Privacy Policy

Effective March 2026

The Short Version

We collect only what we need to respond to your inquiries. We don’t sell your information. We don’t spam you. We use industry-standard security to keep your data safe.

Who We Are

Summitas, LLC builds a secure client engagement platform for family offices and wealth management firms. This privacy policy covers the Summitas marketing website — the public site where you can learn about our platform and get in touch with us.

If you are a Summitas platform subscriber, your use of the platform is covered by your subscription agreement and the platform privacy policy.

What We Collect

Information you give us

When you fill out our contact form, we collect:

• Your name
• Your work email address
• Your firm type
• Your topic of interest

If you choose to schedule a meeting, we also collect:

• Your company name
• Your phone number
• How you heard about us
• What you’re trying to accomplish

Information we collect automatically

When you visit this website, we may collect:

• Your IP address and general location (country/region)
• Your browser type and operating system
• Which pages you visit and how long you stay
• The website that referred you to us

We collect this through cookies and similar technologies. We use it to understand how people use our site and to improve the experience.

How We Use Your Information

We use the information you provide to:

• Respond to your inquiry — If you submit our contact form, we’ll use your information to get back to you
• Schedule meetings — If you request a demo, we’ll use your details to set one up
• Improve our website — We use anonymous analytics to understand what content is helpful
• Send relevant follow-ups — We may send you information related to your inquiry, but we won’t add you to a mass marketing list without your consent

What We Don’t Do

We also don’t:

• Add you to email marketing lists without your permission
• Share your information with other companies for their marketing
• Use your information for purposes unrelated to your inquiry

Who We Share With

We may share your information only in these limited situations:

• Service providers — Companies that help us run this website (hosting, email delivery, analytics). They can only use your data to provide services to us.
• Legal requirements — If required by law, subpoena, or court order
• Business transfers — If Summitas is acquired or merged with another company, your information would transfer with the business

Cookies

We use cookies to:

• Keep the website functioning properly
• Understand how visitors use the site (analytics)
• Remember your preferences

You can disable cookies in your browser settings, but some parts of the site may not work as expected.

Your Choices

You have control over your information:

• Don’t submit the form — You can browse this entire site without giving us any personal information
• Opt out of follow-ups — If we send you an email, you can unsubscribe at any time
• Request deletion — You can ask us to delete any information you’ve submitted by contacting us
• Disable cookies — Adjust your browser settings to limit or block cookies

Security

We protect your information with encryption (TLS) in transit and follow industry-standard security practices. That said, no system is 100% secure. We take reasonable precautions, but we can’t guarantee absolute security.

Data Retention

We keep the information you submit through our contact form for as long as we need it to respond to your inquiry and maintain our business relationship. If you ask us to delete it, we will.

Children

This website is not intended for anyone under 18. We don’t knowingly collect information from minors.

For EU and Swiss Residents

Summitas LLC complies with the EU-U.S. Data Privacy Framework (DPF) and the Swiss-U.S. Data Privacy Framework. We are certified with the U.S. Department of Commerce and adhere to the DPF Principles for processing personal data received from the EU and Switzerland.

You have the right to access, correct, or delete the personal information we hold about you. To make a request, please contact us.

If we can’t resolve a privacy complaint directly, you can reach out to TRUSTe, our independent dispute resolution provider, at no cost. For more information about the DPF, visit dataprivacyframework.gov.

Changes to This Policy

We may update this policy from time to time. If we make significant changes, we’ll update the date at the top and post the revised version here.

Contact Us

Questions about this policy? We’re happy to help.