Privacy Policy

Last Updated: August 6, 2026

EllevateFT, LLC, referred to in this Privacy Policy as “Ellevate,” “we,” “us,” or “our,” respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect information when you visit ellevateft.com or interact with us through the website.

By using the website, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

The information we collect depends on how you interact with Ellevate and the website.

Information You Provide to Us

We may collect personal information that you voluntarily provide when you:

Contact us by email, telephone, or through the website
Request information about Ellevate or our services
Schedule or request a consultation
Subscribe to communications
Download content or register for an event, webinar, or other resource
Apply for employment
Otherwise communicate with us

This information may include:

Name
Business email address
Telephone number
Company or firm name
Job title or professional role
Information about your firm, technology, operations, or service needs
Information included in messages or other communications you send to us
Any other information you choose to provide

Please do not submit Social Security numbers, investment account credentials, financial account numbers, health information, or other highly sensitive information through the website or by ordinary email.

Information Collected Automatically

When you visit the website, we and our service providers may automatically collect certain information about your device and use of the website, including:

Internet Protocol address
Browser type and version
Device type and operating system
General geographic location
Referring website or source
Pages viewed and links selected
Dates and times of visits
Time spent on the website
Website navigation and interaction information
Cookie identifiers and similar technical information
Website performance, security, and diagnostic data

This information may be collected through server logs, cookies, pixels, tags, analytics tools, and similar technologies.

Information From Other Sources

We may receive information about you from other sources, including:

Referral partners
Business partners
Event or webinar organizers
Scheduling and meeting platforms
Analytics, marketing, and advertising providers
Social media platforms
Publicly available professional sources
Other people or organizations that introduce you to Ellevate

We may combine information received from these sources with information collected through the website or directly from you.

2. How We Use Information

We may use the information we collect to:

Respond to questions and requests
Schedule and conduct consultations or meetings
Provide information about Ellevate and our services
Manage prospective and existing business relationships
Deliver requested content, resources, or communications
Send newsletters, updates, event information, or other marketing communications
Personalize website content and communications
Understand how visitors use the website
Improve the website, services, content, and visitor experience
Measure the effectiveness of our marketing and communications
Develop and evaluate advertising audiences and campaigns
Maintain the security and integrity of the website
Detect, investigate, and prevent fraud, misuse, or security incidents
Maintain appropriate business and administrative records
Comply with legal, regulatory, contractual, and professional obligations
Establish, exercise, or defend legal claims
Support an actual or proposed business transaction
Fulfill another purpose disclosed when information is collected
Carry out another purpose with your consent

3. Cookies and Similar Technologies

We and our service providers may use cookies, pixels, tags, and similar technologies to operate the website, understand website activity, remember preferences, measure marketing performance, and support advertising activities.

Cookies are small files placed on your browser or device that allow a website or service provider to recognize your browser and collect certain information.

The types of cookies and similar technologies we may use include:

Essential Technologies

These technologies support basic website functions, security, fraud prevention, network management, accessibility, and visitor preferences. Disabling essential technologies may affect how the website operates.

Analytics Technologies

Analytics technologies help us understand how visitors find and use the website. They may collect information about page views, traffic sources, navigation, interactions, and website performance.

We use this information to evaluate and improve the website, content, and visitor experience.

Functional Technologies

Functional technologies support enhanced website features and may remember choices or preferences. They may also support services such as scheduling tools, embedded videos, interactive content, or social media features.

Advertising and Retargeting Technologies

We may use advertising and social media technologies to:

Measure the effectiveness of advertising and marketing campaigns
Understand whether visitors respond to our communications
Develop audiences for advertising
Display relevant Ellevate advertisements on other websites or platforms
Limit how frequently advertisements are shown
Understand interactions between the website and advertising platforms

These technologies may allow advertising or social media providers to collect information about your activity over time and across websites, devices, or online services.

Depending on applicable law, the use of these technologies may be considered targeted advertising or the sale or sharing of personal information, even when no money is exchanged.

4. Your Cookie and Advertising Choices

You may be able to manage non-essential cookies through the cookie preference tool available on the website.

You can also configure your browser to block, restrict, or delete cookies. Browser settings vary, so you should consult your browser’s help documentation for instructions. Blocking certain cookies may affect website functionality or prevent some features from working properly.

Some browsers and browser extensions allow users to transmit privacy preference signals, such as Global Privacy Control. Where required by applicable law, we will recognize qualifying browser-based opt-out preference signals.

You may also adjust advertising preferences through the settings offered by individual advertising and social media platforms.

5. How We Disclose Information

We may disclose personal information in the following circumstances.

Service Providers

We may disclose information to companies and individuals that perform services on our behalf, including:

Website hosting and maintenance providers
Cybersecurity and fraud-prevention providers
Cloud storage and business software providers
Analytics providers
Email and communication platforms
Customer relationship management providers
Scheduling and videoconferencing platforms
Marketing and advertising providers
Social media platforms
Designers, developers, consultants, and contractors
Legal, accounting, compliance, and other professional advisers

These service providers may access personal information as reasonably necessary to perform services for us.

Advertising and Analytics Providers

We may disclose online identifiers, device information, website activity, and related information to analytics, advertising, and social media providers.

These providers may use cookies, pixels, and similar technologies to measure website activity, evaluate advertising performance, and display relevant advertising.

Depending on applicable law, these disclosures may be considered targeted advertising or the sale or sharing of personal information.

Business Partners and Event Providers

We may disclose information to business partners, referral partners, webinar providers, event organizers, or other organizations when necessary to provide a requested resource, conduct an event, manage a relationship, or fulfill another disclosed purpose.

Legal and Safety Purposes

We may disclose information when we reasonably believe it is necessary to:

Comply with applicable laws or regulations
Respond to a court order, subpoena, government request, or legal process
Protect the rights, property, safety, or security of Ellevate, our clients, website visitors, or others
Investigate potential fraud, misconduct, or security incidents
Enforce our agreements and policies
Establish, exercise, or defend legal claims
Business Transactions

We may disclose or transfer information as part of an actual or proposed merger, acquisition, financing, restructuring, bankruptcy, sale of assets, or similar business transaction.

With Your Direction or Consent

We may disclose information when you direct us to do so, when you provide consent, or for another purpose disclosed when the information is collected.

6. Sale and Sharing of Personal Information

Ellevate does not sell personal information in exchange for money.

As described above, we may use analytics, advertising, and social media technologies that involve the disclosure of online identifiers and website activity to third parties.

Certain privacy laws may define these disclosures as a “sale,” “sharing,” or use of personal information for “targeted advertising,” even when no money is exchanged.

Where required by applicable law, we will provide visitors with a method to opt out of these activities.

7. Marketing Communications

We may use your contact information to send newsletters, company updates, event invitations, educational content, and other marketing communications that may be relevant to you or your business.

You may unsubscribe from marketing emails by selecting the unsubscribe link included in the message or by contacting us at hello@ellevateft.com.

Unsubscribing from marketing communications will not prevent us from sending non-marketing messages relating to meetings, requests, existing business relationships, services, transactions, security matters, or legal notices.

8. Information We Process for Clients

Ellevate provides wealth technology consulting, implementation, data, operational, transition, training, and managed services to independent registered investment advisers and other business clients.

In providing these services, Ellevate may process information at the direction of a client. In those circumstances, Ellevate generally acts as a service provider or data processor, while the client determines why and how the information is processed.

Information processed on behalf of an Ellevate client is governed by our agreement with that client and the client’s own privacy notices, policies, and legal obligations. It is not governed solely by this website Privacy Policy.

Individuals with questions about information maintained by an advisory firm or other Ellevate client should contact that organization directly. Where appropriate, Ellevate may assist the client in responding to a privacy request.

9. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including to:

Respond to requests
Manage prospective and existing business relationships
Provide services
Maintain business and compliance records
Fulfill contractual obligations
Resolve disputes
Enforce agreements
Meet legal, regulatory, tax, accounting, security, and recordkeeping obligations

Retention periods may vary depending on the type of information, the reason it was collected, the sensitivity of the information, and applicable legal or contractual requirements.

When information is no longer reasonably necessary, we may delete, deidentify, aggregate, or securely dispose of it.

10. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, alteration, loss, or disclosure.

However, no website, electronic transmission, or information storage system can be guaranteed to be completely secure. You should use care when transmitting information online and avoid sending sensitive or confidential information through unsecured channels.

11. Your Privacy Rights

Depending on where you live and subject to applicable law, you may have the right to:

Confirm whether we process your personal information
Request access to personal information we maintain about you
Request correction of inaccurate personal information
Request deletion of personal information
Obtain a portable copy of certain personal information
Opt out of the sale or sharing of personal information
Opt out of targeted advertising
Withdraw consent where processing is based on consent
Appeal a decision relating to a privacy request
Receive equal service without unlawful discrimination for exercising a privacy right

These rights are subject to applicable legal definitions, exceptions, and limitations. A right may not be available in every jurisdiction or apply in every circumstance.

Submitting a Privacy Request

To submit a privacy request, email hello@ellevateft.com with the subject line Privacy Request.

Please describe the right you wish to exercise and provide enough information for us to understand and respond to your request.

We may need to verify your identity before completing a request. Information provided for verification will be used only to evaluate and respond to the request.

Where permitted by law, an authorized agent may submit a request on your behalf. We may require evidence that the agent is authorized to act for you and may also require you to verify your identity directly with us.

To appeal a decision regarding a privacy request, email hello@ellevateft.com with the subject line Privacy Request Appeal and explain the basis for your appeal.

12. Third-Party Websites and Services

The website may include links to third-party websites, social media platforms, scheduling services, videos, applications, or other online services.

Ellevate does not control the privacy, security, or data collection practices of these third parties. Information you provide directly to a third party is governed by that third party’s privacy policy and terms.

We encourage you to review the privacy policies of third-party websites and services before providing personal information.

13. Children’s Privacy

The website and Ellevate’s services are intended for businesses and business professionals. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the website.

If we learn that we have collected personal information from a child under 13 without appropriate authorization, we will take reasonable steps to delete it.

14. International Visitors

Ellevate is based in the United States. Information collected through the website may be processed and stored in the United States or in other countries where our service providers operate.

The privacy and data protection laws of those countries may differ from the laws in your country of residence.

15. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our website, services, technology, business practices, or legal obligations.

When we update the policy, we will revise the “Last Updated” date at the top of this page. We may provide additional notice of material changes where appropriate or required by law.

We encourage you to review this Privacy Policy periodically.