Privacy Policy

Introduction

Advisa, LLC ("Advisa," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services (collectively, the "Services").

Please read this Privacy Policy carefully. By using our Services, you consent to the practices described in this policy. If you do not agree with this policy, please do not use our Services.

Information We Collect

Personal Information You Provide

When you use our Services, you may voluntarily provide us with personal information, including:

• Contact Information: Name, email address, phone number, and mailing address
• Location Information: City, state, or geographic area for advisor matching
• Financial Information:General information about your investable assets, financial goals, and the types of services you're seeking (we do not collect specific account numbers or detailed financial data)
• Communication Preferences: How you prefer to be contacted
• Inquiry Details: Information you provide when requesting consultations with advisors
• Review Content: Reviews, ratings, and feedback you submit about advisors

Information Collected Automatically

When you access our Services, we may automatically collect certain information, including:

• Device Information: Browser type, operating system, device type, and unique device identifiers
• Usage Information: Pages visited, time spent on pages, links clicked, and search queries
• Location Data: General location based on IP address
• Cookies and Similar Technologies: Information collected through cookies, pixel tags, and similar technologies

How We Use Your Information

We use the information we collect for the following purposes:

• Provide Services: To match you with financial advisors, facilitate introductions, and deliver our Services
• Communications: To respond to your inquiries, send service-related communications, and provide customer support
• Personalization: To personalize your experience and provide tailored advisor recommendations
• Analytics: To analyze usage patterns, improve our Services, and develop new features
• Marketing: To send promotional communications (with your consent where required)
• Security: To detect, prevent, and address fraud, abuse, and security issues
• Legal Compliance: To comply with applicable laws, regulations, and legal processes

How We Share Your Information

With Financial Advisors

When you submit an inquiry to one or more advisors through our platform, we share your contact information and inquiry details with those specific advisors so they can respond to your request. We only share your information with advisors you have explicitly selected.

With Service Providers

We may share information with third-party service providers who perform services on our behalf, including:

• Hosting and infrastructure providers
• Analytics and data processing services
• Email and communication services
• Customer support tools

These providers are contractually obligated to use your information only for the purposes of providing services to us and to maintain appropriate security measures.

For Legal Reasons

We may disclose information if required by law or if we believe disclosure is necessary to:

• Comply with legal obligations or respond to lawful requests
• Protect the rights, property, or safety of Advisa, our users, or others
• Detect, prevent, or address fraud, security, or technical issues

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you of any such change.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect information and improve our Services. Types of cookies we use include:

• Essential Cookies: Required for the operation of our Services
• Analytics Cookies: Help us understand how visitors interact with our Services
• Preference Cookies: Remember your settings and preferences
• Marketing Cookies: Used to deliver relevant advertisements (with your consent)

You can control cookies through your browser settings. However, disabling certain cookies may limit your ability to use some features of our Services.

Data Security

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

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

However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. When determining retention periods, we consider:

• The nature and sensitivity of the information
• The purposes for which we process the information
• Applicable legal requirements
• Our legitimate business interests

Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

• Access: Request access to the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to certain exceptions)
• Portability: Request a copy of your information in a portable format
• Opt-Out: Opt out of marketing communications at any time
• Do Not Sell: Request that we do not sell your personal information (we do not sell personal information)

To exercise these rights, please contact us using the information provided below. We will respond to your request within the timeframe required by applicable law.

California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including:

• The right to know what personal information is collected, used, and shared
• The right to delete personal information
• The right to opt out of the sale or sharing of personal information
• The right to non-discrimination for exercising privacy rights
• The right to correct inaccurate personal information
• The right to limit use of sensitive personal information

We do not sell personal information as defined by the CCPA/CPRA. To exercise your California privacy rights, please contact us at privacy@advisa.com.

Children's Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete such information promptly.

Third-Party Links

Our Services may contain links to third-party websites, including advisor websites and regulatory databases. This Privacy Policy does not apply to those third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website and updating the "Last updated" date. We encourage you to review this policy periodically to stay informed about how we protect your information.

Contact Us

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