Privacy Policy
Last updated: June 2026
Overview
Nexus Advisor AI ("we", "us") provides a marketing technology platform that helps wealth management firms identify and engage prospective advisors. This policy explains what we collect, how we use it, and the choices you have.
Information We Collect
We collect information you provide directly (such as contact details when you book a call), information collected automatically (such as device, browser, and usage data), and information from third-party sources used to research the advisor market on behalf of our clients.
How We Use Information
We use information to operate and improve the platform, communicate with you, deliver outreach campaigns on behalf of client firms, comply with legal obligations, and protect the security of our systems.
Sharing
We do not sell personal information. We share information with service providers acting on our behalf, with client firms in connection with the engagements they hire us for, and when required by law.
Your Choices
You may request access, correction, or deletion of your personal information, or opt out of marketing communications, by emailing compliance@nexusadvisorai.com.
Contact
Questions about this policy can be sent to compliance@nexusadvisorai.com.