Privacy policy.

Effective Date: October 1, 2025

Last Updated: October 1, 2025

Invstly, LLC (“Invstly,” “we,” “our,” “us”) operates several services, including Invstly.io (our consulting and marketing services site), Invstly.ai (our AI-powered brand operating system and related applications), aMassive (our integration consulting service), and Advisor Collective (our media and community platform for wealth management professionals). We are committed to protecting your privacy and ensuring that your personal information is handled responsibly and transparently.

This Privacy Policy explains how we collect, use, and share your information when you interact with any of our websites, platforms, products, or services.

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1. Information We Collect

a. Information You Provide

  • Contact Information: Name, email address, phone number, company, and role.

  • Account Information (Invstly.ai, Advisor Collective): Username, password, and profile details.

  • Business Information: Client-related data you share with us during consulting engagements or when using our platforms.

•Communications: Any information you provide when you contact us (via email, forms, or messaging).

b. Information Collected Automatically

  • Usage Data: Pages visited, features used, time spent, referral URLs.

  • Device & Browser Data: IP address, operating system, browser type, cookies, log files.

  • AI Interaction Data (Invstly.ai): Prompts, text entries, uploaded documents, and system outputs.

c. Information from Third Parties

We may receive information from:

  • Strategic partners and vendors (e.g., CRM integrations, analytics providers).

  • Publicly available sources (e.g., SEC filings, corporate websites, industry databases).

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2. How We Use Your Information

We use the information collected for purposes including:

  • Delivering and improving Invstly.io consulting services, Invstly.ai software, aMassive integration consulting, and Advisor Collective media/community offerings.

  • Providing personalized insights, recommendations, and AI-generated outputs.

  • Facilitating events, communities, or workshops (Advisor Collective, aMassive).

  • Communicating with you about updates, offers, and service changes.

  • Analyzing usage patterns for product development and security.

  • Meeting contractual, legal, and regulatory obligations.

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3. How We Share Information

We do not sell your personal data. We may share information only in these circumstances:

  • Vendors/Service Providers: Hosting, analytics, AI/ML infrastructure, CRM tools.

  • Business Transfers: In connection with a merger, acquisition, or restructuring.

  • Legal Compliance: When required by law, regulation, or legal process.

  • Consent-Based Sharing: With your explicit permission.

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4. AI & Data Privacy (Invstly.ai Specific)

Because Invstly.ai is powered by artificial intelligence:

  • User inputs (e.g., prompts, documents, brand assets) may be temporarily processed to generate responses.

  • Unless specifically stated, we do not use customer data to retrain AI models.

  • Data retention is minimized and governed by your account settings.

  • We encourage users not to input sensitive personal information (e.g., health, financial account numbers, government IDs).

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5. Cookies & Tracking

We use cookies and similar technologies to:

  • Remember your preferences.

  • Improve performance and security.

  • Track usage for analytics and marketing.

You can adjust cookie settings in your browser.

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6. Data Security

We use industry-standard security measures to protect your information, including encryption, access controls, and monitoring. However, no system is completely secure, and we cannot guarantee absolute security of your data.

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7. Data Retention

We retain information only as long as necessary for:

  • Delivering services.

  • Business operations.

  • Legal or contractual requirements.

When data is no longer needed, it is securely deleted or anonymized.

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8. Your Rights

Depending on your jurisdiction, you may have rights to:

  • Access the personal data we hold about you.

  • Request correction or deletion.

  • Restrict or object to processing.

  • Port your data to another provider.

  • Withdraw consent for marketing.

Requests can be sent to privacy@invstly.io.

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9. International Users

Our services are operated in the United States. If you access our websites or platforms from outside the U.S., your information may be transferred to and processed in the U.S.

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10. Children’s Privacy

Our services are not directed at individuals under 18. We do not knowingly collect data from children. If you believe a child has provided us with personal information, please contact us.

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11. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised “Last Updated” date.

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12. Contact Us

If you have questions or concerns about this Privacy Policy, please contact:

Invstly, LLC

Email: privacy@invstly.io

Website: www.invstly.io