VERTESS Privacy Policy and Terms of Use (the “Policy”)
Effective Date: June 25, 2025
Website: vertess.com
Operator: VERTESS HEALTHCARE ADVISORS, LLC, a Nevada limited liability company (“VERTESS,” “we,” “us,” or “our”)
TABLE OF CONTENTS
- Introduction
- Definitions
- Information We Collect
- Method of Collection
- Purpose of Use
- Disclosure of Information
- Data Retention and Storage
- Data Security
- Individual Rights and Choices
- Children’s Privacy
- International Users
- Cookies and Tracking Technologies
- Website Terms of Use
- 13.1 Acceptable Use
- 13.2 Intellectual Property
- 13.3 Disclaimer
- 13.4 Limitation of Liability
- 13.5 Indemnification
- Governing Law
- Modifications
- Contact Information
1. INTRODUCTION
This Privacy Policy and Terms of Use ("Policy") governs your access to and use of the website located at vertess.com (the "Site"). By accessing or using the Site, you agree to comply with and be bound by this Policy. If you do not agree to these terms, please do not use the Site.
2. DEFINITIONS
- Personal Information: Any information that identifies, relates to, describes, or could reasonably be linked to a particular individual or household.
- Processing: Any operation performed on Personal Information, including collection, storage, use, disclosure, or deletion.
- User: Any individual or entity accessing or interacting with the Site.
- Cookies: Small data files placed on a device that track usage or preferences.
3. INFORMATION WE COLLECT
We collect the following types of information:
- Personal Information: Name, email address, company name, job title, and other information you provide through forms or interactions on the Site.
- Usage Data: Information automatically collected through your use of the Site, such as IP address, browser type, operating system, and pages visited.
- Cookies and Tracking Technologies: We use cookies, pixels, and similar technologies to enhance user experience, analyze site usage, and support marketing efforts, including personalized advertising and promotions.
4. METHOD OF COLLECTION
We collect information through:
- Direct Interactions: When you fill out forms, subscribe to newsletters, or contact us directly.
- Automated Technologies: Through cookies, pixels, analytics tools, and other tracking technologies.
- Third-Party Sources: From service providers or partners who assist in operating the Site.
5. PURPOSE OF USE
We collect, use, and process personal data for legitimate and lawful purposes to support the operation, development, and growth of our services. These purposes include, but are not limited to:
- Service Delivery and Performance: To provide, maintain, and improve our services and the overall user experience, including personalizing features, enhancing functionality, and ensuring the reliability of our offerings.
- Personalization and User Experience: To respond to inquiries, fulfill user requests, and provide client support.
- Marketing, Retargeting, and Conversion Optimization: We use data to deliver relevant, timely, and personalized marketing communications and campaigns. This includes:
- Email, SMS, Push Notifications, and Direct Outreach: We may use your contact information and engagement history to send marketing materials, service announcements, industry insights, whitepapers, event invitations, and offers. Communications may occur through a variety of channels including but not limited to: email, SMS, push notifications, targeted advertising, and other electronic or direct marketing methods, direct mail, and personal outreach by our team.
- Behavioral and Interest-Based Advertising: We may deliver personalized advertising based on your interaction with our website, communications, or third-party content. This may include displaying ads on search engines, social media platforms (such as LinkedIn or Facebook), and other digital properties through the tracking technologies.
- Retargeting and Remarketing: We may re-engage users who have previously interacted with our site or content by delivering follow-up ads or tailored messages across other platforms. These strategies help reinforce our value proposition and ensure relevant follow-up to prospective clients and stakeholders.
- Conversion Tracking and Campaign Attribution: We may track user interactions—such as email opens, link clicks, form submissions, downloads, and time spent on specific content—to assess campaign performance and measure outcomes such as lead generation, engagement quality, and return on marketing investment. This information helps us continuously refine our messaging, channels, and content strategy.
- Audience Profiling and Segmentation: We may build and maintain dynamic user profiles based on observed behaviors, professional attributes, content engagement, and demographic or firmographic data. Profiles may be used to segment audiences into strategic groups, identify trends or needs, tailor messaging, and enhance our understanding of the market. This process may also incorporate data enrichment from trusted third-party sources to supplement or validate information where legally permitted.
- Analytics and Business Intelligence: We may use aggregated and anonymized data to gain insights into user behavior, feature usage, and overall platform performance. This analysis supports A/B testing, trend monitoring, and data-driven decision-making to improve product development, optimize user engagement, and enhance the effectiveness of our features and services.
- Responsible Use of Artificial Intelligence (AI): We may use artificial intelligence (AI) and machine learning technologies to enhance our services, improve marketing relevance, detect patterns in user behavior, automate workflows, and personalize content delivery. These tools may also be used to support lead prioritization, trend detection, and internal decision-support functions. When applying AI, we do so in a manner consistent with our commitment to data accuracy, fairness, transparency, and compliance with applicable laws and industry standards. We do not use AI to make fully automated decisions that produce legal or similarly significant effects without appropriate human oversight or the ability to opt out.
- Compliance, Legal Obligations, and Risk Management: To comply with applicable legal, regulatory, and contractual obligations, including responding to lawful requests and protecting our rights and interests.
6. DISCLOSURE OF INFORMATION
We may share your information with:
- Service Providers: To perform services on our behalf, such as hosting, analytics, client relationship management, and marketing. These third parties are contractually obligated to protect your Personal Information and only use it for specified business purposes.
- Legal Authorities: When required by law or to protect our rights and safety.
- Business Transfers: In the event of a merger, acquisition, or sale of assets.
- We do not sell or rent your Personal Information to third parties. However, we may disclose certain information to third-party marketing and advertising providers to facilitate interest-based or targeted advertising across non-affiliated websites or platforms. Where required by law, users may have the right to opt out of this type of data disclosure, sometimes referred to as “sharing” under applicable privacy regulations. In cases where we engage third-party service providers under written contracts that prohibit them from using the data for their own purposes, such disclosures are not considered “sharing” under applicable law.
7. DATA RETENTION AND STORAGE
We retain Personal Information only for as long as necessary to fulfill the purposes described in this Policy, unless a longer retention period is required or permitted by law. In general, information submitted through our website forms is retained for up to 24 months following the last interaction or activity. After this period of inactivity, data may be deleted or anonymized as part of our routine data management practices. Users may also request deletion of their data, subject to any legal or regulatory obligations that require continued retention.
8. DATA SECURITY
We are committed to protecting the confidentiality, integrity, and availability of the information entrusted to us. To safeguard personal and sensitive business data, we implement a layered security framework that reflects industry best practices and financial services–grade standards. Our security measures include, but are not limited to:
- Encryption of data at rest and in transit using secure protocols to prevent unauthorized access during storage and transmission;
- Access management and authentication controls to ensure that only authorized personnel can access sensitive systems or information;
- Real-time monitoring and threat detection to identify and respond to suspicious activity or potential vulnerabilities;
- Firewall and intrusion prevention systems to protect our infrastructure from unauthorized access or malicious attacks;
- Physical security controls at our office locations and data centers to restrict access to critical systems;
- Employee training and access policies that reinforce confidentiality obligations and secure data handling procedures; and
- Third-party risk management protocols to assess and ensure that vendors and service providers maintain appropriate security standards.
Given the highly sensitive nature of the data we work with, we apply heightened diligence to all aspects of information security. While we employ robust and commercially reasonable measures to protect data, no system can be guaranteed 100% secure. We encourage clients and users to take appropriate precautions when transmitting information electronically.
9. INDIVIDUAL RIGHTS AND CHOICES
You have certain rights regarding your Personal Information, subject to applicable laws and verification of your identity. These rights may include:
- Access: You have the right to request a copy of the Personal Information we hold about you, including details about how it is used, shared, and stored.
- Correction: You may request that we correct or update any of your Personal Information that is inaccurate, outdated, or incomplete.
- Deletion: You may request that we delete your Personal Information from our records. Please note that we may retain certain information as required by law or for legitimate business purposes, such as to comply with legal obligations, prevent fraud, or resolve disputes.
- Opt-Out: You may opt out of receiving marketing communications from us at any time. You can do so by following the unsubscribe instructions included in our messages, adjusting your tracking preferences through our website (where applicable), or contacting us directly.
To exercise these rights, please contact us at vglennie@vertess.com. We will respond to your request in accordance with applicable laws.
10. CHILDREN’S PRIVACY
Our Service is strictly intended for adults and individuals aged 13 and older (or the minimum age required by applicable law). We do not knowingly collect, store, or solicit personal information from anyone under the age of 13. Use of the Service by children under 13 is prohibited. If we discover that we have inadvertently collected personal information from a child under 13, we will promptly delete such information from our records. Parents or guardians who believe that their child under 13 has submitted personal information to us should contact us immediately at vglennie@vertess.com. Upon verification, we will take all necessary steps to remove the child’s information from our systems.
11. INTERNATIONAL USERS
Our services are primarily intended for users in the United States. However, if you are located outside the United States, please be aware that your information may be transferred to and processed in the United States. By using the Site, you consent to the transfer and processing of your information in the United States. If you are a resident of the European Union or European Economic Area, you may have additional rights under the General Data Protection Regulation (GDPR). While we do not actively market or target individuals in the EU, if you believe your personal information has been collected by us, you may contact us to request access, correction, restriction, or deletion of your data, in accordance with applicable principles under the GDPR.
12. COOKIES AND TRACKING TECHNOLOGIES
We use cookies, pixels, web beacons, and similar technologies to improve your experience on our Site. These tools help us remember your preferences, understand how you use the Site, personalize content, analyze traffic, and deliver relevant marketing. You can manage or disable cookies through your browser settings or by using the cookie preference center available on our Site. Please be aware that blocking or disabling some of these technologies may limit certain features or reduce personalization, affecting your overall experience.
13. WEBSITE TERMS OF USE
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13.1 Acceptable Use
You agree to use the Site only for lawful purposes and in accordance with this Policy. You shall not:
- Use the Site in any way that violates any applicable federal, state, or local law or regulation;
- Engage in any conduct that restricts or inhibits anyone's use or enjoyment of the Site; and
- Introduce any viruses, trojans, worms, logic bombs, or other material that is malicious or technologically harmful.
13.2 Intellectual Property
All content on the Site, including text, graphics, logos, images, and software, is the property of VERTESS or its licensors and is protected by U.S. and international copyright laws. You may not use, reproduce, or distribute any content without our prior written consent.
13.3 Disclaimer
The Site and its content are provided "AS IS" without any warranties of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
13.4 Limitation of Liability
To the fullest extent permitted by applicable law, VERTESS shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses, resulting from (i) your use or inability to use the Site; (ii) any unauthorized access to or use of our servers and/or any personal information stored therein; or (iii) any other matter relating to the Site.
13.5 Indemnification
You agree to indemnify, defend, and hold harmless VERTESS, its affiliates, officers, directors, employees, agents, and licensors from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or in connection with your use of the Site or any violation of this Policy.
14. GOVERNING LAW
This Policy shall be construed and enforced in accordance with and governed by the laws of the State of Nevada, without regard to the principles of conflicts of law.
15. MODIFICATIONS
We reserve the right to modify this Policy at any time. Any changes will be posted on this page with an updated effective date. Your continued use of the Site after such modifications constitutes your acceptance of the new terms.
16. CONTACT INFORMATION
If you have any questions or concerns about this Policy, please contact us at: Email: vglennie@vertess.com