Privacy Policy

Overview

Elevate Finance Group (“we,” “us,” or “our”) operates the website at elevatefinance.group. This policy explains what information we collect when you visit our site or submit a contact form, how we use it, and your rights regarding that information.

We are a B2B consulting firm. We do not sell personal information, run advertising campaigns, or build consumer profiles. The information we collect is used solely to respond to inquiries and understand how our website is being used.

Information we collect

Information you submit directly

When you submit the contact form on our website, you provide information including your name, work email address, company name, company type, and a description of your situation. This information is transmitted to Formspree (our form processing provider) and delivered to our team email inbox. We retain this information for the purpose of responding to your inquiry and managing our client relationships.

Information collected automatically

When you visit our website, certain information is collected automatically through analytics tools. This includes pages visited, time spent on pages, approximate geographic location (country/region level), device type, browser type, and referral source. This data is aggregated and used to understand how visitors use our site.

Third-party services

Our website uses the following third-party services that may collect or process data:

• Google Analytics 4 and Google Tag Manager

  We use GA4 to collect anonymized analytics data about site usage. Google Tag Manager is used to manage analytics scripts. Google may process data in accordance with its own privacy policy. You can opt out of Google Analytics tracking at tools.google.com/dlpage/gaoptout.

• Microsoft Clarity

  We use Microsoft Clarity to understand session behavior in aggregate. Clarity may record session data in anonymized form. Microsoft's privacy policy governs this processing.

• Formspree

  Contact form submissions are processed by Formspree, which stores and forwards your submission to our team. Formspree's privacy policy governs how submitted data is handled on their infrastructure.

• Calendly

  If you book a consultation through an embedded Calendly scheduler, your booking information (name, email, and selected time) is collected and processed by Calendly. Calendly's privacy policy governs that data.

How we use information

• To respond to inquiries submitted through the contact form.
• To schedule and prepare for consultation calls.
• To understand how visitors use our website and improve its content.
• To fulfill our contractual obligations to clients who engage our services.

We do not sell, rent, or share personal information with third parties for marketing purposes.

Cookies

Our website uses cookies and similar tracking technologies through Google Analytics, Google Tag Manager, and Microsoft Clarity. These are analytics cookies used to understand aggregate site usage. We do not use advertising or targeting cookies.

You can control cookies through your browser settings. Disabling cookies may affect the functionality of embedded scheduling tools (Calendly) on the contact page.

Data retention

Contact form submissions are retained for as long as necessary to respond to the inquiry and manage the potential or active client relationship. Analytics data is retained in accordance with Google Analytics and Microsoft Clarity default retention settings (typically 14 months for GA4 user data).

Your rights

Depending on your location, you may have rights under applicable privacy laws (including GDPR for EU residents and CCPA for California residents) to request access to, correction of, or deletion of personal information we hold about you. To submit a request, contact us at contact@elevatefinance.group.

We do not knowingly collect information from individuals under 18. Our services are directed exclusively at business professionals and organizations.

Changes to this policy

We may update this privacy policy from time to time. The effective date at the top of this page reflects the date of the most recent revision. Continued use of our website after any update constitutes acceptance of the revised policy.

Contact

For privacy-related questions or requests, contact us at contact@elevatefinance.group or through the contact page.