Privacy Policy

Effective date: August 20, 2025

This Privacy Policy explains how Advisent, LLC and Advisent Assurance, LLP (together, “Advisent,” “we,” “us,” or “our”) collect, use, disclose, and protect your information when you visit or use our websites, mobile apps, and related services (the “Services”). By using the Services, you consent to the collection, use, and disclosure of your information as described in this policy.

Who We Are
- Advisent, LLC: a limited liability company organized under the laws of California, United States providing advisory and related services.
- Advisent Assurance, LLP: a limited liability partnership organized under the laws of California, United States, providing assurance and related services.
- Both entities may act as data controllers for your information, either separately or jointly, depending on the Services you use and your interactions with us. When this policy references “we,” it may refer to one or both entities as applicable.
Information We Collect A. Information You Provide
- Account and Profile: name, email address, postal address, phone number, job title, company, and other profile information.
- Communications: messages you send to us (including via support channels), survey responses, and feedback.
- Payments: payment information (e.g., credit card details) processed by our payment processors.
- Content: information you submit in connection with our Services, such as documents, notes, or other content you upload or create.
Information Collected Automatically
- Device and Usage Information: IP address, browser type, operating system, referring/exit pages, pages viewed, time spent, and other analytics data.
- Logs and Diagnostics: error reports and performance data to maintain and improve the Services.
- Location Information: approximate location derived from IP address or consented location data.
Information from Third Parties
- Marketing Partners: information from partners or publicly available sources to improve services and personalize experiences.
- Service Providers: data processed on your behalf (e.g., analytics, payment processing) where permissible.
How We Use Your Information
- Provide, operate, maintain, and improve the Services.
- Process transactions and manage accounts, invoices, and communications.
- Personalize your experience, including relevant content and features.
- Communicate with you about updates, security, and administrative matters; respond to inquiries.
- Analyze and monitor usage, performance, and trends; detect and prevent abuse or fraud.
- Conduct internal research and development; create aggregated or de-identified data.
- Comply with legal obligations and enforce our agreements.
Legal Bases for Processing (where applicable)
- With respect to individuals in certain jurisdictions (e.g., the European Economic Area), we rely on:
  - Contractual necessity to provide the Services.
  - Legitimate interests (e.g., security, improving user experience) that are not overridden by data protection interests.
  - Consent where required (e.g., cookies or marketing preferences).
  - Legal obligation or vital interests when appropriate.
- If you are located outside these regions, our processing is based on contract performance, legitimate interests, or consent where applicable.
Cookies and Tracking Technologies
- We use cookies and similar technologies to recognize you across devices, analyze usage, personalize content, and enable certain features.
- You can manage cookies through your browser settings or opt-out tools. Note that disabling cookies may affect your ability to use certain parts of the Services.
Data Sharing and Disclosure
- With Service Providers: we may share information with vendors that perform services on our behalf (e.g., hosting, analytics, payment processing, customer support). They are contractually obligated to protect your data.
- Business Transfers: in connection with a merger, acquisition, or sale of assets, your information may be transferred or disclosed as part of the transaction and we will provide notice if your data is transferred.
- Legal Compliance and Safety: we may disclose your information to comply with law, respond to legal process, protect rights and property, or as necessary to prevent harm.
- With Your Consent: we may share information with third parties when you consent to the sharing.
- Mobile opt-in data will not be shared with third parties.
International Transfers
- Your information may be transferred to and processed in jurisdictions outside your home country, including countries with different data protection laws. We implement reasonable safeguards to protect your data during such transfers (e.g., standard contractual clauses, membership in approved transfer frameworks, or other lawful transfer mechanisms).
Data Retention
- We retain Personal Data for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.
- When you delete your account or request deletion, we will remove or anonymize Personal Data in accordance with applicable law and business needs.
Data Security
- We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, and destruction.
- No method of transmission or storage is completely secure; if you have concerns about a specific data breach, contact us using the details below.
Your Rights and Choices
- Access, correction, or deletion: you may request access to, correction of, or deletion of your Personal Data.
- Data portability: you may request a copy of your Personal Data in a structured, commonly used, and machine-readable format.
- Objections and restrictions: you may object to or request restriction of certain processing (e.g., direct marketing).
- Marketing communications: you can opt out of marketing emails or adjust preferences via the unsubscribe link or account settings.
- Do Not Track: we respond to “Do Not Track” signals per applicable law; however, many of our Services do not respond to these signals.
- To exercise these rights, contact us at the addresses below. We will respond in accordance with applicable law.
Children’s Privacy
- Our Services are not directed to children under 16 (or the relevant minimum age in your jurisdiction). We do not knowingly collect Personal Data from children. If you become aware that a child has provided information to us, please contact us to delete it.
Third-Party Links and Services
- The Services may contain links to third-party websites or services. We are not responsible for their privacy practices. We encourage you to review their privacy policies.
Your California Privacy Rights (if applicable)
- California residents may have additional rights under the California Consumer Privacy Act (CCPA). This section is provided for reference and may be supplemented by a separate CCPA addendum or policy.
How to Contact Us and File Complaints
- If you have questions, requests, or complaints about this Privacy Policy or our privacy practices, please contact:
  - Advisent, LLC: 3131 Camino Del Rio North, Suite 820, San Diego CA 92108
    Phone 858-565-2700
  - Advisent Assurance, LLP: 3131 Camino Del Rio North, Suite 820, San Diego CA 92108Phone 858-565-2700
- You may also contact your local data protection authority if you believe your rights are being violated.
Changes to this Privacy Policy
- We may update this Privacy Policy from time to time. We will post the updated policy on our Site and update the “Effective date.” Your continued use of the Services after changes become effective constitutes your acceptance of the updated policy. If required by law, we will obtain your consent for material changes.
Data Processing Agreement (DPA) and Other Policies
- If you engage us for services that involve data processing on your behalf, a separate Data Processing Agreement or equivalent terms may apply. Those documents govern the processing of personal data when acting as a processor on your instructions.
- This Privacy Policy is in addition to any other legal agreements you have with Advisent.