Privacy Policy

Effective date: August 29, 2026

Built To-Suit Wealth Tech (“Built To-Suit,” “we,” “us,” or “our”) respects your privacy. This policy explains how we collect, use, disclose, and protect personal information when you visit builttosuit.ai, use our contact form or live chat, or otherwise communicate with us through this website.

Information we collect

Information you provide

We collect information you choose to provide, including your name, email address, telephone number, consultation request, chat messages, and other information included in your communications with us.

Please do not submit client names, account numbers, financial records, health information, passwords, payment-card information, or other confidential or sensitive information through this website or live chat.

Information collected automatically

When you use the website, we and our service providers may automatically collect technical and usage information, such as your IP address, browser and device information, referring page, pages viewed, timestamps, and cookie or similar identifiers.

How we use information

We may use personal information to:

• Respond to inquiries and consultation requests.
• Communicate with you about the services you asked about.
• Maintain appropriate business and prospect records.
• Operate, secure, troubleshoot, and improve the website.
• Understand how visitors use the website, subject to applicable consent requirements.
• Comply with law and protect our rights, users, and services.

We will not add you to a general marketing list unless you separately choose to receive marketing communications. You may opt out of marketing communications at any time.

Where applicable law requires a legal basis for processing, we rely on your consent, steps taken at your request, our legitimate interests in operating and improving our business and responding to prospective customers, and compliance with legal obligations, as appropriate.

Cookies and similar technologies

This website uses HubSpot to provide forms, customer-relationship management, live chat, and website measurement. HubSpot may use cookies or similar technologies to operate chat, recognize returning visitors, remember preferences, and measure website activity, depending on the choices available to you and our HubSpot settings. You may limit cookies through your browser, although doing so may affect live-chat functionality.

How we share information

We may disclose personal information:

• To OpenAI and its hosting providers, which host this website on our behalf.
• To HubSpot, which provides forms, live chat, customer-relationship management, and related website tools.
• To vendors and professional advisers that help us operate our business and are subject to appropriate obligations.
• When required by law or reasonably necessary to protect rights, safety, or security.
• In connection with a merger, financing, acquisition, reorganization, or transfer of all or part of our business.
• With your direction or consent.

We do not sell personal information for money or use form and chat submissions for third-party behavioral advertising.

Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including responding to inquiries, maintaining appropriate business records, resolving disputes, and meeting legal obligations. Retention periods depend on the nature of the information, our relationship with you, and applicable legal requirements. We periodically review the information we hold and delete or de-identify information we no longer need.

International processing

Our service providers may process information in the United States and other countries. Where required, we use contractual or other legally recognized safeguards for international transfers.

Your choices and rights

Depending on where you live, you may have rights to request access to, correction of, or deletion of your personal information; obtain a copy of it; restrict or object to certain processing; withdraw consent; or appeal a decision regarding a privacy request. You may also have the right to complain to an applicable data-protection authority.

To make a privacy request, email contact@builttosuit.ai. We may need to verify your identity before completing a request.

Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No internet transmission or storage system can be guaranteed to be completely secure.

Children

This website is intended for business users and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

Changes to this policy

We may update this policy periodically. We will post the revised policy on this page and update the “Effective date.”

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