Privacy & Security

Privacy Policy

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.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Register for our services or create an account
  • Contact us through our website or email
  • Subscribe to our newsletter or marketing communications
  • Participate in surveys or provide feedback
  • Apply for employment opportunities

This information may include: name, email address, phone number, company name, job title, and any other information you choose to provide.

Financial Information

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.

Automatically Collected Information

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.

How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our services
  • Improve, personalize, and expand our services
  • Understand and analyze how you use our website and services
  • Develop new products, services, features, and functionality
  • Communicate with you for customer service, updates, and marketing purposes
  • Process your transactions and manage your account
  • Send you newsletters and marketing communications (with your consent)
  • Detect, prevent, and address technical issues and security threats
  • Comply with legal obligations and enforce our terms and policies

Information Sharing and Disclosure

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

  • Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as payment processing, data analysis, email delivery, and hosting services.
  • Business Transfers: If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
  • Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities.
  • Protection of Rights: We may disclose your information when we believe it is necessary to protect our rights, your safety, or the safety of others.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of data in transit and at rest
  • Regular security assessments and audits
  • Access controls and authentication procedures
  • Employee training on data protection and security
  • SOC 2 Type II compliance

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.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

  • Access: You can request access to the personal information we hold about you.
  • Correction: You can request that we correct any inaccurate or incomplete information.
  • Deletion: You can request that we delete your personal information, subject to certain exceptions.
  • Opt-Out: You can opt out of receiving marketing communications from us at any time.
  • Data Portability: You can request a copy of your personal information in a structured, machine-readable format.

To exercise any of these rights, please contact us at hello@tristatecp.com.

Cookies and Tracking Technologies

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.

Children's Privacy

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.

Changes to This Privacy Policy

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.

Contact Us

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