Privacy Policy

Effective Date: September 24, 2025

Last Updated: September 24, 2025

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Financialize (“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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1. Information We Collect

We may collect:

• Personal Information: Name, email, phone, billing address, payment details.
• Business Information: Company name, licensing details, agency affiliation.
• Transaction Data: Purchases of leads, invoices, and payment history.
• Technical Data: IP address, browser, device identifiers, cookies, and usage analytics.

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2. How We Use Your Information

We process your information to:

• Provide and manage lead services 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 and prevent fraud.
• 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. 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 or requesting removal by phone/email.
• CAN-SPAM (Email): All marketing emails include a working unsubscribe link. You may opt out of promotional emails at any time; transactional or service-related emails will still be sent.
• Opt-Out of Phone Calls: To be removed from our 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.
• Data portability (receive your data in machine-readable format).
• Withdraw consent for marketing at any time.

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 personal information (we do not sell personal data, but some data sharing may be considered “sale” under CCPA).
• 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 personal information. We may share your information only with:

• Service Providers: Payment processors, marketing systems, CRM platforms.
• Compliance/Law: Regulators or authorities when legally required.
• Business Transfers: In the event of a merger, acquisition, 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 providers.
• We do not store full credit card numbers on our servers.
• Billing information is retained as required by law and for accounting purposes.

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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 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 intended for users 18 and older. We do not knowingly collect data from children.

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12. Changes to This Policy

We may update this Privacy Policy periodically. 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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