Privacy Policy

Advisory Navigator LLC ("Advisory Navigator," "Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, disclose, retain, and protect information obtained through the Advisory Navigator website, applications, software, platform, and related services (collectively, the "Platform").

By accessing or using the Platform, you consent to the collection and use of information as described in this Privacy Policy.

If you do not agree with this Privacy Policy, please do not use the Platform.

1. INFORMATION WE COLLECT

We collect information that you voluntarily provide, information generated through your use of the Platform, and information collected automatically through technology.

Information You Provide

When creating an account or using the Platform, we may collect:

• Name
• Email address
• Telephone number
• Mailing address
• Organization name
• Job title
• Professional biography
• Resume or curriculum vitae
• Educational background
• Professional credentials
• Certifications
• Board experience
• Consulting experience
• Industry expertise
• Profile photographs
• Social media profile links
• User-generated content
• Communications with other users
• Customer support requests

Organization Information

Organizations using the Platform may provide:

• Company name
• Industry
• Company size
• Website information
• Opportunity descriptions
• Organization representative information
• Business contact information
• Advisory needs and requirements

Payment Information

If you purchase subscriptions, tokens, or premium services, payment information may be collected and processed by authorized third-party payment providers.

Advisory Navigator generally does not store complete credit card or banking information.

Information Collected Automatically

When using the Platform, we may automatically collect:

• IP address
• Browser type
• Device information
• Operating system
• Referral URLs
• Usage activity
• Session information
• Login history
• Search activity
• Interaction data
• Cookies and similar technologies

Additional details regarding cookies are available in our Cookie Policy.

2. HOW WE USE INFORMATION

We use information for legitimate business purposes, including:

• Providing Platform services
• Creating and maintaining accounts
• Matching Advisors and Organizations
• Processing subscriptions and token purchases
• Facilitating communications
• Improving Platform functionality
• Providing customer support
• Preventing fraud and abuse
• Protecting Platform security
• Enforcing agreements
• Conducting analytics
• Complying with legal obligations
• Marketing and promotional communications where permitted by law

3. LEGAL BASIS FOR PROCESSING

Where applicable, we process personal information based upon:

• User consent
• Contract performance
• Legal obligations
• Legitimate business interests
• Protection of users and the Platform

4. HOW INFORMATION IS SHARED

We do not sell personal information in exchange for money.

We may share information under the circumstances described below.

Sharing with Other Users

Certain profile information is intended to be visible to other Platform users. Examples may include:

• Professional biography
• Experience
• Skills
• Organization descriptions
• Opportunity postings
• Public profile information

Users control certain profile visibility settings where available.

Service Providers

We may share information with trusted service providers that support Platform operations, including:

• Cloud hosting providers
• Payment processors
• Analytics providers
• Security providers
• Customer support providers
• Communication providers

Service providers are authorized to use information only as necessary to provide services on our behalf.

Business Transfers

Information may be transferred as part of:

• Mergers
• Acquisitions
• Asset sales
• Corporate restructuring
• Financing transactions

Legal Compliance

We may disclose information when necessary to:

• Comply with legal obligations
• Respond to lawful requests
• Protect rights and safety
• Prevent fraud
• Enforce agreements

5. PLATFORM MATCHING

Advisory Navigator uses information provided by users to facilitate connections between Advisors and Organizations.

Matching may involve:

• Profile information
• Skills and expertise
• Industry experience
• Opportunity preferences
• Search activity
• Platform interactions

The Platform may utilize automated systems, algorithms, artificial intelligence, or machine learning technologies to generate recommendations.

Such recommendations are informational only and do not constitute endorsements or guarantees.

6. TOKENS, SUBSCRIPTIONS, AND PAYMENTS

When users purchase subscriptions or tokens, transaction information may be collected. Examples include:

• Subscription type
• Token purchases
• Billing history
• Payment status
• Transaction identifiers

Payment processing is handled by authorized third-party payment processors.

7. DATA RETENTION

We retain information for as long as reasonably necessary to:

• Provide Platform services
• Maintain user accounts
• Comply with legal obligations
• Resolve disputes
• Enforce agreements
• Protect Platform security

We may retain certain information following account closure where permitted or required by law.

8. DATA SECURITY

We implement commercially reasonable administrative, technical, and organizational safeguards designed to protect personal information.

However, no system is completely secure. Users acknowledge that transmission of information over the internet carries inherent risks.

9. YOUR PRIVACY RIGHTS

Depending on your location, you may have rights regarding your personal information. These rights may include:

• Access
• Correction
• Deletion
• Data portability
• Restriction of processing
• Objection to processing
• Withdrawal of consent

Requests may be submitted to: privacy@advisorynavigator.com

We may verify identity before responding to requests.

10. CALIFORNIA PRIVACY RIGHTS

Residents of California may have rights under applicable California privacy laws, including rights to:

• Know what personal information is collected
• Request deletion
• Request correction
• Access information
• Limit certain sharing activities

California residents may submit requests through: privacy@advisorynavigator.com

11. VIRGINIA AND OTHER STATE PRIVACY RIGHTS

Residents of Virginia and certain other states may have rights regarding:

• Access
• Correction
• Deletion
• Data portability
• Opt-out rights

Applicable rights vary by jurisdiction.

12. EUROPEAN PRIVACY RIGHTS

If you are located within the European Economic Area, United Kingdom, or Switzerland, you may have rights under applicable data protection laws, including:

• Access
• Rectification
• Erasure
• Restriction
• Data portability
• Objection

Users may also have the right to lodge complaints with applicable supervisory authorities.

13. INTERNATIONAL DATA TRANSFERS

The Platform is operated from the United States.

Information may be transferred to, processed, and stored in the United States or other jurisdictions where our service providers operate.

By using the Platform, you consent to such transfers where permitted by law.

14. CHILDREN'S PRIVACY

The Platform is not intended for individuals under eighteen (18) years of age.

We do not knowingly collect personal information from children.

If we become aware that information has been collected from a child, we will take appropriate steps to remove such information.

15. THIRD-PARTY LINKS

The Platform may contain links to third-party websites or services.

We are not responsible for the privacy practices of third parties. Users should review third-party privacy policies independently.

16. MARKETING COMMUNICATIONS

We may send:

• Service announcements
• Account notifications
• Platform updates
• Marketing communications

Users may opt out of promotional communications through available unsubscribe mechanisms.

Certain operational communications may still be sent when necessary.

17. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically.

Updated versions will be posted on the Platform with a revised effective date.

Continued use of the Platform following publication of updates constitutes acceptance of the revised Privacy Policy.

18. CONTACT INFORMATION

Advisory Navigator LLC
Washington, DC

Support: support@advisorynavigator.com
Privacy Requests: privacy@advisorynavigator.com
Website: advisorynavigator.com