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Privacy Policy

Last updated: January 6, 2026

1. Introduction

Welcome to Apex Growth Platform ("we," "our," or "us"). We are committed to protecting your privacy and ensuring you have a positive experience on our platform. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our marketing and CRM platform designed for financial advisors.

By using our service, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our service.

2. Information We Collect

2.1 Account Information

When you create an account, we collect:

  • Email address
  • Name
  • Password (stored in encrypted form)
  • Organization name
  • Role within your organization

2.2 Lead and Customer Data

As part of our CRM functionality, we collect and store information about your leads and customers, including:

  • Name
  • Email address
  • Phone number
  • Source of lead
  • Status and interaction history
  • Deal information and transaction details

2.3 Usage and Analytics Data

We automatically collect certain information when you use our platform:

  • Page views and navigation patterns
  • Click events and user interactions
  • Form submissions and views
  • Referrer information
  • Device and browser information
  • IP address

2.4 Content and Media

We store content you create through our platform:

  • Blog posts and articles
  • Newsletter content
  • Social media posts
  • Uploaded documents and media files

2.5 Third-Party Integration Data

When you connect third-party services, we may store:

  • OAuth tokens for social media accounts (Facebook, LinkedIn, Twitter)
  • Webflow site configuration and integration settings
  • Email service provider configurations
  • Social media account information and analytics data

3. How We Use Your Information

We use the collected information for the following purposes:

  • Service Delivery: To provide, maintain, and improve our CRM, content automation, and analytics services
  • Lead Management: To help you track, manage, and nurture leads through your sales pipeline
  • Content Automation: To create, schedule, and publish blog posts, newsletters, and social media content
  • Analytics and Reporting: To generate insights about your marketing performance and revenue sources
  • Communication: To send you service-related notifications, updates, and support communications
  • Integration Management: To facilitate connections with third-party services like Webflow, social media platforms, and email providers
  • Security: To detect, prevent, and address technical issues and unauthorized access
  • Legal Compliance: To comply with legal obligations and protect our rights

4. Third-Party Services

We integrate with the following third-party services that may collect or process your data:

4.1 Social Media Platforms

When you connect Facebook, LinkedIn, or Twitter accounts, we access and store OAuth tokens to enable content publishing. These platforms have their own privacy policies governing data collection.

4.2 Webflow

If you integrate Webflow, we may access your site data and collections to sync content and manage your website.

4.3 Email Services

We use email service providers (such as Resend) to send newsletters and transactional emails on your behalf.

4.4 AI Services

We use AI services (such as Google Gemini) to generate content drafts. Content you provide may be processed by these services.

We encourage you to review the privacy policies of these third-party services to understand how they handle your data.

5. Data Security

We implement appropriate technical and organizational security measures to protect your data against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of passwords using industry-standard hashing algorithms
  • Secure transmission of data over HTTPS
  • Regular security assessments and updates
  • Access controls and authentication requirements
  • Secure storage of OAuth tokens and sensitive credentials

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your data, we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to provide our services and fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law. When you delete your account, we will delete or anonymize your personal information, except where we are required to retain it for legal or regulatory purposes.

7. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request access to the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information
  • Portability: Request a copy of your data in a portable format
  • Opt-Out: Unsubscribe from marketing communications (you may still receive service-related emails)
  • Objection: Object to certain processing activities

To exercise these rights, please contact us at privacy@apexgrowth.com.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our platform and store certain information. Cookies are small data files stored on your device that help us improve your experience, analyze usage patterns, and provide personalized content.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service.

9. Children's Privacy

Our service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us, and we will take steps to delete such information.

10. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us: