Privacy Policy

Privacy Policy for Service Innovation Research Institute LLC

Last Updated: January 14, 2025

This Privacy Policy describes how Service Innovation Research Institute LLC (“we,” “our,” “us”) collects, uses, and discloses information that we obtain about visitors to our website, [https://wealthbridge.serviceinnovation.io ] (the “Site”), and the services available through our Site (collectively, the “Services”). Service Innovation Research Institute LLC recognizes and respects the privacy of individuals who interact with us. We collect, use, and disclose Personal Information in a manner consistent with the applicable laws and regulations of the United States. This Privacy Policy describes what information WealthBridge collects when you interact with our Services, how we use, share, and protect that information, and how you can access and update it. It is effective on the date below and applies to our use of your information on and after that date.

Definitions

For purposes of this Policy:

  • “Personal Information” means any information or set of information that identifies or could be used by or on behalf of Service Innovation Research Institute LLC to identify an individual. Personal Information does not include information that is encoded, anonymized, or aggregated, or publicly available information that has not been combined with non-public Personal Information.
  • “Services” refers to our public website and any hosted analytics products or online applications that may be restricted to authorized users.

Information We Collect

Service Innovation Research Institute LLC collects information you provide to us through our Site or our Services.

Public Site: In general, you can visit our Site without telling us who you are or revealing any information about yourself. While Service Innovation Research Institute LLC does not currently track specific browser, domain name, or IP address information for general visitors, there may be areas on our Site where you may voluntarily provide Personal Information to obtain information, access to our Services, or participate in our beta program.

Services: Our Services assist users with financial analytics and forecasting. Access to certain aspects of our Services may be restricted to registered users with whom Service Innovation Research Institute LLC has an ongoing relationship. Information provided when you register for any of our online services or use our applications is personally identifiable. Depending on the use case, Personal Information may or may not be collected or processed.

Purpose and Use of Personal Information

Service Innovation Research Institute LLC may use Personal Information for operational, legal, administrative, and other legitimate purposes permitted by applicable law. Some of the ways we may use Personal Information include:

  • Providing you with requested products or services.
  • Providing you with information regarding similar products or events.
  • Analyzing and monitoring extent of use and enhancing Service Innovation Research Institute LLC’s Services.
  • Providing customized product and service information.
  • Allowing users to participate voluntarily in mailings or other events.
  • Providing product service updates, information, and alerts.
  • Sending communications, including for marketing or other customer satisfaction purposes.
  • To contact users for information verification purposes.
  • Conducting due diligence activities for financial institutions and other regulated companies.

Service Innovation Research Institute LLC only uses the data to support the business requirements of the Services, and we never share your data with third parties other than as set out in this Privacy Policy.

Child Privacy

Because of the nature of our business, our products and services are not designed to appeal to minors. Therefore, Service Innovation Research Institute LLC does not knowingly attempt to solicit or receive any information from children under 16. If Service Innovation Research Institute LLC becomes aware that Personal Information is being provided by a person under the age of 16, Service Innovation Research Institute LLC will not knowingly collect or maintain that information.

Disclosing Information to Third Parties

Service Innovation Research Institute LLC does not disclose or share any Personal Information with third parties except as described in this Privacy Policy. We may share your information with:

  • Service Providers: Third-party vendors and service providers who perform tasks on behalf of and under the instructions of Service Innovation Research Institute LLC (e.g., website hosting, analytics, email delivery, customer support). These providers are contractually obligated to protect your information and use it only for the purposes for which it was disclosed.
  • Legal Compliance: Service Innovation Research Institute LLC may be required to disclose an individual’s Personal Information in response to a lawful request by public authorities, including to meet national security or law enforcement requirements.
  • Business Transfers: In connection with a merger, acquisition, or sale of assets, your Personal Information may be transferred to the acquiring entity.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our Site and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Services.

Data Security

Service Innovation Research Institute LLC has physical, administrative, and technical safeguards in place to help protect the Personal Information we collect. While there is no such thing as perfect security on the Internet, we will take reasonable and appropriate steps to ensure the safety of your Personal Information.

While Service Innovation Research Institute LLC takes steps to protect your Personal Information, you also play a role in protecting your information. You can help to maintain the security of your online transactions by not sharing your log-on information or password with anyone. If Service Innovation Research Institute LLC receives instructions using your log-on information and password, we will assume that the instructions have been authorized by you.

Your Rights

Depending on your state of residence, you may have certain rights regarding your Personal Information, including the right to access, update, or request deletion of your Personal Information. To exercise any of these rights, please contact us using the details below.

Changes to This Privacy Policy

Service Innovation Research Institute LLC will occasionally amend this Privacy Policy to reflect company and customer feedback, and we reserve the right to make changes to this Privacy Policy at any time. The use of your information is subject to the Privacy Policy and Terms of Use in effect at the time of use. The provisions contained in this Privacy Policy supersede all previous notices or policies regarding our privacy practices with respect to this site.

Contact Us

If you have any questions, comments, access requests, or any other issues regarding our Privacy Policy or our website, you can contact us at: privacy@serviceinnovation.io