Privacy Policy

FinRise Advisors ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains what information we collect when you visit our website at www.finriseadvisors.com, how we use that information, and the choices you have regarding your personal data. Please read this policy carefully. By using our website, you agree to the practices described in this policy.

1. Information We Collect

A. Information You Provide Directly

We collect information you voluntarily submit to us through our contact form, consultation request form, or resource download requests. This may include:

• Your name and business name
• Your email address
• Your phone number
• The nature of your inquiry or service interest
• Any message or description you choose to include

We do not collect sensitive financial information — such as bank account numbers, tax identification numbers, credit card numbers, or Social Security numbers — through our website. Any such information shared in the context of an engagement is handled under a separate, signed services agreement and governed by strict confidentiality obligations.

B. Information Collected Automatically

When you visit our website, certain technical information is collected automatically by our servers and third-party analytics tools, including:

• Your IP address and approximate geographic location (country/city level)
• Browser type and version
• Operating system
• Pages visited, time spent on pages, and navigation path through the site
• Referring website or search terms that brought you to our site
• Date and time of your visit

This information is used in aggregate form to understand how visitors use our website and to improve its content and performance. It is not used to identify you personally.

2. Cookies and Tracking Technologies

Our website uses cookies — small text files placed on your device — and similar tracking technologies. We use the following categories of cookies:

Essential Cookies

These are necessary for the website to function properly. They do not collect personally identifiable information and cannot be disabled without impairing site functionality.

Analytics Cookies (Google Analytics)

We use Google Analytics, a web analytics service provided by Google LLC. Google Analytics uses cookies to help us understand how visitors interact with our website — what pages are popular, how long visitors stay, and what traffic sources they arrive from. The data collected is aggregated and anonymous. Google Analytics does not identify individual users.

You can opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-On. You can also manage your cookie preferences through your browser settings.

Google's privacy policy is available at policies.google.com/privacy.

Live Chat Cookies (Tawk.to)

Our website may use Tawk.to, a live chat service. If you initiate a chat, Tawk.to may collect your name, email, and the content of your chat conversation. Tawk.to's privacy policy is available at tawk.to/privacy-policy.

Managing Cookies

Most web browsers allow you to control cookies through their settings preferences. You can set your browser to refuse all cookies or to alert you when cookies are being set. However, please note that disabling certain cookies may affect the functionality of our website. Instructions for managing cookies in common browsers are available at:

• Google Chrome
• Mozilla Firefox
• Safari
• Microsoft Edge

3. How We Use Your Information

We use the information we collect for the following purposes:

• Responding to inquiries: When you submit our contact form or request a consultation, we use your contact information to respond to your inquiry and schedule a call.
• Delivering requested resources: If you request a free template or checklist, we use your contact information to deliver it to you and may send you relevant follow-up communications.
• Service communications: If you become a client, we use your contact information to communicate about your engagement, deliverables, and billing.
• Improving our website: We use aggregated analytics data to understand how our website is used and to improve its content, structure, and performance.
• Marketing and educational content: With your consent where required, we may send you relevant accounting or financial insights, blog updates, or service announcements. You may opt out of these communications at any time.
• Legal and compliance obligations: We may use your information as necessary to comply with applicable laws and regulations.

4. Legal Basis for Processing (GDPR)

If you are located in the European Economic Area (EEA) or the United Kingdom, we process your personal data under the following legal bases as defined by the General Data Protection Regulation (GDPR):

• Legitimate interests: Processing contact form submissions and analytics data to respond to inquiries and improve our website.
• Consent: For any marketing communications or non-essential cookies where consent is required.
• Contractual necessity: Processing information necessary to fulfill a client services engagement.
• Legal obligation: Processing required by applicable law or regulation.

5. Information Sharing and Disclosure

We do not sell, rent, trade, or otherwise transfer your personal information to third parties for their own marketing or commercial purposes. We may share your information in the following limited circumstances:

• Service providers: We engage trusted third-party service providers (such as email platforms, scheduling tools, and analytics providers) who assist us in operating our website and delivering our services. These providers are bound by confidentiality agreements and are only permitted to use your information in connection with the services they perform for us.
• Legal requirements: We may disclose your information if required to do so by law, court order, or governmental authority, or when we believe disclosure is necessary to protect our rights, prevent fraud, or ensure the safety of our users.
• Business transfers: In the event of a merger, acquisition, or sale of all or substantially all of our assets, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our website of any such change in ownership.

6. Data Retention

We retain contact form submissions and inquiry data for a period of up to three (3) years from the date of submission, or for as long as is reasonably necessary to respond to your inquiry and maintain our business records. Client engagement records are retained in accordance with applicable professional accounting standards and legal requirements, which generally require records to be maintained for a minimum of seven (7) years.

You may request deletion of your personal information at any time (subject to our legal retention obligations) by contacting us at the address below.

7. Your Privacy Rights

For All Users

• Access: You may request a copy of the personal information we hold about you.
• Correction: You may request that we correct inaccurate or incomplete information.
• Deletion: You may request that we delete your personal information, subject to legal retention obligations.
• Opt-out of marketing: You may unsubscribe from marketing communications at any time by clicking the "unsubscribe" link in any such email or by contacting us directly.

California Residents — CCPA Rights

If you are a California resident, you have the following additional rights under the California Consumer Privacy Act (CCPA):

• The right to know what personal information we collect, use, disclose, and sell (we do not sell personal information).
• The right to request deletion of your personal information.
• The right to opt out of the sale of personal information (not applicable — we do not sell personal information).
• The right to non-discrimination for exercising your CCPA rights.

To exercise your California rights, please contact us using the information in Section 11 below. We will respond to verified requests within 45 days as required by the CCPA.

EEA and UK Residents — GDPR Rights

If you are located in the EEA or United Kingdom, you have the right to access, rectify, erase, restrict processing of, and port your personal data, and to object to its processing. You also have the right to lodge a complaint with your local data protection supervisory authority.

8. Children's Privacy

Our website is intended for use by adults and business professionals. We do not knowingly collect personal information from children under the age of 16. If we become aware that we have inadvertently collected personal information from a child under 16, we will promptly delete it. If you believe we have collected such information, please contact us immediately.

9. Security of Your Information

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, alteration, and disclosure. These measures include encrypted data transmission (HTTPS), access controls limiting employee access to personal data on a need-to-know basis, and regular review of our data collection and storage practices.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee absolute security.

10. Third-Party Links

Our website may contain links to third-party websites, including social media platforms, review sites, and external resources. These third-party sites have their own privacy policies, and we are not responsible for their content, practices, or policies. We encourage you to review the privacy policy of any website you visit through a link on our site.

11. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. When we make material changes, we will update the "Last Updated" date at the top of this policy and, where appropriate, notify you by email or by posting a notice on our website. Your continued use of our website after any changes take effect constitutes your acceptance of the revised policy.

12. Contact Us

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

• Business: FinRise Advisors
• Email: we@finriseadvisors.com
• Website: www.finriseadvisors.com

We aim to respond to all privacy-related inquiries within five (5) business days.