Privacy Policy

This privacy notice describes how Finvisor accesses, collects, stores, uses, and shares personal information when you:

• Visit our website
• Use our back-office support services (accounting, CFO support)
• Engage in sales, marketing, or events

Contact: hello@finvisor.ai

Summary of Key Points

• Personal Information Collected: Names, phone numbers, email addresses, job titles
• Sensitive Information: Not processed
• Third-party Data: None collected
• Processing Purposes: Service provision and improvement, user communication, security and fraud prevention, legal compliance
• Information Sharing: Only in specific situations with defined parties
• Security: Organizational and technical safeguards in place (not 100% guaranteed)
• Rights: Vary by location (EU, UK, Canada, US states)

1. Information Collection

Voluntarily Provided Information

• Names
• Phone numbers
• Email addresses
• Job titles

Automatically Collected Information

• IP addresses
• Browser and device characteristics
• Operating system and language preferences
• Referral URLs
• Device name and location
• Usage patterns and timestamps
• Log and usage data
• Location data (GPS, IP-based)

2. Information Processing

Information is processed for:

• Responding to user inquiries and support requests
• Enabling user-to-user communications
• Protecting vital interests and preventing harm

3. Legal Bases for Processing

EU/UK (GDPR)

• Consent (withdrawable anytime)
• Contract performance
• Legal obligations
• Vital interests protection

Canada

• Express or implied consent
• Exception cases including fraud prevention, business transactions, witness statements, abuse prevention, subpoenas, and employment-related collection

4. Information Sharing

Information may be shared with:

• Business partners during mergers or acquisitions
• Google Maps Platform APIs (GPS, Wi-Fi, cell tower data)
• Affiliates (parent company, subsidiaries, joint ventures)
• Business partners for product/service offers

5. Cookies and Tracking Technologies

Uses: Security maintenance, crash prevention, bug fixes, preference saving, basic functions

Third-party Tracking: Analytics and advertising partners

For more details, see our Cookie Policy.

6. Data Retention

Data is kept as long as necessary for stated purposes or legally required. When no longer needed, data is either deleted, anonymized, or securely isolated from processing.

7. Information Security

Measures: Appropriate technical and organizational safeguards are implemented.

Limitation: No electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure.

Users are responsible for accessing within secure environments.

8. Minor's Data Collection

• No intentional collection from users under 18
• Accounts deactivated if discovered
• Parents/guardians must consent for minors
• Report violations: hello@finvisor.ai

9. Privacy Rights

EEA, UK, Switzerland, Canada

• Access and copy personal information
• Request rectification or erasure
• Restrict processing
• Data portability
• Object to automated decision-making

US Residents

Applicable to residents of California, Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, and Virginia.

• Know if personal data is processed
• Access personal data
• Correct inaccuracies
• Request deletion
• Obtain data copy
• Non-discrimination for rights exercise
• Opt out of targeted advertising, data sales, or profiling

10. Policy Updates

Updates are made as necessary for legal compliance. The "Revised" date at the top indicates changes. Material changes are communicated prominently or directly.

11. Contact Information