Legal
Privacy Policy
Effective date: October 1, 2026
Last updated: October 2026
Invstly, LLC (“Invstly,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect when you visit invstly.com (the “Site”), complete a form or assessment, subscribe to our communications, or otherwise interact with us, and how we use, share, and protect that information.
By using the Site, you acknowledge the practices described in this policy. If you do not agree, please do not use the Site.
1. Information We Collect
Information you provide to us
When you fill out a form, take the Brand Clarity Score assessment, subscribe to our newsletter, request a conversation, or email us, we may collect:
Contact details, such as your name, email address, phone number, and job title
Firm details, such as your firm name, firm type, assets under management (AUM) range, and your role
Assessment responses, including your answers to the Brand Clarity Score, the resulting score, tier, and weakest dimension
Anything else you choose to share, such as the content of messages, meeting requests, or notes about your goals
Please do not submit sensitive personal information (for example, Social Security numbers, account numbers, or client data) through the Site.
Information collected automatically
When you visit the Site, we and our service providers automatically collect certain information using cookies, pixels, tags, and similar technologies, including:
Device and browser information, such as IP address, browser type, operating system, and device identifiers
Usage information, such as pages viewed, time on page, links clicked, referring website, and the date and time of your visit
Approximate location, derived from your IP address (city or region level)
Email engagement, such as whether you opened an email from us or clicked a link in it
If you submit a form, we may connect this browsing activity to the contact information you provide.
Information from other sources
We may receive business contact and firm information from publicly available sources (such as company websites, regulatory filings, and professional networking profiles), referral partners, and event organizers.
2. Cookies and Tracking Technologies
We use the following tools on the Site, many of which are loaded through Google Tag Manager:
Tool
Provider
Purpose
HubSpot tracking code and forms
HubSpot, Inc.
Website analytics, form submissions, contact management, and email engagement tracking
Google Analytics 4
Google LLC
Measuring site traffic and how visitors use the Site
Google Tag Manager
Google LLC
Managing and deploying the tags listed here
LinkedIn Insight Tag
LinkedIn Corporation
Measuring the effectiveness of LinkedIn campaigns, audience insights, and retargeting
Meta Pixel
Meta Platforms, Inc.
Measuring ad performance and showing relevant ads on Meta platforms
Your choices about cookies:
Browser settings. Most browsers let you block or delete cookies. Blocking some cookies may affect how the Site works.
Google Analytics. You can opt out using the Google Analytics Opt-out Browser Add-on.
Google ads personalization. Manage your preferences at My Ad Center.
LinkedIn. Manage advertising preferences in your LinkedIn ad settings.
Meta. Manage your preferences in Meta ad preferences.
Industry opt-outs. You can opt out of interest-based advertising from participating companies through the Digital Advertising Alliance and the Network Advertising Initiative.
Some browsers offer a “Do Not Track” signal. Because there is no common industry standard for responding to these signals, the Site does not currently respond to them.
3. How We Use Your Information
We use the information we collect to:
Respond to your inquiries and schedule conversations
Deliver your Brand Clarity Score results and related resources
Send newsletters, insights, and marketing communications you have signed up for or that relate to your interests (you can unsubscribe at any time)
Understand which content and services are most relevant to you and your firm
Operate, analyze, secure, and improve the Site
Measure and improve our marketing and advertising, including showing relevant ads on other platforms
Evaluate and develop our business relationships
Comply with legal obligations and enforce our terms
We may create aggregated or de-identified information that does not identify you and use it for research, benchmarking, and other business purposes.
4. How We Share Your Information
We do not sell your personal information for money. We share information only as described below:
Service providers. We work with vendors that help us run our business, such as HubSpot (CRM, forms, and email), Google (analytics and advertising), LinkedIn and Meta (advertising), our website hosting provider, and scheduling and productivity tools. These providers may only use your information to perform services for us or as described in their own privacy policies.
Advertising and analytics partners. The advertising tools listed in Section 2 collect information about your activity on the Site to measure campaigns and show you relevant ads. Under some state laws this may be considered “sharing” or “targeted advertising.” See Section 6 for how to opt out.
Professional advisors. We may share information with our lawyers, accountants, and other advisors as needed.
Legal and safety reasons. We may disclose information if required by law, subpoena, or legal process, or to protect the rights, property, or safety of Invstly, our clients, or others.
Business transfers. If Invstly is involved in a merger, acquisition, financing, or sale of assets, your information may be transferred as part of that transaction.
With your consent. We may share information for other purposes when you direct us to.
5. Data Retention
We keep personal information for as long as needed for the purposes described in this policy, including maintaining our business relationship with you and meeting legal, accounting, and reporting requirements. When we no longer need it, we delete it or de-identify it.
6. Your Privacy Choices and Rights
Email communications
You can unsubscribe from marketing emails at any time by clicking the “unsubscribe” link in any email or by contacting us. We may still send you non-marketing messages related to an active engagement or request.
Opting out of targeted advertising
To opt out of the use of your information for targeted advertising, use the tools listed in Section 2 or email us at privacy@invstly.com with the subject line “Advertising Opt-Out.”
State privacy rights
Depending on where you live, including in states such as Minnesota, California, Colorado, Virginia, and others with consumer privacy laws, you may have the right to:
Know what personal information we have about you and access a copy of it
Correct inaccurate personal information
Delete personal information we have collected about you
Opt out of targeted advertising, “sales,” or “sharing” of personal information
Opt out of profiling in furtherance of decisions that produce legal or similarly significant effects (we do not engage in this type of profiling)
Not be discriminated against for exercising these rights
To make a request, email us at privacy@invstly.com. We will need to verify your identity before responding, and we will respond within the time required by applicable law. You may use an authorized agent to submit a request on your behalf, and we may ask for proof of that authorization. If we deny your request, you may appeal by replying to our decision with the subject line “Privacy Request Appeal.”
7. Visitors Outside the United States
Invstly is based in the United States, and the Site is intended for visitors in the United States. If you access the Site from another country, your information will be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country.
8. Security
We use reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.
9. Children’s Privacy
The Site is intended for business professionals and is not directed to children under 16. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will delete it.
10. Third-Party Links
The Site may link to websites, platforms, or services operated by others, such as LinkedIn. We are not responsible for the privacy practices of those third parties, and we encourage you to review their privacy policies.
11. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. If we make material changes, we will provide additional notice where appropriate, such as on the Site or by email.
12. Contact Us
If you have questions about this Privacy Policy or our privacy practices, contact us at:
Invstly, LLC
Minneapolis, Minnesota
Email: privacy@invstly.com