Privacy Policy

1. Overview

Fathomtally ("we", "us", "our") provides AI-driven data analysis tools intended to support long-term family wealth planning research. This policy describes what information may be collected through this website, how it may be used, and the choices available to visitors. This document does not constitute legal advice and does not guarantee compliance with any specific jurisdiction's requirements.

2. Information We May Collect

Depending on how you interact with our website, the following categories of information may be collected:

• Contact information — such as name and email address, when voluntarily submitted through a form.
• Technical information — such as browser type, device identifiers, IP address, and pages visited, collected automatically through standard web logging.
• Usage information — such as interactions with on-site tools, session duration, and referral source.
• Communication records — such as correspondence sent to us through contact channels referenced on this site.

3. How Information Is Used

Information collected through this website may be used for the following general purposes:

• To respond to inquiries submitted through contact or lead forms.
• To operate, maintain, and improve the functionality of this website.
• To understand aggregate usage patterns for internal analysis and quality assurance.
• To comply with applicable legal obligations where required.

4. Legal Basis for Processing

Where the General Data Protection Regulation (GDPR) or comparable regional data protection law applies, personal data is processed on one or more of the following bases: consent provided by the data subject, performance of a contract or pre-contractual request, compliance with a legal obligation, or legitimate interest in operating and improving this website. The specific basis applicable to any given processing activity depends on the nature of the interaction.

5. Cookies and Similar Technologies

This website may use cookies or similar tracking technologies to support basic functionality and to gather anonymized usage statistics. Cookies may include session identifiers, preference settings, or analytics markers. Most browsers allow visitors to refuse or delete cookies through browser settings; doing so may affect certain website features.

6. Data Sharing and Disclosure

We do not sell personal information. Information may be shared in limited circumstances, including:

• With service providers who support the technical operation of this website, under confidentiality obligations.
• Where required by applicable law, regulation, or valid legal process.
• In connection with a potential business transfer, restructuring, or similar corporate transaction, subject to continued confidentiality protections.

7. Data Retention

Information is retained only for as long as reasonably necessary to fulfill the purposes described in this policy, or as required by applicable legal, accounting, or reporting obligations. Retention periods may vary depending on the type of information and the context in which it was collected.

8. Data Security

We aim to apply reasonable technical and organizational measures designed to protect information from unauthorized access, alteration, disclosure, or destruction. No method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security of information transmitted to or through this website.

9. Your Rights

Depending on applicable law, individuals may have rights regarding their personal data, which may include the right to request access, correction, deletion, or restriction of processing, the right to data portability, and the right to object to certain processing activities. Requests can typically be submitted through the contact channels referenced on this website, and will be addressed in accordance with applicable legal requirements.

10. International Data Transfers

Where information is transferred across borders, we aim to ensure that appropriate safeguards are applied consistent with applicable data protection law. This may include the use of standard contractual clauses or other recognized transfer mechanisms where relevant.

11. Children's Privacy

This website is not directed at individuals under the age of 18, and we do not knowingly collect personal information from minors. If you believe information from a minor has been submitted, please contact us so it can be addressed.

12. Changes to This Policy

This Privacy Policy may be updated periodically to reflect changes in our practices or applicable legal requirements. The revised version will be posted on this page, and continued use of the website after changes are posted constitutes acknowledgment of the updated policy.

13. Contact

Questions regarding this Privacy Policy or the handling of personal information may be directed through the contact channels referenced elsewhere on this website. This document is provided as a general template and should be reviewed by qualified legal counsel prior to publication in a live production environment.