Privacy Policy
Effective Date: October 3, 2026 · Last Updated: October 3, 2026
This Privacy Policy describes how Virtuity Financial Partners ("Virtuity Financial Partners", "we", "us", or "our") collects, uses, and protects your personal information. Virtuity Financial Partners sends the text messages described below and is responsible for your information. The client platform its licensed financial professionals use is operated on Virtuity Financial Partners' behalf by its service provider, AdaptExec.
1. Information We Collect
We collect information you provide directly, including:
- Name, email address, and phone number
- Financial profile information submitted through the Personal Financial Review (PFR) tool
- Communication preferences, including SMS consent
- Messages and correspondence within the platform
2. SMS / Text Message Communications
By providing your mobile phone number and consenting to receive text messages, you agree to receive SMS messages from your assigned licensed financial professional operating under Virtuity Financial Partners, Inc (d/b/a Virtuity Financial Partners). Messages may include appointment reminders, meeting confirmations, and follow-up communications related to your financial review.
How You Opt In
You may provide consent in one of two ways:
- Written consent: By entering your mobile number on our SMS consent page and checking the opt-in box reading: "I agree to receive SMS text messages from my assigned financial professional at Virtuity Financial Partners, Inc (d/b/a Virtuity Financial Partners) regarding appointment reminders, meeting confirmations, and financial service follow-ups. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out at any time. Reply HELP for help."
- By text: By replying START or UNSTOP to a text message from your financial professional.
Message Frequency
Message frequency varies based on your engagement with your financial professional. You may receive up to a few messages per week. Message and data rates may apply.
How to Opt Out (STOP)
You can opt out of SMS messages at any time by replying STOP to any text message. You will receive one confirmation text, and no further messages will be sent. To re-subscribe, reply START.
Help (HELP)
For help, reply HELP to any message or email support@virtuitypartners.com.
No Third-Party Sharing
We do not sell or share your mobile phone number or SMS consent data with third parties for marketing purposes.
3. How We Use Your Information
- To deliver the services and communications you requested
- To send appointment reminders and follow-up messages (with your consent)
- To improve the platform and user experience
- To comply with legal obligations
4. Sharing of Information
We do not sell your personal information. We may share your information with:
- Your assigned licensed financial professional at Virtuity Financial Partners
- AdaptExec, the service provider that operates the platform for Virtuity Financial Partners, under a confidentiality agreement
- Telecommunications service providers for SMS delivery (e.g., Telnyx)
- Service providers who assist in platform operations, under confidentiality agreements
We do not share your phone number or SMS consent data with third parties for marketing purposes.
5. Data Retention
We retain your personal information for as long as your account is active or as needed to provide services. Sensitive financial data (e.g., SSN, bank account numbers) is encrypted.
6. Your Rights
You may request to:
- Access or correct the personal information we hold about you
- Delete your account and associated data
- Opt out of SMS communications at any time (reply STOP)
7. Security
We use industry-standard security measures including encryption in transit (TLS) and at rest (AES-256-GCM for sensitive PII) to protect your information.
8. Changes to This Policy
We may update this Privacy Policy from time to time. We will post the revised policy on this page with an updated effective date.
9. Contact Us
If you have questions about this Privacy Policy or your personal data, please contact:
Virtuity Financial Partners
515 Marin St, Suite 408, Thousand Oaks, CA 91360
Email: support@virtuitypartners.com
Website: https://virtuity.com