Legal
Privacy Policy
Effective Date: May 23, 2026
AdvisorCompass LLC respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit our website, contact us, or interact with our public marketing pages.
This Privacy Policy applies only to our public website. It does not apply to the AdvisorCompass application, customer accounts, client records, provider data, or other information entered into our software platform. Those uses are governed by separate application privacy terms and customer agreements, as applicable.
Information We Collect
We may collect information you choose to provide through our website, including:
- Name
- Email address
- Phone number, if provided
- Company or organization name
- Role or job title
- Message content submitted through a contact form
- Any other information you choose to send us
We may also collect limited technical information automatically, such as browser type, device information, pages visited, referral source, and general usage data, depending on the tools used on the website. This helps us understand how visitors use the site and improve the website experience.
Please Do Not Submit Sensitive Information
Our public website contact form is intended for general business inquiries only. Please do not submit client names, resident names, medical details, diagnoses, care histories, financial information, Social Security numbers, or other sensitive personal information through the public website.
If you need to discuss sensitive information with us, please contact us first so we can direct you to the appropriate channel.
How We Use Information
We may use information collected through the website to:
- Respond to inquiries
- Schedule calls or demos
- Provide information about AdvisorCompass
- Improve our website and marketing materials
- Understand visitor interest and website performance
- Maintain website security
- Comply with legal obligations
We do not sell personal information collected through the website.
Third-Party Services
We may use trusted third-party service providers to operate the website, manage forms, schedule calls, analyze site usage, send email, or host website content. These providers may process information on our behalf only as needed to provide their services.
Examples may include website hosting, analytics, form processing, email, CRM, and scheduling tools. We may update this policy as our website tools change.
Cookies and Analytics
Our website may use cookies or similar technologies, depending on the tools enabled on the site. These may help us understand website traffic, improve performance, remember preferences, and measure the effectiveness of marketing efforts.
You can usually adjust your browser settings to block or delete cookies. Some parts of the website may not function as intended if cookies are disabled.
How We Protect Information
We use reasonable administrative, technical, and organizational safeguards designed to protect information submitted through our website. However, no website, internet transmission, or electronic storage system can be guaranteed to be completely secure.
How Long We Keep Information
We keep website inquiry information only as long as reasonably necessary for business, legal, security, and recordkeeping purposes.
Your Choices
You may contact us to request access, correction, or deletion of personal information you have submitted through the website, subject to legal and business recordkeeping requirements.
You may also unsubscribe from marketing emails by using the unsubscribe link in those emails, if applicable.
Children's Privacy
Our website is intended for business and professional audiences. We do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Privacy Policy from time to time. If we make material changes, we will update the effective date above and post the revised policy on this page.
Contact Us
AdvisorCompass LLC
Email: info@advisorcompass.ai
Website: advisorcompass.ai