Privacy Policy

Effective Date: Janauary 20, 2026

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Financialize.com LLC (“we,” “our,” “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, purchase services, or interact with us through SMS, email, or phone.

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Important Note on Scope: This Privacy Policy governs the data collected from Users of our website (Agents, Advisors, and Agencies). The collection and use of Consumer Lead Data (the leads you purchase) is governed by the separate Lead Purchase Agreement and the privacy policy displayed to the consumer at the time of their inquiry.

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1. Information We Collect. We may collect:

• Personal Information: Name, email, phone number, billing address.
• Business Information: Company name, NPN/licensing details, agency affiliation.
• Transaction Data: Details of leads purchased, subscription status, invoices, and payment history.
• Technical Data: IP address, browser type, device identifiers, cookies, and usage analytics.

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2. How We Use Your Information. We process your information to:

• Provide and manage the lead services and dashboards you purchase.
• Deliver leads in real-time via secure dashboards, email, or SMS.
• Communicate with you by SMS, phone, or email regarding services, compliance, and promotions.
• Process payments: Including the secure storage of payment credentials for future lead assignments or recurring subscriptions.
• Improve our website, services, and compliance systems.
• Fulfill legal, contractual, and regulatory obligations.

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3. SMS, Email, and Phone Communications. By providing your contact details, you consent to receive calls, SMS, and emails from Financialize:

• TCPA Consent (U.S.): By submitting your phone number, you expressly consent to receive autodialed and/or prerecorded calls and SMS from us at the number provided regarding your account or lead orders. Consent is not a condition of purchase. Message and data rates may apply. You may opt out at any time by replying STOP to SMS.
• CAN-SPAM (Email): All marketing emails include a working unsubscribe link. You may opt out of promotional emails at any time; however, transactional or service-related emails (e.g., Lead Notifications, Billing Receipts) will still be sent.
• Opt-Out of Phone Calls: To be removed from our internal call list, contact us at support@financialize.com.

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4. GDPR (European Union). If you are located in the EU/EEA, the lawful bases for processing include:

• Contract: To deliver services you purchase.
• Consent: For marketing communications where required.
• Legitimate Interest: To improve services, detect fraud, and ensure compliance.
• Your GDPR rights include: Access, correct, or delete your personal data; restrict or object to processing; and data portability. Requests can be sent to support@financialize.com.

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5. CCPA/CPRA (California). If you are a California resident, you have the following rights under the California Consumer Privacy Act (as amended by CPRA):

• Right to Know: Request disclosure of categories and specific pieces of personal information collected.
• Right to Delete: Request deletion of your personal information.
• Right to Correct: Request correction of inaccurate personal information.
• Right to Opt-Out: You may opt out of the sale or sharing of your personal information. (Note: We do not sell our Agents' personal information to third parties for marketing purposes).
• Right to Non-Discrimination: We will not deny services, charge different prices, or provide different levels of service for exercising privacy rights. To exercise these rights, email us at support@financialize.com or call (707) 297-9504.

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6. Information Sharing and Disclosure. We do not sell our Users' (Agents') personal information. We may share your information only with:

• Service Providers: Payment processors (e.g., Stripe), marketing systems, and CRM platforms necessary to run our business.
• Compliance/Law: Regulators, carriers, or authorities when legally required.
• Business Transfers: In the event of a merger, acquisition, name change (e.g., transition from FinAuction), or sale of assets.

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7. Payment Information. When you purchase lead services on our site:

• Payments are processed securely by third-party PCI-compliant providers.
• Stored Credentials: You acknowledge that we may store tokenized payment credentials to facilitate recurring subscriptions or automatic lead purchases as authorized by your account settings.
• We do not store full credit card numbers on our servers.

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8. Data Security. We maintain administrative, technical, and physical safeguards to protect your personal information. No system is fully secure; we cannot guarantee absolute security.

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9. Data Retention. We retain User data as long as necessary for service delivery, compliance, accounting, and dispute resolution.

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10. Cookies and Tracking. Our site uses cookies, tracking pixels, and analytics tools to improve performance and deliver personalized content. You may manage cookie settings in your browser.

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11. Children’s Privacy. Our services are B2B and intended for users 18 years of age or older. We do not knowingly collect data from children.

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12. Changes to This Policy. We may update this Privacy Policy from time to time. Updates will be posted with a new “Last Updated” date.

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13. Contact Us. For privacy-related questions or to exercise your rights:

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Financialize.com, LLC

Email: support@financialize.com

Phone: (707) 297-9504

Mailing Address: 2936 E Blue Sage Rd, Gilbert, AZ 85297

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