Website Privacy Policy

Website Privacy Policy

In addition to our Client Privacy Policy, the following principles apply when you visit our website or communicate with us online and electronically.

GeoWealth Management, LLC (“GeoWealth”) wants you to understand that you have a right to know about your personal information that is collected or disclosed. We further want you to understand what personal information we collect from you online, when you use or visit our website,, or when you interact with our advertisements online. In this Website Privacy Policy, “we” and “our” refers to GeoWealth Management, LLC. “You” refers to you, an individual. 

What information do we collect when you visit 

  • When you download content or request a demo on our website, we collect personal information about you including your name, email address and phone number. This information is provided voluntarily through the website, including when you submit information through our “Request a Demo” form or “Contact Us” or “Download eBook” form. We use encryption and authentication tools to protect information that we obtain from you on our website.
  • You can also visit our website without giving us your name or email address, but our web servers and the web servers of our analytics partners may collect the name of the domain you used to access the Internet, as well as your computer’s Internet Protocol (IP) address. We may also collect information about the pages of our website that you visit, the time and date of your visit, the website you came from and visit next, and other diagnostic data. We collect this information through the use of cookies.
  • Personal information we collect from you may be used to market firm products and services to you.
  • We do not sell personal information we collect from you.

What are cookies and why do we use them?

A cookie is a small text file which may be downloaded to your computer or device when you visit a website. Cookies help inform websites about the user, enabling the websites to personalize the user experience. This personalization includes letting you navigate between pages on a website efficiently, remembering preferences you have provided, presenting advertising relevant to you, and helping to improve your overall site experience.

Most web browsers automatically accept cookies unless you choose otherwise. By visiting and using our website, you are accepting the use of cookies, agreeing that we can place cookies on your computer or device and consenting to the collection and use of your information as described in this policy. If you do not agree to this policy, you should not use our website.

We use cookies to help track visitor information, to learn about the behavior of visitors to our website, target advertisements, and for research and statistical purposes. We may disclose data collected from cookies, such as visitor trends, to third parties, in an anonymous form, for research and statistical purposes, and to help us optimize our website and the targeting of advertisements. From time to time we may also analyze IP addresses, user agent strings or other data contained within the cookies that are combined with other third-party data sources.

GeoWealth Disclosure to Service Providers

GeoWealth shares personal information that we obtain from you online with organizations that provide us with services to enhance our business and the services we provide. Our service providers include organizations that provide services such as data analysis, email services, marketing, advertising, and they help us to evaluate the performance of our website and advertisements. These services use cookies to collect authentication details, online identifiers, cookie identifiers, IP addresses, browsing history, device identifiers, activity log files, and user names. Our service providers include but are not limited to 6sense, HubSpot, Bing and Google Analytics. You can review the privacy policies of these companies by visiting their links below:

  • 6sense:
  • HubSpot:
  • Google Analytics:
  • Bing:

Our service providers are prohibited from using your information for any purpose other than to carry out the purposes for which we disclosed the information, and as otherwise permitted by law. Advertisements may also be targeted through other third-party platforms.

Does GeoWealth use information that it collects online for advertising purposes?

Yes. We work with service providers, including Google, to display advertisements for our products and services on other websites. Our service providers use cookies and web beacons to collect information regarding your interaction with our advertisements on other websites (such as LinkedIn) to provide you with targeted advertising relating to our products and services. GeoWealth may also engage in cross-device data collection, which refers to the process of collecting data from separate devices that have been determined through statistical analysis to be linked or related, on behalf of visitors to our website, or persons who interact with our advertisements. GeoWealth, or its service providers, may use cross-device data to deliver tailored ads to users across multiple devices.

Can you opt out of GeoWealth’s use of your information for interest-based advertising and request what information has been collected?

Yes. If you wish not to have your information used for the purpose of serving you interest-based or targeted ads, you may reach out to us at Please note that you may continue to receive advertisements from GeoWealth, but it will not be because you previously indicated an interest in GeoWealth or our services nor be based on information we have collected from you.

You can also reach out to us at to request what personal information has been collected by GeoWealth and/or request deletion of such data. In response, we will request general personal information to verify your identity which will include your name, email address, and other information necessary to authenticate you. If you cannot reach out directly, your authorized agent may do so however we will need to confirm additional personal information to verify your identity.

Will the exercise of my privacy rights under this policy subject me to discriminatory treatment?

No. GeoWealth will not discriminate against anyone that makes a request in accordance with this policy or where applicable, under the California Consumer Protection Act (“CCPA”).

Can other parties collect personal information about you when you visit

Yes. When you visit our website, other parties can collect personal information about your online activities over time and across different websites. This is because our website includes Social Plugins (“buttons”) for LinkedIn and Twitter. These buttons work by using code from the social media companies that allow you to connect to them and allow them to collect information about your activity while you are on our website, including your IP address, the pages you visit, the device and browser you are using, and more. You can review the privacy policies of these social media companies to learn more about the data they collect, whether they engage cross-device tracking and targeted advertising, and how to manage or control the collection of data in your account settings.

What if you link to another website from

Our website contains links to other websites that are controlled by third parties and provide access to third-party information and services. These links are provided to you as a convenience, and we are not responsible for the content, action or performance of any linked website. Please be aware that other websites have their own privacy policies, and their data gathering practices may be different from ours. We are not responsible for the information collected by other websites if you link to them from our website. We cannot guarantee how those sites use cookies or whether they place cookies on your computer. You should carefully review the privacy policies of each website you visit to understand how it collects and uses information.

Does GeoWealth communicate by email?

Yes. We may send you email communications, including information about our products and services, or third parties with whom we do business. If you sign up for our newsletter, we will send our newsletter to you via email. Opening the email communication automatically accepts cookies and constitutes your consent to our Website Privacy Policy, setting cookies on your computer. You will be given the option to unsubscribe from these emails however unsubscribing will not delete any existing cookies you have accepted. If you wish to stop any cookie-based marketing, please follow the instructions in the section above titled “Can you opt out of GeoWealth’s use of your information for interest-based advertising?” or by deleting any applicable cookies.

Does GeoWealth collect personal information from children?

No. GeoWealth does not knowingly collect personal information from anyone under the age of 16.

What If this Website Privacy Policy changes?

We may update this Website Privacy Policy and will post the current version on this website. Please check this page regularly for any material updates, along with the effective date of any changes.
This Website Privacy Policy does not apply to other financial service providers, such as your Financial Advisor and the firm(s) s/he is associated with.


For any questions or concerns relating to this policy please reach out to us at

Last updated May 2022

Ready To Work Smarter?

Get Powered By GeoWealth