Privacy Policy

1. Information We Collect

We collect information that identifies, relates to, or could reasonably be linked to you ("Personal Information").

• Directly from You: Name, email address, physical address, phone number, and professional credentials provided during registration.
• Sensitive Data: We process payment information through third-party encrypted gateways. We do not store full credit card numbers on our servers.
• Automatically Collected: IP address, browser type, device identifiers, and "clickstream" data (how you navigate our site).

2. How We Use Your Information

We use your data to:

• Facilitate matches and communications between Advisors, NextGen and RIA firms.
• Process subscription payments and prevent fraud.
• Improve our platform using anonymized analytics.
• Comply with legal obligations and regulatory requirements.

3. Data Sharing and Disclosure

• With Other Users: To fulfill our Service, parts of your profile are visible to other registered Members based on your privacy settings.
• Service Providers: We share data with trusted vendors who help us operate (e.g., payment processors, email delivery services). These vendors are contractually bound to protect your data.
• Partners: If you affirmatively opt-in to communicate with a partner, they will have the ability to connect with you on RIAMatch's message system.
• No "Sale" of Data: RIAMatch does not sell your personal information to third parties for monetary compensation.

4. Your Privacy Rights (VCDPA & State Laws)

Depending on your residency (specifically residents of Virginia, California, and Colorado), you have the following rights:

• Right to Access: You may request a copy of the personal data we hold about you.
• Right to Correct: You may request that we update inaccurate information.
• Right to Delete: You may request that we delete your personal data, subject to certain legal exceptions (like record-keeping for active subscriptions) by emailing support@riamatch.com.
• Right to Opt-Out: You have the right to opt-out of targeted advertising and the "sharing" of data for non-essential purposes.

To exercise these rights, please contact us at support@riamatch.com.

5. Cookies and Tracking

We use cookies to keep you logged in and to analyze site traffic.

• Session Cookies: Expire when you close your browser.
• Persistent Cookies: Remain on your device to remember your preferences.
• Opt-Out: You can manage cookie preferences through your browser settings, but please note that some features of RIAMatch may not function without them.

6. Data Security

We implement industry-standard administrative, technical, and physical security measures (such as Transport Layer Security - TLS) to protect your data. While we strive to protect your personal information, no transmission over the Internet is 100% secure.

7. Third-Party Links

Our Website contains links to other sites. We are not responsible for the privacy practices of third-party websites. We encourage you to read the privacy statements of any site that collects your personal information.

8. Changes to This Policy

We will notify you of any material changes to this policy by posting a notice on our homepage or sending an email to your registered address. The "Last Updated" date at the top will reflect the most recent version.