Privacy Policy

Effective Date: September 17, 2025

Finex360 (“we,” “our,” or “us”), legally operating as Vertex 360 LLC, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website (https://contact.finex360.io/home-page-636846) or use our services, including when you interact with our marketing campaigns (e.g., booking a consultation, submitting forms, or signing up for training).

We want to be clear: we do not sell or share your personal information for marketing or promotional purposes.

1. Information We Collect

We may collect the following types of information:

Personal Information:
Name, email address, phone number, and other details you provide when requesting a consultation, registering for training, or using our AI-powered platform.

Business Information:
Information about your advisory practice, compliance needs, and business goals that you share with us to tailor automation and growth solutions.

Automatically Collected Information:
IP address, browser type, device details, and website usage activity, collected through cookies and analytics tools to improve site performance.

Campaign Interaction Data:
Details you provide when participating in our marketing campaigns, surveys, webinars, or events.

2. How We Use Your Information

We use the information we collect to:

Provide and improve our AI-powered platform, compliance tools, and growth solutions.

Respond to inquiries, consultations, and provide customer support.

Send service-related notifications, updates, and appointment reminders.

Personalize your experience and tailor our services to your goals.

Analyze website performance and marketing campaign engagement.

Comply with legal and regulatory requirements applicable to financial advisory services.

3. How We Share Your Information

We do not sell or rent your personal information. We only share your data under these circumstances:

With Service Providers:
We may share data with trusted partners who assist in delivering services such as website hosting, client support, and automation tools. These partners must adhere to confidentiality and data protection obligations.

Legal Compliance:
We may disclose information if required to comply with laws, regulations, or valid legal requests.

Business Transfers:
If Finex360 is involved in a merger, acquisition, or asset transfer, your information may be transferred as permitted by law.

Important:
No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. Subcontractors may use information strictly for support services such as customer service. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of text messaging services.

4. SMS Program & Messaging Policy

Program Name: Finex360 Messaging Program
Program Description: Users who opt in will receive appointment reminders, service updates, educational content, and occasional promotional messages related to Finex360’s platform and services.

You can cancel the SMS service at any time by texting “STOP” to our shortcode. After sending “STOP,” we will send a confirmation message to verify you have been unsubscribed.

To rejoin, simply sign up again through any of our forms, and we will resume messaging.

For help, reply “HELP” or contact us at [email protected] or (888) 923-5553.

Carriers are not liable for delayed or undelivered messages.

Message and data rates may apply. Message frequency may vary.

For privacy-related inquiries, please refer to this Privacy Policy at: https://contact.finex360.io/privacy-policy-page

5. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to improve your browsing experience, analyze site performance, and measure engagement with our campaigns. You may adjust your browser settings to decline cookies, but certain features may not function properly.

6. Data Security

We use industry-standard security measures to protect your information from unauthorized access, use, or disclosure. While we strive to protect your data, no online system can be guaranteed 100% secure. Please exercise caution when sharing information online.

7. Your Rights & Choices

Depending on your location, you may have the right to:

Access, correct, or request deletion of your information.

Opt out of marketing communications (instructions included in every message).

Restrict or object to certain data processing activities.

Withdraw consent where applicable.

Lodge a complaint with a supervisory authority if you believe your rights are being violated.

To exercise these rights, please contact us at [email protected].

8. Third-Party Links

Our website may include links to third-party websites. We are not responsible for their privacy practices and encourage you to review their privacy policies before sharing your information.

9. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Continued use of our services indicates your acceptance of the updated policy.

10. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us:

📍 Finex360 (Vertex 360 LLC)
30 N Gould St 21693, Sheridan, Wyoming 82801, United States
📞 (888) 923-5553
📧 [email protected]