Legal
Last revised: January 23, 2026
Zom Technologies LLC | Pennsylvania, United States
ZOM AI is a technology platform that provides AI-powered research, analysis, and insights for financial professionals. ZOM is not a registered investment advisor, broker-dealer, or financial advisor. The Services are tools to assist with research and analysis and should not be used as the sole basis for financial decisions. All investment and financial decisions should be made in consultation with qualified financial professionals who understand your specific circumstances.
This ZOM Master Subscription Agreement ("MSA") entered into by and between Zom Technologies LLC (or its applicable affiliate, "ZOM") and the entity or person executing an order form for the Services that expressly references this MSA ("Order Form") or signing up for and accessing the Services ("Customer") (each of Customer and ZOM, a "Party", and together, the "Parties").
The "Effective Date" of this MSA is (a) the effective date of the first Order Form executed by the Parties, or (b) the date Customer first accesses the Services accepting this MSA through ZOM's sign-up process, as applicable.
"Services" means the ZOM AI products and services that are made available to Customer by ZOM hereunder, including but not limited to AI-powered financial research, analysis tools, portfolio insights, client management features, and related software and documentation. Subject to the terms and conditions of this MSA, ZOM will make the Services available to Customer for the service period of Customer's subscription specified on the applicable Order Form ("Service Period").
ZOM will provide commercially reasonable support during the Service Period in accordance with ZOM's standard support practices.
"Fees" means the fees payable by Customer to ZOM for the applicable Services, as set forth on the Order Form. Customer is responsible for all Fees set forth in the Order Form. In the event of non-payment of Fees by Customer for fifteen (15) days after the due date of an invoice, ZOM reserves the right to immediately suspend Customer's access to the Services until Customer pays the entire remaining balance of Fees.
Fees do not include taxes, levies, duties or similar governmental assessments of any nature. Customer is responsible for paying all Taxes associated with its purchase of the Services, excluding Taxes based on ZOM's net income or receipts, property or employees.
This MSA commences on the Effective Date and will remain in effect until all Order Forms have expired or been terminated. The Service Period for each Order Form shall be set forth therein; provided that if the Order Form does not specify a Service Period, the Service Period will be one (1) year. Upon expiration of the Service Period, the Customer's subscription will automatically renew for successive one- (1) year Service Periods unless Customer provides ZOM with notice of termination at least thirty (30) days prior to the end of the then-current Service Period.
A Party may terminate this MSA or an Order Form for cause (a) upon written notice to the other Party of a material breach if such breach remains uncured after ten (10) days from the date of the breaching Party's receipt of such notice; or (b) if the other Party becomes the subject of a petition in bankruptcy or any other proceeding relating to insolvency, receivership, liquidation or assignment for the benefit of creditors.
Each Party will retain all rights, title and interest in its intellectual property. ZOM will retain all intellectual property rights in and to the Services. Customer will retain intellectual property rights in all information uploaded to the Services by or on behalf of Customer, including any outputs or results produced by the Services from such information (excluding any ZOM intellectual property embedded therein).
Subject to Customer's compliance with the terms and conditions of this MSA, ZOM hereby grants Customer a non-exclusive, non-transferable, non-sublicensable limited right and license to access and use the Services solely during the applicable Service Period for Customer's internal business purposes.
Critical Terms
ZOM IS NOT A REGISTERED INVESTMENT ADVISOR, BROKER-DEALER, OR FINANCIAL ADVISOR.
ZOM does not provide investment, financial, tax, or legal advice. The Services are technology tools designed to assist financial professionals with research, analysis, and data processing. ZOM does not recommend, endorse, or advise on any specific securities, investments, investment strategies, or financial products.
The Services utilize artificial intelligence, machine learning, and similar technologies to generate research, analysis, insights, and recommendations ("AI Outputs"). Customer acknowledges and agrees that:
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY WILL EITHER PARTY OR ITS AFFILIATES BE LIABLE TO THE OTHER PARTY FOR ANY LOST PROFITS, LOST SALES OR BUSINESS, LOST DATA, BUSINESS INTERRUPTION, OR FOR ANY TYPE OF INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL OR PUNITIVE LOSS OR DAMAGES.
WITHOUT LIMITING THE FOREGOING, ZOM SHALL NOT BE LIABLE FOR ANY INVESTMENT LOSSES, FINANCIAL DAMAGES, OR ADVERSE CONSEQUENCES RESULTING FROM CUSTOMER'S OR ITS CLIENTS' USE OF OR RELIANCE ON ANY INFORMATION, ANALYSIS, OR OUTPUTS PROVIDED BY THE SERVICES.
If you have any questions about these Terms of Service, please reach out to our team.