Privacy Policy
1. Introduction
Vertex Advisory, LLC ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at vertexadvisory.io or use our services.
2. Information We Collect
Personal Information: When you contact us, submit a form, or engage our services, we may collect your name, email address, phone number, business name, and financial records you provide for our services.
Automatically Collected Information: When you visit our website, we may automatically collect certain information including your IP address, browser type, operating system, referring URLs, and pages viewed. This information is collected through cookies and similar tracking technologies.
3. Cookies and Tracking
We use cookies and similar technologies to improve your browsing experience, analyze site traffic, and understand where our visitors come from. You can control cookies through your browser settings. Disabling cookies may affect certain functionality of our website.
We use analytics tools to understand how visitors interact with our website. These tools may collect information sent by your browser, including the pages you visit and other information that assists us in improving our services.
4. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our financial advisory services
- Communicate with you about our services, including responding to inquiries
- Send you information about services that may interest you
- Monitor and analyze usage trends to improve the website experience
- Comply with legal obligations and protect our legal rights
5. Third-Party Services
We may use third-party service providers to help us operate our business and website, including payment processors, email service providers, analytics providers, and cloud hosting services. These third parties have access to your information only to perform specific tasks on our behalf and are obligated to not disclose or use it for other purposes.
We do not sell your personal information to third parties. We do not use client-specific financial data to train AI or machine learning models.
6. Data Security
We implement reasonable administrative, technical, and physical security measures to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
7. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Financial records related to service engagements are retained in accordance with applicable professional standards and legal requirements.
8. Your Rights
You may request access to, correction of, or deletion of your personal information by contacting us at pvictory@vertexadvisory.io. We will respond to your request within a reasonable timeframe. Note that we may need to retain certain information for legal or professional compliance purposes.
9. Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us so we can promptly remove it.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. Your continued use of our website and services after any changes constitutes acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy, please contact us at: