Privacy Policy

SentryFi collects personal and usage information to provide our consultation, education, and market insight services. This includes data you provide directly and information generated through your use of our platform.

• Personal Information: Full name, email address, phone number, and other contact details you provide when creating a membership or booking a consultation
• Billing Information: Payment details for membership plans, processed securely by our third-party payment processor — SentryFi does not store full card numbers
• Engagement Data: Courses completed, sessions booked, content viewed, and questions submitted through consultations or support
• Device and Usage Information: IP address, browser type, operating system, device identifiers, and app usage patterns
• Communications: Messages you send us through consultation bookings, the contact form, or support channels

SentryFi uses your information to deliver, secure, and improve our services:

• Provide access to courses, research, market briefings, and consultation bookings
• Process membership and plan payments
• Personalize educational content and market insight recommendations
• Match you with an advisor or learning track based on your stated goals
• Communicate service updates, market briefings, and security alerts
• Maintain records for billing, support, and legal compliance
• Improve platform security, performance, and content quality

SentryFi does not sell your personal information. We may share data only under the following limited circumstances:

• Service Providers: With trusted vendors who assist with payment processing, video conferencing for consultations, email delivery, and cloud infrastructure — all bound by strict confidentiality agreements
• Legal Compliance: When required by law, court order, or regulatory request
• Business Transfers: In connection with a merger, acquisition, or sale of assets, subject to continued privacy protections
• With Your Consent: When you explicitly authorize sharing, such as linking a third-party brokerage or portfolio tool for educational purposes

Protecting your data is a priority. SentryFi employs security controls including:

• Encryption for data in transit (TLS) and at rest
• Multi-factor authentication (MFA) options for member accounts
• PCI DSS-compliant payment processing through a third-party provider
• Role-based access controls and internal data minimization policies
• Regular review of security practices and incident response procedures

Depending on your jurisdiction, you may have the following rights regarding your personal data:

• Access: Request a copy of the personal information we hold about you
• Correction: Request updates to inaccurate or incomplete data
• Deletion: Request deletion of your data, subject to legal retention requirements
• Portability: Receive your data in a structured, machine-readable format
• Restriction: Limit how we process your data in certain circumstances
• Objection: Opt out of certain uses, such as marketing communications

To exercise these rights, contact us at privacy@sentryfi.net. We will respond within the timeframe required by applicable law.

SentryFi uses cookies and similar technologies to maintain secure sessions, remember your preferences, and analyze platform usage. Essential cookies are required for core site functionality. You may manage non-essential cookies through your browser settings or our Cookie Preference Center. For more details, please review our Cookie Policy.

SentryFi is an education, research, and consultation service. We are not a bank, broker-dealer, custodian, or registered investment adviser, and this Privacy Policy does not create a fiduciary relationship. Any personal or financial context you share with an advisor during a consultation is used solely to tailor our educational content and guidance to you, and is handled with the same security controls described above.

If you have questions about this Privacy Policy or how SentryFi handles your data, please contact our Privacy Office: