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Privacy Policy

Last updated: 17 June 2026

HoldWise is currently in pre-launch. This policy covers our waitlist only. When the product launches, we will publish an expanded policy covering the app itself, and notify waitlist subscribers before it takes effect.

1. Who We Are

HoldWise is a trading name of SurrendaSoft Pty Ltd (ABN 87 687 922 729), located in Sydney, NSW, Australia. Contact us at [email protected].

2. What Data We Collect

When you join the waitlist, we collect only what you submit and basic analytics:

  • Email address: So we can notify you when early access opens.
  • Survey answers: Optional details you choose to share — how many coins you hold or watch, what you currently use to track crypto, whether you'd want a daily briefing, and any frustrations you describe.
  • Referral information: If you arrive via a referral link or enter a referral code, we record who introduced you.
  • Marketing consent: A record that you agreed to receive early-access updates.
  • Usage & device data: Pages visited, referring website, approximate location (country level), timezone, language, browser type and screen size — via analytics, to understand interest and improve the site.

We do not collect:

  • Passwords or account credentials (there is no account yet)
  • Payment or card details (the waitlist is free — no payment is taken)
  • Any portfolio, wallet, exchange or financial holdings data

3. How We Use Your Data

  • Early-access communication: To email you about your waitlist spot, the launch, and the Founding Member offer. You can unsubscribe at any time.
  • Product research: Your survey answers help us build HoldWise around real crypto holders. We report on these only in aggregate.
  • Referral attribution: To credit whoever introduced you.
  • Site improvement: Aggregated, anonymised analytics help us improve the landing page and signup experience.

We do not sell your data, and we do not send marketing unrelated to HoldWise.

4. Third-Party Services

  • Firebase (Google): Hosting, database (Firestore), and Cloud Functions used to store waitlist signups.
  • Google Analytics / Firebase Analytics: Anonymised usage measurement.
  • Gmail (Google): Used to send waitlist confirmation and early-access emails.

We will update this list when additional services are introduced at product launch.

5. Data Storage & Security

Your data is stored in Google Cloud (Firestore) in the us-central1 region. Data is encrypted at rest and in transit, and access is restricted to authorised SurrendaSoft personnel.

6. Data Retention & Deletion

We keep your waitlist details until launch and for a reasonable period afterwards so we can contact you about early access. You can ask us to remove you from the waitlist and delete your data at any time by emailing [email protected] — we will action this within 30 days.

7. Cookies

The waitlist site uses only essential and analytics storage. We do not use advertising or cross-site tracking cookies.

8. Your Rights

Under the Australian Privacy Principles and GDPR (where applicable), you have the right to:

  • Access the personal data we hold about you
  • Correct inaccurate data
  • Delete your data / be removed from the waitlist
  • Withdraw marketing consent at any time
  • Object to processing

Contact [email protected] for any privacy-related requests.

9. Changes to This Policy

We may update this policy from time to time, and will publish a fuller policy when the product launches. Material changes will be communicated by email to waitlist subscribers.

HoldWise is a trading name of SurrendaSoft Pty Ltd · ABN 87 687 922 729 · Sydney, NSW, Australia