Privacy Policy for RIA Index

1. Introduction

Welcome to RIAIndex (“we,” “us,” or “our”). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our RIA database and analytics platform located at riaindex.com (the “Service”).

By accessing or using our Service, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our Service.

2. Information We Collect

2.1 Personal Information

We collect the following personal information when you use our Service:

• Account Information: Name, email address, and password when you create an account
• Payment Information: Billing details and payment method information (processed securely by Stripe)
• Profile Information: Company name, job title, and business information you provide
• Communication Data: Messages, support requests, and feedback you send to us

2.2 Usage Information

We automatically collect certain information about your use of our Service:

• Log Data: IP address, browser type, operating system, access times, and pages viewed
• Usage Analytics: Search queries, data exports, features used, and interaction patterns
• Device Information: Device type, screen resolution, and browser settings
• Cookies and Tracking: Session cookies, preference cookies, and analytics cookies

3. How We Use Your Information

We use the collected information for the following purposes:

• Service Provision: To provide, maintain, and improve our RIA database service
• Account Management: To process subscriptions, manage your account, and provide customer support
• Communication: To send you service updates, billing information, and respond to inquiries
• Analytics: To analyze usage patterns, improve our platform, and develop new features
• Security: To protect against fraud, abuse, and unauthorized access
• Legal Compliance: To comply with applicable laws, regulations, and legal processes

4. Data Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

4.1 Service Providers

We may share information with trusted third-party service providers who assist us in operating our Service:

• Payment Processors: Stripe for secure payment processing
• Hosting Services: Cloud providers for data storage and hosting
• Analytics Services: Google Analytics for usage analysis (anonymized data only)
• Support Tools: Customer support and communication platforms

4.2 Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or if we believe such disclosure is necessary to protect our rights, property, or safety.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information:

• Encryption of data in transit and at rest
• Regular security assessments and updates
• Access controls and authentication measures
• Secure payment processing through Stripe
• Regular backups and disaster recovery procedures

6. Data Retention

We retain your personal information for as long as necessary to provide our Service and fulfill the purposes outlined in this Privacy Policy:

• Account Data: Retained while your account is active and for a reasonable period after deactivation
• Payment Information: Retained as required by law and for accounting purposes
• Usage Data: Retained for analytics and service improvement purposes
• Communication Data: Retained for customer support and legal compliance

7. Your Rights and Choices

You have the following rights regarding your personal information:

• Access: Request access to your personal information
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal requirements)
• Portability: Request a copy of your data in a portable format
• Opt-out: Unsubscribe from marketing communications
• Account Deletion: Cancel your subscription and delete your account

8. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience:

• Essential Cookies: Required for basic functionality and security
• Analytics Cookies: Help us understand how users interact with our Service
• Preference Cookies: Remember your settings and preferences
• Session Cookies: Maintain your login session and security

You can control cookie settings through your browser preferences, though disabling certain cookies may affect Service functionality.

9. Children's Privacy

Our Service is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

• Posting the updated policy on our website
• Sending you an email notification
• Displaying a notice in our Service

Your continued use of our Service after any changes constitutes acceptance of the updated Privacy Policy.

12. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: