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Privacy Policy

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Last Updated: June 25, 2026

Verdant Strategies LLC ("Verdant," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website available at https://verdantstrategies.com/ (the "Website"), engage with our financial services (the "Services"), communicate with us, or otherwise interact with our business. By using our Website or Services, you agree to the practices described in this Privacy Policy.

1. UPDATES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time in our sole discretion. If we do, we'll let you know by posting the updated Privacy Policy on our website, and we may also send other communications.

2. PERSONAL INFORMATION WE COLLECT

We collect personal information that you provide to us, personal information we collect automatically when you use the Services, and personal information from third-party sources, as described below.

A. Personal Information You Provide to Us Directly

We may collect personal information that you provide to us.

Account Information. We may collect personal information in connection with your use of our Services. This personal information may include, but is not limited to, your name and email address as well as financial, accounting, tax, and advisory-related information provided in connection with the Services.

Transactions. We may collect personal information and details associated with your transactions on the Services, including payment information. Any payments made via our Services are processed by third-party payment processors. We do not directly collect or store any payment card information entered through our Services, but we may receive information associated with your payment card information (e.g., your billing details).

Your Communications with Us. We, and our service providers, may collect the information you communicate to us, such as through email or on our Website.

Surveys. We may contact you to participate in surveys. If you decide to participate, we may collect personal information from you in connection with the surveys.

Interactive Features. We and others who use our Services may collect personal information that you submit or make available through our interactive features (e.g., newsletter subscriptions, contact forms, event registrations, blogs, and social media pages).

Conferences, Trade Shows, and Other Events. We may collect personal information from individuals when we attend or host conferences, trade shows, and other events.

Business Development and Strategic Partnerships. We may collect personal information from individuals and third parties to assess and pursue potential business opportunities.

Job Applications. If you apply for a job with us, we will collect any personal information you provide in connection with your application, such as your contact information and resume or CV.

B. Personal Information Collected Automatically

We may collect personal information automatically when you use the Services.

Device Information. We may collect personal information about your device, such as your Internet protocol (IP) address, user settings, cookie identifiers, other unique identifiers, browser or device information, browser type, Internet service provider, location information (including, as applicable, an approximate location derived from the IP address), time zone, operating system, hardware and software versions, available storage space, app and file names and types, and plugins.

Usage Information. We may collect personal information about your use of the Services, such as the pages that you visit, items that you search for, the types of content you interact with, information about the links you click, log information, the frequency and duration of your activities, and other information about how you use the Services.

Cookie Notice (and Other Technologies). We use third party cookies, pixel tags, local storage, and similar tracking technologies ("Cookies") to automatically collect information through the Services. Cookies are essentially small data files placed on your computer, tablet, mobile phone, or other devices that allow us and our partners to record certain pieces of information whenever you visit or interact with our Services.

A Cookie allows us to record, for example, that you have visited a particular Website page or clicked on a particular advertisement. We also use Cookies in order to, among other things, analyze marketing trends, administer the Website, tracking visitors' movements around the Website, and to gather demographic information about our community base as a whole.

All modern Internet browsers allow you to control your Cookie settings. These settings are usually accessed in the 'Options' or 'Preferences' section of your browser. On your mobile device, go to Settings, then go to the specific web-browser, and then to the Cookies section. You may block, restrict or remove the placement of Cookies on your device by adjusting your preferences as your browser or device permits.

We may also use Google Analytics to collect information regarding visitor behavior and visitor demographics on our Services. For more information about Google Analytics, please visit here. You can opt out of Google's collection and Processing of data generated by your use of the Services by visiting here.

Pixel Tags/Web Beacons. A pixel tag (also known as a web beacon) is a piece of code embedded in the Services that collects personal information about use of or engagement with the Services. The use of a pixel tag allows us to record, for example, that a user has visited a particular web page or clicked on a particular advertisement. We may also include web beacons in emails to understand whether messages have been opened, acted on, or forwarded.

C. Personal Information Collected from Third Parties

We may collect personal information about you from third parties. For example, we may obtain marketing leads from third parties. We collect this personal information only after we have confirmed that the third parties have your consent to share your personal information or are otherwise legally permitted to disclose your personal information to us.

For example, we may collect information from advertising networks and data analytics providers such as first and last name, email address and other contact information about persons likely to purchase our Services. We use this information to market the Services to you.

We may obtain job candidate leads from third party recruiters about persons likely to have the professional credentials we require. We use job candidate leads to market our open positions to the candidates and process applications. If the candidate is successful, then we use the candidate data to administer the employment or independent contractor relationship.

If you share information when you interact with us on third party social media platforms, such as LinkedIn, we may collect this information. We use this information to market the Services to you.

3. HOW WE USE PERSONAL INFORMATION

We use personal information for a variety of business purposes, including to provide the Services, for administrative purposes, and to provide you with marketing materials, as described below.

A. Provide the Services

We use personal information to provide the Services, such as:

  • Providing accounting, tax, advisory, financial strategy, and operational consulting services
  • Responding to inquiries and requests for information
  • Communicating regarding engagements, projects, meetings, and service updates
  • Delivering newsletters, educational content, industry updates, and marketing communications
  • Scheduling and managing appointments and consultations
  • Verifying user identity and maintaining account security
  • Delivering one-time verification codes or authentication messages when applicable
  • Improving our website, services, content, and client experience
  • Complying with legal, regulatory, professional, and contractual obligations
  • Protecting our business, clients, and website from fraud, misuse, or unauthorized access
  • Sharing personal information with third parties as needed to provide the Services
  • Processing your financial information and other payment methods

EU/UK GDPR Lawful Bases: If the EU GDPR or the UK GDPR applies to our processing of personal information under this section, our lawful bases may include performance of a contract, legitimate interest, consent, and/or compliance with legal obligations.

B. Operate Our Business

We use personal information to operate our business, such as:

  • Pursuing our legitimate interests such as direct marketing, research and development (including marketing research)
  • Carrying out analytics
  • Measuring traffic and usage trends
  • Providing customer support and diagnostics
  • Processing applications if you apply for a job we post on our Services
  • Enforcing our agreements and policies
  • Carrying out activities that are required to comply with our legal obligations

EU/UK GDPR Lawful Bases: If the EU GDPR or the UK GDPR applies to our processing of personal information under this section, our lawful bases may include performance of a contract, legitimate interest, consent, and/or compliance with legal obligations.

C. Marketing

We may use personal information in connection with our marketing activities including to tailor and provide you with marketing communications, promotions, and offers about our Services that may interest you.

EU/UK GDPR Lawful Bases: If the EU GDPR or the UK GDPR applies to our processing of personal information under this section, our lawful bases may include legitimate interest and/or consent.

D. With Your Consent or Direction

We may use personal information: (i) for other purposes that are clearly disclosed to you at the time you provide the personal information, (ii) with your consent, or (iii) as otherwise directed by you.

Email Communications. If you subscribe to communications, download resources, register for an event, submit a website form, or otherwise provide your contact information, we may communicate with you via email regarding Verdant Strategies' services, insights, events, and educational content, then we may send:

  • Industry insights and educational content
  • Event invitations and reminders
  • Service updates
  • Company announcements
  • Marketing and promotional communications

You may unsubscribe from marketing emails at any time using the unsubscribe link included in our emails.

SMS Communications. If you provide your mobile phone number and opt in to receive text messages, we may send:

  • Appointment reminders
  • Customer service communications
  • Event reminders
  • Service updates
  • Document request notifications
  • Account notifications
  • One-time passcodes and authentication messages

Message frequency may vary. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP or contact us directly.

EU/UK GDPR Lawful Bases: If the EU GDPR or the UK GDPR applies to our processing of personal information under this section, our lawful basis may include consent.

4. HOW WE SHARE PERSONAL INFORMATION

We may share information with third-party service providers that assist us in providing our services, operating our business, or complying with legal obligations. We may also share information with third parties at your direction or as necessary to perform the services you request. We do not sell personal information or share personal information with third parties for their independent marketing or advertising purposes.

A. Disclosures to Provide the Services

We may share any of the personal information we collect with the categories of third parties described below. However, no mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Mobile information will not be shared with any third parties except vendors and service providers necessary to deliver messaging services requested by you.

Service Providers. We may share personal information with service providers that assist us with the provision of the Services. This may include, but is not limited to, service providers that provide us with hosting services, customer service, AI or machine learning services, analytics, marketing services, IT support, and related services. We may share your personal information with other third parties, on a need-to-know basis, such as our accountants, lawyers, auditors, and other professional advisors. Our primary service providers include:

  • HubSpot, which powers our website, forms, customer relationship management (CRM) system, email communications, and certain analytics functions
  • Google Analytics 4, which helps us understand website usage and visitor behavior

Business Partners. We may share your personal information with business partners we work with to provide you with a product or service you have requested. We may also share your personal information with business partners with whom we jointly offer products or services. Once your personal information is shared with our business partner, it will also be subject to our business partner's privacy policy. We are not responsible for the processing of personal information by our business partners.

Affiliates. We may share your personal information with our corporate affiliates.

Advertising Partners. Due to our use of advertising cookies on the homepage for the Website, we may share your personal information with third-party advertising partners. These third-party advertising partners may set Technologies on our Services to collect personal information regarding your activities and your device (e.g., IP address, cookie identifiers, page(s) visited, location, time of day). These advertising partners may use this personal information (and similar information collected from other services) to tailor and deliver personalized ads to you when you visit digital properties within their networks. This practice is commonly referred to as "interest-based advertising," "personalized advertising," or "targeted advertising."

B. Disclosures to Protect Us or Others

We may share your personal information and related information with external parties if we, in good faith, believe doing so is required or appropriate to comply with law enforcement requests, national security requests, or other government requests; comply with legal process, such as a court order or subpoena; protect your, our, or others' rights, property, or safety; enforce our policies or contracts; collect amounts owed to us; or assist with an investigation or prosecution of suspected or actual unauthorized or illegal activity.

C. Disclosure in the Event of Merger, Sale, or Other Asset Transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, receivership, purchase or sale of assets, transition of service to another provider, or other similar corporate transaction, your personal information may be shared, sold, or transferred as part of such a transaction.

5. YOUR PRIVACY CHOICES AND RIGHTS

Your Privacy Choices. The privacy choices you may have about your personal information are described below.

Email Communications. If you receive an unwanted email from us, you can use the unsubscribe functionality found at the bottom of the email to opt out of receiving future emails. Note that you will not be able to opt out of certain communications (e.g., communications regarding the Services or updates to this Privacy Policy).

"Do Not Track." Do Not Track ("DNT") is a privacy preference that users can set in certain web browsers. Please note that we do not respond to or honor DNT signals or similar mechanisms transmitted by web browsers.

Cookies. You may stop or restrict the placement of Technologies on your device or remove them by adjusting your preferences as your browser or device permits. However, if you adjust your preferences, the Services may not work properly. The online advertising industry also provides mechanisms that may allow you to opt out of receiving targeted ads from organizations that participate in self-regulatory programs. To learn more, visit the Network Advertising Initiative, the Digital Advertising Alliance, and the European Digital Advertising Alliance. Please note you must separately opt out in each browser and on each device.

Your Privacy Rights. In accordance with applicable law, you may have the right to:

  • Request Access to or Portability of Your Personal Information
  • Request Correction of Your Personal Information
  • Request Deletion of Your Personal Information
  • Request Restriction of or Object to Our Processing of Your Personal Information
  • Request to Opt Out of Certain Processing Activities, including, as applicable, if we process your personal information for "targeted advertising" (as "targeted advertising" is defined by applicable privacy laws), or if we engage in "profiling" in furtherance of certain "decisions that produce legal or similarly significant effects" concerning you (as such terms are defined by applicable privacy laws)
  • Withdraw Your Consent to Our Processing of Your Personal Information. Please note that your withdrawal will take effect only for future processing and will not affect the lawfulness of processing before the withdrawal.

We will process such requests in accordance with applicable laws. Only you, or someone legally authorized to act on your behalf in certain jurisdictions, may make a request to exercise the rights listed above regarding your personal information. If your personal information is subject to a law that allows an authorized agent to act on your behalf in exercising your privacy rights and you wish to designate an authorized agent, please provide written authorization signed by you and your designated agent using the information found in "Contact Us" below and ask us for additional instructions.

To protect your privacy, we will take steps to verify your identity before fulfilling requests submitted under applicable privacy laws. These steps may involve asking you to provide sufficient information that allows us to reasonably verify that you are the person about whom we collected personal information or an authorized representative. Examples of our verification process may include asking you to confirm the email address we have associated with you.

Some laws may allow you to appeal our decision if we decline to process your request. If applicable laws grant you an appeal right, and you would like to appeal our decision with respect to your request, you may do so by informing us of this and providing us with information supporting your appeal.

If your personal information is subject to the applicable data protection laws of the European Economic Area or the United Kingdom, you have the right to lodge a complaint with the competent supervisory authority if you believe that our processing of your personal information violates applicable law.

6. INTERNATIONAL TRANSFERS OF PERSONAL INFORMATION

All personal information processed by us may be transferred, processed, and stored anywhere in the world, including, but not limited to, the United States or other countries, which may have data protection laws that are different from the laws where you live. These countries may or may not have adequate data protection laws as defined by the data protection authority in your country.

If we transfer personal information from the European Economic Area, Switzerland, and/or the United Kingdom to a country that does not provide an adequate level of protection under applicable data protection laws, one of the safeguards we may use to support such transfer is the EU Standard Contractual Clauses.

For more information about the safeguards we use for international transfers of your personal information, please contact us as set forth below.

7. RETENTION OF PERSONAL INFORMATION

We store the personal information we collect as described in this Privacy Policy for as long as you use the Services, or as long as necessary to fulfill the purpose(s) for which it was collected, or as long as necessary to pursue our business purposes.

We retain personal information for as long as needed or permitted in light of the purpose(s) for which it was obtained and consistent with applicable law. To determine the appropriate retention period for personal information, we may consider applicable legal requirements; the amount, nature, and sensitivity of the personal information; certain risk factors; the purposes for which we process your personal information; whether we can achieve those purposes through other means; the length of time we have an ongoing relationship with you and provide the Services to you (for example, for as long as you have an account with us or keep using Services); whether there is a legal obligation to which we are subject (for example, certain laws require us to keep records of your transactions for a certain period of time before we can delete them); and whether retention is advisable in light of our legal position (such as in regard to applicable statutes of limitations, litigation, or regulatory investigations).

8. DATA SECURITY

We take steps to ensure that your information is treated securely and in accordance with this Privacy Notice. Unfortunately, the Internet cannot be guaranteed to be 100% secure, and we cannot ensure or warrant the security of any information you provide to us. By using the Services or providing personal information to us, you agree that we may communicate with you electronically regarding security, privacy and administrative issues relating to your use of the Services.

9. SUPPLEMENTAL NOTICE FOR EU/UK GDPR

This Supplemental Notice for EU/UK GDPR applies only to our processing of personal information that is subject to the EU or UK General Data Protection Regulation.

In some cases, providing personal information may be a requirement under applicable law, a contractual requirement, or a requirement necessary to enter into a contract. If you choose not to provide personal information in cases where it is required, we will inform you of the consequences at the time of your refusal to provide the personal information.

10. CHILDREN'S PERSONAL INFORMATION

Our Website and Services are intended for use by adults ages 18 or older. We do not knowingly collect any personal information from minors, and minors should not use our Website or our Services at any time.

11. CONTACT US

If you have any questions about our privacy practices or this Privacy Policy, or to exercise your rights as detailed in this Privacy Policy, please contact us at: info@verdantstrategies.com or (310) 807-0255.