Last updated: January 2025
At Tri-State Capital ("we," "our," or "us"), we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
We may collect personal information that you voluntarily provide to us when you:
This information may include: name, email address, phone number, company name, job title, and any other information you choose to provide.
When you engage our CFO services or capital advisory services, we may collect financial information necessary to provide our services, including company financial statements, banking information, and investment details. This information is handled with the highest level of security and confidentiality.
When you visit our website, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies installed on your device. We also collect information about how you interact with our website.
We use the information we collect to:
We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:
We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.
Depending on your location, you may have certain rights regarding your personal information:
To exercise any of these rights, please contact us at hello@tristatecp.com.
We use cookies and similar tracking technologies to track activity on our website and store certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our website.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you are a parent or guardian and believe your child has provided us with personal information, please contact us.
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.
If you have any questions about this Privacy Policy or our data practices, please contact us:
Email: hello@tristatecp.com
Phone: +1 (415) 555-1234
Address: San Francisco, CA