Advisor privacy policy

Financialize Privacy Policy

September 2024


This Privacy Policy describes how Financialize.com (“we”, “us, or “our”) collects, uses, shares, and secures your personal information in connection with our website, mobile applications, and other digital properties that link to this Privacy Policy (collectively, the “Sites”). It applies to information collected from and about you in connection with your use of the Sites and Services, as well as from other sources, such as over the telephone with our representatives or from third parties in connection with our Services, and not to External Sites (as defined below). By using the Sites and Services, you consent to the data practices described in this Policy.


Our Privacy Policy applies to personal information we collect, use, and share in connection with your use of our financial lead generation platform and services, whether that information is obtained through our Sites, over the telephone, from third parties, or by any other lawful means.

As providers of Services that involve the use of personal – and sometimes sensitive – information, protecting the confidentiality of that information is a top priority. This means we will never sell your personal information and we use industry standard technical, physical, administrative, and organizational controls, to ensure the security and confidentiality of your data.

Usage and Sharing
Specific to your use of our website and services, we confirm that your personal information, including email and mobile number, will not be shared or sold to any third party for marketing or any other purpose. If you have any questions please contact your account manager, or our team at [email protected].

We reserve the right to disclose any information concerning you if required by law or to protect or defend our rights or the rights or well-being of our users or if you are involved (or are reasonably suspected to be involved) in any illegal activity, even without a subpoena, warrant or court order.

Communication Methods
By providing any personal information to this site, you fully understand we may contact you by phone, text messaging or by email even if you are on the National Do Not Call Registry. You may opt-out at any time to any method we use to contact you, either by contacting us at [email protected], replying STOP to any message or email, or by opting out of communication methods via the Notifications tab on your Financialize web portal

Consent to Processing
By providing any personal information to this site, you fully understand and unambiguously consent to the transfer of such personal information to, and the collection and processing of such personal information in the United States.

Information Collected Generally
For Marketing purposes pursuant to joint marketing arrangements. You may opt out of receiving our marketing communications at any time by contacting us at [email protected], or by using the unsubscribe link in any of our communications. If you wish to opt out of receiving marketing communications from our joint marketing partners, you will need to opt out of those communications directly with those partners.

How We Secure Your Information
We maintain commercially reasonable administrative, physical and technical safeguards designed to prevent any unauthorized use, access, destruction, loss, alteration, or disclosure of your data. 

While we take commercially reasonable steps to protect your data we cannot guarantee perfect security – no internet-based service can. No security system is impenetrable. Despite our security measures, we cannot guarantee the security of our databases, nor can we guarantee that the information you supply will not be intercepted while being transmitted to and from us over the Internet. 

Cookies
As is standard practice on many websites, we use cookies.

A cookie is a small file containing an identifier (a string of letters and numbers) that is sent by a web server to a web browser and is stored by the browser. The identifier is then sent back to the server each time the browser requests a page from the server.

Cookies may be either “persistent” cookies or “session” cookies: a persistent cookie will be stored by a web browser and will remain valid until its set expiry date, unless deleted by the user before the expiry date; a session cookie, on the other hand, will expire at the end of the user session, when the web browser is closed. We use both persistent and session cookies on our website.

We do not link the information we store in cookies to any personally identifiable information you submit while on our site.

Most browsers allow you to refuse to accept and/or to delete cookies already stored on your computer. However, blocking and/or deleting cookies will have a negative impact on the usability of many websites, including ours.

Children’s Privacy
Our Service does not address anyone under the age of 18 (“Children”).

We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Children have provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.

External Sites
The Sites may contain links to third-party websites, but we do not endorse, and we are not responsible for the content of any linked External Sites or for the privacy practices of the third parties that own and operate such sites. Before using any External Site, please refer to the terms of use and privacy policies of the External Sites for more information, as those terms and policies govern your use of such External Sites.

Your Acceptance of this Policy
By using this site, you signify your acceptance of our Privacy Policy. If you do not agree to this policy, please do not use our site. We may change this Privacy Policy at any time, and we take such steps as required by applicable law to notify you of any material changes. Your continued use of the Sites or Services following the update and notification means that you consent to our updated policy.

Contact Us
If you have additional questions or would like more information regarding our information collection, use of information, or disclosure practices, please feel free to contact us at [email protected].