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Last Updated: 7/12/2025

At Veranovia, we are committed to protecting your privacy and maintaining the confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with our network.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us, including:

  • Name, email address, phone number, and business contact information
  • Professional credentials, licenses, and certifications
  • Business and financial information related to your practice
  • Information provided during consultations, applications, or service requests
  • Communication preferences and marketing consent

Professional Information

As a financial services network, we may collect:

  • Practice details, client demographics, and business metrics
  • Compliance and regulatory information
  • Technology usage data and system preferences
  • Training and development records

Automatically Collected Information

When you visit our website or use our digital platforms, we may automatically collect:

  • IP address, browser type, and device information
  • Website usage patterns, pages visited, and time spent
  • Cookies and similar tracking technologies
  • Location data (with your consent)

How We Use Your Information

We use the information we collect to:

  • Provide and improve our network services and support
  • Process applications and facilitate onboarding
  • Communicate about services, updates, and opportunities
  • Ensure compliance with regulatory requirements
  • Conduct business analytics and performance reporting
  • Personalize your experience and provide relevant content
  • Protect against fraud and maintain platform security

Information Sharing and Disclosure

We may share your information in the following circumstances:

Within the Veranovia Network

  • With other network members for collaboration and referral purposes (with your consent)
  • With service providers who support network operations
  • For training, mentoring, and professional development activities

Third-Party Service Providers

We may share information with trusted third parties who provide:

  • Technology infrastructure and platform services
  • Compliance and regulatory support
  • Marketing and communication services
  • Analytics and business intelligence tools

Legal Requirements

We may disclose information when required by law or to:

  • Comply with legal processes or regulatory requirements
  • Protect our rights, property, or safety
  • Investigate potential violations of our terms
  • Respond to government requests or court orders

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

  • Encryption of data in transit and at rest
  • Regular security assessments and monitoring
  • Access controls and authentication requirements
  • Employee training on data protection practices
  • Incident response and breach notification procedures

However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Rights and Choices

Depending on your location, you may have the following rights:

  • Access to your personal information
  • Correction of inaccurate or incomplete data
  • Deletion of your personal information (subject to legal requirements)
  • Restriction of processing activities
  • Data portability
  • Objection to certain uses of your information

To exercise these rights, please contact us using the information provided below.

Marketing Communications

You may opt out of marketing communications at any time by:

  • Clicking the unsubscribe link in emails
  • Updating your communication preferences in your account
  • Contacting us directly with your request

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to:

  • Enable essential website functionality
  • Remember your preferences and settings
  • Analyze website performance and usage
  • Provide personalized content and advertisements

You can control cookies through your browser settings, though disabling certain cookies may affect website functionality.

Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

International Data Transfers

If you are located outside the United States, please note that your information may be transferred to and processed in the United States, where our servers and central database operate.

Retention of Information

We retain your personal information for as long as necessary to:

  • Provide our services and maintain your account
  • Comply with legal and regulatory requirements
  • Resolve disputes and enforce our agreements
  • Fulfill the purposes outlined in this Privacy Policy

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our website and updating the effective date.

Contact Information

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Veranovia
Email: david.feldstein@veranovia.com
Phone: +1 (941) 807-4894
Address: 320 Cherokee Street NE, Suite D, Marietta, GA 30060

For specific data protection inquiries or to exercise your rights, please include "Privacy Request" in the subject line of your email.