Privacy Policy

Last Updated: May 2026

Capitallio ("we," "our," or "us") is committed to helping protect your privacy. This policy explains how we collect, use, and share your information when you visit Capitallio.com, in compliance with advertising network guidelines (including Google and Microsoft Ads).

1. Information We Collect

We collect information you voluntarily provide when using our site. This includes:

  • Contact Information: Name and email address when you use our contact forms.
  • Assessment Data: Answers to our educational quizzes (e.g., age bracket, retirement account status) to help determine your eligibility for specific financial guides.

2. Tracking Technologies & Cookies

To measure the effectiveness of our educational campaigns, we use tracking technologies, including cookies, web beacons, and pixels (such as Google Ads, Microsoft UET, and third-party tracking software). These tools collect anonymous, non-identifiable data about your browsing behavior on our site to improve user experience and ad relevance.

3. How We Use & Share Your Information

Your information is used to provide the educational materials you request. Important Disclosure regarding Third-Party Partners: If you take an assessment and request a "Free Kit" or similar guide, we may share your contact information and assessment answers with our trusted, highly rated financial partners. These partners will use your information to fulfill your request and may contact you directly. We do not sell your data to random third parties.

4. Your Rights and Opt-Out

You have the right to request access to, or deletion of, your personal data. If you wish to stop receiving communications from us, you can click "unsubscribe" in any email. To opt out of tracking cookies, you may adjust your browser settings. For data deletion requests, please email us at contact@capitallio.com.