Privacy Policy

Effective date: March 25, 2026

FinEdge Strategies (“FinEdge,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit finedgestrategies.com (the “Site”), use our contact or lead forms, communicate with us by email or phone, or opt in to receive SMS/text messages from us where offered.

By using the Site or submitting information to us, you agree to this Privacy Policy. If you do not agree, please do not use the Site or submit information.

1. Information we collect

1.1 You provide directly

• Contact and inquiry data: Name, email address, phone number, company or institution name, job title, message content, and any other fields you choose to provide through our forms, email (info@finedgestrategies.com), or phone (888-442-2728).
• Scheduling and sales conversations: Information you share when booking or discussing services.
• SMS program: If we offer text messaging and you opt in, we collect your mobile number and related consent records (e.g., timestamp, method of opt-in, and the language you agreed to).

1.2 Automatically collected

• Device and usage data: Such as browser type, operating system, approximate location derived from IP address, pages viewed, referring/exit pages, and date/time of visits.
• Cookies and similar technologies: See Cookies below.

2. How we use your information

We use information to:

• Respond to inquiries and provide information about FinEdge products and services;
• Operate, maintain, and improve the Site;
• Send transactional or service-related messages (e.g., replies to your requests);
• Send marketing or promotional SMS/text messages only where you have provided appropriate consent and as described in the SMS section;
• Comply with law, enforce our rights, and protect the security and integrity of our business and users.

3. SMS / text messaging

Where FinEdge offers SMS/text message communications (including marketing or promotional texts), the following applies:

• Consent: You will only receive SMS messages if you clearly opt in, for example by providing your mobile number through a web form, checkbox, or other disclosed sign-up flow that states you agree to receive text messages from FinEdge at the number provided.
• No purchase required: Consent to receive marketing texts is not a condition of purchasing our services, where applicable.
• Message frequency: Message frequency varies based on your interactions and the program you join. We will describe material terms (e.g., approximate frequency or nature of messages) at the point of opt-in where practicable.
• Rates: Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.
• Opt-out: You may opt out of SMS at any time by replying STOP to any message (or following the instructions provided in that message). After you opt out, we will send a confirmation and will not send further promotional texts unless you opt in again.
• Help: Reply HELP for help, or contact us at info@finedgestrategies.com or 888-442-2728.
• Privacy: Mobile information collected for SMS will not be sold or shared with third parties for their own marketing unrelated to providing the SMS program, except as described in this policy (e.g., service providers who assist in message delivery) or as required by law.

4. Contact forms, CRM, and embedded services

Our Site may display an embedded contact or lead form served by our customer relationship management (“CRM”) provider (for example, Lead Connector / HighLevel and related domains such as api.leadconnectorhq.com and scripts such as link.msgsndr.com). When you interact with that form, information you submit is collected by us and/or our CRM provider under their technical infrastructure.

We use such providers to process submissions, manage communications, and support our business operations. Their processing is governed by their terms and privacy policies in addition to this policy. We encourage you to review the privacy documentation of any embedded service you use on our Site.

5. Cookies and similar technologies

We and our service providers may use cookies, local storage, pixels, or similar technologies to remember preferences, support Site functionality, measure performance, and understand how the Site is used. You can control cookies through your browser settings; disabling cookies may limit certain features.

6. Fonts and third-party content

We may load fonts from Google Fonts. When you visit the Site, Google may receive technical information (such as IP address) as described in Google’s privacy documentation.

7. How we share information

We may share information with:

• Service providers who assist us (e.g., hosting, CRM, form delivery, email, analytics, SMS gateways) subject to contractual obligations;
• Legal and safety: When required by law, legal process, or to protect rights, safety, and security;
• Business transfers: In connection with a merger, acquisition, or sale of assets, with notice as required by law.

We do not sell your personal information for money. Where state laws define “sale” or “sharing” broadly (including certain advertising cookies), you may have rights described below.

8. Data retention

We retain information for as long as needed to fulfill the purposes in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary depending on the nature of the data and legal requirements.

9. Security

We implement reasonable administrative, technical, and organizational measures designed to protect information. No method of transmission or storage is completely secure; we cannot guarantee absolute security.

10. Your choices and rights

Depending on where you live, you may have rights to access, correct, delete, or restrict certain processing of your personal information, or to opt out of certain “sales” or “sharing” as defined under applicable state law (for example, California residents under the CPRA/CCPA).

To exercise rights or ask questions, contact us at info@finedgestrategies.com or 888-442-2728. We may need to verify your request.

11. Children’s privacy

The Site is not directed to children under 16, and we do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us and we will take appropriate steps.

12. International users

The Site is operated in the United States. If you access the Site from outside the United States, you understand that your information may be processed in the U.S. where privacy laws may differ from those in your country.

13. Changes to this policy

We may update this Privacy Policy from time to time. We will post the updated version on this page and revise the “Effective date” above. Your continued use of the Site after changes constitutes acceptance of the updated policy, to the extent permitted by law.

14. Contact us

FinEdge Strategies
Email: info@finedgestrategies.com
Phone: 888-442-2728