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Policy on the Protection of Privacy

Effective as of: November 20, 2023

Privacy Policy for FinanceAdvisors.com

Effective Date: April 2, 2025

Outlier Group, the operator of FinanceAdvisors.com ("FinanceAdvisors," "we," "us," or "our"), values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you access or use our website (the "Site") and services (the "Services").

By visiting or using our Site, you agree to the practices described in this Privacy Policy.

1. Our Commitment to Your Privacy
We are committed to protecting your personal information and providing transparency about how we use it. This policy outlines what data we collect, how we use it to improve your experience, and how we protect it.

2. Information We Collect
We collect information in the following ways:
- Voluntarily Provided Information: When you complete our matching survey or request to be contacted by an advisor, we may collect your name, email address, phone number, zip code, and general financial profile.
- Automatically Collected Information: We may collect technical data such as your IP address, browser type, device identifiers, and referring URLs.
- Cookies & Tracking Technologies: We use cookies, web beacons, and third-party analytics tools to improve website functionality and better understand user behavior. You may disable cookies via your browser settings.

3. How We Use Your Information
We use your information to:
- Provide and personalize our Services
- Match you with financial advisors based on your preferences
- Facilitate communication between you and your matched advisor(s)
- Improve our website functionality and user experience
- Send service-related communications and optional marketing messages

You may opt out of marketing emails at any time by clicking “unsubscribe” in our emails.

4. Information Sharing and Disclosure
We share your information only as necessary to provide our Services:
- With vetted financial advisors you are matched with
- With service providers (e.g. data hosting, email distribution, customer support)
- With third-party partners if you accessed our Site through a co-branded or partner experience

We may disclose your information if required by law, legal process, or to protect the rights, property, or safety of FinanceAdvisors, our users, or others.

5. Advisor Access and Responsibility
Advisors may only use your information to contact you in response to your request. Advisors are contractually prohibited from using your data for any purpose beyond the intended match unless you separately authorize it.

6. Security Measures
We use industry-standard security measures to protect the personal information you submit to us. These include encryption, access controls, and secure servers. No system is 100% secure, and we cannot guarantee the absolute security of your information.

7. Your Choices and Rights
- You may request access to or correction of your information by contacting us.
- You may opt out of marketing emails at any time.
- You may disable cookies through your browser settings.

8. Data Retention
We retain your information as long as necessary to provide our Services or comply with legal obligations. We may retain some data in anonymized or aggregated form for analysis.

9. Children’s Privacy
Our Services are not intended for individuals under 18 years of age. We do not knowingly collect information from children.

10. Business Transfers
In the event of a merger, acquisition, or asset sale, your personal information may be transferred. You will be notified via email or prominent notice on our Site of any change in ownership or control of your personal information.

11. External Links
Our Site may contain links to third-party websites. We are not responsible for their privacy practices or content. Please review their privacy policies separately.

12. Changes to This Policy
We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or by posting a notice on our Site. Your continued use of the Services after such changes constitutes your acceptance of the new policy.

13. Contact Us
If you have questions or concerns about this Privacy Policy, please contact:

Outlier Group
501 E Kennedy Blvd, Suite 1400  
Tampa, FL 33602  
legal@financeadvisors.com

Thank you for trusting FinanceAdvisors with your personal information.