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About Us

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Contact Info

  • Chicago 12, Melborne City, USA
  • (111) 111-111-1111
  • example@gmail.com
  • Week Days: 09.00 to 18.00 Sunday: Closed

Privacy Policy

Privacy Policy

Effective Date: March 11, 2026

1. Introduction Welcome to AdvisorMatch®. This Privacy Policy explains how we collect, use, and protect your information. AdvisorMatch® is a digital brand and registered assumed name owned and operated by Osmet LLC, an Illinois limited liability company (“Company,” “we,” “us,” or “our”). This policy applies to the website https://advisormatch.ai and the MatchOS technical infrastructure.

2. Information We Collect We collect information that you provide directly to us through our B2B SaaS platform, including:

  • Professional Information: Name, firm name, CRD number (for advisors), and contact details.

  • Inquiry Data: Information provided by prospective clients seeking financial professional matches.

  • Technical Data: IP address, browser type, and usage data via cookies to improve our software performance.

3. How We Use Your Information We use the collected data to:

  • Operate the MatchOS infrastructure and facilitate connections between users and professionals.

  • Process payments and manage subscriptions via our authorized partners.

  • Provide customer support and software updates.

4. Data Sharing & Parent Company Disclosure AdvisorMatch® is an operating division of Osmet LLC. Your information may be shared with our parent entity, Osmet LLC, for the purpose of centralized management, accounting, and technical maintenance. We do not sell your personal data to third parties for marketing purposes. We share data only with:

  • Service Providers: Third-party vendors (e.g., Stripe, Mercury, CRM providers) who assist in our business operations.

  • Professionals: Financial professionals you have explicitly requested to be matched with.

5. Payment Processing Payment processing is handled by Stripe. All payment information is processed according to Stripe’s Privacy Policy. Osmet LLC does not store full credit or debit card numbers on our servers.

6. Intellectual Property AdvisorMatch® is a federally registered trademark of Osmet LLC. All content, software logic (MatchOS), and brand assets are the exclusive property of Osmet LLC.

7. Your Rights & Choices Depending on your location, you may have the right to access, correct, or delete your personal information. To exercise these rights, please contact our support team at the email provided below.

8. Security We implement industry-standard security measures to protect your data. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

9. Contact Us For questions regarding this Privacy Policy, please contact:

Osmet LLC dba AdvisorMatch

159 N Sangamon St, Suite 200

Chicago, IL 60607

Email: support@advisormatch.ai