Privacy Policy
Last updated: April 21, 2026
Introduction
Catalyst CFO Advisors ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at catalystcfo.ai (the "Site") or engage with our services.
By accessing or using our Site, you agree to the terms of this Privacy Policy. If you do not agree with the terms of this policy, please do not access the Site.
Information We Collect
Information You Provide Directly
We collect information that you voluntarily provide when you fill out forms on our Site, including:
- Name, email address, phone number, and company name
- Annual revenue range and service interests
- Messages and descriptions of financial challenges
- Any other information you choose to provide in form submissions
Information Collected Automatically
When you visit our Site, we may automatically collect certain information about your device and usage patterns, including:
- IP address, browser type, and operating system
- Pages visited, time spent on pages, and navigation patterns
- Referring website or source
- UTM parameters and campaign tracking data
- Device identifiers and screen resolution
Cookies and Tracking Technologies
We use cookies, web beacons, and similar tracking technologies to collect information about your browsing activity. These technologies help us analyze website traffic, personalize content, and measure the effectiveness of our marketing campaigns. You can control cookie preferences through your browser settings.
How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and provide requested services
- Schedule consultations and manage client relationships
- Send relevant content, resources, and service information
- Analyze website usage to improve our Site and services
- Comply with legal obligations and enforce our terms
- Protect against fraud and unauthorized access
Information Sharing
We do not sell, trade, or rent your personal information to third parties. We may share your information with:
- Service providers: Third-party tools and platforms that help us operate our business (such as CRM systems, email marketing platforms, and analytics services). These providers are contractually obligated to protect your data.
- Legal compliance: When required by law, subpoena, or other legal process, or to protect our rights, property, or safety.
- Business transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Typically, contact form submissions and lead data are retained for the duration of any business relationship and for a reasonable period thereafter.
Your Rights and Choices
Depending on your location, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate personal information
- Request deletion of your personal information
- Opt out of marketing communications at any time
- Restrict or object to certain processing of your data
To exercise any of these rights, please contact us at the information provided below. We will respond to your request within 30 days.
Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
Children's Privacy
Our Site and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child under 18, we will take steps to delete that information promptly.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date. Your continued use of the Site after any changes constitutes acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
Catalyst CFO Advisors
Email: privacy@catalystcfoadvisors.com
Website: catalystcfo.ai/contact