Last Updated: March 19, 2025

WealthQuant Financial Services and Insurance Solutions ("Company," "We," "Us," or "Our") respects Your privacy and is committed to protecting it through compliance with this Privacy Policy. This Privacy Policy describes how We collect, use, disclose, and safeguard Your information when You visit Our website (www.thewealthquants.com), engage with Our services, or otherwise interact with Us. It also explains Your rights regarding Your personal data and how the law protects You. By using Our Service, You consent to the collection, use, and disclosure of Your information in accordance with this Privacy Policy.

1. Interpretation and Definitions

Capitalized words in this Privacy Policy have specific meanings. "Account" means a unique profile created for You to access Our Service. "Affiliates" refers to any entity that controls, is controlled by, or is under common control with Us. "Company" refers to WealthQuant Financial Services and Insurance Solutions, located at One Sansome, Suite 3500, San Francisco, CA 94105. "Cookies" are small files placed on Your device to store preferences and track site activity. "Personal Data" means information that identifies, relates to, describes, or is capable of being associated with an individual. "Service" refers to Our website and financial services offerings. "Service Provider" means any third party processing data on Our behalf. "Usage Data" refers to information collected automatically through the Service. "You" refers to the individual accessing or using the Service, or the entity on whose behalf such individual is acting.

2. Information We Collect

We may collect different types of data, including Personal Data and Usage Data. Personal Data may include Your full name, email address, phone number, mailing address, and financial information as required for services. Usage Data may include Your IP address, device type and browser information, pages visited, time spent on Our website, and interactions with emails or advertisements. We also use Cookies and similar tracking technologies to enhance Your experience. You may configure Your browser to refuse Cookies, but this may impact Your use of Our website.

3. How We Use Your Data

We use Your data to provide, manage, and improve Our services, respond to inquiries, and communicate with You. We may also use Your data for marketing and promotional purposes, unless You opt out. Additionally, We process Your data to comply with regulatory obligations and prevent fraud.

4. Sharing Your Data

We do not sell Your personal data. However, We may share it under certain conditions. We may share data with third-party service providers for payment processing, data analytics, and marketing and communication support. We may also disclose Your information if required by law, court order, or regulatory authority. In the event of a business transfer, merger, or asset sale, Your data may be included in the transferred assets.

5. Your Rights Under U.S. Privacy Laws

If You are a California resident, You have rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). These rights include the ability to know what personal data We collect, request the deletion of Your personal data, opt out of data sharing for targeted advertising, and correct inaccurate personal information. To exercise these rights, You can contact Us at [email protected]. Additionally, as a financial services firm, We comply with the Gramm-Leach-Bliley Act (GLBA) to protect Your financial information.

6. Data Retention & Security

We retain Your Personal Data only as long as necessary for legal and regulatory compliance, fraud prevention, and service improvements. While We implement industry-standard security measures to protect Your information, no method of transmission is 100% secure.

7. International Data Transfers

If You are located outside the U.S., Your data may be transferred to and processed in the United States. By using Our Service, You consent to this transfer.

8. Children's Privacy

Our Service is not intended for individuals under 18 years of age. By using this Service, You confirm that You are at least 18 years old. We do not knowingly collect personal data from anyone under 18. If We become aware that We have inadvertently collected personal data from a minor under 18, We will take immediate steps to delete such information.

9. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their privacy practices, and We encourage You to review their privacy policies before interacting with them.

10. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with a new "Last Updated" date. We encourage You to review this Privacy Policy regularly to stay informed about how We protect Your information.

11. Contact Us

If You have any questions about this Privacy Policy or Your data rights, You can contact Us at:

Email: [email protected]

Phone: (510) 734-3134