Privacy policy for Capivise users.

This first-pass privacy page summarizes the categories of information Capivise expects to collect and use. It should be reviewed by qualified counsel before launch.

Information we collect

Contact details, state, preferred contact method, and public match-profile answers.
Event type, timing, approximate capital range, accreditation self-assessment, requested help, and optional context notes.
Consent records, IP address, user agent, source page, and advertising attribution where available.

How information is used

To evaluate advisor fit, review an introduction request, communicate about the inquiry, improve the website, and maintain compliance records.
To support manual review, assignment workflows, and future scheduling or email workflows.

How information is shared

Information may be shared with independent financial professionals for the introduction requested by the user.
Limited data may be shared with service providers that support hosting, email delivery, analytics, security, and operations.