Privacy Policy


Last updated: January 07, 2026


This Privacy Policy describes our policies and procedures on the collection, use, and disclosure of your information when you use the Finscale Service and explains your privacy rights and how the law protects you.

We use your personal data to provide and improve the Finscale Service. By using the Finscale website or any of our services, you agree to the collection and use of information in accordance with this Privacy Policy.


Interpretation and Definitions

Interpretation

Words with capitalized initial letters have meanings defined under the following conditions. These definitions shall have the same meaning whether they appear in singular or plural.


Definitions

For the purposes of this Privacy Policy:

  • Account: A unique account created for you to access our Service or parts of our Service.
  • Affiliate: Any entity that controls, is controlled by, or is under common control with Finscale.
  • Company: Referred to as “Finscale,” “we,” “us,” or “our” in this Policy.
  • Cookies: Small files placed on your device that collect browsing data and improve functionality.
  • Country: Refers to the jurisdiction in which Finscale operates.
  • Device: Any device that can access our Service such as a computer, smartphone, or tablet.
  • Personal Data: Any information that relates to an identified or identifiable individual.
  • Service: Refers to the Finscale website, advertising systems, funnels, and appointment-setting services.
  • Service Provider: Any natural or legal person who processes data on behalf of the Company.
  • Usage Data: Data collected automatically such as IP address, browser type, and time on pages.
  • Website: Refers to Finscale, accessible from your primary domain.
  • You: The individual using the Service, or the company or legal entity on whose behalf such individual is using the Service.

Collecting and Using Your Personal Data

Types of Data Collected

Personal Data

While using our Service, we may ask you to provide certain personally identifiable information including but not limited to:

  • Email address
  • First and last name
  • Phone number
  • Business name
  • Job role (e.g., wealth manager or financial planner)
  • Usage Data

Usage Data

Usage Data is collected automatically when using the Service. Usage Data may include your IP address, browser type, browser version, the pages visited, time and date of visit, time spent on pages, and unique device identifiers.


Tracking Technologies and Cookies

We use Cookies and similar tracking technologies such as pixels, tags, and scripts to improve and analyze our Service.

You may refuse Cookies through your browser settings. However, some parts of the Service may not function properly.


Use of Your Personal Data

Finscale may use Personal Data for the following purposes:

  • To provide and maintain our Service
  • To manage your Account
  • To contact you by email, phone, SMS, or messaging apps
  • To book and set appointments on your behalf
  • To deliver marketing materials and advertising
  • To analyze performance, funnels, and campaigns
  • To improve client acquisition systems and services
  • To comply with legal obligations

Sharing Your Personal Data

  • With service providers for analytics, advertising, and appointment-setting
  • With business partners and affiliates
  • During business transfers such as merger or acquisition
  • With your consent

Retention of Your Personal Data

We will retain your Personal Data only for as long as necessary for the purposes set out in this Privacy Policy and to comply with legal obligations.


Transfer of Your Personal Data

Your information may be transferred to and maintained on servers located outside of your jurisdiction. Your consent to this Privacy Policy represents your agreement to such transfer.


Delete Your Personal Data

You have the right to request deletion of your Personal Data. You may do so by contacting us. Certain data may be retained where required by law.


Disclosure of Your Personal Data

Business Transactions

If the Company is involved in a merger, acquisition, or asset sale, your Personal Data may be transferred.


Legal Requirements

The Company may disclose your Personal Data if required to comply with legal obligations or protect the rights and safety of the Company or others.


Security of Your Personal Data

We use commercially reasonable security measures to protect your Personal Data. However, no method of transmission over the Internet is 100% secure.


Children's Privacy

Our Service is not intended for individuals under the age of 18. We do not knowingly collect Personal Data from minors.


Links to Other Websites

Our Service may contain links to external websites. We are not responsible for their content or privacy practices.


Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated date.


Contact Us

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