Privacy Policy

This privacy policy (the “Privacy Policy”) applies to SmartAssets (the “Company”, “us”, “our” or “we”) website, located at smartassets.ai, and any other websites owned or operated by the Company on which this Privacy Policy appears (collectively, the “Website”).

The purpose of this Privacy Policy is to disclose:

  1. What information the Company may collect
  2. How the Company may collect and use it
  3. With whom the Company may share it
  4. The choices you have regarding your information

This Privacy Policy supplements other privacy policies or fair processing notices that we may provide when collecting or processing your information. It is not intended to override them.

Acceptance / Notification of Changes to the Privacy Policy

By using the Website, you agree to the terms of this Privacy Policy. The Company may update this Privacy Policy at any time. If we make material changes to the way we collect, use, or share your information:

  • We will post a notice on the Website, and/or
  • We will send an email to users with registered email addresses.

If you continue to use the Website after receiving such notice, it will signify your acceptance of the updated terms.

The Information We Collect

The Company collects information from:

  • Website users
  • Potential and existing clients
  • Suppliers and vendors
  • Employment applicants
  • Event participants

Information may include:

  • Personal data: Name, mailing address, email, phone number, credit card details, etc.
  • Automatically collected data:
    • IP addresses, location, device identifiers, browser types, and operating systems
    • Interaction data (referring/exit pages, page views, clicks, time spent, etc.)

We use third-party tools to collect and analyze this data, such as:

Cookies and Tracking Pixels:
We use cookies, web beacons, and tracking pixels to improve user experience, advertising, and analytics. You can manage your cookie preferences in your browser settings.

To opt out of interest-based advertising, visit:

How We Use the Information We Collect

We use the collected data to:

  • Provide requested services
  • Recognize and authenticate users
  • Improve Website content and features
  • Communicate with you (newsletters, surveys, account updates, etc.)
  • Comply with legal requirements
  • Prevent fraud and enforce legal terms

We may aggregate and de-identify data for research, marketing, and analytical purposes.

How We Disclose Your Information

We share your information with:

  1. Third parties providing services: Marketing, analytics, customer support, legal, etc.
    • Examples: Mailchimp, HubSpot, Salesforce.com.
  2. Clients and their suppliers fulfilling a product/service request.
  3. Legal obligations: When required to comply with law enforcement or regulations.
  4. Business transactions: In mergers, acquisitions, or asset sales.

Security

We use administrative, technical, and physical safeguards to protect your data. However, no system can guarantee absolute security.

Data Transfers

Your information may be processed and stored in the United States or EEA. We ensure all transfers comply with applicable laws and provide equivalent protection.

Your Choices and Rights

  • Update or review your information by contacting us.
  • Opt out of marketing emails by clicking “unsubscribe” in our communications.

California Residents:
Under California law, you may request information regarding the disclosure of your personal data for third-party marketing purposes.

EU and GDPR Rights:

  • Request access, correction, or deletion of your data.
  • Withdraw consent for processing your data.
  • Lodge a complaint with your data protection regulator.

To exercise your rights, contact us at privacy@stagwellglobal.com.

Children’s Privacy

The Website is not intended for children under 13. If we discover personal data from children under 13, we will delete it promptly.

How to Contact Us

If you have any questions or concerns, contact:

Peter McElligott, Deputy General Counsel

Terms of Use

Please refer to our Terms of Use for additional provisions governing your use of the Website. By accessing the Website, you agree to this Privacy Policy and the Terms of Use.