Privacy Policy

Last updated: June 23, 2026

1. Introduction

True Vantage Advisors ("True Vantage Advisors," "TVA," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, share, and safeguard information when you visit our website, take our AI Readiness Assessment, book a call, or engage our services — including the AI Capability Framework, fractional Chief AI Officer (fCAIO) engagements, live instructor-led training, certification, and related advisory work (together, the "Services").

By using our Services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our Services.

2. Information We Collect

Information you provide. We collect the information you choose to give us, such as when you:

  • Complete the AI Readiness Assessment — including your name, work email, phone number, company, role, industry, company size, revenue range, your assessment answers and resulting scores, and any context you share
  • Submit our contact form or otherwise reach out to us
  • Book a strategy call or results-review call
  • Enroll in a course, assessment, certification, or engagement
  • Subscribe to updates or marketing communications

Information collected automatically. When you visit our website, we and our providers may collect limited technical information such as your IP address, device and browser type, pages viewed, referring source, and similar usage data, including through cookies and comparable technologies (see "Cookies and Tracking" below). If you reach us through a marketing campaign, we may also receive campaign attribution parameters (for example, UTM tags).

Information from third parties. When you schedule a call through our scheduling provider or interact with our service providers, we may receive information from those services as needed to deliver the Services.

3. How We Use Your Information

  • Provide your assessment results and personalized report
  • Respond to your inquiries and follow up about your results or our Services
  • Deliver, maintain, and improve our Services and engagements
  • Schedule and conduct calls and meetings
  • Send updates, educational content, and marketing communications, where permitted
  • Understand how our website is used and improve it
  • Protect our Services, prevent misuse, and comply with legal obligations

4. How We Share Your Information

We do not sell your personal information. We may share it:

  • With service providers who help us operate — such as scheduling, email, hosting, CRM, and analytics providers — who may process information only on our behalf.
  • For legal reasons, if required by law or to protect our rights, our users, or the public.
  • In a business transfer, such as a merger, acquisition, or sale of assets.
  • With your consent, or at your direction.

When you engage us for advisory, fCAIO, or consulting work, any business information you share is treated as confidential and used only to deliver that engagement. We do not use one client's data to benefit another.

5. Cookies and Tracking

We use cookies and similar technologies for essential site functionality and, where applicable, to understand usage and improve your experience. You can control cookies through your browser settings; disabling some may affect site functionality.

6. Data Security

We use reasonable technical and organizational safeguards to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We keep personal information only as long as needed for the purposes described here, to provide the Services, and to meet legal, accounting, or reporting requirements. When information is no longer needed, we delete or anonymize it. You may request deletion of your information as described below, subject to any legal retention obligations.

8. Your Rights and Choices

Depending on where you live, you may have rights to access, correct, delete, or restrict the use of your personal information, to object to certain processing, to data portability, and to withdraw consent. To exercise these rights, contact us using the details below.

You can opt out of marketing emails at any time using the unsubscribe link in those emails; we may still send you service-related messages.

9. Children's Privacy

Our Services are intended for businesses and professionals and are not directed to children under 16. We do not knowingly collect personal information from children under 16. If you believe a child has provided us information, please contact us and we will delete it.

10. International Users

True Vantage Advisors is based in the United States. If you access our Services from outside the United States, your information may be transferred to and processed in the United States, where data protection laws may differ from those in your location.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated version here with a revised "Last updated" date. Your continued use of the Services after changes take effect constitutes acceptance of the updated policy.

12. Contact Us

Questions about this Privacy Policy or your information? Contact us at privacy@truevantageadvisors.com or through our contact page.