Privacy Policy

Last updated: March 25, 2026

TacticalMind AI™ ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at tacticalmind.ai (the "Site") or use our services.

1. Information We Collect

Information you provide directly:

When you submit the Get Started form on our Site, we collect the following:

  • First name and last name (required)
  • Work email address (required)
  • Firm or company name (optional)
  • Professional role — selected from: Financial Advisor, RIA/IAR, Portfolio Manager, CIO/Investment Committee, Research Analyst, or Other (optional)
  • Assets under management (AUM) range — selected from predefined brackets, not exact figures (optional)

This is the only form on the Site. We do not collect portfolio holdings, account numbers, Social Security numbers, financial statements, client or investor data, or any nonpublic personal information. We do not accept file uploads through the Site. Any additional communications you send us via email are also retained.

Information collected automatically (with your consent):

If you accept analytics cookies, we collect the following through Google Analytics 4:

  • Browser type, operating system, and device information
  • IP address and approximate geographic location
  • Pages visited, time spent on pages, and navigation paths
  • Referring website or source

If you decline analytics cookies, none of the above is collected. See Section 7 for details.

2. How We Use Your Information

Form submissions: We use the information you provide through the Get Started form to respond to your inquiry, evaluate whether our services are a fit for your needs, and follow up with relevant information about TacticalMind AI™. Your professional role and AUM range are used solely for lead qualification — to help us understand your practice and tailor our response. We do not use this information for automated decision-making or profiling.

Analytics data: If you accept analytics cookies, we use the automatically collected data to understand how visitors navigate the Site, identify areas for improvement, and optimize performance. This data is processed in aggregate and is not linked to your form submissions or personal identity.

We may also use your information to comply with legal obligations and protect our rights.

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share information with:

  • Service providers who assist us in operating our website and delivering services, bound by confidentiality agreements. These include Google LLC (analytics), our cloud hosting provider, and email delivery services
  • Legal authorities when required by law, regulation, or legal process
  • Business transfers in connection with a merger, acquisition, or sale of assets

4. Data Security

We implement industry-standard security measures to protect your information, including:

  • 256-bit TLS encryption for all data in transit
  • Encrypted storage for data at rest
  • Access controls and authentication for internal systems
  • Regular security reviews and updates

While we strive to protect your information, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security.

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes described in this policy, or as required by law. Contact information submitted through our forms is retained for the duration of our business relationship and up to 24 months thereafter, unless you request earlier deletion. Analytics data collected through Google Analytics is retained for 14 months, after which it is automatically deleted.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Opt out of marketing communications
  • Request a copy of your data in a portable format
  • Withdraw consent to analytics data collection at any time by clicking "Cookie Settings" in the footer of any page

To exercise any of these rights, please reach out to us through the Get Started page.

7. Cookies and Tracking

We use Google Analytics 4 (provided by Google LLC) to understand how visitors interact with our Site. Google Analytics sets the following first-party cookies on your device:

  • _ga — Distinguishes unique visitors. Expires after 2 years.
  • _ga_THYECR8BMT — Maintains session state. Expires after 2 years.
  • _gid — Distinguishes unique visitors within a 24-hour period. Expires after 24 hours.

These cookies are classified as analytics cookies and are not strictly necessary for the Site to function. They collect information such as pages visited, time on page, and general location (derived from IP address). Google Analytics does not collect your name, email address, or other personally identifying information through these cookies.

We do not load analytics cookies until you provide consent. When you first visit our Site, a consent banner will ask whether you accept or decline analytics cookies. If you decline, no analytics cookies are set and no data is sent to Google Analytics.

Your consent preference is stored in your browser's local storage (key: tm_consent) and is remembered for up to 365 days, after which you will be asked again. This local storage entry is not a cookie — it is not sent to any server and contains only your accept or decline choice and a timestamp. You can clear it at any time through your browser settings.

You can change your cookie preference at any time by clicking "Cookie Settings" in the footer of any page. You can also control cookies through your browser settings. We do not use any advertising, marketing, or session replay cookies.

For more information about how Google processes analytics data, see Google's Privacy Policy.

8. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. Your continued use of the Site after changes constitutes acceptance of the updated policy, except where changes affect data processing that relies on your consent (such as analytics cookies) — in those cases, we will seek fresh consent before the changes take effect.