Privacy Policy

Last updated: June 2026

Platform Scale Partners ("we," "us," or "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have. We work with RIAs and wealth management firms on confidential matters, and we treat the information you share with the same discretion.

Information we collect

• Information you provide. When you submit a form, request a resource, or contact us, we collect details such as your name, firm name, email address, and any message you send.
• Information collected automatically. Like most websites, we collect limited technical and usage data (such as pages viewed and general analytics) through cookies and similar technologies, including those provided by HubSpot.

How we use your information

• To respond to your inquiry and deliver any resource you request;
• To follow up about our services where there is a legitimate interest or your consent;
• To operate, maintain, and improve our website.

Cookies and analytics

We use cookies and tracking technologies (including HubSpot) to understand how visitors use the site and to associate form submissions with website activity. You can disable cookies in your browser settings, though some features may not function as intended.

How we share information

We do not sell your personal information. We may share it with trusted service providers who help us operate the site and manage communications (for example, HubSpot), and where required by law. Confidential information you share in connection with a potential engagement is handled with strict discretion.

Data retention

We retain information for as long as needed to fulfill the purposes described here or as required by law.

Your choices

You may opt out of our communications at any time, or request that we access, correct, or delete your information, by emailing Isaac@platformscalepartners.com  ·  651-295-9509.

Security

We take reasonable measures to protect the information submitted to us. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Third-party links

Our site may link to third-party websites (such as our scheduling tool). We are not responsible for the privacy practices of those sites.

Changes to this policy

We may update this policy from time to time. The "last updated" date above reflects the most recent revision.

Contact

Questions about this policy? Email Isaac@platformscalepartners.com.