Rooted Advisors Privacy Policy

Welcome to Rooted Advisors. This Privacy Policy applies to both our main website ( and our customer portal (

1. Information We Collect

  • Personal Information: When you sign up for our customer portal or engage in transactions with us, we collect personal information such as your name, email address, phone number, and billing address.

  • Transactional Information: We collect data related to any transactions, including payment information and the specifics of the purchase or services requested.

  • Documents and Signatures: Through our portal, we collect any documents you upload and digital signatures you provide.

  • Automated Data Collection: We use cookies and similar tracking technologies to collect data on how you use our site, which pages you visit, and other standard web analytics data.

2. How We Use Your Information

  • To facilitate your use of our website and our customer portal.

  • To process transactions, manage your account, and provide our services.

  • For communication purposes, such as responding to inquiries or notifying you of updates or changes to our services.

  • To improve our website, customer portal, and services.

3. Sharing Your Information

We do not sell your personal information. We might share your data with third-party service providers who help us run our website and portal (e.g., web hosting, payment processors). These third parties are prohibited from using your personal information for any purpose other than to provide these services.

4. Your Choices

You can access, update, or delete your account information at any time through the customer portal. If you wish to opt out of cookies or other tracking technologies, please adjust your browser settings.

5. Security

We use industry-standard encryption and other security measures to protect your personal data. However, no method of transmission or storage is 100% secure, so we cannot guarantee absolute security.

6. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new Privacy Policy on this page or through other appropriate communication channels.

7. Contact Us

For any questions or concerns about this Privacy Policy, please contact us at: