Last updated on August 24, 2026.
Introduction
We provide content through our Website and email—both Capitalize Financial and our affiliated entities. Our business also includes marketing and data services designed to connect advertisers with specific consumer audiences. To do this, we collect information about individuals and use it across multiple advertising channels: digital platforms, mobile applications, email marketing, telemarketing, and others. Part of our business involves sharing and selling this consumer data, and we offer behavioral advertising that follows your activity across different websites and applications.
This privacy policy outlines what personal information we collect from and about you when you visit Capitalize Financial, as well as the methods and purposes for which we collect, use, maintain, and disclose that information. Additional website information can be found in our terms of service.
Please take the time to read this policy carefully so you know what our policies and practices are regarding your personal information. If our policies and practices aren’t acceptable to you, then don’t use our website or subscribe to our email list. Whenever you access or use this website or interact with our other services, you’re agreeing to be bound by this privacy policy.
Application And External Sites And Services:
This Privacy Policy only governs the collection, processing and storing of personal information supplied to this website; it does not govern the collection, processing or storing of personal information by any third party. This Privacy Policy does not govern and is not applicable to any third party or any website that may be linked from Capitalize Financial, or from our newsletters. We encourage you to review the privacy policies of any websites you access through links from Capitalize Financial.
Sources And Methods Of Personal Information Collection:
When you interact with this website, we collect information you provide directly, including your name, email address, phone number, mailing address, and any information you choose to submit on an inquiry form. We may supplement this information with data received from affiliates and marketing or advertising partners, as well as other third-party data providers. In some cases, this includes data from entities that have obtained your personal information from their own services. We also automatically collect information through cookies and other tracking technologies to conduct analytics and support advertising. See below for more information.
The Data We Collect:
“Personal information” is any information the Company creates, collects, uses, or stores in its business operations that identifies, relates to, or could reasonably be connected to a particular consumer or household.
When you sign up for the Capitalize Financial, we collect personal information you provide, including your name, date of birth, street address, e-mail address, and phone number. We also automatically collect information through cookies and similar technologies, such as IP address, imprecise geolocation (inferred from your IP address), device identifiers, timestamps, browsing activity, and click-through data. We may supplement this with information relevant to advertising obtained from data brokers or publicly available databases, including demographics, interests, location history, or purchase records. Please refer to “Your Privacy Rights” below for information on how to exercise your rights.
In accordance with California law, and within the previous twelve (12) months, we have collected personal information belonging to the following categories: identifiers; personal information categories set forth in the California Customer Records Statute (Cal. Civ. Code § 1798.80(e)); protected classification characteristics; internet or similar network activity; commercial information; professional or employment-related information; imprecise geolocation data; and inferences generated from other personal information
Information collected through this site may be sold or shared with third parties and our affiliates for marketing and advertising purposes. You have the right to opt out of the sale or sharing of your personal information at any time at here or by calling 833-710-1172.
Information Considered Sensitive
Sensitive Personal Information—such as details concerning race, ethnicity, religion, precise location, LGBTQ+ status, health data, financial accounts, or citizenship—is not directly collected by us. Nonetheless, through automated collection technologies like cookies, we may obtain information about your interactions with online content that could indicate interest in sensitive topics or membership in a sensitive group. For example, accessing pages focused on health conditions or particular communities may imply such interests. We do not generate these inferences ourselves; they may instead be made by our affiliated companies or other third parties receiving personal information. Where consent is required under applicable law, sensitive inferences will not be made. We do not collect or use personal information relating to children under the age of 18.
How We Use the Personal Information We Collect
We use personal information to send you newsletters that you request and to provide content or marketing messages by email or via other channels. We also share your personal information with our partner companies, who may also send you marketing messages by email or otherwise. You can opt out here. Our use of your personal information may be considered “cross context behavioral advertising” in some cases.
Data Sharing
We sell or share personal information with our affiliates and with partner companies to be used for marketing purposes, including cross context behavioral advertising. We also enable access to personal information for companies who perform services for us, including services related to cross context behavioral advertising, analytics, advertising fraud detection, information security, web hosting, or similar services. We contract with third parties who have access to personal information to ensure that they use appropriate data security and comply with laws. We may also share personal information where required by law (for instance if we receive a subpoena or court order), or to protect any person’s health or safety.
Personal information may be disclosed to law enforcement, regulatory bodies, courts, government entities, or other third parties where necessary to comply with applicable laws, court orders, or legal processes, to respond to governmental or regulatory inquiries, to protect individuals’ rights or safety, or to enforce our contractual rights, including payment and collection obligations. We may also disclose personal information to a successor entity or purchaser in the event of a merger, acquisition, restructuring, liquidation, or other transfer of assets involving our business.
Personal information may be disclosed to third parties for purposes you have approved, whether those purposes are communicated when you provide the information or outlined elsewhere in this privacy policy.
Behavioral Advertising, Analytics, and Data Sharing
We share personal information with third party companies to place advertisements on this or other websites and to perform analytics and reporting functions for those sites and for our advertisements. These companies may collect and/or share information about the websites you visit and the web pages and advertisements you view or interact with. We (or our partners) collect your IP address, date and time of interaction, your Internet Service Provider (ISP), and the browser type and version you use to visit this website. This information may be combined with other personal information (which may be obtained from data brokers) like your name, email address, or postal address, and may be used to deliver advertising from us or from other companies, through email, on apps or websites, or through social media sites or other media channels (this is also known as “cross-context behavioral advertising”). We also use personal information to analyze interactions with our Website and advertisements so we can continuously improve them.
Cookies and Advertising
Cookies are small computer files that are stored on your browser for use as identifiers so that we or our partners can recognize your browser on certain websites. We do not track every site you visit on the Internet. At this website, we utilize cookies, pixels, and related automated data collection technologies to operate this site safely and effectively; understand how users engage with our website; display personalized content and advertisements; and track engagement with and response to advertisements or other communications. You can restrict, block, or delete cookies at any time by changing your browser settings. If you use a “do not track” or opt-out setting, we will set an opt-out cookie on your browser to stop additional data collection. If you delete this opt-out cookie, you will need to opt that browser out again because our site will no longer know not to collect data about your visits.
The Website uses a variety of automated data collection technologies, including browser cookies, Flash cookies, and web beacons. Cookies are small data files stored on your device that support core Website functions. You can adjust your browser settings to refuse cookies, though this may limit access to certain Website areas.
Flash cookies may also be used to store information related to your preferences and interactions with the Website. These cookies are managed through Adobe’s Flash Player tools rather than browser settings.
We also use web beacons, pixel tags, and similar tracking technologies on our Website, in emails, and on affiliated sites to measure usage patterns, content effectiveness, and system performance.
Global Privacy Control and Do Not Track
We process Global Privacy Control (“GPC”) signals and other universal opt-out preference signals as valid requests to opt out of the sale or sharing of personal information. When such a signal is detected from your browser or device, we will honor it automatically. Our intent is not to follow you across every website you visit. As explained above, browser settings allow you to block or delete certain cookies at any time. If you opt out of tracking or activate a browser-based “Do Not Track” setting, including GPC, an opt-out cookie is stored in your browser to restrict certain data collection. Removing that cookie or changing your GPC settings may allow automated collection to restart.
Managing Your Personal Data Choices
You may request access to, or take action regarding, your personal information at any time. These actions include understanding how your information is collected and used, obtaining a copy of the information associated with you, restricting certain disclosures, requesting removal or correction of information, limiting the use of sensitive data, and opting out of data uses related to targeted or cross-context advertising. Requests may be submitted through our online request form page or by contacting us via our toll-free phone line 833-710-1172. Authorized representatives may submit requests on your behalf where permitted by law. If you have questions after submitting a request, you may reach out using the contact details provided below. If we are unable to resolve your concern, applicable laws may allow you to escalate the matter to a relevant state or federal privacy authority.
If you would like to log complaints, please see below for contact information:
For the FTC: ReportFraud.ftc.gov or go to ftc.gov/complaint. You can also go directly to the Better Business Bureau complaint portal at bbb.org/file-a-complaint.
Requests for personal information cannot be fulfilled unless we can reasonably confirm the identity of the requester or their authorization. A valid request must provide enough detail to allow us to understand and respond, as well as sufficient information to verify that the request relates to you or someone you are authorized to represent. Submitting a request does not require account registration, and the information provided will be used solely for verification and request handling purposes. We will process and respond to verifiable requests within 45 days of receipt. If circumstances require additional time, we will provide written notice within the initial 45-day window explaining the reason, for up to 45 additional days.
If we are unable to fulfill your request under applicable law and you would like to appeal, or if you have additional questions about how we handle personal information, you may contact us using the details below. You may also be entitled, depending on your jurisdiction, to raise concerns with a privacy authority. We do not discriminate against individuals who exercise their privacy rights.
Not Intended for Use by Children
This website and service may only be used by users aged 18 and older. We do not knowingly collect or process personal information from anyone under 18. We will delete any personal information relating to an underage individual under if we become aware that it has been provided to us.
Personal Information Security
We deploy commercially reasonable technical, physical, and organizational security measures to protect your personal information from loss or misuse. We maintain policies and procedures, staff training, technical monitoring, and audit our practices regularly to ensure the information we hold is protected from evolving risks.
Data Storage Duration
We store personal information for as long as necessary to provide our services, meet our legal obligations, and address any disputes or enforcement matters. Once information is no longer needed for these purposes, we take steps to delete or de-identify it.
Changes To This Policy
Capitalize Financial recommends for you to revisit this Privacy Policy from time to time because we reserve the right to update or change it without advance notice. We suggest you stay updated on the ways we use, share, and collect personal information. The updated Privacy Policy will be applicable from the “effective date.”
U.S. Data Storage
This website is based in the United States, and is intended for U.S.-based users. When you visit our website, you understand and acknowledge that your personal information will be processed in the United States, subject to applicable U.S. laws.
Contact Info
For more information or for any issues you have not been able to resolve, please contact us at [email protected] or 921 H ST NE 120, WASHINGTON, DC, 20002-3741.
