Last updated

Privacy Policy

This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website and interact with our services.

Introduction

Here we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, contact our team, or use our services.

By using our website or providing information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you provide directly to us, including your name, email address, phone number, company name, job title, and any information you choose to include when contacting us or submitting a form.

We may also automatically collect certain technical information when you visit our website, such as your IP address, browser type, device information, pages visited, referring URLs, and general usage data.

When you become a client, we may collect additional business and financial information necessary to provide our services. The specific information collected depends on the nature and scope of our engagement.

2. How We Use Your Information

We may use the information we collect to:

  • Respond to inquiries and requests

  • Provide and improve our services

  • Manage client relationships and engagements

  • Communicate about our services and company updates

  • Personalize and improve your website experience

  • Maintain the security and reliability of our website

  • Analyze website usage and performance

  • Meet legal, regulatory, and contractual obligations

  • Prevent fraud, misuse, or other unauthorized activity

We only use personal information for legitimate business purposes and in accordance with applicable law.

3. Financial and Business Information

As part of providing financial advisory and operational services, we may receive confidential financial or business information from clients.

We treat this information as confidential and use it only for the purposes necessary to provide the agreed services, fulfill contractual obligations, or comply with applicable legal requirements.

Access to confidential client information is limited to authorized individuals who require it to perform their responsibilities.

4. How We Share Information

We do not sell or rent your personal information.

We may share information with trusted service providers that help us operate our business, including technology providers, hosting services, analytics platforms, communication tools, and professional advisors.

These providers are permitted to access information only as necessary to perform services on our behalf and are expected to handle it appropriately.

We may also disclose information when required by law, regulation, legal process, or governmental request, or when necessary to protect the rights, security, and interests of us, our clients, or others.

5. Cookies and Analytics

Our website may use cookies and similar technologies to understand how visitors interact with the site, remember preferences, improve performance, and provide a better browsing experience.

Some cookies are necessary for the website to function properly, while others may support analytics or other optional features.

You can manage or disable cookies through your browser settings. Disabling certain cookies may affect how some parts of the website function.

6. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal and confidential information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no method of electronic transmission or storage can be guaranteed to be completely secure. While we take appropriate measures to protect information, we cannot guarantee absolute security.

7. Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide our services, maintain business records, resolve disputes, and comply with legal or regulatory requirements.

Retention periods may vary depending on the type of information and the nature of our relationship with you.

8. Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information, including the right to:

  • Request access to your personal information

  • Request correction of inaccurate information

  • Request deletion of certain personal information

  • Object to or restrict certain processing

  • Request a copy of your information

  • Withdraw consent where processing is based on consent

  • Opt out of certain marketing communications

These rights may be subject to limitations or exceptions under applicable law.

To exercise a privacy right, please contact us using the details provided below.

9. Marketing Communications

If you choose to receive updates, insights, or other marketing communications from us, we may contact you using the information you provide.

You can unsubscribe from marketing emails at any time by using the unsubscribe link included in our communications or by contacting us directly.

You may still receive essential communications relating to an active client relationship or services you have requested.

10. Third-Party Links

Our website may contain links to websites or services operated by third parties.

We are not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review their privacy policies before providing personal information.

11. International Data Transfers

We may work with service providers or business partners located in different countries.

Where personal information is transferred across borders, we take appropriate steps to ensure that it is handled in accordance with applicable privacy and data protection requirements.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, business practices, technologies, or legal requirements.

When we make changes, we will update the “Last updated” date at the top of this page. We encourage you to review this policy periodically.

14. Contact Us

If you have questions about this Privacy Policy, how we handle personal information, or would like to exercise your privacy rights, please contact us:

Alda Financial Group
180 Madison Avenue
New York, NY 10016
United States

Email: privacy@aldafinance.com

ALDA

Strong businesses are built on strong financial foundations. Our role is to give you the clarity, control, and confidence to make better decisions today, and build for what comes next.

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Got other questions?

Contact our Client Support

What financial services do you provide?

We support businesses across financial planning, budgeting, cash flow management, reporting, payments, forecasting, and strategic CFO advisory.

What types of businesses do you work with?

How do you tailor your services to our business?

How long does implementation typically take?

Can you work with our existing financial systems?

What financial services do you provide?

We support businesses across financial planning, budgeting, cash flow management, reporting, payments, forecasting, and strategic CFO advisory.

What types of businesses do you work with?

How do you tailor your services to our business?

How long does implementation typically take?

Can you work with our existing financial systems?

What financial services do you provide?

We support businesses across financial planning, budgeting, cash flow management, reporting, payments, forecasting, and strategic CFO advisory.

What types of businesses do you work with?

How do you tailor your services to our business?

How long does implementation typically take?

Can you work with our existing financial systems?

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