WealthTech Strategy

Effective date: June 28, 2026 | Last updated: June 28, 2026

WealthTech Strategy ("WealthTech Strategy," "we," "us," or "our") respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit wealthtechstrategy.com, subscribe to our newsletter, or otherwise interact with our content and services (collectively, the "Services").

This Policy is intended to comply with applicable privacy laws, including the EU and UK General Data Protection Regulation (GDPR) and the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, CCPA/CPRA). Please read it carefully. By using the Services, you agree to the practices described here.

1. Information We Collect

We collect information in the following ways:

Information you provide to us

Contact and subscription details such as your name and email address when you subscribe to our newsletter or fill out a form.
Communications you send to us, including the content of emails and any information you choose to share.
Professional information you may provide, such as your company, job title, or industry.

Information we collect automatically

Usage and device data such as IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits.
Email engagement data such as whether you open our emails or click links, collected through our email service provider.
Cookies and similar technologies (see the Cookies section below).

Information from third parties

Analytics providers, marketing platforms, and social media networks that help us understand and improve our audience and Services.

2. How We Use Your Information

We use the information we collect to:

Deliver, operate, and maintain the Services, including sending our newsletter and other content you request.
Respond to your inquiries and communicate with you about updates, products, and services that may interest you.
Analyze and improve the performance, content, and user experience of our Services.
Personalize content and marketing communications.
Detect, prevent, and address technical issues, fraud, or unauthorized activity.
Comply with legal obligations and enforce our terms and policies.

3. Legal Bases for Processing (GDPR)

If you are located in the European Economic Area (EEA) or the United Kingdom, we process your personal data only when we have a valid legal basis to do so. These bases include:

Consent — where you have given us clear permission to process your data, such as subscribing to our newsletter. You may withdraw consent at any time.

Legitimate interests — where processing is necessary for our legitimate business interests, such as improving our Services and understanding our audience, provided those interests are not overridden by your rights.

Contract — where processing is necessary to provide a service you have requested.

Legal obligation — where we are required to process your data to comply with the law.

4. Cookies and Tracking Technologies

We use cookies and similar technologies (such as web beacons and pixels) to operate and analyze the Services. Cookies are small data files stored on your device. We use:

Essential cookies required for the site to function.
Analytics cookies that help us understand how visitors use the Services.
Functional and marketing cookies that remember your preferences and measure the effectiveness of our communications.

You can control cookies through your browser settings and, where applicable, through a cookie consent banner. Disabling some cookies may affect the functionality of the Services.

5. How We Share Your Information

We do not sell your personal information for money. We may share your information in the following circumstances:

Service providers — with vendors who perform services on our behalf, such as email delivery, website hosting, and analytics, under contractual obligations to protect your data.

Legal and safety — when required to comply with applicable law, legal process, or government request, or to protect the rights, property, or safety of ourselves or others.

Business transfers — in connection with a merger, acquisition, financing, or sale of assets, where your information may be transferred as part of that transaction.

With your consent — in any other case where you direct or permit us to share your information.

6. International Data Transfers

We are based in the United States, and the information we collect may be processed in the United States or other countries that may have data protection laws different from those in your jurisdiction. Where we transfer personal data from the EEA, UK, or Switzerland, we rely on appropriate safeguards such as the European Commission's Standard Contractual Clauses to protect your information.

7. Data Retention

We retain personal data only for as long as necessary to fulfill the purposes described in this Policy, including to satisfy legal, accounting, or reporting requirements. When data is no longer needed, we delete or anonymize it. For example, if you unsubscribe from our newsletter, we will stop sending you communications and remove or suppress your contact details in accordance with applicable law.

8. Data Security

We implement reasonable administrative, technical, and organizational measures designed to protect your personal data against unauthorized access, loss, misuse, or alteration. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

9. Your Privacy Rights (GDPR)

If you are in the EEA or UK, you have the following rights regarding your personal data:

The right to access the personal data we hold about you.
The right to request correction of inaccurate or incomplete data.
The right to request deletion of your data (the “right to be forgotten”).
The right to restrict or object to certain processing.
The right to data portability.
The right to withdraw consent at any time, without affecting prior processing.
The right to lodge a complaint with your local data protection authority.

To exercise any of these rights, contact us at kendrick@wealthtechstrategy.com. We will respond within the timeframes required by applicable law.

10. Your California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have the following rights regarding your personal information:

Right to know — you may request the categories and specific pieces of personal information we have collected, the sources, the purposes for collecting it, and the categories of third parties with whom we share it.

Right to delete — you may request that we delete personal information we collected from you, subject to certain exceptions.

Right to correct — you may request that we correct inaccurate personal information.

Right to opt out — you may opt out of the “sale” or “sharing” of personal information. We do not sell your personal information for monetary value, and we do not knowingly sell or share the personal information of consumers under 16 years of age.

Right to non-discrimination — we will not discriminate against you for exercising any of your privacy rights.

To exercise these rights, contact us at kendrick@wealthtechstrategy.com. We will verify your request before responding. You may also designate an authorized agent to make a request on your behalf.

11. Children's Privacy

The Services are not directed to children under the age of 16, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will take steps to delete it.

12. Third-Party Links

The Services may contain links to third-party websites and services that are not operated by us. This Policy does not apply to those third parties, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party sites you visit.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above and, where appropriate, provide additional notice. We encourage you to review this Policy periodically.

14. Contact Us

If you have any questions or requests regarding this Privacy Policy or our data practices, please contact us:

WealthTech Strategy

Email: kendrick@wealthtechstrategy.com

Website: wealthtechstrategy.com

This Privacy Policy is provided as a general template and does not constitute legal advice. You should consult a qualified attorney to ensure it meets your specific legal and regulatory obligations.