Privacy Policy
Crestline Partners (“Crestline,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy outlines how we collect, use, store, share, and protect your information when you interact with our website, any associated landing pages, application forms, scheduling tools, questionnaires, payment portals, or communication channels (collectively, the “Site”), when you respond to one of our marketing campaigns, or when you engage our client acquisition services.
Crestline provides client acquisition and appointment generation services to financial professionals and firms. This means we collect personal information from two distinct groups of people: (1) financial professionals, firms, and their representatives who apply for or engage our services (“Clients”), and (2) individual consumers who respond to campaigns we operate on behalf of our Clients and who may be scheduled into an appointment with a Client (“Prospects”). Where a section of this Policy applies only to one group, we say so.
By accessing or using the Site, submitting an application, responding to a campaign, scheduling an appointment, or engaging our services, you acknowledge that you have read and understood this Privacy Policy.
1. Information We Collect
Information Clients Provide Directly
We collect personal information that you voluntarily submit, including your name, email address, phone number, firm name, job title, firm website, licensing or registration status, asset minimums and qualification criteria, target geography, and any other details you provide through application forms, scheduling tools, intake questionnaires, email, phone, video calls, or other direct communications. If you engage our services, we may also collect billing information in connection with payment processing.
Information Prospects Provide Directly
If you respond to a campaign, advertisement, landing page, form, or communication that we operate on behalf of a Client, we may collect your name, email address, phone number, state and ZIP code, age or age range, retirement timeline, general investable asset range, product or service interest, your answers to qualification questions, your appointment preferences and scheduling details, and records of your consent to be contacted, including the time, date, method, and language of that consent.
Information Collected Automatically
When you visit the Site, we may automatically collect technical and usage data, including your IP address, browser type, device type, operating system, pages visited, time spent on pages, referring URLs, click behavior, and general geographic location. This information is collected through cookies, pixels, log files, and similar technologies.
Information From Third-Party Platforms
If you interact with our advertisements or content on third-party platforms such as Meta (Facebook and Instagram), Google, LinkedIn, YouTube, TikTok, or other advertising and social media platforms, those platforms may provide us with information about your interaction, including demographic data, interest categories, and ad engagement metrics, in accordance with their own privacy policies and your settings on those platforms.
Information From Data and Verification Providers
We may supplement the information you provide with data from third-party verification, enrichment, and compliance providers in order to validate contact details, screen for duplicate or invalid submissions, confirm line type, and assess whether a submission meets the qualification criteria set by our Clients.
2. How We Use Your Information
We use the information we collect to:
Respond to inquiries and evaluate potential Client engagements
Communicate with you about our services, including scheduling calls and sending follow-up correspondence
Design, operate, and optimize client acquisition campaigns on behalf of our Clients
Contact Prospects who have consented to be contacted, and qualify them against the criteria established by the applicable Client
Schedule, confirm, remind, and reschedule appointments, and track appointment attendance
Introduce qualified Prospects to the Client whose appointment they have scheduled
Process payments through our third-party payment processor and produce billing records
Maintain records of consent, communications, and appointment outcomes for compliance and dispute resolution purposes
Send newsletters, educational content, or marketing communications (which you may opt out of at any time)
Operate, improve, and optimize the performance and security of our website
Create and manage advertising audiences and retargeting campaigns on third-party advertising platforms
Analyze traffic, campaign performance, and user behavior to improve our services and marketing
Comply with applicable legal obligations
3. Cookies, Pixels, and Tracking Technologies
We use cookies, tracking pixels, and similar technologies on the Site to enhance your experience, analyze usage, deliver and measure the effectiveness of advertisements, and build retargeting audiences. These may include:
Essential Cookies that are necessary for the basic functionality of the Site.
Analytics Cookies from providers such as Google Analytics that help us understand how visitors interact with the Site.
Advertising Pixels from platforms such as Meta (Facebook Pixel) and Google, which collect data about your browsing behavior on our Site and use that data to deliver targeted advertisements to you on those platforms and to measure ad performance.
Third-Party Embeds from services such as video hosting providers, form providers, and scheduling providers, which may set their own cookies when you interact with embedded content on the Site.
You may manage or disable cookies through your browser settings. Please note that disabling cookies may affect certain features of the Site. For more information about how Meta uses data collected through the Facebook Pixel, please review Meta's Data Policy at https://www.facebook.com/privacy/policy/.
4. Information Sharing and Disclosure
Crestline does not sell your personal information. We may share your information in the following circumstances:
Client Firms
This is the core of what we do. If you are a Prospect and you schedule an appointment through one of our campaigns, we share the information necessary to conduct that appointment — including your name, contact details, and the qualification information you provided — with the financial professional or firm whose appointment you scheduled. Once that information has been shared, the Client's own privacy policy and practices govern their use of it. Crestline does not control, and is not responsible for, how a Client subsequently uses or retains your information. Appointments are exclusive: we do not share a Prospect's information with more than one Client for the same engagement, and we do not resell Prospect information to lead buyers, aggregators, or marketplaces.
Service Providers
We share information with trusted third-party service providers who support our operations, including website hosting, payment processing, telephony and SMS providers, email marketing platforms, CRM and pipeline platforms, calendar and scheduling tools, data verification providers, call recording and transcription providers, and analytics providers. These providers are authorized to use your information only as necessary to provide services to us and are contractually required to protect your data.
Advertising Platforms
We share or make available certain data (such as email addresses, website activity, or device identifiers) with advertising platforms including Meta and Google for the purpose of creating custom audiences, lookalike audiences, and retargeting campaigns. This sharing occurs through pixels, data uploads, and platform integrations. We do not share telephone numbers collected for the purpose of appointment scheduling with third parties for those third parties' own marketing purposes.
Legal and Regulatory
We may disclose your information if required by law, regulation, subpoena, court order, or other legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others. This includes producing consent and communication records in response to a regulatory inquiry or a claim brought under applicable telemarketing or consumer protection law.
Business Transfers
In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred to the acquiring entity under confidentiality obligations.
5. Telephone, Text Message, and Recorded Communications
If you provide your telephone number in connection with a campaign, form, or appointment request, you consent to be contacted by Crestline and by the Client whose appointment you are scheduling, by telephone call, text message, and email, at the number and address you provided, including through automated means where permitted by law. Consent to receive marketing communications is not a condition of any purchase or service.
Message and data rates may apply and message frequency varies. You may opt out of text messages at any time by replying STOP to any message, and you may request assistance by replying HELP. You may opt out of email marketing by using the unsubscribe link in any message, and you may ask to be placed on our internal do-not-call list by contacting us using the details in Section 14. Mobile telephone numbers and opt-in consent data are not shared with third parties for those third parties' independent marketing purposes.
Calls and video meetings may be recorded, transcribed, or summarized for quality assurance, training, appointment verification, and billing purposes, where permitted by applicable law and with notice or consent where required. Recordings and transcripts are retained in accordance with Section 6.
6. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, maintain our business records, comply with legal obligations, resolve disputes, and enforce our agreements. For prospective Clients who do not engage our services, we generally retain application and inquiry data for up to twenty-four (24) months unless you request earlier deletion. For Clients who engage our services, we retain engagement-related records for a minimum of seven (7) years following the conclusion of the engagement, consistent with applicable legal and tax record-keeping requirements. For Prospects, we retain contact information, qualification responses, consent records, appointment records, and related communications for a minimum of five (5) years, because these records are the evidence relied upon to demonstrate lawful consent and to resolve billing and qualification disputes.
7. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information. While we take appropriate steps to secure your data, no method of internet transmission or electronic storage is completely secure. We cannot guarantee absolute security and recommend you use discretion when submitting information online.
8. Third-Party Links
Our website and our campaign materials may include links to third-party websites, platforms, or services, including the websites of our Clients. Crestline is not responsible for the privacy practices, content, or security of those external sites. We encourage you to review the privacy policies of any third-party sites you visit.
9. Your Rights and Choices
All Users
You have the right to request access to, correction of, or deletion of your personal information held by us. You may opt out of marketing emails at any time by clicking the unsubscribe link in our communications or by contacting us directly. You may opt out of text messages by replying STOP. You may also request that we stop sharing your data with advertising platforms for targeted advertising purposes. If you are a Prospect and you ask us to delete your information, please note that we may need to retain consent and communication records as described in Section 6, and that any information already shared with a Client must be deleted by that Client directly.
California Residents
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to know what personal information we collect, use, and disclose; the right to request deletion of your personal information; the right to correct inaccurate personal information; the right to opt out of the sale or sharing of your personal information (including sharing for cross-context behavioral advertising); and the right to non-discrimination for exercising your privacy rights. To exercise any of these rights, please contact us using the details in Section 14. We do not sell personal information as defined under the CCPA. However, our use of advertising pixels and custom audience tools on platforms such as Meta may constitute “sharing” of personal information under the CPRA. You may opt out of this sharing by contacting us directly or by adjusting your cookie and tracking preferences.
European Economic Area and United Kingdom Residents
If you are located in the EEA or UK, you may have additional rights under the General Data Protection Regulation (GDPR) or UK GDPR, including the right to access, rectify, erase, restrict processing of, or port your personal data, and the right to withdraw consent at any time where processing is based on consent. Our lawful bases for processing your personal data include consent (where you have provided it), legitimate interest (in operating and marketing our business), contractual necessity (where processing is necessary to perform our agreement with you), and legal obligation. If you wish to exercise any of these rights, please contact us using the details in Section 14. You also have the right to lodge a complaint with your local data protection authority.
10. International Data Transfers
Crestline is based in the United States and our services are directed to the United States market. If you are accessing the Site or providing information from outside the United States, your information will be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your jurisdiction. By using the Site or submitting information to us, you consent to such transfer. Where required by applicable law, we will implement appropriate safeguards for international data transfers.
11. Children's Privacy
Our services are intended for adults and business professionals. We do not knowingly collect or solicit personal information from individuals under the age of 16. If we become aware that we have collected personal information from an individual under 16, we will take steps to delete such information promptly.
12. Do Not Track Signals
Some browsers offer a “Do Not Track” (DNT) setting. There is currently no industry standard for how companies should respond to DNT signals. At this time, the Site does not respond to DNT signals. However, you may manage tracking through your cookie and browser settings as described above.
13. Changes to This Policy
We may update this Privacy Policy from time to time. When changes are made, we will revise the effective date at the top of this page. We encourage you to review this policy periodically. Your continued use of the Site after any updates constitutes acceptance of the revised policy.
14. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, you may contact us as follows:
Crestline Partners
Questions about this Privacy Policy, requests to access, correct, or delete your personal information, and requests to opt out of marketing or targeted advertising may be submitted through the Contact page of our website, or by replying directly to any communication you have received from us.