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Privacy Policy

Effective Date: February 20, 2025

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virtualAdvisors ("we," "our," or "us") is a website and professional referral network operated by Mandala Wealth Management, LLC. This Privacy Policy explains how we collect, use, and protect your personal information when you visit virtualAdvisors.ai.

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By using our website, you agree to the terms of this Privacy Policy.

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1. Information We Collect

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We may collect the following types of information when you visit or interact with our website:

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  • Personal Information You Provide:

    • Name, email address, phone number, or other contact details when you submit a form or request information.

    • Any information you voluntarily provide through consultation requests or referrals.

  • Automatically Collected Information:

    • IP address, browser type, device information, and usage data collected via cookies and analytics tools.

    • Interaction data such as pages visited, time spent on the site, and referral sources.

  • Third-Party Information:

    • If you engage with advisors or professionals through our referral network, we may receive information from those third parties to improve our services.

 

2. How We Use Your Information

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We use your information to:

  • Provide information about our services and the professional referral network.

  • Respond to inquiries and requests submitted through the website.

  • Improve website functionality, security, and user experience.

  • Conduct analytics and measure website engagement.

  • Comply with legal, regulatory, or security obligations.

virtualAdvisors does not provide investment advice or collect financial data beyond general contact details.

 

3. How We Share Your Information

 

We do not sell your personal information. However, we may share your information in the following circumstances:

  • With Mandala Wealth Management, LLC: Your information may be shared with Mandala for advisory-related inquiries or services.

  • With Third-Party Service Providers: We may use analytics, hosting, or email communication providers to improve the website experience.

  • With Referral Partners: If you request a consultation or service through our referral network, your information may be shared with relevant financial professionals.

  • Legal or Regulatory Requirements: If required by law, we may disclose information to regulatory authorities or law enforcement.

 

4. Cookies & Tracking Technologies

 

We use cookies and similar tracking tools to analyze website usage and enhance user experience. You can adjust cookie settings in your browser.

 

5. Data Security

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We implement security measures to protect your data, but no online platform is 100% secure. We encourage users to avoid sharing sensitive information through the website.

 

6. Your Rights & Choices

 

Depending on your location, you may have rights to:

  • Request access to the personal information we hold about you.

  • Request correction or deletion of your personal data.

  • Opt out of email communications at any time.

To exercise these rights, please contact us at [Insert Contact Email].

 

7. Third-Party Links & External Websites

 

VirtualAdvisors may link to third-party websites or professionals in our referral network. We are not responsible for the privacy practices of these third parties.

 

8. Updates to This Privacy Policy

 

We may update this Privacy Policy periodically. Any changes will be posted with a new effective date.

 

9. Contact Us

 

For questions about this Privacy Policy, please contact:

Mandala Wealth Management, LLC
info@mandalawealth.com

415-633-6804

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