Privacy Policy
Echelon Advising LLC (“Echelon”, “we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or use our enterprise AI systems and Client Portal.
Please read this privacy policy carefully. If you do not agree with its terms, please do not access the site or our services.
Client Data Processing — Zero-Retention Policy
Data processed through the Echelon API and Vector Vaults on behalf of our enterprise clients is never used to train foundational AI models. All prompts, embeddings, and telemetry data are encrypted at rest and processed under strict zero-retention transit policies according to our Data Processing Agreement.
1. Information We Collect
We collect information that you voluntarily provide when you register, express interest in our services, or contact us. Here is a breakdown of the categories:
Personal Information
- Full name, email address, phone number, and job title
- Company name and organizational role
- Information submitted via forms, Intelligence Feed signups, or Client Portal registration
Authentication Data
- Passwords and password hints
- Multi-factor authentication tokens
- OAuth credentials for third-party platform integrations
Usage & Device Data
- IP address, browser type, and device characteristics
- Operating system, language preferences, and referring URLs
- Pages visited, features used, and time spent on the platform
2. How We Use Your Information
We process your personal information for legitimate business interests, contract performance, and legal compliance. Specifically, we use your data to:
Account Management
Facilitate account creation, logon processes, and access to the Client Portal.
Service Delivery
Manage user accounts and provide AI infrastructure, dashboards, and API access.
Communications
Send administrative notices regarding changes to terms, conditions, and policies.
Marketing
Deliver targeted newsletters and promotional offers — only with explicit double opt-in consent.
Security
Monitor for fraud, unauthorized access attempts, and platform abuse.
Analytics
Understand usage patterns to improve our Services and feature prioritization.
4. SMS & Text Messaging Communications
If you provide your phone number through a form on our website, our Client Portal, or during onboarding, you may receive SMS messages from Echelon Advising LLC. By submitting your phone number you expressly consent to receive these messages under the terms below.
Message Types
Account notifications, appointment confirmations, project updates, and (with separate consent) occasional informational or promotional messages.
Message Frequency
Frequency varies based on your interactions with us. We do not send a fixed number of messages per month.
Carrier Charges
Message and data rates may apply. Echelon Advising LLC is not responsible for any charges from your mobile carrier.
Supported Carriers
Available on all major U.S. carriers. Carriers are not liable for delayed or undelivered messages.
Opt-Out
Reply STOP to any message at any time to unsubscribe. You will receive one final confirmation message and no further texts.
Help
Reply HELP to any message to receive support information, or email privacy@echelon-advising.com.
Phone numbers and SMS opt-in consent records are stored solely to deliver the messages you have requested. We do not sell, rent, lease, or share mobile opt-in data with any third party for marketing purposes, and SMS consent is never transferred as part of any list sale or partnership.
5. No Sale of Personal Information
Echelon Advising LLC does not sell or rent your personal information. We do not exchange personal information for money or other valuable consideration with any third party.
For purposes of the California Consumer Privacy Act (CCPA/CPRA) and similar U.S. state privacy laws, we also do not “share” personal information for cross-context behavioral advertising. If this ever changes, we will update this policy and provide a clear “Do Not Sell or Share My Personal Information” link as required by law.
7. Your Privacy Rights (GDPR, CCPA/CPRA & U.S. State Laws)
Depending on your geographical location, you may have specific rights regarding your personal information:
Right to be Informed
Know what personal data is processed, why, and who else may receive it.
Right of Access
Request a copy of all personal data held about you.
Right to Rectification
Have incorrect or incomplete data corrected or updated.
Right to Erasure
Request deletion of your personal data under certain circumstances.
Right to Data Portability
Receive your personal data in a structured, machine-readable format.
Right to Object
Object to processing of your data for direct marketing purposes.
To exercise any of these rights, email us at privacy@echelon-advising.com. We will verify your identity before responding and aim to reply within 30 days (45 days for CCPA requests, extendable as permitted by law). We will not discriminate against you for exercising any of these rights.
8. Data Retention
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Specifically:
Account & Portal Data
Retained while your account is active and for up to 24 months after closure, unless a longer period is required by law.
Contact-Form Submissions
Retained for up to 36 months for sales and support purposes, then deleted or anonymized.
SMS Opt-In & Consent Records
Retained for the life of the program plus 4 years following opt-out, as required by TCPA recordkeeping guidance.
Billing & Tax Records
Retained for 7 years to satisfy U.S. federal and state tax obligations.
Server Logs
Retained for up to 90 days for security and abuse prevention, then automatically purged.
9. Security
We implement reasonable and appropriate administrative, technical, and physical safeguards designed to protect your personal information. These include:
Encryption in Transit
All traffic is served over HTTPS / TLS 1.2+.
Encryption at Rest
Database and file storage encrypted using industry-standard AES-256 via our cloud providers.
Access Controls
Role-based access, principle of least privilege, and audit logging for all administrative actions.
Authentication
Magic-link and OAuth authentication; passwords (where applicable) hashed with strong, salted algorithms.
Vendor Vetting
Sub-processors are reviewed for their security posture and bound by written data-processing agreements.
Incident Response
If a confirmed breach affects your personal information, we will notify you and applicable regulators within the timeframes required by law.
No method of electronic transmission or storage is 100% secure. While we work hard to protect your information, we cannot guarantee absolute security and you use our services at your own risk.
10. International Data Transfers
Echelon Advising LLC is based in the United States and processes data on servers located in the United States. If you access our services from outside the U.S., your information will be transferred to, stored, and processed in the U.S., which may have data-protection laws different from those of your jurisdiction. Where required (for example, transfers of personal data from the EU/EEA, UK, or Switzerland), we rely on appropriate safeguards such as the European Commission’s Standard Contractual Clauses with our sub-processors.
11. Children’s Privacy
Our services are designed for businesses and are not directed to children under 16. We do not knowingly collect personal information from anyone under the age of 16. If we learn that we have collected personal information from a child under 16 without verifiable parental consent, we will delete it as quickly as possible. If you believe a child has provided us with personal information, please contact privacy@echelon-advising.com.
12. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we do, we will revise the “Last Updated” date at the top of this page and, for material changes, provide additional notice (such as a banner on our website or email to registered users). Your continued use of our services after the updated policy takes effect constitutes acceptance of the changes.
Privacy Inquiries
Questions about this policy or your data? Contact us directly.
privacy@echelon-advising.com
Echelon Advising LLC • Los Angeles, CA