Privacy Policy

Last updated: April 9, 2026

Compound Scale LLC ("we", "us", "Company") operates Compound Scale (compoundscale.io), a B2B marketing system for financial advisors. This policy explains what we collect, how we use it, and your rights.

Information We Collect

• Contact information: name, email, phone.
• Qualification data: firm name, AUM, marketing budget, current advisor status.
• Technical data: IP address, browser, device, operating system.
• Tracking data: cookies, Meta pixel identifiers (fbc, fbp, fbclid), page URLs, referring sources.
• Calendar data: Google Calendar appointment details when you schedule with us.

How We Use It

• Matching you with the right Compound Scale program.
• Scheduling and confirming strategy calls.
• Sending service and marketing email communications.
• Measuring and optimizing advertising performance.
• Preventing fraud and abuse.

How We Share It

We share information with the Compound Scale team and with service providers who help us run the business: Airtable, Resend, Google, Cloudflare, Vercel, and Meta. We do not sell personal information.

SMS Consent and Text Messaging Data

SMS consent and phone numbers collected for SMS purposes are not shared with third parties or affiliates for marketing purposes.

When you provide a phone number and agree to receive text messages, we use it to send appointment scheduling texts, booking links, appointment confirmations, appointment reminders, and scheduling follow ups. Message frequency varies. Message and data rates may apply.

You can opt out of text messages at any time by replying STOP to any message, and you can reply HELP for help or email info@compoundscale.io. Opting out of texts does not affect any request or service. We retain records of SMS consent and opt outs to honor your preferences and meet legal obligations. See our Terms & Conditions for the full SMS messaging terms.

Advertising

We use Meta custom audiences and conversion measurement to target and measure our ads. You can opt out of interest-based ads through your Facebook Ad Preferences.

Data Retention

We retain personal information for as long as necessary to provide services and to meet legal and regulatory obligations.

Your Rights

You may request access, correction, or deletion of your personal information by emailing info@compoundscale.io.

Data Deletion

To request deletion of your data, email info@compoundscale.io or visit /api/data-deletion. We will process requests within 30 days.

Contact

Compound Scale LLC
2631 Housley Road #1280
Annapolis, MD 21401
info@compoundscale.io