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Privacy Policy

Protecting Your Personal Information with Integrity and Transparency

Legacy Funding Advisors, LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you interact with our website, applications, services, or otherwise engage with us in the course of seeking or providing business financing solutions.

1. Information We Collect

We may collect the following categories of information:

A. Identifiers

Name, email address, mailing address, business name, business EIN, and other contact details.

B. Business and Financial Information

Bank statements, credit history, business performance metrics, tax identification numbers, and funding application details.

C. Internet and Technical Data

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

D. Commercial Information

Records of services requested, inquiries made, and financing history.

E. Sensitive Personal Information

Last 4 digits of SSN or full SSN (if required), driver’s license or government-issued ID (to comply with underwriting requirements).

2. How We Use Your Information

We may use the information we collect to:

Match your business with potential financing solutions.

Process applications and assess funding eligibility.

Communicate with you regarding offers, updates, and transactions.

Maintain internal records and comply with legal obligations.

Improve and personalize user experience on our site and services.

3. How We Share Your Information

We may share your information with:

Lending Partners: To facilitate your funding requests.

Service Providers: For analytics, customer service, marketing, and legal compliance.

Legal Authorities: As required by law or legal process.

Business Transfers: If Legacy Funding Advisors is involved in a merger or acquisition.

We do not sell your personal information.

4. Cookies and Tracking Technologies

Our website uses cookies, web beacons, and similar technologies to enhance functionality and analyze usage patterns. You may configure your browser to refuse cookies, but this may limit functionality.

5. Data Retention

We retain personal and business information for as long as necessary to fulfill the purposes outlined in this policy, including legal, tax, accounting, and regulatory obligations.

6. Data Security

We implement physical, technical, and administrative safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction.

7. Your Privacy Rights

Depending on your state of residence, you may have the following rights:

A. California Residents (CCPA/CPRA)

If you are a California resident, you have the right to:

Know what personal information we collect and how it is used.

Request access to or deletion of your personal information.

Opt out of the sale or sharing of your personal information (we do not sell data).

Correct inaccurate personal data.

Limit the use of sensitive personal information.

To exercise your rights, please contact us at [email protected]. We will verify your identity before processing your request.

B. Other State-Specific Rights

Residents of Virginia (VCDPA), Colorado (CPA), Connecticut (CTDPA), and Utah (UCPA) may have similar rights to:

Access, correct, delete, or receive a copy of your personal information.

Opt out of targeted advertising and profiling (if applicable).

Requests can be submitted by email to [email protected].

8. Children’s Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal data from children.

9. Third-Party Links

Our site may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we do, we will revise the "Last Updated" date at the top of this page. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.