LEADWISE GROUP

PRIVACY POLICY

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LeadWise Group, Inc.

Effective Date: October 17, 2026

LeadWise Group, Inc. (“LeadWise,” “We,” “Us,” or “Our”) respects Your privacy and is committed to handling personal information responsibly.

This Privacy Policy explains how We collect, use, disclose, and protect information when You visit or interact with Our website at https://leadwisegroup.com (the “Website”).

This Privacy Policy applies specifically to information collected through the Website, including contact forms, newsletter subscriptions, resource downloads, surveys, website registrations, cookies, analytics, and any interactive or artificial intelligence-powered features We may offer.

This Privacy Policy does not govern information collected or processed in connection with LeadWise’s separately contracted consulting, coaching, training, assessment, or other professional services. Those relationships and the information exchanged in connection with them are governed by the applicable service agreements, confidentiality provisions, and other relevant contractual arrangements. If You access a separate third-party platform in connection with those services, the applicable platform privacy notices may also apply.

This Privacy Policy should be read together with Our Terms of Use.

We may collect information that You voluntarily provide through the Website, as well as information collected automatically when You visit or interact with it.

A. Personal and Contact Information

When You complete a contact form, subscribe to Our newsletter, register for a Website event, request or download a resource, complete a survey, or otherwise interact with Us through the Website, We may collect:

  • Name;
  • Email address;
  • Telephone number;
  • Job title or professional role;
  • Employer or organization;
  • Professional interests and service preferences; and
  • Other information You voluntarily submit.

We collect this information to respond to Your requests, provide requested resources, communicate with You, and support relevant Website activities.

B. Registration and Transaction Information

If You register for an event, purchase a digital resource, or complete another transaction through the Website, We may collect information such as registration details, products or resources requested, transaction dates, and payment status.

Payments, when applicable, may be processed through third-party payment providers. Those providers may collect billing and payment information in accordance with their own privacy policies and security practices.

LeadWise may receive transaction confirmations and limited billing or payment information necessary to administer transactions and provide support.

C. Automatically Collected Information

When You visit the Website, We and Our technology providers may automatically collect information such as:

  • Internet Protocol (IP) address;
  • Browser type and version;
  • Device type and operating system;
  • Referring and exit pages;
  • Pages viewed and links clicked;
  • Dates and times of visits;
  • Approximate geographic location derived from IP addresses;
  • Website usage patterns; and
  • Other technical information necessary for Website functionality, security, and analytics.

This information helps Us understand how visitors use the Website, identify technical issues, evaluate performance, and improve the user experience.

D. Cookies and Similar Technologies

We may use cookies, pixels, web beacons, and similar technologies to support Website functionality, remember preferences, measure Website traffic, and analyze the effectiveness of Our content and communications.

Additional information about these technologies appears in Section 4.

E. Information From Other Sources

We may receive information about Website visitors or individuals who interact with Our online content from third-party services, including social media platforms, professional networking sites, analytics providers, and marketing platforms.

Where permitted by law, We may combine this information with information You provide through the Website.

We may use information collected through the Website to:

  • Respond to inquiries: Answer questions, respond to contact requests, and provide requested information.
  • Deliver requested resources: Provide articles, downloadable tools, newsletters, event information, and other educational materials.
  • Manage Website registrations: Process registrations, confirmations, and related communications for events or other Website offerings.
  • Communicate with visitors: Send requested communications, administrative messages, and information relevant to Website interactions.
  • Provide marketing communications: Share newsletters, educational resources, event invitations, and information about LeadWise products and services, subject to applicable law and Your communication preferences.
  • Improve the Website: Analyze visitor behavior, evaluate content effectiveness, troubleshoot technical issues, and improve Website functionality.
  • Personalize Website experiences: Present relevant content or resources based on visitor interests or Website interactions.
  • Maintain security: Prevent unauthorized access, detect misuse, and protect Our Website and related systems.
  • Comply with legal obligations: Maintain necessary records, respond to lawful requests, and enforce applicable Website terms.
  • Support AI-powered Website features: Process information necessary to provide AI-enabled functionality if such features are introduced.

We will provide additional notice or obtain consent where required by applicable law before using information for materially different purposes.

LeadWise may introduce artificial intelligence-powered tools, chatbots, interactive assistants, or other automated features through the Website.

This section describes how information may be collected and processed in connection with those future features.

A. AI-Powered Website Interactions

If We introduce AI-powered Website features, visitors may be able to submit questions, prompts, responses, or other information and receive automatically generated responses.

Depending on the feature, We may collect:

  • Questions, prompts, and messages submitted by users;
  • Information voluntarily provided during an interaction;
  • AI-generated responses or recommendations;
  • Technical information necessary to operate the feature; and
  • Usage information relating to performance, security, and functionality.

The information collected will depend on the nature of the particular feature.

B. How AI-Related Information May Be Used

Information submitted through AI-powered Website features may be processed to:

  1. Generate responses or provide requested functionality;
  2. Support interactive educational or informational experiences;
  3. Maintain, secure, and troubleshoot the relevant feature;
  4. Evaluate Website functionality and user experience; and
  5. Fulfill other purposes disclosed in connection with the feature.

We will provide any additional privacy disclosures required by law when specific AI-powered features become available.

C. Third-Party AI Providers

AI-powered Website features may use technology supplied by third-party providers.

Depending on the feature, information submitted by visitors may be transmitted to or processed by those providers.

Applicable data practices, including storage, retention, human review, and model improvement or training, will depend on the technology and contractual arrangements in place.

Before implementing features that process visitor information, LeadWise will evaluate the relevant data practices and provide appropriate disclosures concerning material uses of information.

D. AI Training and Data Use

LeadWise will not represent that information submitted through AI-powered features is excluded from AI model training or improvement unless that representation is supported by the applicable technology arrangements.

If a Website feature permits submitted information to be used for AI model training or improvement, We will disclose that practice and provide any required consent or privacy choices.

E. Confidential and Sensitive Information

Unless an AI-powered Website feature expressly states otherwise and provides appropriate safeguards, visitors should not submit:

  • Confidential client information;
  • Attorney-client privileged communications;
  • Trade secrets or sensitive proprietary information;
  • Financial account details;
  • Medical or other sensitive personal information; or
  • Information that they are not authorized to disclose.

General-purpose AI-powered Website features are intended for informational and educational interactions and should not be used to transmit confidential materials associated with separate professional engagements.

F. AI-Generated Responses

AI-generated responses may contain errors, inaccuracies, or incomplete information.

Visitors should independently evaluate AI-generated information before relying on it.

Additional terms governing the use of AI-powered Website features are included in Our Terms of Use.

A. Cookies

The Website may use session and persistent cookies to support essential functionality, remember preferences, and understand visitor activity.

You may be able to manage or disable cookies through Your browser settings or through any cookie management tools made available on the Website.

Disabling certain cookies may affect Website functionality.

B. Website Analytics

We may use third-party analytics services, including Google Analytics or similar technologies, to understand how visitors interact with the Website.

These services may collect information about devices, browsers, page visits, traffic sources, and Website activity.

We use this information to improve Website performance, content, navigation, and the overall visitor experience.

For information about Google’s privacy practices, visit https://policies.google.com/privacy.

C. Advertising and Marketing Technologies

We may use third-party advertising and marketing technologies to evaluate campaign performance, understand Website engagement, and deliver relevant communications or advertisements.

Depending on the technology, these services may use cookies, pixels, or similar tools to collect information regarding Website activity.

Certain disclosures of information for targeted advertising may qualify as a “sale,” “sharing,” or targeted advertising under applicable privacy laws, even when no monetary payment is involved.

Where required by applicable law, We will provide appropriate notices, consent mechanisms, or opt-out choices.

D. Cookie and Privacy Preferences

You may manage certain tracking technologies through Your browser or device settings.

Where required by applicable law, We will provide additional choices relating to nonessential cookies, targeted advertising, or other tracking activities.

We will recognize and process legally required browser-based privacy preference signals where applicable.

We may share information collected through the Website with third parties when reasonably necessary for the purposes described in this Privacy Policy.

A. Service Providers

We may share information with vendors that support Website operations, such as:

  • Website hosting and security providers;
  • Email marketing and communications platforms;
  • Customer relationship management systems;
  • Analytics and advertising providers;
  • Registration and payment services;
  • Website development and technical support vendors; and
  • AI technology providers, if AI-powered Website features are offered.

These providers may process information on Our behalf or, where disclosed, for their own purposes, subject to applicable agreements and legal requirements.

B. Business and Marketing Partners

We may share information with selected business or marketing partners in connection with jointly offered events, resources, promotional initiatives, or other Website-related activities, where permitted by law.

We will provide additional notice or obtain consent where required.

C. Business Transactions

Information may be disclosed or transferred in connection with a merger, acquisition, reorganization, sale of assets, or similar business transaction, subject to applicable law.

D. Legal and Protective Purposes

We may disclose information when necessary to comply with applicable laws, respond to lawful legal process, investigate suspected unlawful activity, protect Website security, or safeguard the rights and property of LeadWise or others.

E. Aggregated and De-Identified Information

We may use or disclose aggregated or de-identified Website information for analytics, research, marketing, and business improvement purposes.

Such information will be handled in accordance with applicable law.

If You subscribe to Our newsletter, request information, download resources, or otherwise interact with Our Website, We may send You educational or marketing communications where permitted by applicable law.

These communications may include articles, newsletters, events, resources, and information about LeadWise services.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in Our communications or by contacting support@leadwisegroup.com.

Unsubscribing from marketing communications will not prevent Us from sending necessary administrative, transactional, or service-related messages.

We retain information collected through the Website for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, unless a longer period is required or permitted by law.

Retention periods depend on factors such as:

  • The type of information collected;
  • The purpose for which it was collected;
  • Whether You maintain an ongoing Website subscription or communication relationship;
  • Applicable legal and recordkeeping obligations;
  • Security and fraud prevention needs; and
  • Applicable privacy requests.

Information submitted through future AI-powered Website features may be subject to additional retention practices, which will be disclosed where required.

When information is no longer needed, We will take appropriate steps to delete, de-identify, or otherwise dispose of it, subject to applicable legal and operational requirements.

We use reasonable administrative, technical, and organizational measures designed to protect information collected through the Website from unauthorized access, loss, misuse, disclosure, alteration, or destruction.

However, no method of electronic transmission or storage is completely secure.

We cannot guarantee that unauthorized access, technical failures, or security incidents will never occur.

Visitors should exercise discretion when submitting personal or sensitive information through Website forms, email, or interactive features.

If a security incident occurs, We will respond in accordance with applicable legal obligations.

Depending on Your location and applicable law, You may have rights regarding personal information collected through the Website.

These may include the right to:

  • Request access to information We maintain about You;
  • Request correction of inaccurate information;
  • Request deletion of certain personal information;
  • Request a copy of certain information;
  • Withdraw consent where processing is based on consent;
  • Opt out of certain marketing, targeted advertising, or data-sharing activities;
  • Restrict or object to certain processing activities;
  • Exercise applicable rights relating to automated decision-making; and
  • Exercise other rights available under applicable privacy laws.

To submit a request, please contact:

support@leadwisegroup.com

Subject line: Privacy Request

We may need to verify Your identity before responding to certain requests.

We will review and respond to requests in accordance with applicable law, including relevant deadlines and exceptions.

We will not unlawfully discriminate against individuals for exercising applicable privacy rights.

Residents of certain states or countries may have additional privacy rights under applicable data protection laws.

For example, California residents may have rights under the California Consumer Privacy Act, as amended, if that law applies to LeadWise and the relevant information.

Such rights may include access, correction, deletion, and certain opt-out choices concerning personal information.

Individuals in other jurisdictions may have additional rights concerning data access, processing, portability, consent, or automated decision-making.

Where applicable laws impose additional notice, consent, or opt-out requirements, LeadWise will provide the necessary information and mechanisms.

Privacy-related requests may be submitted to support@leadwisegroup.com.

LeadWise is based in the United States, and information collected through the Website may be processed or stored in the United States or other locations where Our authorized technology providers operate.

Privacy and data protection laws may differ across jurisdictions.

Where required by applicable law, We will implement appropriate measures governing international transfers of personal information.

International visitors may have additional privacy rights depending on their location and applicable law.

The Website is intended primarily for adult professionals and is not directed to children under 13 years of age.

We do not knowingly collect personal information directly from children under 13 through the Website.

If We learn that information has been collected from a child in violation of applicable law, We will take appropriate steps to address the information, including deletion where required.

If You believe a child has submitted personal information through Our Website, please contact support@leadwisegroup.com.

The Website may contain links to third-party websites, professional networking platforms, social media services, scheduling tools, payment providers, or other external resources.

These third parties maintain their own privacy policies and information practices.

LeadWise does not control and is not responsible for the privacy practices of independent third-party websites or services.

We encourage visitors to review the privacy policies of third-party services before submitting personal information.

We may update this Privacy Policy periodically to reflect changes in Website functionality, technology, legal requirements, or information practices.

When changes are made, We will update the Effective Date at the beginning of this Privacy Policy.

If material changes require additional notice or consent under applicable law, We will provide the necessary notice or obtain consent.

We encourage visitors to review this Privacy Policy periodically.

If You have questions regarding this Privacy Policy, information collected through the Website, or Your privacy rights, please contact:

LeadWise Group, Inc.

Email: support@leadwisegroup.com

Website: https://leadwisegroup.com

For privacy inquiries, please include “Privacy Policy” or “Privacy Request” in the subject line.

© 2026 LeadWise Group, Inc. All rights reserved.