Privacy Policy

Effective Date: January 1, 2025

This Privacy Policy describes how Wealth Automators (“Wealth Automators,” “we,” “us,” or “our”) collects, uses, discloses, and protects information in connection with our websites located at wealthautomators.ai and wealthautomators.ai/contact-us/ (together, the “Sites”), and the services we provide (the “Services”).

Summary at a Glance

  • We collect information you provide (e.g., contact details) and information collected automatically (e.g., device and usage data).
  • We use data to provide and improve Services, communicate with you, and comply with legal obligations.
  • You can exercise privacy rights (access, delete, opt out of sale/sharing, etc.) via our contact methods.
  • We do not knowingly collect personal information from children under 16.

1) Information We Collect

a) Information You Provide

  • Contact & Account Data: name, email, phone number, business name, role/title, and content of messages or form submissions.
  • Commercial Data: services requested, budget ranges, and other transaction-related information.
  • Communications Preferences: marketing opt-ins/opt-outs.

b) Information Collected Automatically

  • Usage & Device Data: IP address, device identifiers, browser type, operating system, referring URLs, pages viewed, links clicked, and timestamps.
  • Cookies & Similar Technologies: small files placed on your device to operate the Sites, remember preferences, analyze engagement, and personalize content.
  • Analytics: we may use analytics providers (e.g., Google Analytics) that collect information about your interactions with the Sites.

2) How We Use Information

  • Provide, operate, and improve the Sites and Services.
  • Respond to inquiries; schedule and conduct consultations or onboarding.
  • Customize content, communications, and marketing (where permitted by law).
  • Monitor and analyze usage, trends, and the effectiveness of the Sites.
  • Detect, prevent, and address security incidents or fraudulent/illegal activity.
  • Comply with applicable laws, legal processes, and enforce agreements.

3) How We Share Information

  • Service Providers: vendors that help us operate the Sites/Services (e.g., hosting, CRM, analytics, communication tools) subject to contractual confidentiality and security obligations.
  • Business Transfers: in connection with a merger, acquisition, financing, or sale of assets.
  • Legal & Compliance: to comply with law, legal process, or respond to lawful requests; to protect rights, safety, and property.
  • With Consent: we may share information for other purposes with your consent or at your direction.

4) Cookies, Analytics, & Tracking

You can manage cookies through your browser settings. Some features may not function properly without certain cookies. For analytics (e.g., Google Analytics), see your provider’s opt-out mechanisms. Do Not Track signals may not be honored due to a lack of industry standard.

5) Marketing Communications

Where permitted by law, we may send you emails or messages about our Services. You can opt out by using the unsubscribe link in our communications or by contacting us.

6) Data Retention

We retain personal information as long as reasonably necessary for the purposes described in this Policy, to comply with legal obligations, resolve disputes, and enforce agreements.

7) Your Privacy Rights

Depending on your location, you may have rights to access, correct, delete, or restrict certain processing of your personal information, and to withdraw consent where processing is based on consent.

a) California Privacy (CCPA/CPRA)

If you are a California resident, you may have the following rights, subject to exceptions:

  • Right to Know/Access the categories and specific pieces of personal information we collect, use, disclose, and sell/share.
  • Right to Delete personal information we collected from you.
  • Right to Correct inaccurate personal information.
  • Right to Opt Out of Sale/Sharing of personal information for cross-context behavioral advertising.
  • Right to Limit Use/Disclosure of Sensitive Personal Information (if applicable).
  • Non-Discrimination for exercising your rights.

To exercise your rights, use the methods in the Contact Us section. If you authorize an agent, we may need proof of authorization and your verification.

Notice of Collection: See Sections 1–3 for categories, sources, purposes, and disclosures. We do not knowingly sell or share personal information of consumers under 16.

Opt-Out: To opt out of sale/sharing, contact us using the methods below. We will also respond to Global Privacy Control signals where legally required.

b) GDPR/UK GDPR

If you are in the EEA or UK, our legal bases may include: performance of a contract, legitimate interests, consent, and compliance with legal obligations. You may have rights to access, rectify, erase, restrict, object, and data portability. You also have the right to lodge a complaint with your local supervisory authority.

8) Security

We implement reasonable technical and organizational measures designed to protect personal information; however, no method of transmission or storage is completely secure.

9) Children’s Privacy

The Sites and Services are not directed to children under 16, and we do not knowingly collect personal information from children under 16.

10) Third-Party Links

The Sites may link to third-party websites or services. We are not responsible for their content or privacy practices.

11) Changes to this Policy

We may update this Privacy Policy from time to time. The “Effective Date” above reflects the latest version. Material changes may be announced via the Sites or by direct communication.

12) Contact Us

If you have questions, or to exercise privacy rights, contact us:

This Policy is provided for general informational purposes and does not constitute legal advice.