AdvisorMatch LLC
Effective Date: December 15, 2025
AdvisorMatch LLC (“AdvisorMatch,” “we,” “our,” or “us”) respects your privacy and is committed to protecting it. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit or use the AdvisorMatch website located at https://www.advisormatch.ai (the “Site”) and any related services, features, or communications (collectively, the “Services”).
By accessing or using the Site, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect information about you in the following ways.
a. Personal Information You Provide
You may voluntarily provide personal information to us, including but not limited to your name, email address, phone number, professional or company information, geographic location, information submitted through forms, surveys, or onboarding questionnaires, and any other information you choose to provide.
b. Information Collected Automatically
When you visit the Site, we may automatically collect certain information, such as your IP address, browser type and version, device type, operating system, referring URLs, pages viewed, time spent on the Site, and interaction data.
This information is collected using cookies, pixels, log files, and similar technologies.
c. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to operate and maintain the Site, improve user experience, analyze usage and performance, and support marketing and advertising efforts.
You may disable cookies through your browser settings; however, doing so may affect Site functionality.
2. How We Use Your Information
We may use the information we collect for purposes including providing, operating, and maintaining the Site and Services; communicating with you and responding to inquiries; facilitating advisor or partner onboarding; improving and optimizing our platform and offerings; sending administrative or informational communications; conducting analytics and performance measurement; supporting marketing and promotional efforts; and complying with legal or regulatory obligations.
AdvisorMatch does not use personal information to provide investment advice or make financial recommendations. Additional information about the nature of AdvisorMatch’s services is available on our Disclosures page.
3. How We Share Your Information
AdvisorMatch does not sell personal information. We may share information only as described below.
a. Service Providers
We may share information with third-party vendors and service providers that perform services on our behalf, such as hosting providers, analytics platforms, CRM and marketing tools, and communication platforms. These providers are permitted to use information only to perform services for AdvisorMatch.
b. Business Transfers
If AdvisorMatch is involved in a merger, acquisition, financing, or sale of assets, your information may be transferred as part of that transaction.
c. Legal Requirements
We may disclose information if required to do so by law or in response to valid legal requests, such as subpoenas or court orders.
4. Data Retention
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
6. Your Privacy Rights
Depending on your location, you may have certain rights regarding your personal information. These rights may include the right to access the information we hold about you, the right to request correction or deletion of your information, and the right to opt out of certain data uses.
California Residents
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA/CPRA), including the right to request disclosure of personal information collected and the right to request deletion of personal information.
To exercise your rights, please contact us using the information provided below.
7. Third-Party Links
The Site may contain links to third-party websites. AdvisorMatch is not responsible for the privacy practices or content of those third-party sites. We encourage you to review their privacy policies before providing any information.
8. Children’s Privacy
AdvisorMatch does not knowingly collect personal information from individuals under the age of 18. If we become aware that personal information from a child under 18 has been collected, we will take steps to delete it.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be reflected by updating the Effective Date above. Your continued use of the Site after changes are posted constitutes acceptance of the updated Privacy Policy.
10. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
AdvisorMatch LLC
Email: support@advisormatch.ai
Website: https://www.advisormatch.ai