Privacy Policy
This Privacy Policy explains how Brightpathzone collects, uses, discloses, and protects personal information when you visit our website or request our services. We aim to be transparent about our practices so you can understand what information we need to deliver investment analysis and how we safeguard it. This policy applies to information collected through our website, forms, email correspondence, and intake processes. If you are submitting sensitive financial or personal documents, we will provide secure transfer instructions and describe the handling and retention of those materials in the engagement agreement. Brightpathzone is headquartered in the United States and the laws that apply will generally be those of the United States and the State of New York unless otherwise agreed in writing.
Information we collect
We collect information necessary to provide investment analysis, advisory services, and related communications. This includes personal identifiers such as name, email, telephone number, and company affiliation provided when you contact us or request a proposal. For onboarding and analysis, we collect financial information, portfolio holdings, account statements, and related documents that clients provide. When you visit our website we may collect technical information such as IP address, browser type, device identifiers, and pages visited to operate and secure the site. We only request or accept sensitive data (for example, tax identification numbers or government-issued IDs) when needed for a scoped engagement and always provide secure transmission methods. We retain minimal contact metadata for communications but archive analytical deliverables per contractual terms and documented retention schedules. Aggregated, anonymized usage data may be used for service improvement and research but is not linked to personally identifiable profiles for marketing without consent.
How we use information
Information you provide enables Brightpathzone to perform analysis, prepare reports, and communicate recommendations. We use contact details to schedule calls, deliver reports, and respond to inquiries. Financial and portfolio data are used to populate valuation and risk models, produce scenario testing, and generate implementation guidance that addresses liquidity, tax, and operational constraints. Technical data is used to maintain and secure the website, improve user experience, and detect abuse. Where required by law or professional obligations we may retain records to support compliance or dispute resolution. We do not use collected information for speculative profiling or automated decisions that would materially affect a client without human review. When we send marketing communications we provide a simple opt-out; marketing will not be sent after you unsubscribe except for necessary administrative notices relating to an active engagement.
Cookies, analytics, and tracking
Our website uses cookies and similar technologies to provide functionality and to measure site performance. Necessary cookies enable core site features and cannot be disabled via the site without impacting usability. Optional cookies may be used for analytics to understand traffic patterns and for performance improvements. We document cookie categories and allow visitors to accept or reject optional cookies via the cookie banner presented on the site. Third-party analytics services we may use process pseudonymized or aggregated data; those providers have their own privacy practices and controls. We do not use cookies to read non-consented documents or to access secure client materials. If you reject optional cookies your experience will continue to function but certain aggregated analytics may not be recorded for your sessions. For detailed cookie listings and lifespans please contact us and we will provide a current cookie matrix.
Sharing and third parties
Brightpathzone does not sell personal information. We may share information with third-party service providers who perform functions on our behalf, such as secure file storage, professional email delivery, analytics, or payment processing. These providers are contractually bound to protect the data and use it only according to our instructions. We may disclose information to comply with legal obligations, to respond to lawful requests by public authorities, or to protect the safety of our rights and property. In certain institutional engagements we may need to share data with custodians or other counterparties for implementation; this sharing is done only with client approval and under confidentiality arrangements. When working with third parties outside the United States, we take steps to ensure appropriate safeguards, such as contractual clauses and data minimization, consistent with the legal framework in which we operate.
Data security and retention
We employ administrative, technical, and physical measures designed to reduce the risk of unauthorized access, disclosure, or destruction of personal data. Measures include access controls, encrypted storage for sensitive files, secure transfer methods for client documents, and periodic security reviews. While no system can be guaranteed completely secure, we maintain industry-standard practices appropriate to the sensitivity of the information we process. Retention periods depend on the nature of the engagement and contractual or regulatory requirements. Contact information may be retained to support ongoing client relationships; analytical deliverables and workspace snapshots are retained according to the terms set out in client agreements. If you request deletion of personal data, we will honor that request to the extent practicable while preserving records necessary for contractual obligations, legal claims, or regulatory compliance. Please contact us to discuss specific retention or deletion requests.
Your rights and choices
Subject to applicable law, you may have rights to request access to personal information we hold about you, to correct inaccurate data, to request deletion in certain circumstances, or to obtain a copy of data provided. To exercise these rights, contact us using the details below. We will verify requests to protect privacy and will respond within the timeframes required by law where applicable. For marketing communications you may opt out using the unsubscribe link in messages or by contacting us. If you are a resident of a jurisdiction with specific privacy laws (for example, the European Economic Area or United Kingdom), please identify your jurisdiction in your request so we can follow any additional procedural requirements. We will not discriminate against individuals for exercising their rights under privacy laws except where permitted for legitimate business or legal reasons.
Contact and governing law
If you have questions about this Privacy Policy or wish to make a rights request, please contact our privacy team at Brightpathzone:
Brightpathzone
350 Madison Ave, Suite 300, New York, NY 10017, USA
Phone: +1 (212) 555-0175
Email: [email protected]
This policy is effective as of January 1, 2026. We may update this Privacy Policy to reflect changes in our practices or legal requirements. Material changes will be posted on this page with an updated effective date. This Privacy Policy is governed by the laws of the State of New York, United States, except where local mandatory law provides otherwise.