Privacy Policy — Finliti

Overview

Finliti Inc. (“Finliti,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our websites or use our platform.

Information We Collect

We may collect the following types of information:

Account information — name, email address, firm name, and role when you register or book a demo.
Usage data — pages visited, features used, and interactions with the platform.
Survey and profile data — responses to the FIPI® assessment and related behavioral inputs.
Communications — messages you send us via contact forms or email.
Device and technical data — IP address, browser type, and operating system.

How We Use Your Information

We use the information we collect to:

Provide, operate, and improve our platform and services.
Generate behavioral profile outputs for advisors and investors.
Communicate with you about your account, updates, and support.
Comply with applicable laws and regulatory requirements.
Detect and prevent fraud or unauthorized access.

Sharing Your Information

We do not sell your personal information. We may share it with trusted service providers who assist us in operating our platform, subject to confidentiality obligations. We may also disclose information where required by law or to protect the rights and safety of Finliti and its users.

For advisors using the platform: client profile data processed through FIPI® is accessible only to the advisor of record and authorized firm users. Finliti does not share individual client behavioral data with third parties without explicit consent.

Data Retention

We retain your information for as long as your account is active or as needed to provide services. You may request deletion of your account and associated data by contacting us at privacy@finliti.com.

Security

We implement industry-standard security measures to protect your information, including encryption in transit and at rest. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Your Rights

Depending on your jurisdiction, you may have rights to access, correct, or delete your personal information, or to object to certain processing. To exercise these rights, contact us at privacy@finliti.com.

If you are located in the European Economic Area or the United Kingdom, you may also have rights under GDPR. Canadian residents have rights under PIPEDA.

Cookies

We use cookies and similar technologies to operate our platform, remember your preferences, and understand how visitors interact with our site. You can control cookie settings through your browser.

Contact Us

If you have questions about this Privacy Policy or how we handle your data, please contact us:

Finliti Inc.
Toronto, Canada
privacy@finliti.com