition, or sale of assets.
15.5 Notices. Notices to AdvisorHop must be sent to support@advisorhop.ai and, where a physical address is required, to 【 TO BE COMPLETED: registered-agent / notice mailing address 】. Notices to you may be sent to the email associated with your account.
15.6 Force majeure. Neither party is liable for delays or failures caused by events beyond its reasonable control.
15.7 Severability; waiver. If any provision is unenforceable, the rest remains in effect. A failure to enforce a provision is not a waiver.
15.8 Relationship. The parties are independent contractors. Nothing creates a partnership, agency, or joint venture, except that, as to Pipeline Data, AdvisorHop acts as your service provider/processor under the DPA.
15.9 Contact. Questions about these Terms: support@advisorhop.ai.
For questions about these Terms:
AdvisorHopEvery spot marked 【 TO BE COMPLETED 】 on this page must be filled in by the founder or outside counsel before these Terms take effect. For reference, the outstanding items are: