Your business stays your business.

This Privacy Policy (this “Policy”) describes how Revolt Financial, LLC (“Revolt,” “we,” “us,” or “our”) collects, uses, and shares information through www.revoltfinancial.com and our web-based platform at app.revoltfinancial.com (collectively, the “Services”), and the choices available to you. In this Policy, “you” and “your” refer to website visitors and platform applicants and users. This Policy also covers related account and support communications.

Please read this Policy together with our Terms of Use at https://www.revoltfinancial.com/terms (the “Terms”), which govern your use of the Services. The Terms do not expand our information uses or disclosures under this Policy or limit privacy rights that cannot be waived.

Personal information means information that identifies, relates to, or can reasonably be linked to an individual or household. Information about a firm or practice is personal information when it meets that definition.

1. INFORMATION WE COLLECT

1.1. Information You Provide. We collect information you provide directly, including:

• Contact and account information. Your name, email address, telephone number, firm or practice name, and account name or handle, sign-in codes, and related authentication information.
• Practice information. Production revenue, assets under management, fee-based percentage, optional first-year commissions, and team size entered into the platform. You may also provide production statements, business mix, professional background, hiring needs, and transition or succession preferences through forms and platform features. Some practice information may concern only a business rather than an individual.
• Communications and other submissions. Information you provide in contact forms, resource requests, feedback, and account or platform support communications, including documents and inputs submitted to coaching tools.

1.2. Information Collected Automatically. When you use the Services, we and our service providers collect Internet Protocol (“IP”) addresses, browser and device details, cookie or session identifiers, referring pages, visit dates and times, pages and features used, and interactions with forms and platform tools. We may infer an approximate location from your IP address; we do not collect precise device location.

1.3 Generated Information and Other Sources. The platform generates valuations and deal comparisons from your inputs. We also generate coaching outputs and inferences about your preferences, and receive information from providers supporting authentication, analytics, security, and the operation of the Services. Valuations, deal comparisons, and coaching outputs are generated in part using artificial intelligence tools, including tools provided by our service providers.

Please avoid including client names, account numbers, Social Security numbers, or other unnecessary client-identifying information in forms, messages, or uploaded production statements.

2. HOW WE USE INFORMATION

We use information to:

• provide, operate, maintain, and improve the website and platform;
• administer accounts, authenticate users, respond to inquiries, and provide support;
• generate practice valuations and deal comparisons, personalize coaching and recommendations, and process requests for introductions submitted through the Services;
• deliver requested resources and account or service notices; and
• protect security, prevent misuse, enforce the Terms, comply with law, and resolve disputes.

We use aggregated or de-identified information internally to improve our models and understand market trends. We take reasonable measures to prevent identification, maintain de-identified information in that form, and do not attempt re-identification except to test safeguards as permitted by law. Authentication information is used only for account access, security, and providing requested Services.

3. HOW WE SHARE INFORMATION

We do not sell personal information or share it for cross-context behavioral advertising, as those terms are defined under the California Consumer Privacy Act of 2018, as amended, including by the California Privacy Rights Act of 2020, and its implementing regulations (the “CCPA”), or process it for targeted advertising under other applicable state privacy laws. These practices also applied during the preceding 12 months. We disclose information only as described below:

• Service providers. Providers supporting hosting, storage, authentication, communications, analytics, artificial intelligence, platform analysis and coaching, security, and support receive information needed for their work, subject to contractual restrictions on its use and disclosure. We do not permit these providers to use personal information to train their own artificial intelligence models.
• At your direction. We do not disclose identifiable advisor or practice profiles to prospective firms, custodians, or buyers without your specific written request. We may make other disclosures you direct or authorize through the Services.
• Legal and safety purposes. We may disclose relevant information to comply with law or legal process, establish or defend claims, or protect safety and legal rights.
• Business transfers. Information may be disclosed in a proposed or completed merger, acquisition, or other transfer of Revolt’s business, subject to appropriate confidentiality protections and existing privacy commitments.

4. COOKIES AND SIMILAR TECHNOLOGIES

We and our service providers use cookies and similar technologies to maintain sessions, remember preferences, secure accounts, and understand how the website and platform are used. We do not use advertising cookies or permit third parties to collect information through the Services for their own advertising purposes.

Most browsers allow you to block or delete cookies. Doing so may affect features such as sign-in. We do not respond to legacy “Do Not Track” signals.

5. EMAIL AND TEXT MESSAGES

When you ask us to contact you by text, we may send individual messages about your inquiry or requested assistance, including account or platform support. We do not operate an automated or recurring promotional texting program. You may ask us to stop texting you by replying to a message or contacting us using the information in Section 11. We honor these requests. Message and data rates may apply. We do not disclose mobile numbers or text consent records for third parties’ own marketing, but may provide them to service providers supporting our communications or as required by law.

6. DATA RETENTION AND SECURITY

We retain personal information, including practice profiles, as long as reasonably needed for the purposes described in this Policy. Retention depends on the purpose of collection, account or inquiry status, sensitivity, security needs, and legal or dispute-related requirements. We delete or de-identify information when it is no longer reasonably needed; backup copies remain restricted pending ordinary deletion cycles. These criteria apply to the categories described in Section 1.

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information. No system is completely secure. Keep sign-in codes and other account access information confidential and notify us of suspected unauthorized access.

7. CALIFORNIA PRIVACY RIGHTS 

7.1 Categories, Sources, and Disclosures. During the preceding 12 months, we collected the information described in Section 1. Under CCPA terminology, the categories are identifiers; California customer-records information; professional or employment-related information; commercial information; internet or other electronic network activity; approximate geolocation; and inferences. Sensitive personal information is limited to account login information combined with codes or other credentials permitting account access. We disclosed these categories as needed for the business purposes and to the recipient categories described in Sections 2–3. Section 1 describes sources, and Section 6 describes retention.

7.2 Your California Rights. Subject to verification and legal exceptions, California residents may request access to categories and specific pieces of personal information, including sources, purposes, and recipient categories; obtain a portable copy; request correction or deletion; opt out of sale or sharing; and limit uses of sensitive personal information beyond permitted purposes. We will not unlawfully discriminate or retaliate for exercising these rights.

We use sensitive personal information only for permitted account, security, and service purposes. We do not offer financial incentives for personal information or use automated decisionmaking to make legally or similarly significant decisions about individuals. We have no actual knowledge of selling or sharing personal information of anyone under 16. California residents may also contact us about disclosures for third parties’ direct marketing under California’s “Shine the Light” law (California Civil Code section 1798.83).

8. OTHER STATE PRIVACY RIGHTS

Depending on applicable law, residents of other states may have rights to confirm processing, access, correct, delete, or obtain a portable copy of personal information; obtain information about specific third-party recipients; withdraw consent; and opt out of sales, targeted advertising, or certain profiling that produces legally or similarly significant effects. Our no-sale and no-advertising practices are described in Sections 3–4. Available rights and appeals may be exercised as described below.

9. HOW TO MAKE A PRIVACY REQUEST

Contact us using the information provided in Section 11. We verify requests for access, correction, or deletion by matching information against our records and, where appropriate, confirming account or contact control. We do not require a new account. Authorized agents may submit requests with appropriate proof of authority; direct verification or confirmation may be required unless an exception applies. Opt-out requests do not require identity verification.

For California requests to know, correct, or delete, we acknowledge receipt within 10 business days and respond within 45 calendar days, with a permitted extension of up to 45 additional days explained within the initial period. Requests are generally free, subject to lawful exceptions; California requests to know may generally be made twice annually.

For other state requests, we respond within the applicable deadline and explain any denial. Where an appeal is available, email us with “Privacy Appeal.” We will provide our decision within the applicable deadline and explain how to contact the appropriate regulator if the appeal is denied.

10. CHILDREN, THIRD PARTY LINKS, AND POLICY CHANGES

The Services are intended for adult business and professional users and are not directed to children. We do not knowingly collect personal information from children under 13. Contact us if a child has provided information.

The Services are operated from the United States and intended for users in the United States; providers may process information in other countries. Independent linked services have their own privacy policies. This does not limit our responsibilities for providers acting on our behalf.

We may update this Policy from time to time. We post updates here with a new effective date, provide prominent notice of material changes, and obtain consent where required before applying material changes to previously collected information. California disclosures are reviewed at least annually.

11. CONTACT US

Revolt Financial, LLC
100 SE 3rd Ave #1310, Fort Lauderdale, FL 33394

Email [email protected].