Last updated: March 14, 2026
1. Information We Collect
We collect information you provide directly to us, including your name, email address, phone number, company information, and financial data you enter into our planning tools. We also collect information about your usage of the platform, including playbook progress, quiz results, and session attendance.
2. How We Use Your Information
We use the information we collect to provide, maintain, and improve our services; to communicate with you about your account and our services; to personalize your experience; and to track your progress through the Family Office Operating System.
3. Information Sharing
We do not sell your personal information. We may share your information with your assigned coach or advisor within the Ark Academy platform, with service providers who assist in operating our platform (such as Supabase for database services and Vercel for hosting), and as required by law.
4. Data Security
We implement appropriate technical and organizational measures to protect your personal data, including encryption in transit and at rest, row-level security policies, and multi-tenant data isolation.
5. Data Retention
We retain your personal information for as long as your account is active or as needed to provide you services. You may request deletion of your account and associated data by contacting us.
6. Your Rights
You have the right to access, correct, or delete your personal information. You may also request a copy of your data in a portable format. To exercise these rights, contact us at support@arkfinancial.com.
7. Contact Us
If you have questions about this Privacy Policy, please contact us at support@arkfinancial.com.