The short version. We collect the information you give us when you book a call or fill out a form on this site, plus standard website analytics. We use it to respond to you, run our business, and improve the site. We don't sell it. You can ask us to delete it at any time by emailing michael@hnwacquisition.com.
1. Who we are
HNW Acquisition ("we," "us," "our") builds and operates client-acquisition systems for independent registered investment advisers (RIAs). This policy covers hnwacquisition.com and any subpage on it, including the preview pages we build for individual advisory firms.
We are a marketing and technology services company. We are not an investment adviser, broker-dealer, or financial institution, and we do not provide investment, tax, or legal advice.
2. What we collect
Information you give us. When you book a call, submit a form, or email us, we collect what you provide: typically your name, firm name, work email, phone number, approximate assets under management, and anything you write in a message field.
Information collected automatically. Like most websites, we and our service providers collect technical data when you visit: IP address, browser and device type, pages viewed, referring URL, approximate location (city level), and timestamps. This is collected through server logs, analytics tools, and advertising pixels (see Section 5).
Preview pages for advisory firms. Some pages on this site are demonstrations built for a specific advisory firm using information that firm has made public (for example, its website and SEC Form ADV filing). Forms on those pages are demonstrations and are not connected to any live client system unless and until that firm engages us. If you are a consumer who reached one of those pages, nothing you enter is transmitted to the advisory firm.
3. How we use it
- To respond to your inquiry and schedule or conduct calls you've requested
- To evaluate whether our services are a fit for your firm
- To send you follow-up communications related to your inquiry (you can opt out at any time)
- To operate, secure, and improve the site
- To measure the effectiveness of our marketing
- To comply with legal obligations and enforce our agreements
4. Who we share it with
We do not sell personal information. We share it only with:
- Service providers who process it on our behalf: website hosting (Render), customer-relationship and scheduling tools (for example, GoHighLevel, Calendly, or Zoom), email delivery, and analytics providers. They may use it only to provide services to us.
- Advertising and analytics platforms such as Meta and Google, through pixels and tags, as described in Section 5.
- Professional advisers (legal, accounting) under confidentiality.
- Authorities where required by law, subpoena, or to protect rights, safety, or property.
- A successor in the event of a merger, acquisition, or sale of assets, subject to this policy.
5. Cookies, pixels, and analytics
We may use cookies and similar technologies, including the Meta Pixel and Google Analytics or Google Ads tags, to understand how visitors use the site and to measure and improve our advertising. These tools may set cookies in your browser and collect the technical data listed in Section 2. Some of them may also be used to show you our ads on other websites or platforms.
You can control cookies through your browser settings. You can opt out of Meta's ad personalization in your Facebook ad settings, and of Google's through adssettings.google.com. Blocking cookies may affect some site features.
6. Email and text messages
If you give us your email or phone number, we may contact you about your inquiry. Marketing emails include an unsubscribe link. If you have consented to text messages, you can reply STOP at any time to opt out; message and data rates may apply. We will not send you marketing texts without your consent.
7. How long we keep it
We keep inquiry and business-contact information for as long as we have a legitimate business reason, generally while we are in contact with you or your firm and for a reasonable period afterward, and as needed to meet legal, accounting, or record-keeping obligations. Technical log data is typically retained for a shorter period.
8. Security
We use reasonable administrative, technical, and physical safeguards to protect personal information, including encrypted connections (HTTPS) and access controls. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
9. Your choices and rights
Depending on where you live, you may have the right to access, correct, delete, or receive a copy of your personal information, to object to or restrict certain processing, or to withdraw consent. Residents of California, other U.S. states with privacy laws, the European Economic Area, and the United Kingdom have specific rights under those laws.
To exercise any of these rights, email michael@hnwacquisition.com. We will verify your request and respond within the time required by applicable law. We will not discriminate against you for exercising your rights.
If you are in the EEA or UK and believe we have not handled your information properly, you have the right to lodge a complaint with your local data-protection authority.
10. International transfers
We operate from Spain and the United States, and our service providers may process data in the United States or other countries. Where required, we rely on appropriate safeguards, such as standard contractual clauses, for transfers of personal data outside the EEA or UK.
11. Children
This site is intended for business professionals. We do not knowingly collect personal information from anyone under 18. If you believe a minor has provided us information, contact us and we will delete it.
12. Third-party links
The site may link to third-party websites, including those of advisory firms. We are not responsible for their privacy practices. Review their policies before providing them information.
13. Changes to this policy
We may update this policy from time to time. The "Last updated" date at the top reflects the most recent version. Material changes will be posted on this page.
14. Contact
HNW Acquisition
Email: michael@hnwacquisition.com
Web: hnwacquisition.com