Privacy Policy


ADVISORS OPS PRIVACY POLICY Last Updated: November 2026

Advisors Ops ("we," "us," or "our") operates the website advisorsops.com and provides workflow automation services to financial advisory firms. This Privacy Policy explains how we collect, use, and protect information when you visit our website or engage our services.

1. Information We Collect Because we provide B2B services, we primarily process business contact information.

  • Website Visitors: If you book a call through our TidyCal link, we collect your name, email address, firm name, and any information you voluntarily provide in the booking form.
  • Client Data (B2B Services): When providing services to a wealth management firm, we may process data on behalf of that firm (such as client meeting notes or intake documents). In this capacity, we act as a "Data Processor" and the advisory firm is the "Data Controller." We do not use this data for our own marketing purposes.

2. How We Use Information We use the information we collect to:

  • Schedule and conduct 15-minute intro calls.
  • Provide, maintain, and improve our workflow automation services.
  • Respond to your inquiries and communicate with you about your account.

3. Data Security and AI Usage We take the security of your data seriously. Our workflows are designed with a "human-in-the-loop" philosophy. 

  • We utilize secure, permissioned API integrations. 
  • We do not sell your personal data or your clients' data to third parties.
  • We do not use your proprietary business data to train public AI models.

4. Third-Party Services We use trusted third-party providers to operate our business, including:

  • TidyCal: For scheduling appointments.
  • WordPress: For hosting our website.
  • Email Providers: For communicating with you. These providers only receive the information necessary to perform their specific functions.

5. Your Rights (Florida Residents) While the Florida Digital Bill of Rights (FDBR) primarily applies to large-scale data controllers , we respect your privacy. You may contact us at any time to request that we delete your contact information from our marketing lists or to access the information we hold about you.

6. Contact Us If you have questions about this Privacy Policy, please contact us at: Zane-Faith White, Advisors Ops Email: zane @ advisorsops.com