AdvisorMatchup
Details on Data
10/2024
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We at AdvisorMatchup are fortunate enough to help facilitate the aggregation of Individuals and Financial Professionals in Accounting, Mortgage Lending and Financial Planning. This community is assembled of people who elect to participate and are interested in comparing their wealth building goals and requirements to the qualifications of those who help manage and build wealth for others. This information is gathered voluntarily through AdvisorMatchup’s online questionnaires, and it continues to be our pleasure that we have the opportunity to provide the destination for the help and support everyone needs and deserves for Wealth Building. AdvisorMatchup is a matching business and is not engaged in the practice of offering or providing financial, legal or tax advice. AdvisorMatchup terms and conditions apply.
We have pulled together this page to let you know what type of data we currently collect when you use the AdvisorMatchup website and who we partner with. It is important for you to read our terms and conditions if you would like to know more about how AdvisorMatchup conducts business. You can contact us at any time if you have any questions at info@advisormatchup.com Subject: Guest.
If you live in CA, VT or NV:
We are not currently offering our services to these states as we are in the process of evaluating our marketing efforts as it relates to this expansion. In the event you enter your information into our questionnaires and you reside in one of these states, we reserve the right to contact you and advise the information you provided us will be deleted from our system and we will not share the information you entered into our questionnaires with anyone else.
Completing our on-line questionnaires:
When you enter your information into our online questionnaires you are providing us with the information about yourself, age range, approximate location where you live, desire to potentially have help with wealth building, how you are creating your wealth and where you are in your personal process. All of this is gathered to help us share to the people within the AdvisorMatchup community who specialize in wealth building for others.
After you enter your information into our online questionnaires where you have asked us to contact you and share your information you will receive a confirmation email acknowledging you sent us your information along with a link to this website page for reference. You have up to 10 days to contact us and request us to not share your information with the people within the AdvisorMatchup community. After those 10 days, we reserve the right to share your information according to our terms and conditions outlined on this website.
Signing up for our newsletter:
From time to time people will sign up for our newsletter through our website in which we will connect with them about important and relevant information about the AdvisorMatchup business. This information is gather and falls within the scope of this document regarding the sharing of information.
As of current, AdvisorMatchup is in the business of providing people who desire the opportunity to learn more about wealth building and be connected with people who are qualified to help others build wealth.
In the future, AdvisorMatchup may engage in direct marketing efforts to you and/or joint marketing efforts with partner companies so we can manage our daily business. We may engage in affiliate marketing activities where visitors to our site click on links to partner companies who offer products and services potentially relevant to AdvisorMatchup site visitors. The terms and conditions of the site you click over to will apply at that point.
About the data:
We secure the data we collect with a third-party company that is in the business of securing data for their clients. It is our goal to have make sure the data collect is not breached, kept in a secure location and encrypted and if it is then we will advise you accordingly.
Please remember, if you have any questions about this document or any other information on our site please feel free to contact us at:
Also, you can visit our terms and conditions website pages for more information on questions you may have.