Data Protection Promise

We understand that your trust in us extends to the careful handling of your personal data. Our team treats your data the way we would want our data to be treated.

Why we care

Integrity is at the core of AdvisorFinder, alongside a dedication to putting the customer first. Your information supports your advisor search. Your contact details are only shared with advisors when you authorize it, and AdvisorFinder does not sell your personal information.

Learn more

  • Data privacy is a top priority at AdvisorFinder.

  • We don't collect any sensitive data.
    Scroll for a full list of what we collect.

  • You choose introductions to one advisor or 2–3 advisors and approve sharing before your contact details are sent. Those advisors may then follow up with you.

Data Protection Promise

What we collect

When you create an account with us as a client, we collect certain information to ensure you have a smooth experience, including:
Required: Name, Email Address, Password
Optional: City/State, Job Title, Company
Location & Device Data: This may be tracked automatically, depending on your device's cookie preferences.

Your Trust, Our Responsibility

Your trust is a responsibility we take seriously. The secure handling of your personal data is not just a priority; it's a promise. We stand by our commitment to protect your information with unwavering dedication.

Hosting & Transparency

The AdvisorFinder Marketplace and web application are hosted by Amazon Web Services. While we would love to maintain our server rooms (not really), we choose to operate using industry-leading best practices for data security.

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Your Data: Safe and Secure

Advisors or their firms may pay for the introductions you authorize. When you submit your contact details in the Assessment, an account is created for you and your results are saved. Our Privacy Policy explains how we collect, use and share information. Our data-protection practices include:

  • Encryption: Ensuring that data in transit is secure and unreadable by unauthorized parties.
  • Firewalls: Protecting against unauthorized access.
  • Regular Security Audits: Keeping our security measures up-to-date with the latest regulations.
  • Employee Training: Ensuring our team understands and adheres to data protection principles.