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Last Updated: 3/15/2026
Finchly Finance ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains what information we collect, how we use it, and how we protect it. By using finchly.com, you agree to the practices described here.
We may collect the following types of information:
Information you provide directly:
Information collected automatically:
We use the information we collect to:
We do not sell your personal information to third parties.
We use the following third-party tools that may collect or process your data:
These providers have their own privacy policies governing how they handle your data. We encourage you to review them.
This website uses cookies—small text files stored on your device to support analytics and site functionality. You can instruct your browser to refuse cookies, though some features of the site may not function properly as a result.
We take reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, or loss. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
We retain personal information for as long as necessary to fulfill the purposes described in this policy, or as required by applicable law and regulatory obligations. As a registered investment advisory firm, Finchly Finance is subject to recordkeeping requirements under SEC and FINRA rules.
Information collected from prospective clients—including those who book a First Look Call or submit a contact form but do not become clients—is retained for a reasonable period to fulfill the purpose for which it was collected, and then deleted unless a client relationship is established.
As a registered investment advisory firm, Finchly Finance provides clients with a separate privacy notice governing the collection and use of nonpublic personal financial information, as required by Regulation S-P. That notice is provided at the start of the client relationship and updated annually as required.
Depending on your state of residence, you may have the right to access, correct, delete, or opt out of the sale or sharing of your personal information. Residents of California, Texas, Colorado, Virginia, Connecticut, and other states with applicable privacy laws may submit requests by contacting us at hello@finchly.com. Note that certain information may be subject to regulatory retention requirements that limit our ability to delete it.
We may disclose your personal information when required to do so by law, court order, regulatory authority, or government request. We may also disclose information when necessary to protect the rights, property, or safety of Finchly Finance, our clients, or others.
This website is not directed at children under the age of 13. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. The "Last Updated" date at the top of this page reflects the most recent revision. Continued use of the site following any update constitutes acceptance of the revised policy.
Questions about the Privacy Policy? Reach us at hello@finchly.com.
