Legal

Privacy Policy

Last updated: January 1, 2026

Information We Collect

We collect information you provide directly to us, including your name, email address, and any information you submit through forms on our site. We also collect usage data such as pages visited, lessons completed, and quiz results to personalize your learning experience. We do not sell your personal information to third parties.

How We Use Your Information

We use the information we collect to provide and improve our services, send you educational content and account-related communications, track your learning progress, and comply with legal obligations. We may use your email address to send you updates about the curriculum, new lessons, and relevant financial content. You may opt out of marketing communications at any time.

Information Sharing

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties except as described in this policy. We may share information with service providers who assist us in operating our platform, including our payment processor Stripe, our authentication and database provider Supabase, and our automated investing partner Betterment Institutional. These providers are contractually obligated to protect your information.

Data Security

We take protecting your data and privacy very seriously. We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All data is transmitted over encrypted connections.

California Privacy Rights

As of January 1, 2020, the California Consumer Privacy Act (CCPA) provides California residents with additional rights regarding their personal information. You have the right to know what personal information we collect, the right to delete your personal information, and the right to opt out of the sale of your personal information. We do not sell personal information. To exercise your rights, please contact us at hello@avancewealth.com.

Cookies

We use cookies and similar tracking technologies to maintain your session, remember your preferences, and analyze how our platform is used. You may control cookies through your browser settings, though disabling cookies may affect the functionality of the platform.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at hello@avancewealth.com or by mail at Avance Private Wealth LLC, 1 Page Avenue, Suite 280, Asheville, NC 28801.