Privacy Policy

 

Last updated: December 9, 2025

10K Advisors (“10K,” “we,” “our,” or “us”) takes data privacy seriously and is committed to protecting the data and wishes of our customers, website visitors, and members of the 10K Community.

This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, use our services, or otherwise interact with us.

 

Notice at Collection

We collect the categories of personal information listed below for the purposes described in this Privacy Policy. We do not sell or share personal information, including for cross-context behavioral advertising. We retain personal information only as long as necessary for the stated purposes. If our practices change, we will update this notice.

 

Topics Covered

  • What data we collect
  • How we collect your data
  • How we use your data
  • How we store and protect your data
  • Marketing communications
  • Your privacy rights under U.S. and state laws
  • Cookies and tracking technologies
  • Sharing of personal information
  • Data retention
  • International data transfers
  • Children’s privacy
  • Changes to this privacy policy
  • How to contact us

 

What Data We Collect

Categories of Personal Information

  • Identifiers: Name, email address, phone number, and IP address.
  • Professional Information: Employer, title, Salesforce certifications, skills, project experience.
  • Account Information: Login credentials, preferences, and activity within 10K Connect.
  • Internet or Usage Data: Browser type, device identifiers, referring URLs, and interaction data.
  • Inferences (if applicable): Information we derive from your engagement or preferences.

We do not knowingly collect sensitive personal information (e.g., financial, biometric, or health data) unless necessary for legitimate business purposes and with your consent.

 

How We Collect Your Data

  • Directly from you: When you register, fill out forms, subscribe, or participate in surveys or programs.
  • Automatically: Through cookies and analytics tools when you use our site or 10K Connect.
  • From third parties: Such as partners, referrals, or publicly available directories.

 

How We Use Your Data

We use personal information to:

  • Provide and manage services and community programs
  • Process transactions and manage accounts
  • Respond to inquiries and support requests
  • Send service or marketing communications
  • Improve our website and offerings
  • Conduct analytics and internal reporting
  • Comply with legal or regulatory obligations

We do not sell or share personal information for monetary or cross-context behavioral advertising purposes.

 

How We Store and Protect Your Data

Data is securely stored within Salesforce.com instances and other enterprise-grade systems managed by 10K. We maintain reasonable administrative, technical, and physical safeguards to prevent unauthorized access, disclosure, alteration, or destruction.

If a data incident occurs, we will follow all applicable legal notification requirements.

 

Marketing Communications

We may send you information about our services or events we believe you will find relevant. 

If you provide us with your contact information or otherwise express interest in 10K’s services, we may retain your details as part of our ongoing marketing and lead-nurture programs. We keep this information only as long as it remains relevant to our legitimate business relationship or until you opt out of communications. We regularly review inactive contacts and securely delete or de-identify records that are no longer needed.

You can opt out at any time by:

  • Clicking unsubscribe in marketing emails, or
  • Contacting advisors@10kview.com.

Opting out does not affect transactional or service-related communications.

 

Your Privacy Rights

Depending on your location, you may have rights to:

  • Access the personal information we hold about you
  • Correct inaccurate or incomplete data
  • Delete your personal information
  • Restrict or object to certain processing
  • Receive your data in portable form
  • Opt out of any sale or sharing of personal information

We respond to verified requests within 45 days (and may extend once by 45 days if necessary). We may request additional information to verify your identity or authorized agent status.

We will not discriminate against you for exercising any of your rights.

 

Appeals

If we deny your request, you may appeal by emailing advisors@10kview.com with the subject line “Privacy Appeal.”
We will respond within 45 days (Colorado and Virginia) or 60 days (Connecticut). If your appeal is denied, we will inform you how to contact your state’s Attorney General.

 

California Residents (CCPA/CPRA)

If you are a California resident, you have additional rights under the CCPA/CPRA:

  • Know what categories of personal information we collect and disclose
  • Request deletion of your personal information
  • Correct inaccuracies
  • Opt out of sale or sharing (we currently do not sell or share personal information)
  • Non-discrimination for exercising your rights

We will honor Global Privacy Control (GPC) browser signals as valid opt-out requests if we ever engage in sale or sharing of personal information.

To exercise any of these rights, please submit a request via our Contact Form.

 

Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Improve site functionality and experience
  • Analyze website performance
  • Remember user preferences

You can disable non-essential cookies through your browser settings at any time. 

If you are a new website visitor, you will be asked to consent to non-essential cookies via a banner.

 

Sharing of Personal Information

Categories of Recipients

We may share personal information with:

  • Service Providers: Cloud hosting, CRM, analytics, email, and IT security partners
  • Business Partners: When jointly hosting programs or events with your consent
  • Legal Authorities: When required to comply with law or court order
  • Corporate Successors: In connection with a merger, acquisition, or reorganization

All service providers are contractually required to use data only for our specified purposes and maintain appropriate safeguards.

 

Data Retention

We retain personal information only as long as necessary for the purposes outlined in this policy, such as:

  • Customer and community relationship management
  • Marketing and lead nurturing programs
  • Opt-out management
  • Compliance with accounting, legal, or reporting obligations
  • Security and fraud prevention

When no longer needed, we securely delete or de-identify your data.

 

International Data Transfers

We primarily process and store personal information in the United States. If data is transferred internationally, we use appropriate safeguards such as data-processing agreements or contractual clauses consistent with applicable laws.

 

Children’s Privacy

Our website and services are intended for business professionals and are not directed to children under 13. We do not knowingly collect personal information from minors.

 

Changes to This Privacy Policy

We may update this policy from time to time to reflect new practices or legal requirements. Updates will be posted on this page with an updated “Last updated” date.

 

How to Contact Us

If you have questions or requests about this Privacy Policy or your personal information, contact us at:
📧 advisors@10kview.com
🌐 https://10kview.com

 

Governing Law

This Privacy Policy and any related disputes are governed by the laws of the United States and the Commonwealth of Kentucky, without regard to conflict of law principles.