How WealthScope collects, uses, stores, and protects your personal data.
WealthScope ("we," "our," or "us") operates the WealthScope website. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website. We are committed to protecting your privacy and being transparent about our data practices. Please read this policy carefully. If you disagree with any part of this policy, please discontinue use of our website.
WealthScope is operated from 350 Fifth Avenue, Suite 4820, New York, NY 10118. For any privacy-related inquiries, you may reach us at [email protected].
We use cookies and similar tracking technologies to collect and store information about your browsing behavior. Cookies are divided into the following three categories:
Purpose: Core site functionality, security, session management, and remembering your cookie consent preferences.
Examples: session_id, csrf_token, cookie_consent_status
Consent required: No. These cookies are activated automatically because they are strictly necessary for the website to function.
Retention: Session duration or up to 12 months for preference storage.
Purpose: Measuring traffic, understanding user behavior, and improving site performance.
Tools: Google Analytics 4
Examples: _ga, _ga_XXXXXXX, _gid, _gat
Consent required: Yes. These cookies are activated only after you explicitly accept them through our cookie consent banner.
Retention: Up to 14 months.
Purpose: Remarketing, personalized ad delivery, and conversion tracking.
Consent required: Yes. These cookies are activated only after you explicitly accept them through our cookie consent banner.
Retention: Up to 540 days (Google Ads default).
Third-party vendors, including Google, use cookies to serve ads based on a user's previous visits to this website and other sites on the internet.
We may work with advertising partners such as Google and Meta to deliver advertisements tailored to your interests across various websites and platforms.
We may use remarketing services to advertise to previous visitors of our website. After visiting our site, you may see our ads on other websites, apps, or platforms you visit.
Advertisements may appear across Google services including YouTube, Gmail, and the Google Display Network.
We use the following tracking technologies on this website:
We use conversion tracking to understand which advertisements lead to actions on our website, such as form submissions, calls, or purchases. This allows us to measure campaign effectiveness and allocate budget appropriately. Conversion data may be shared with Google Ads and Meta.
Advertising and analytics technologies active on this site:
You may opt out of personalized advertising at any time:
Opting out does not remove ads entirely. You will continue to see non-personalized advertisements.
You can manage your cookie preferences at any time by clicking the Manage cookie preferences link, which opens a panel where you can accept or reject each category independently. This link is also available in the website footer.
Our consent banner offers three options: "Accept All," "Reject Non-Essential," and "Manage Preferences." Marketing and analytics cookies are not activated until you click "Accept All" or enable them individually through "Manage Preferences." Your choice is stored in your browser's localStorage for 12 months. The banner can be dismissed without accepting, in which case only essential cookies remain active.
By clicking "Accept All Cookies," you consent to the storing of cookies on your device for analytics and advertising purposes, including personalized advertising delivered by Google and Meta. You may withdraw consent at any time through the cookie preferences panel without affecting the lawfulness of processing that occurred before withdrawal.
Users in the European Economic Area and the United Kingdom receive this consent notice in compliance with the General Data Protection Regulation (GDPR) and UK GDPR. Marketing and analytics cookies are activated solely after explicit, informed, freely given consent under GDPR Article 6(1)(a). Consent is recorded with a timestamp and may be audited upon request.
You may withdraw consent at any time by clicking "Manage cookie preferences" in the website footer, or by clearing cookies via your browser settings. Withdrawal does not affect processing that occurred while consent was valid.
We share certain data with advertising partners for campaign delivery and measurement. Recipients and the data categories shared include:
Google LLC: Cookie identifiers, conversion events, anonymized behavioral data, remarketing lists. Governed by Google's Privacy Policy: https://policies.google.com/privacy
Meta Platforms, Inc.: Pixel events, conversion data, custom audiences. Governed by Meta's Data Policy: https://www.facebook.com/privacy/policy
We do not sell personal data. All transfers to Google and Meta operate under Standard Contractual Clauses where applicable. Data is processed for ad targeting and campaign measurement only and is not resold to unaffiliated third parties.
Google and Meta may use this data across their own platforms in accordance with their respective policies. We encourage users to review those policies directly.
When you submit a contact form, request a quote, or register interest in our services, we collect the information you provide. This typically includes: full name, email address, phone number, and your message.
Legal basis: Consent (GDPR Art. 6.1.a) and, where a service relationship exists, performance of a contract (GDPR Art. 6.1.b).
Retention: Form submission data is retained for up to 2 years from the date of submission, unless a longer period is required by applicable law.
You may request deletion of your data at any time by contacting us at [email protected].
A link to this Privacy Policy appears adjacent to every submission button on this site. Submitting a form constitutes acknowledgment of this policy.
This website uses the following Google services:
Collects anonymized usage data, device info, and behavioral signals. IP anonymization is enabled. Data retention is set to 14 months. Users may opt out via the Google Analytics Opt-out Browser Add-on: https://tools.google.com/dlpage/gaoptout
Records when a user completes a defined action (form submission, call, purchase) after clicking one of our ads. This data is used solely for measuring ad campaign performance.
Allows us to show ads to previous visitors across Google's network. Remarketing lists are not created from sensitive data categories (health, finance, religion, sexual orientation).
Deploys tracking tags on our behalf. No personal data is collected by GTM itself; it acts as a container for the tags listed above.
Google's advertising products are governed by: https://policies.google.com/technologies/ads
This website uses the Meta Pixel to measure the effectiveness of our advertising on Facebook and Instagram. The pixel may record:
We do not use the Meta Pixel to collect sensitive personal data, nor to target users based on health status, financial situation, religion, political views, sexual orientation, or any other special-category attribute prohibited under Meta's advertising policies.
Meta acts as an independent data controller for data collected via its Pixel and processed within its own platform. Refer to Meta's Data Policy: https://www.facebook.com/privacy/policy
To manage your ad preferences on Meta platforms, visit: https://www.facebook.com/adpreferences/
This website does not promote, sell, or facilitate access to prohibited product or service categories including but not limited to: weapons, controlled substances, counterfeit goods, gambling services (unlicensed), adult content, or services that make misleading health or financial claims. All advertising conducted through Google Ads and Meta Ads complies with the respective platform policies in full.
The content of this website accurately represents the products and services advertised. No bait-and-switch practices are employed. The experience delivered to users arriving from paid advertisements is identical to the experience for all other visitors. Cloaking, automatic redirects, and content variation by traffic source are not used on this website.
This website is not directed at individuals under the age of 16. We do not knowingly collect personal data from minors. If we discover that data has been collected from a person under 16 without verifiable parental consent, we will delete it promptly. Contact us at [email protected] if you believe we have received data from a minor.
Personal data collected through this website may be transferred to and processed in countries outside the European Economic Area, including the United States, where Google LLC and Meta Platforms, Inc. are based.
These transfers are conducted under Standard Contractual Clauses (SCCs) approved by the European Commission, which provide appropriate safeguards for personal data. A copy of the applicable SCCs can be requested by contacting us directly at [email protected].
If you are located in the EEA or UK, you have the following rights:
Request a copy of data we hold about you.
Correct inaccurate or incomplete data.
Request deletion ("right to be forgotten").
Limit how we process your data.
Receive your data in a structured, machine-readable format.
Object to processing based on legitimate interest.
Revoke consent at any time without penalty.
To exercise any right, email us at [email protected]. We will respond within 30 days. You also have the right to lodge a complaint with your local supervisory authority:
We may collect the following categories of personal data:
For each type of data we process, the corresponding legal basis is:
| Data Type | Legal Basis |
|---|---|
| Contact form data | Consent (Art. 6.1.a) and contract performance (Art. 6.1.b) |
| Analytics data | Consent (Art. 6.1.a) |
| Marketing / remarketing data | Consent (Art. 6.1.a) |
| Security and fraud prevention | Legitimate interest (Art. 6.1.f) |
We retain personal data only as long as necessary for the purposes described in this policy. Specific retention periods by data category are:
| Data Category | Retention Period |
|---|---|
| Contact form submissions | 2 years |
| Analytics data (GA4) | 14 months |
| Marketing cookies (Google Ads) | Up to 540 days |
| Email communications | Duration of relationship + 1 year |
| Server logs | 90 days |
| Cookie consent records | 3 years (audit requirement) |
We may update this Privacy Policy from time to time to reflect changes in our data practices, applicable laws, or operational needs. When material changes are made, we will notify users via a homepage banner a minimum of 14 days before the changes take effect.
We encourage you to review this page periodically to stay informed about how we protect your data. The "Last Updated" date at the top of this page indicates when the most recent changes were published.
If you have questions about this Privacy Policy, wish to exercise your data rights, or need to report a privacy concern, please contact us: