Privacy Policy

Last updated: November 7, 2026

This policy explains how Montreux Holdings LLC ("Montreux Holdings," "we," "us") collects, uses, and shares information when you visit this website or request commercial financing. Our financing services are for businesses. If you use our “Not a business?” callback form, we use your name and phone number only to call you back about your request.

Information we collect

Information you give us

Application: business legal name and DBA, entity type, federal tax ID (EIN), industry, start date and business address; for each owner, name, title, ownership percentage, Social Security number, date of birth, estimated credit score and home address; email and mobile phone; funding request details, existing obligations, and your electronic signature.
Secure portal (after you submit): documents such as bank statements and identification, collected through a separate secure service that we send you a link to. That service has its own privacy policy.

The full application collects Social Security numbers, dates of birth and tax IDs because funding providers need them to evaluate a request. They are sent over an encrypted connection, used only to evaluate and fund your request, shared only with funding providers reviewing it, and never sold. We never ask for bank account numbers or online banking passwords through this website. The callback form does not collect any of these.

Information collected automatically

Our hosting provider may record standard technical data, such as IP address, browser type, and pages requested, for security and reliability. This website does not use advertising cookies, tracking pixels, or third-party analytics. If that changes, we will update this policy first.

Information from others

With your authorization, we and our funding providers may obtain information from credit bureaus, data verification services, banks, and public records.

How we use information

To respond to your request and evaluate financing options for your business
To share your request with funding providers that may make an offer
To verify identity and information and to prevent fraud
To contact you by phone, text, and email, consistent with your consent
To comply with law and respond to lawful requests
To maintain and improve this website and our services

How we share information

We do not sell your personal information. We share information only:

With funding providers and their agents, to evaluate and service your request
With service providers that help us operate, such as form processing, email, secure document portals, and CRM software, under obligations to protect it
When required by law, or to protect rights, safety, and property
In connection with a merger, acquisition, or sale of assets, with notice where required

Calls, texts, and email (TCPA and CAN-SPAM)

If you give consent on our forms, we and our funding partners may contact you at the numbers and email you provide, including by automated calls or texts and prerecorded messages. Consent is not a condition of any purchase or funding. You can withdraw consent at any time by replying STOP to a text, using the unsubscribe link in an email, telling us on a call, or emailing ops@montreuxholdingsllc.com. We honor opt-out requests promptly. Message and data rates may apply.

Electronic communications

By using our forms, you agree that we may provide notices, disclosures, and records electronically. You may request a paper copy by contacting us.

Data security and retention

We use reasonable administrative, technical, and physical safeguards, including encrypted connections (HTTPS) limited access to applications, and a separate secure link for documents. No method of transmission or storage is completely secure. We keep information as long as needed for the purposes above and as required by law, then delete or de-identify it. We generally keep request and application records for up to five years after our last contact with you, or longer if the law requires.

Your choices and state rights

You may ask to access, correct, or delete information we hold about you by contacting us. Depending on where you live, you may have additional rights under state law. We will respond as required by applicable law.

Commercial use only

This website and our services are intended for businesses seeking commercial financing. They are not directed to consumers or to children under 18, and we do not knowingly collect information from children.

Changes

We may update this policy. The "last updated" date shows when it last changed.

Contact

Montreux Holdings LLC
Wall Street
New York, NY 10005
(718) 496-5081
ops@montreuxholdingsllc.com