Privacy Policy

We collect information in several ways.

Information You Provide Directly

You may provide information to us when you submit a contact form, request a meeting, subscribe to communications, respond to outreach, or communicate with us by email, phone, video conference, or other channels.

This information may include:

• Name
• Business email address
• Phone number
• Company, family office, investment firm, or organization name
• Job title or role
• Engagement type or area of interest
• Information included in your inquiry or message
• Scheduling information
• Any documents, examples, or materials you choose to provide

Please do not submit confidential, sensitive, regulated, or proprietary information through the public website contact form unless we have already agreed in writing to receive it through that channel.

Business and Engagement Information

If you engage ClarityEdge for services, we may collect and process business information necessary to evaluate, scope, perform, manage, invoice, and support the engagement.

Depending on the engagement, this may include:

• Business contact information
• Project communications
• System descriptions and workflow information
• Vendor and platform information
• Technical architecture information
• Data flow and integration information
• Documents, reports, files, or sample data provided for review
• Meeting notes and project deliverables
• Billing and payment information

Information handled in a client engagement is subject to the applicable signed agreement between ClarityEdge and the client.

Information Collected Automatically

When you visit our website, we or our service providers may collect certain technical and usage information automatically, such as:

• IP address
• Browser type
• Device type
• Operating system
• Referring page
• Pages visited
• Date and time of visit
• General usage data
• Cookie or similar technology data

This information helps us operate, secure, maintain, and improve the website.

Cookies and Similar Technologies

Our website may use cookies, analytics tools, hosting logs, embedded forms, scheduling tools, or similar technologies to support website functionality, measure usage, improve performance, and understand visitor engagement.

You can control cookies through your browser settings. Blocking certain cookies may affect website functionality.

We may use information for the following purposes:

• To respond to inquiries and meeting requests
• To evaluate potential client engagements
• To provide consulting, technical advisory, implementation, integration, data strategy, reporting, intelligence readiness, and related services
• To prepare proposals, professional services estimates, work orders, statements of work, invoices, and other engagement materials
• To communicate with clients, prospects, vendors, and professional contacts
• To operate, maintain, secure, and improve our website
• To analyze website performance and visitor engagement
• To manage scheduling, communications, and business development workflows
• To comply with legal, regulatory, contractual, accounting, and recordkeeping obligations
• To protect our rights, systems, clients, business, and users
• To enforce agreements and website terms

We do not use information submitted through the website to make automated decisions that produce legal or similarly significant effects.

We may disclose information in limited circumstances, including:

Service Providers

We may share information with trusted service providers who help us operate our website, manage communications, schedule meetings, host systems, provide analytics, support email, process payments, maintain records, or deliver professional services.

These providers are expected to use information only as necessary to provide services to us or as otherwise permitted by law.

Professional Advisors

We may disclose information to attorneys, accountants, insurers, consultants, or other professional advisors where reasonably necessary for business, legal, tax, accounting, insurance, compliance, or risk management purposes.

Client Engagements

If information is provided as part of a client engagement, we may use and disclose that information as permitted by the applicable signed agreement, including to perform services, coordinate with approved client vendors, support implementation, or deliver agreed work product.

Legal and Safety Reasons

We may disclose information if we believe disclosure is necessary to comply with law, legal process, regulatory obligations, court orders, subpoenas, or government requests, or to protect the rights, property, safety, security, or integrity of ClarityEdge, our clients, our users, or others.

Business Transactions

If ClarityEdge is involved in a merger, acquisition, reorganization, financing, asset sale, or similar transaction, information may be transferred as part of that transaction, subject to appropriate confidentiality or legal protections.

ClarityEdge does not sell personal information. We also do not share personal information for cross-context behavioral advertising as those terms may be defined under certain state privacy laws.

ClarityEdge’s business is built around trust, discretion, and controlled information flows.

Information provided in connection with a client engagement is handled according to the applicable signed agreement. Engagement-specific data may be subject to confidentiality terms, security requirements, data processing provisions, access restrictions, retention obligations, and other contractual controls.

The public website is not intended to receive confidential client data, sensitive family office records, investment files, tax materials, personally sensitive documents, protected health information, or other regulated information unless we have separately agreed in writing to the method of transmission and handling.

We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, disclosure, alteration, or destruction.

No website, network, transmission, or storage system can be guaranteed to be completely secure. You are responsible for using appropriate care when deciding what information to submit through the website or by email.

We retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to respond to inquiries, manage business relationships, provide services, comply with legal and accounting obligations, resolve disputes, enforce agreements, and maintain business records.

Retention periods may vary depending on the type of information, the nature of the relationship, legal requirements, and the terms of any applicable client agreement.

Depending on where you live and the nature of your relationship with ClarityEdge, you may have certain rights regarding your personal information. These rights may include the ability to request access, correction, deletion, restriction, portability, or objection to certain processing.

You may also request that we stop sending non-transactional marketing communications by using the unsubscribe mechanism in the communication, if available, or by contacting us directly.

To submit a privacy request, contact us at info@clarityedgellc.com.

We may need to verify your identity or authority before responding to a request. We will respond as required by applicable law.

Certain privacy laws provide specific rights to residents of particular jurisdictions. ClarityEdge is a business-to-business professional services firm and may not be subject to every consumer privacy law in every jurisdiction.

If a law applies to your information, we will honor applicable rights and obligations. If you believe you have rights under a particular privacy law, you may contact us using the information below.

ClarityEdge is based in the United States. If you access the website from outside the United States, your information may be processed in the United States or other jurisdictions where privacy laws may differ from those in your location.

By using the website or providing information to us, you understand that your information may be transferred to and processed in the United States.

Our website and services are intended for business and professional audiences. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

If you believe a child has provided personal information to us, please contact us so we can take appropriate steps.

Our website may link to third-party websites, platforms, podcasts, videos, articles, scheduling tools, or other services. We are not responsible for the privacy practices, content, security, or policies of third-party websites or services.

You should review the privacy policies of any third-party services you use.

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date. Your continued use of the website after an update means you acknowledge the updated Privacy Policy.

If you have questions about this Privacy Policy or our privacy practices, contact us at:

See also our Terms of Use.