Privacy and contact choices

Effective October 22, 2026

What you provide

When you submit a request, we collect your name, email, location, preferred contact method, optional phone and notes, and your questionnaire answers. Asset information is optional. Please do not provide account numbers, Social Security numbers, passwords or financial documents.

How we use it

We use your information to respond to your request, understand your goals, review potential advisor fits, maintain your permission record and follow up. We record a request reference, timestamps and workflow status. We use a short-lived hashed network identifier to limit repeated submissions; it is not displayed to advisors.

Who can access it

Authorized concierge staff can review requests. We use Vercel to host our site and Supabase to process and store requests in a US East region. These providers process data to operate the service. Your information is not shared with an advisor until you approve a specific introduction and the details to share. We do not sell intake details or use this form to enroll you in marketing.

Your choices

You can decline an introduction or ask us to stop contact. Reply to the concierge who contacts you to request a correction, access or deletion, or to withdraw permission. We may retain records needed for applicable obligations or to document a withdrawal. Withdrawal cannot undo information already shared with your permission.

Retention and service scope

We keep requests and consent records to handle inquiries, follow-ups and service administration. We periodically review records and remove information no longer needed, subject to applicable obligations. The service considers a limited participating advisor network and does not guarantee a match. The pilot is complimentary; advisors charge for their own services separately.

Return to your request