Privacy Policy

We've got your back. We promise.

Our clients entrust us with the lifeblood of their business - their ideas, portfolio holdings and investment theses. Protecting that information is the most important thing we do.

We never share your identity with anyone unless you give permission first. Selling your identity or contact information to anyone simply will never happen. Ever.

We treat your specific portfolio and research information as if we are handling nuclear launch codes. Internally, we follow a strict "need-to-know" policy and safeguards and firewalls are everywhere.

We conduct analysis on the aggregated client information you provide to us so that we can improve our product and your experience/value. If this analysis leads to insights that are worth sharing with you, we'll get your permission before you are included in any aggregated and analyzed data to be shared and exclude you if that's what you want.

If you have any questions about our commitment to you and your privacy, contact us. We'd be happy to answer your questions.

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Full Privacy Policy

This Privacy Policy describes how Alpha Theory, LLC ("Alpha Theory," "we," "us," or "our") collects, uses, and protects personal information obtained through our website https://www.alphatheory.com, the Alpha Theory WebApp, and our Microsoft Excel Add-in Excel Connect (collectively, the "Services").

By using our Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree, please do not use our Services.

1. The Information We Collect

A. Information You Provide Directly

We may collect personal information that you provide when you interact with us, such as:

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

Account Information: Username, password (encrypted), and preferences.

Communication Data: Correspondence with us, feedback, or inquiries.

B. Information Collected Automatically

When you use our Services, we and our service providers may automatically collect certain information, including:

Device Information: Browser type, operating system, IP address, and device identifiers.

Usage Data: Pages visited, time spent on our Website, referral URLs, search terms, interactions, and number of clicks.

Cookies & Tracking Technologies: We use cookies, web beacons, and analytics tools (e.g., Google Analytics) to improve user experience and track engagement. You can manage cookie preferences through your browser settings.

C. Information from Third-Party Sources

We may receive additional information from partners, publicly available sources, and marketing platforms.

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2. How We Use Your Information

We use personal information for the following purposes:

Providing Services: To operate, maintain, and enhance our offerings, including our Website, WebApp, and Excel Add-in.

Communication: Sending updates, security alerts, and responding to inquiries.

Marketing & Research: Delivering newsletters, analyzing engagement, and personalizing content (you can opt out at any time).

Compliance & Security: Detecting fraud, enforcing policies, and meeting legal obligations.

Business Operations: Improving products, conducting audits, and supporting business transfers (e.g., mergers or acquisitions).

3. How We Share Your Information

We do not sell your personal information. However, we may share it with:

Service Providers: Third-party vendors assisting with hosting, analytics, customer support, marketing, and software functionality.

Legal Authorities: When required by law, to respond to legal requests or to protect rights and security.

Business Transfers: In case of a merger, sale, or asset transfer, your data may be included.

Aggregate Data: We may share anonymized usage statistics with affiliates, partners, and industry analysts.

All third-party providers handling personal data must sign Confidentiality Agreements ensuring compliance with privacy standards.

4. Your Rights & Choices

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

Access & Correction: Request access to personal data we hold and request corrections if necessary.

Deletion & Restriction: Request deletion or restriction of your data where applicable.

Opt-Out of Marketing: Unsubscribe from marketing emails via the "unsubscribe" link.

Cookies & Tracking: Adjust browser settings to manage cookies and tracking preferences.

To exercise your rights, contact support@alphatheory.com.

5. Data Security & Retention

We implement industry-standard security measures to protect personal data. However, no system is completely secure.

We encrypt sensitive data and enforce strict access controls.

We retain personal data only as long as necessary for legal, business, and operational purposes.

Emails and online transmissions are not always secure, so users should avoid sharing sensitive information via email.

6. International Data Transfers

If you access our Services outside the U.S., your information may be transferred to and processed in the U.S. By using our Services, you consent to this transfer. We comply with applicable data protection laws for international transfers.

7. Children's Privacy

Our Services are not intended for children under 13. If we discover personal data collected from a child, we will delete it promptly.

8. Changes to This Privacy Policy

We may update this policy periodically. The "Effective Date" above indicates when the latest revisions were made. Continued use of our Services after changes are posted constitutes acceptance of the revised policy.

9. Contact Us

For questions or concerns about this Privacy Policy, email us at support@alphatheory.com

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