Wealthion – U.S. Website Privacy Policy

Effective date: April 08, 2022

This Privacy Policy applies to information about you that Greylock Holdings, LLC d/b/a Wealthion and our subsidiaries or affiliates, including but not limited to Greylock Peak Investments, LLC, (“Wealthion”, “we”, “our”, “us”) may obtain when you visit or interact with Wealthion.com (the “Site”). This Privacy Policy describes how we may collect, use, or share information about you; how we safeguard such information; and how you may contact us regarding our privacy practices.

Collection of personal information

Information you provide: We may obtain information that you provide directly to us on the Site (e.g., when you request to schedule a free portfolio evaluation or find an advisor, submit a form to contact us, or sign up to receive more information about our services). This information may include personal information, which is information that can be used to identify you individually, such as your name, email address, telephone number, state of residence, and information about your investment portfolio.

Information collected automatically: We may collect certain information including IP addresses, device identifiers, browser characteristics, operating system details, language preferences, referring URLs, length of visits, and pages viewed automatically using various tools and technologies such as cookies and web server logs.

A cookie is a piece of data that a website can send to your browser, which may then be stored on your computer as an anonymous tag that identifies your computer but not you. Many web browsers are set to accept cookies by default, but you may be able to set your browser to notify you before you receive a cookie, or to remove or reject cookies. Please note that if you disable cookies, you may not be able to use certain features of the Site or other websites and disabling cookies may invalidate opt outs that rely on cookies to function.

We may combine certain automatically-collected information with other information we obtain about you, which may include data we obtain from third parties.

Please note that we or third parties may collect personal information about your online activities over time and across different devices and online properties when you use the Sites.

Your web browser may have settings that allow you to transmit a “Do Not Track” signal when you visit various websites or use online services. Like many websites, the Site are not designed to respond to “Do Not Track” signals received from browsers. To learn more about “Do Not Track” signals, visit http://www.allaboutdnt.com/.

Use of personal information

We may use personal information we collect through the Site for:

  • Facilitating and personalizing your user experience;
  • Responding to your requests;
  • Processing your transactions;
  • Monitoring and analyzing trends, usage, and activities of visitors and users of the Sites;
  • Improving the Site and our services;
  • Communicating or marketing to you;
  • Complying with applicable laws, regulations, or legal process as well as industry standards and our company policies;
  • Preventing, investigating, identifying, or taking any other action with regard to any suspected or actual fraudulent or illegal activity or any activity that violates our policies; or
  • Any other purpose, with your consent.

Sharing of personal information

We may share your personal information with our affiliates, subsidiaries, business partners such as investment advisors, and vendors that provide services on our behalf. For example, we may engage vendors to help us operate our business and the Site, such as for website maintenance or customer service purposes, or we may use Mailchimp to help us keep in touch with you via email. You can view Mailchimp’s privacy policy here.

In the event of a business transaction, such as if we sell or transfer all or a portion of our business or assets (e.g., further to a merger, reorganization, liquidation, or any other business transaction, including negotiations of such transactions), we reserve the right to disclose any information we obtain through the Sites. You acknowledge that such transfers may occur and are permitted by and subject to this Privacy Policy.

Additionally, Wealthion may disclose personal information when required by subpoena, search warrant, or other legal processes, or in response to activities that are unlawful or a violation of Wealthion’s rules for use of the Sites, or to protect and defend the rights or property of Wealthion.

Analytics and advertising

Our vendors, including Google and Facebook, may use cookies, web beacons, and other similar technologies to collect or receive information about your internet usage, including your use of this Site, and use that information to provide website statistics and to target ads. We and our vendors may use first-party cookies or other first-party identifiers as well as third-party cookies or other third-party identifiers to deliver advertisements, create a profile of you, measure your interests, detect your demographics, detect your location, and personalize content.

We may use certain web analytics services, including Google Analytics, to help us understand and analyze how visitors use the Site and to serve ads on our behalf across the Internet. We’ve implemented Google Analytics Advertising Features such as remarketing with analytics, interest-based advertising, demographics and interests reporting, user segment analysis, and impression reporting. For more information on how Google Analytics uses data collected through the Site, visit policies.google.com/technologies/partner-sites. You may also be able to opt out of Google Analytics by visiting tools.google.com/dlpage/gaoptout.

You may be able to opt out of certain interest-based advertising using the settings on your browser or mobile device. In addition, the following services or organizations offer tools that you can use to limit or opt out of interest-based advertising:

Your opt-out choice may apply only to the browser or device you are using when you opt out, so you should opt out on each of your browsers and devices if you want to disable interest-based advertising for those browsers and devices. If you opt out, you will still receive ads, but they may not be as relevant to you and your interests. Please note that we do not control how third parties manage their opt-out processes.

Social Features

Certain features of the Site may permit you to initiate interactions between the Site and other platforms like social networks (for example, to share the Site with your friends). Using these features may allow both Wealthion and the operator of the other platform to access certain information about your use of our Site and theirs, including personal information. You should review the terms, policies, and settings of these other platforms to learn more about their data practices and/or adjust your settings.

Linked websites

The Site may include links to other websites that are owned and/or operated by third parties. This Privacy Policy does not apply to those websites, which may have their own privacy policies or notices that you should review to understand how they may use or disclose your personal information. Wealthion is not responsible for the content or privacy practices of any linked websites that it does not control.

The Site also may provide links to other websites operated by Wealthion or our subsidiaries, brands, or affiliates. Unless indicated otherwise, these websites are not governed by this Privacy Policy; we encourage you to review the privacy policies posted on these linked websites.

Security

We take reasonable measures to protect your personal information from loss, theft, misuse, unauthorized access, disclosure, alteration, and destruction. Nevertheless, transmission via the Internet and online digital storage are not completely secure, so we cannot guarantee the security of your information collected through the Sites.

Information for users in California

California residents may visit wealthion.com/ccpa-notice to review our California privacy policy.

Information for users outside the United States

If you are visiting the Site from outside the United States, please be aware that information we obtain about you will be processed in the United States or in other jurisdictions. By using the Sites, you acknowledge your personal information may be transferred to and processed in jurisdictions outside your own, as described in this Privacy Policy. Please be aware that the data protection laws and regulations that apply to your personal information transferred to the United States or other countries may be different from the laws in your country of residence.

Revisions

This Privacy Policy is subject to change at our discretion. We will indicate changes, including material changes, to the Privacy Policy by updating the “Effective Date” at the top of this Privacy Policy. Your continued use of the Site after any update to this Privacy Policy will constitute your acceptance of the changes.

Contact information

You may direct comments or questions regarding this Privacy Policy via email to privacy@wealthion.com.

Put these insights into action.

This is why we created Wealthion. To bring you the insights of some of the world’s experienced wealth advisors and then connect you with like-minded, independent financial professionals who will create and manage an investment plan custom-tailored to you. We only recommend products or services that we believe will add value to our audience.  Some links on our website are affiliate links. This means that if you click on them and use the affiliate’s services, we may receive a payment from the vendor at no additional cost to you. 

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