To clarify the terminology we are using, when we use the phrase “Personal Information”, we mean contact information (e.g., your name, address, email address, and/or telephone number) and any other non-public information that is used or intended to be used to personally identify an individual, and information associated with the foregoing. When we use the phrase “Anonymous Information”, we mean information that is not associated with or linked to your Personal Information. Anonymous Information does not enable identification of or contact with, individual persons.
How We Collect Information
In general, the Personal Information we gather enables us to provide the Site and Services to you. We collect Personal Information that you submit to us voluntarily. If there is a request for information you do not want to share with us do not complete that request for information. When you request marketing material we may collect your name, job title, name of your business or employer, the physical address of your business or employer, your business phone number, your business or employer’s industry (e.g., non-profit, financial services company, luxury goods company), the size of your business, your business email, the donor management system used by your organization, the customer relationship management system used by your organization, whether or not you are an existing WealthEngine client, and your product interest. We may collect similar information when you respond to our requests for feedback, answer surveys, complete a registration for a webinar or request a white paper. If you subscribe to one of our Services we may through the Site, or in some other manner in which you voluntarily provide it, collect additional Personal Information from Subscribers, including credit card numbers and associated billing information, to charge and collect the applicable fees. We refer to this information as “Billing information”. When you communicate with us by sending us an email, we may collect and store any information that is contained in your communications with us.
When you use our Services, we collect the search criteria you use to find information about individuals in the various public data sources that are contained within our Services. This information may include an individual’s name, mailing address, phone number, business name or age.
Information Covered by Agreement
Usage of Third Party Cookies
How We Use Information
We use your Personal Information to:
- Provide you with Services and customer support
- Personalize the Site and Services to you;
- To perform market analysis
- For your convenience, to automatically populate web forms on the Site or the Services
- Communicate with you regarding the Services
- Respond to your requests, resolve disputes and/or troubleshoot problems; and
- We may also use your Personal Information to create Anonymous Information records by excluding information that makes the information personally identifiable to you.
Notwithstanding the above, we use Billing Information solely to receive the applicable payments. We do not use the search criteria you elect to use when utilizing our Services for the purposes of determining what marketing messages or advertisements we deliver to you. However we may send you a message based on the frequency of use, or lack thereof, of the Services.
Disclosure of Information
We may disclose certain Personal Information:
- To third parties to whom you ask us to send Personal Information;
- If we believe in good faith that such disclosure is necessary to (a) resolve disputes, investigate problems; (b) comply with relevant laws or to respond to requests from law enforcement or other government officials relating to investigations or alleged illegal activity, in which case we can (and you authorize us to) disclose Personal Information without subpoenas or warrants served on us; or (c) protect and defend our rights or property or the rights and property of you or third parties.
We may disclose Anonymous Information at our discretion.
Accessing and Controlling Your Information
If you wish to have your Personal Information deleted from our database or to discontinue the Services, you may contact us at email@example.com or call (301-215-5980). Within a reasonable time period after we receive your request, we will remove your Personal Information. Please note, however, that even though you may request the deletion of your Personal Information, we may be required (by law or otherwise, such as to prevent fraud, resolve disputes, troubleshoot problems) to keep this information and not delete it (or to keep this information for a certain time) in which case we will comply with your deletion request only after we have fulfilled such requirements). When we delete Personal Information, it will be deleted from the active database, but may remain in our archives. If you would no longer like to receive marketing e-mails from us, please follow the "Unsubscribe" instructions at the end of each email or contact us at firstname.lastname@example.org. Your e-mail address will be removed from our marketing list. Please understand that even if you opt-out of marketing messages, we will continue to send to email that are directly related to the Services.
You can also request your personal information by contacting us at email@example.com. However if you request your personal information WealthEngine may take reasonable steps to verify your identity before presenting you with your Personal Information. If you have accessed your Personal Information and wish to have it updated or corrected, please send the request for correction, or update, to firstname.lastname@example.org; WealthEngine will process requests for modification of Personal Information within a reasonable period of time.
Third Party Sites
Additionally, WealthEngine may also offer the opportunity to participate in dialogue on the Site or Services through your account with another website, such as, without limitation, facebook, and information from that other account may become available through the Site or Services; if you do not wish to make this information available, please abstain from participating in such a dialogue on the Site or Services. WealthEngine will not collect additional Personal Information that becomes available on the Site or Services because of your participation in a dialogue that incorporates information from your account with another website. Additionally if you comment on a WealthEngine sponsored blog, WealthEngine will not use such participation in the blogging process to collect additional Personal Information.
We have put in place reasonable security measures to help protect against the loss, misuse, and alteration of your Personal Information. Despite such efforts, however, please note that no company, including WealthEngine, can fully eliminate risks or guarantee the security of your Personal Information; unauthorized entry or use, hardware or software failure, and other factors may compromise the security of information about you at any time, and we bear no liability for uses or disclosures of personal data or non-personal data arising in connection with the theft of your data. WealthEngine conducts periodic self-assessments to verify that the attestations and assertions it makes about its privacy practices are true and that such privacy practices have been implemented as presented.
The Site is not directed to children and children are not eligible to use our Services. Protecting the privacy of children is very important to us. We do not collect or maintain Personal Information from people we actually know are under 13 years old, and no part of the Site or Services is designed to attract people under 13 years old. If we later obtain actual knowledge that a User is under 13 years old, we will take steps to remove that User's Personal Information from our databases.
WealthEngine Privacy Shield Notice
Websites to which this Privacy Shield Notice ("Notice") applies are United States-based websites and are subject to United States law. Laws related to Personal Data vary by country. For example, Personal Data collected in the European Union is subject to laws based on the European Union Data Protection Directive. WealthEngine, its subsidiaries and affiliates (“WealthEngine”) are certified under the Privacy Shield privacy framework as set forth by the U.S. Department of Commerce regarding the collection, storage, transfer, use and other processing of consumer customer, supplier and other Personal Data transferred from the European Union to the United States.
View our Privacy Shield Notice.