1. Introduction

AdvisorMatch ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial advisor finder service.

By using our service, you consent to the data practices described in this policy.

2. Information We Collect

2.1 Personal Information

We may collect the following personal information:

• Name and contact information (email, phone number)
• Location data (city, state, zip code)
• Financial information and preferences
• Communication preferences
• Profile information and preferences

2.2 Usage Information

We automatically collect certain information when you use our service:

• IP address and device information
• Browser type and version
• Pages visited and time spent
• Search queries and filters used
• Click patterns and interactions

2.3 Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience, analyze usage patterns, and provide personalized content.

3. How We Use Your Information

We use the collected information for the following purposes:

• Provide and maintain our financial advisor finder service
• Match you with appropriate financial advisors
• Process and facilitate connections between users and advisors
• Send notifications and updates about our service
• Improve our service and develop new features
• Analyze usage patterns and trends
• Ensure security and prevent fraud
• Comply with legal obligations

4. Information Sharing and Disclosure

4.1 With Financial Advisors

When you request to connect with a financial advisor, we may share relevant information with the advisor to facilitate the connection.

4.2 Service Providers

We may share information with trusted third-party service providers who assist us in operating our service, such as:

• Hosting and infrastructure providers
• Analytics and marketing services
• Customer support platforms
• Payment processors (if applicable)

4.3 Legal Requirements

We may disclose your information if required by law or in response to valid legal requests, such as subpoenas or court orders.

4.4 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Our security measures include:

• Encryption of data in transit and at rest
• Regular security assessments and updates
• Access controls and authentication
• Secure data storage practices
• Employee training on data protection

6. Your Rights and Choices

6.1 Access and Update

You have the right to access, update, or correct your personal information. You can do this through your account settings or by contacting us directly.

6.2 Data Portability

You may request a copy of your personal information in a structured, machine-readable format.

6.3 Deletion

You can request deletion of your personal information, subject to certain legal and contractual obligations.

6.4 Opt-out

You can opt out of marketing communications and certain data collection practices through your account settings.

6.5 Cookies

You can control cookie settings through your browser preferences. However, disabling certain cookies may affect service functionality.

7. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. The retention period varies based on the type of information and the purpose for which it was collected.

8. Children's Privacy

Our service is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If you believe we have collected such information, please contact us immediately.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us: