Privacy Policy
Last updated
This Privacy Policy explains how Wayfinder Advisory Partners, LLC (“Wayfinder,” “we,” “us” or “our”) collects, uses and protects information when you visit wayfinderap.com (the “Site”) or contact us through it. By using the Site, you agree to the practices described in this policy.
Information we collect
Information you provide. When you submit our contact form, we collect the information you enter: your first and last name, email address, company website, company revenue and any message you choose to include. If you email us directly, we receive your email address and the contents of your message.
Information collected automatically. Like most websites, the servers that host the Site automatically receive certain technical information when you visit, such as your IP address, browser type, device type, the pages you request and the date and time of your visit. This information is used to deliver, secure and maintain the Site.
Spam and abuse protection. Our contact form uses Cloudflare Turnstile to distinguish people from automated bots. Turnstile may collect technical information from your browser and device for this purpose. Cloudflare’s handling of this information is described in Cloudflare’s privacy policy.
Website analytics (Microsoft Clarity). We use Microsoft Clarity to understand how visitors use the Site so we can improve it. Clarity collects information about how you interact with the Site, such as the pages you view, where you click, how far you scroll and how long you stay, along with technical information such as your device type, browser and approximate location derived from your IP address. Clarity may also create session recordings and heatmaps that show how visitors move through pages. Clarity uses first-party and third-party cookies and similar technologies to collect this information. Microsoft processes this information as described in the Microsoft Privacy Statement.
Cookies. Apart from the cookies used by Clarity and Cloudflare Turnstile described above, the Site does not use advertising cookies, and we do not sell or share your information for advertising. You can block or delete cookies through your browser settings. Blocking cookies will not prevent you from using the Site or our contact form.
How we use your information
We use the information we collect to:
- Respond to your inquiry and communicate with you about a potential engagement
- Evaluate whether our services are a fit for your situation
- Operate, maintain, secure and improve the Site, including understanding which pages and content are most useful to visitors
- Protect against spam, fraud and misuse of the Site
- Comply with legal, regulatory and professional obligations
Confidentiality of business information
Many inquiries involve sensitive information about a business and its owners. We treat information you share about your company with discretion and use it only to respond to you and evaluate a potential engagement. Please do not include highly sensitive information, such as detailed financial statements, account numbers or personal identification numbers, in the contact form. If you engage us, confidential information exchanged during the engagement is governed by our engagement letter and / or any confidentiality or non-disclosure agreement in place.
How we share information
We do not sell your personal information. We share information only as follows:
- Service providers. We use trusted providers to host the Site (Cloudflare), protect the contact form from spam (Cloudflare Turnstile), deliver contact form submissions to our inbox (Resend) and understand how visitors use the Site (Microsoft Clarity). These providers process information on our behalf and only as needed to provide their services.
- Professional advisors. We may share information with our attorneys, accountants or other professional advisors as needed for them to advise us.
- Legal requirements. We may disclose information if required by law, regulation, legal process or a governmental request, or to protect the rights, property or safety of Wayfinder, our clients or others.
- Business transfers. If Wayfinder is involved in a merger, acquisition or sale of assets, information may be transferred as part of that transaction, subject to this policy.
How long we keep information
We keep contact form submissions and related correspondence for as long as needed to respond to you, evaluate a potential engagement and meet our legal, regulatory and record-keeping obligations.
How we protect information
We use reasonable administrative, technical and physical safeguards to protect the information we collect, including encrypted connections (HTTPS) for the entire Site. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Your choices and rights
You may ask us to access, correct or delete the personal information you have submitted through the Site, or to stop contacting you. Depending on where you live, you may have additional rights under applicable state privacy laws. To make a request, contact us using the details below. We will respond within the time required by applicable law and may need to verify your identity before acting on a request.
To limit the analytics information collected about your visits, you can block or delete cookies in your browser settings, or use a browser or extension that blocks analytics scripts. Doing so will not affect your ability to use the Site.
Children’s privacy
The Site is intended for business owners and professionals and is not directed to children under 16. We do not knowingly collect personal information from children.
Links to other websites
The Site may link to websites operated by third parties. We are not responsible for the privacy practices of those websites, and we encourage you to review their privacy policies.
Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will post the updated policy on this page and change the effective date above.
Contact us
If you have questions about this Privacy Policy or our privacy practices, please contact us through our contact page or at the email address listed in the footer of this Site.
Wayfinder Advisory Partners, LLC
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