Effective Date: August 4, 2026
We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes.
This rule applies to every AdvisorGenie SMS program and is not changed by any other section of this policy. AdvisorGenie Check-In Texts send one or two questions per week based on the customer's selected cadence, plus an acknowledgement or at most one follow-up after a reply. Message and data rates may apply. Reply STOP to unsubscribe or HELP for help.
AdvisorGenie Inc. ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and handle your personal information when you use our website, services, and applications (collectively, the "Services").
By using our Services, you agree to the terms outlined in this Privacy Policy. If you do not agree, please discontinue using our Services.
We may collect the following types of information:
We use the information we collect to:
The mobile-messaging rule at the top of this policy controls this entire section. We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes. Mobile information includes message content, media, delivery records, and text messaging originator opt-in data.
Other, non-mobile information is handled only as described below:
When you direct AdvisorGenie to connect a social media account, that platform processes only the non-mobile information needed to perform the action you requested. Mobile information and messaging consent information are never included, and the connected platform may not use AdvisorGenie data for its own marketing or promotional purposes.
Vendors may process the limited information necessary to operate the Services on our instructions, such as:
These vendors act only as service processors. They may not use AdvisorGenie data for independent advertising, marketing, or promotional purposes. This section never permits mobile information or messaging consent information to be sold, rented, transferred, or provided to third parties or affiliates for marketing or promotional purposes.
We may disclose your information if required by law, regulation, or legal process, or to enforce our Terms of Service and other agreements.
You may access or update your account information at any time by contacting us at support@advisorgenie.com. Audition verification and request-management messages may also provide a private way to correct or withdraw that request. Changing identity or firm details after research begins may require us to restart review.
You can request the deletion of your data by contacting us at support@advisorgenie.com. We will comply with your request unless we are required to retain data for legal or operational reasons.
You can opt out of marketing communications by clicking the "unsubscribe" link in our emails or contacting us directly.
A Genie Audition is prepared from information you submit and relevant public professional sources. AI systems may assist with research, comparison, and drafting, but acceptance and delivery in the pilot are subject to human review. The audition does not send outreach, publish content, launch a campaign, or act through your connected accounts.
Private audition previews are time-limited and may be revoked. Our current operating default is to expire preview access about 30 days after delivery and review nonessential audition data for deletion about 90 days after the last interaction, unless a longer period is reasonably needed for security, legal obligations, dispute handling, an ongoing business relationship, or a request from you. De-identified or aggregated operational measurements may be retained longer.
Please do not submit Social Security numbers, account numbers, client lists, private client facts, health information, passwords, or other sensitive or confidential information through the public audition form.
When an authenticated customer explicitly schedules a Genie phone interview, AdvisorGenie's AI assistant calls the customer's verified number at the requested time. The call is recorded and transcribed so AdvisorGenie can prepare draft materials from the customer's answers. The customer may cancel before the call or end it at any time. We do not use this feature for unsolicited marketing calls.
We take reasonable measures to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
If you are accessing our Services from outside the United States, please be aware that your data may be transferred to and processed in the United States or other countries where we or our service providers operate.
Our Services are not intended for individuals under the age of 18, and we do not knowingly collect personal data from children.
Messages you send us. When you text our business phone number, we collect your phone number and the content of your messages to provide our conversational AI service. This information is used solely to respond to your inquiries. Message frequency varies based on your interaction and message and data rates may apply. You may opt out at any time by texting STOP. For assistance, text HELP or contact support@advisorgenie.com.
AdvisorGenie customer operations. When a customer adds and verifies a mobile number in the authenticated portal, we use it to send the requested verification code and associate later inbound photo messages with that customer's private account. We process the phone number, messaging consent record, message content, and attached media only to provide the requested account, photo-intake, confirmation, and support functions. Message frequency varies based on your interaction and message and data rates may apply. Reply STOP to opt out or HELP for help.
AdvisorGenie Check-In Texts. This separately opted-in, non-marketing customer-care program is governed by this Privacy Policy and the AdvisorGenie Check-In Texts Terms and Conditions. Existing customers enroll only from the authenticated AdvisorGenie portal by choosing Once a week or Twice a week, reviewing the disclosure beside the Text me button, and selecting Text me. The enrollment control is not preselected, consent is optional, and consent is not a condition of purchasing or using AdvisorGenie. Public proof of the complete enrollment screen is available at https://portal.advisorgenie.com/sms-checkin-opt-in.
Check-In Texts frequency and choices. AdvisorGenie sends one or two check-in questions per week according to the customer's selected cadence, plus an acknowledgement or at most one follow-up after a reply. Message and data rates may apply. Reply STOP to unsubscribe or HELP for help. A customer who previously enrolled and opted out may reply START or UNSTOP to reactivate the same program.
Messages sent on behalf of an advisory firm. AdvisorGenie operates the messaging platform used by independent financial advisory firms. If you provide your mobile number on a lead capture or event registration form hosted by us for one of those firms, and you check the optional consent box on that form, you may receive text messages from that firm about appointment reminders, event updates, educational content, and follow-up communications. Consent is never pre-selected, is not required to submit the form, and is not a condition of purchase or of receiving advisory services. Message frequency varies and message and data rates may apply. Reply STOP to opt out or HELP for help. We record the date, time, source page, and IP address of each consent so it can be evidenced on request.
Mobile information is not shared for marketing. This rule applies to every SMS program described above: We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes. This restriction includes message content, media, delivery records, and text messaging originator opt-in data. Numbers collected for one advisory firm are never used to message on behalf of another. Telecommunications providers process mobile information only as necessary to transmit the messages requested by the user and may not use it for their own marketing or promotional purposes.
We may update this Privacy Policy from time to time. If we make significant changes, we will notify you via email or by posting a notice on our website. The "Effective Date" at the top of this page indicates when the latest changes were made.
If you have any questions about this Privacy Policy or how your data is handled, please contact us at:
AdvisorGenie Inc.
1078 Summit Ave
Unit #373
Jersey City, NJ 07307