Privacy Policy

This Privacy Notice for AdvizerEdge (“we,” “us,” or “our”) describes how and why we might access, collect, store, use, and/or share your personal information when you use our services, including when you visit our website at advizeredge.com or use our platform at app.advizeredge.com.

Questions or concerns? Reading this Privacy Notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you have any questions or concerns, please contact us at admin@advizeredge.com.

1. What Information Do We Collect?

Personal information you provide: We collect personal information that you voluntarily provide when you register for an account, express interest in our products or services, participate in activities on the Services, or contact us. This includes:

• Name and email address
• Billing information (processed securely by Stripe — we do not store card details)
• Business information such as company name, industry, and services offered
• Profile preferences and ICP (Ideal Customer Profile) data you configure in the platform

Information automatically collected: When you visit, use, or navigate our Services, we may collect certain information automatically, including your IP address, browser type, device information, and usage data such as pages viewed and features used.

2. How Do We Process Your Information?

We process your information for the following purposes:

• To create and manage your account
• To deliver and improve our AI-powered tools and features
• To process payments and manage subscriptions via Stripe
• To send administrative information (receipts, account updates, security notices)
• To respond to your inquiries and support requests
• To protect against fraud and ensure platform security
• To comply with legal obligations

3. When and With Whom Do We Share Your Information?

We may share your information in the following situations:

• Service Providers: We share data with third-party vendors who perform services on our behalf, including Stripe (payment processing), OpenAI (AI features), and Apollo.io (prospect data).
• Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred.
• Legal Requirements: We may disclose your information where required by law or to protect our rights.

We do not sell your personal information to third parties.

4. Cookies and Tracking Technologies

We use session cookies to maintain your login state and preferences. We do not use third-party advertising cookies or tracking pixels. You can control cookie settings through your browser, but disabling cookies may affect your ability to log in and use the platform.

5. How Long Do We Keep Your Information?

We retain your personal information for as long as your account is active or as needed to provide you our services. When you delete your account, we will delete or anonymize your personal information within 30 days, except where we are required to retain it for legal or tax purposes.

6. How Do We Keep Your Information Safe?

We implement appropriate technical and organizational security measures to protect your personal information. All data is transmitted over HTTPS (TLS encryption). Payment data is handled entirely by Stripe and never stored on our servers. However, no electronic transmission or storage method is 100% secure, and we cannot guarantee absolute security.

7. Your Privacy Rights

Depending on your location, you may have the following rights:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct inaccurate or incomplete information.
• Deletion: Request deletion of your personal information.
• Portability: Request a machine-readable copy of your data.
• Opt-out: Opt out of any future communications at any time.

To exercise any of these rights, contact us at admin@advizeredge.com.

8. Children’s Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with their information, please contact us immediately.

9. Third-Party Services

Our platform integrates with the following third-party services, each with their own privacy policies:

• Stripe — Payment processing
• OpenAI — AI-generated content features
• Apollo.io — Prospect data and enrichment

10. Updates to This Notice

We may update this Privacy Notice from time to time. The updated version will be indicated by a revised “Last updated” date at the top of this page. We encourage you to review this notice periodically. Your continued use of our Services after changes become effective constitutes your acceptance of the updated notice.

11. Contact Us

If you have questions or comments about this notice, you may contact us at: