Terms of Service

Last Updated: July 18, 2025

Welcome to the Platform operated by Steinwold & Co. LLC (“Steinwold & Co.,” “Company,” “we,” “our,” or “us”). These Terms of Service (“Terms”) set forth the agreement between you (“you” or “User”) and the Company, governing your access to and use of the website located at www.steinwold.com and any associated services, applications, features, content, or products made available through the Platform (collectively, the “Platform”).

By accessing or using any part of the Platform, whether as a visitor or a registered user, you acknowledge that you have read, understood, and agreed to be bound by these Terms and our Privacy Policy, which is incorporated herein by reference. If you do not agree to these Terms or the Privacy Policy, you must not access or use the Platform.


1. Eligibility

By using the Platform, you confirm that you are at least 18 years old and legally capable of entering into binding agreements. If you are using the Platform on behalf of a business or other legal entity, you represent that you are authorized to accept these Terms on its behalf. If you are not, or if you do not agree to all of the terms, do not use the Platform.

2. Modifications to These Terms 

We reserve the right to modify or update these Terms at our discretion at any time. Any changes become effective immediately upon being posted to the Platform. Your continued use of the Platform following any modifications constitutes your acceptance of the revised Terms. Please check this page regularly for updates.

3. Our Services 

Steinwold & Co. provides advisory and financial consulting services, including investment management strategies that may involve traditional assets as well as digital holdings. Our services may include asset allocation guidance, risk management recommendations, regulatory insights, and access to third-party custodial solutions.

Our offerings evolve with changes in market trends and applicable laws. We may amend or withdraw any service at any time. Certain services may require execution of a separate agreement or submission of personal information to comply with legal obligations.

4. Account Registration and Security

To access certain features, you may be required to create an account. You agree to provide accurate and complete information and to keep it current. As part of our security protocols, we may require multi-factor authentication, personal identifiers, and additional verification steps.  You are responsible for safeguarding your login credentials. If you suspect any unauthorized access to your account, you must notify us immediately. We reserve the right to disable accounts we believe have been compromised or are in violation of these Terms.

5. Data Sharing and Affiliates

By using our services, you authorize Steinwold & Co. to share your data with our affiliates, subsidiaries, and service providers to deliver and improve the services we offer. We may also use this information to recommend other offerings, unless you choose to opt out. We do not sell your personal information.

6. Intellectual Property 

All materials and content on the Platform, including design, text, graphics, software, and trademarks, are the exclusive property of Steinwold & Co. or its licensors. You may use the Platform for personal, non-commercial purposes only. Reproduction or modification of any content without our prior written consent is prohibited.

7. Prohibited Conduct

You agree not to use the Platform in any way that violates applicable laws, infringes the rights of others, disrupts our systems, or attempts to gain unauthorized access to any part of our services. You may not post offensive, illegal, or misleading content, nor may you impersonate others.

8. User Contributions

If you submit any comments, content, or information via the Platform, you grant us a license to use, modify, and display such materials for operational or promotional purposes. You are solely responsible for the content you submit and must ensure it complies with all applicable laws and these Terms.

9. Third-Party Links

The Platform may contain links to third-party websites or services. These are provided for convenience only. We do not control and are not responsible for third-party content, privacy practices, or terms of use. Access such sites at your own risk.

10. No Warranties

The Platform is provided “as is” without warranties of any kind. We do not guarantee that the Platform will be error-free, secure, or continuously available. Use of our services is at your sole risk.

11. Limitation of Liability

To the maximum extent allowed by law, Steinwold & Co. shall not be liable for any damages, including indirect or consequential losses, arising from your use of or inability to use the Platform or services. This includes, but is not limited to, loss of data, revenue, or profits.

12. Indemnification

You agree to indemnify and hold harmless Steinwold & Co., its officers, employees, and affiliates from any claims, damages, liabilities, and legal costs arising out of your use of the Platform or your violation of these Terms.

13. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Delaware, without regard to its conflict of law principles. Any disputes shall be resolved through binding arbitration in accordance with the rules of the Judicial Arbitration and Mediation Services (JAMS). By using the Platform, you waive the right to participate in class actions.

14. Severability and Waiver

If any provision of these Terms is found to be invalid or unenforceable, that part shall be severed and the remainder shall continue in effect. Our failure to enforce any right or provision will not constitute a waiver.

15. Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Steinwold & Co. regarding your use of the Platform. Any other agreements or communications are superseded by this document.

16. Contact Us

For questions, feedback, or legal inquiries regarding these Terms, please contact us at:

Email: info@steinwold.com

Subject: Terms of Service Inquiry – Steinwold & Co. LLC