Privacy Policy I Terms & Conditions
Privacy Policy
Last Updated: September 01, 2025
Slate Financial LLC (“Slate Financial,” “us,” “we,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy (“Policy”) explains how we collect, use, disclose, and safeguard your personal information when you visit our website at slatefinancial.io, interact with our services, or engage with our online and mobile resources. By using our services or providing personal information, you agree to the terms of this Policy. Please read it carefully.
Who We Collect Personal Information From
We collect personal information from the following groups:
Visitors and Users of our website and online/mobile resources.
Customers who purchase or use our services or products.
Workforce and Job Applicants, including current and former employees and applicants.
Vendors and Business Partners with whom we have contractual or business relationships.
Personal information is any data that can identify you or be linked to you, such as your name, address, email address, phone number, or financial information. If you fall into multiple categories (e.g., a customer and a vendor), the way we handle your information may vary based on the context.
What We Collect
We collect two types of information: (1) non-personal information collected automatically and (2) personal information you voluntarily provide or we collect automatically.
Voluntarily Submitted Information
You may provide personal information when participating in activities such as:
Emails and Online Forms: When you contact us via email at [email protected] or fill out forms on our website, we collect information like your name, email address, phone number, or other details included in your message.
Account Registration: When creating an account, you provide identifiers like your name and email address to manage your account and communicate with you.
Event Registration: For webinars, events, or services we host, you may submit identifiers and, if applicable, payment information like credit card details.
Subscriptions: When subscribing to our services, we collect information to fulfill our contractual obligations, manage your account, and process payments.
Social Media and Community Features: If you post comments, images, or other content on our platforms, this information may become public and is not protected by this Policy.
If you choose not to provide personal information, you may still access public areas of our website, but certain features requiring personal data may be unavailable.
Automatically Collected Information
When you visit slatefinancial.io or use our services, we automatically collect:
Internet Activity: Information like your IP address, browser type, operating system, visit duration, pages viewed, and links clicked, collected via cookies or similar technologies.
Mobile Device Information: If you access our services via a mobile device, we may collect device identifiers or geolocation data (if location services are enabled).
Third-Party Analytics: We use tools like Google Analytics to analyze website usage. For details on Google’s data practices, visit www.google.com/policies/privacy/partners/. You can opt out of Google Analytics at https://tools.google.com/dlpage/gaoptout.
You can disable cookies or location services through your device settings, but this may affect your experience on our website.
How We Use Your Information
We use your information to:
Respond to inquiries and provide requested services.
Manage accounts and process transactions.
Send communications about our products, services, or events that may interest you.
Improve our website and services through analytics.
Comply with legal obligations or protect our rights and property.
We retain your information only as long as necessary for these purposes, in accordance with applicable laws and our internal data retention policies.
When/With Whom We Share Personal Information
We do not sell, rent, or trade your personal information to third-party data vendors or marketing companies. We may share your information in the following cases:
Affiliates: Within our family of companies to provide services or inform you about relevant products.
Legally Compelled Disclosures: To comply with court orders, subpoenas, or other legal requirements.
To Prevent Harm: If we believe someone is causing harm to our rights, property, or others.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred.
Vendors and Business Partners: With third parties (e.g., payment processors or software providers) to fulfill services, subject to contractual safeguards. We strive to limit disclosures to what is necessary, but we cannot guarantee full compliance by all vendors.
Your Rights and Options
You can control how we use your personal information:
Opt-Out: Unsubscribe from newsletters or promotional communications by following opt-out instructions (e.g., replying “STOP” to texts) or emailing [email protected]. Note that it may take time to process opt-out requests, and you may receive communications during this period.
Access, Amend, or Delete: Request access, correction, or deletion of your personal information by contacting us at [email protected].
Do Not Track: We do not currently respond to browser “Do Not Track” signals.
California Residents (CCPA)
If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA), including:
Disclosure: Know what personal information we collect and how we use it.
Access: Request details about your personal information.
Deletion: Request deletion of your personal information.
Non-Discrimination: We will not treat you differently for exercising these rights.
To exercise these rights, contact us at [email protected]. We may require identity verification. You may make up to two requests per 12-month period.
GDPR Jurisdictions
If your personal information was collected while you were in a GDPR Jurisdiction (European Economic Area or countries with adequacy decisions), you have additional rights:
Transparency: Understand how we process your data.
Access, Correction, and Deletion: Request access, correction, or deletion of your data.
Portability: Receive your data in a structured, portable format.
Restriction/Objection: Restrict or object to certain data processing.
Contact us at [email protected] to exercise these rights. We may verify your identity to protect your data. If unsatisfied, you may contact your local data protection authority (see EU regulators).
Children’s Privacy
We do not knowingly collect personal information from children under 13 without verifiable parental consent, in compliance with federal law. If we learn that a minor under 18 has submitted personal information, we will delete it. Contact us at [email protected] if you believe a minor has provided data.
How We Protect Your Information
We maintain a Security Program with technical, organizational, and administrative measures to protect your personal information, consistent with industry standards and applicable laws. However, no system is completely secure, and we cannot guarantee protection against unauthorized access, loss, or misuse. If we detect a data breach, we will follow our incident response procedures and notify affected parties as required by law.
External Sites, Apps, and Social Media
Our website may link to third-party sites or social media platforms (e.g., Twitter, LinkedIn). We are not responsible for their content or privacy practices. Review their policies before providing personal information.
Changes to This Policy
We may update this Policy periodically. The most current version will be posted at slatefinancial.io, and your continued use of our services after changes constitutes acceptance. This Policy was last updated on September 01, 2025.
Contacting Us
For questions about this Policy or our privacy practices, contact us at:
Email: [email protected]
Mail: Slate Financial LLC, 1009 Water Tower Way, Lantana, FL 33462