Privacy Policy

Last updated: February 9, 2024

This Policy describes how we collect, use, disclose, transfer, store, retain, or otherwise process your personal information (“Personal Information”) that is derived by or through the use of our websites. This policy applies to: (our “Website”)

When we refer to “you” or “your,” we mean the person about whom we collect personal information or data. 

We are a business-to-business service (B2B) provider. We do not market to, or sell our services to, consumers. Our primary interaction with Personal Information is through data we process for third parties (“Processing”) under contracts we have with them. Those third parties collect the relevant personal information, they are responsible for disclosures at the time of collection and any consumer privacy rights, and you should refer to their privacy policies or inquire with them directly. Likewise, if you interact with us outside of our Website because your organization is our customer, our agreement with your organization governs our use of your Personal Information.

Data We Collect, How We Use It, How Long We Keep It, and Who Sees It

We collect data through our website in several ways.

Website usage information includes web server log information, including origin IP address, general geographic location, entry and exit times, entry and exit pages, pages visited, browser type, and operating system. We use this information to understand the performance of our site and maintain its security. We do not attempt to associate this with you as an individual, and we do not sell or share this information with others. We retain it only as long as necessary to achieve our business purposes. 

We may also use cookies from our hosting provider to collect site visit information (for example, if you are a repeat visitor or saved settings previously). You can control and delete these cookies through your browser settings through the following:

  • Google Chrome

  • Mozilla Firefox

  • Safari

  • Opera

  • Microsoft Internet Explorer

  • Microsoft Edge

  • Safari for iOS (iPhone and iPad)

  • Chrome for Android

Contact form information includes information that you enter into our online contact form. We collect data for the fields shown. This information goes into our Contact Relation Management (CRM) system and is used to contact you with offers of interest. We do not “sell” or “share” this information as defined by law. We do disclose business contact information to our service providers (solely to support our business activities) or as otherwise required by law (such as where there is a law enforcement subpoena or other legal process). If ownership of our company changes, your contact information may be included in the sale, but the new owner will assume the same obligations concerning your information.

Security of Your Personal Information

The security of Your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially reasonable means to protect your Personal Information, We cannot guarantee its absolute security.

Mailing and Marketing Lists

We may use your Personal Information to send email campaigns. If you wish to unsubscribe from a mailing list, please click the “unsubscribe” (or similar) link at the bottom of the promotional email. If you wish to correct your contact information or would like to be removed from all of our marketing lists, you can also use the contact information in “Contact Us,” below. 

Children's Privacy

Our services are not intended to be used by, or marketed to, people under the age of 13. We do not knowingly collect personally identifiable information from anyone under the age of 13. If you are a parent or guardian and you are aware that your child has provided us with Personal Information, please contact us. If we become aware that we have collected Personal Information from anyone under the age of 13 without verification of parental consent, we take steps to remove that information from our systems.

Links to Other Websites

Our Service may contain links to other websites that are not operated by us. If you click on a third-party link, you will be directed to that third-party's site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

Changes to this Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and if we have it, via the email we have on file with you from the contact form. If you are not on our mailing list, you are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Contact Us

To keep your Personal Information accurate, current, and complete, please contact us as specified below. We will take reasonable steps to update or correct the Personal Information in our possession that you have previously submitted via the Services.

If you have any questions about this Privacy Policy, you can contact us:

  • By email:

  • By visiting this page on our website:

  • By phone number: +1 (888) 996-9907

  • By mail: 621 NW 53rd Street, Suite 125, Boca Raton, FL, 33487

621 NW 53rd St., Suite 125
Boca Raton, FL 33487

A FinResults company

621 NW 53rd St., Suite 125
Boca Raton, FL 33487

A FinResults company

621 NW 53rd St., Suite 125
Boca Raton, FL 33487

A FinResults company