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Privacy Policy

VentumFi Effective Date:

January 01, 2026

Last Updated: June 12, 2026

VentumFi Effective Date:
January 01, 2026

Last Updated: June 12, 2026

VQ Ventum Financial LLC, doing business as VentumFi (together with its affiliates,

"VentumFi," "we," "us," or "our"), respects your privacy and is committed to protecting

the personal information you share with us. This Privacy Policy describes how we collect,

use, disclose, and safeguard information when you visit ventumfi.com (the "Site") or

otherwise interact with us.


By accessing or using the Site, you agree to the terms of this Privacy Policy. If you do

not agree, please discontinue use of the Site.

These Terms and Conditions of Use (these "Terms") govern your access to and use of

ventumfi.com (the "Site"), operated by VQ Ventum Financial LLC, doing business as

VentumFi (together with its affiliates, "VentumFi," "we," "us," or "our"). By accessing or using the Site, you agree to be bound by these Terms. If you do not agree, do not use

the Site.

  1. Information We Collect

  1. Information We Collect

Information you provide directly. We collect information you voluntarily submit,

including your name, email address, telephone number, company name, job title, and the

contents of any message or inquiry you send through contact forms, email, or scheduling

tools. If you engage or seek to engage our bookkeeping, controller, or CFO advisory

services, we may collect additional business and financial information necessary to

evaluate, onboard, and serve your business, such as entity details, accounting records,

banking and payroll information, and tax identification numbers. Such information is

collected and handled under the terms of the applicable engagement agreement.


Information collected automatically. When you visit the Site, we and our service

providers may automatically collect technical data, including IP address, browser type,

device identifiers, operating system, referring URLs, pages viewed, and the dates and

times of visits. This information is collected through cookies, log files, and similar

technologies.


Information from third parties. With your authorization, we may receive information

about you or your business from third-party platforms used in connection with our

services, such as accounting software, banking institutions, pa

Information you provide directly. We collect information you voluntarily submit, including your name, email address, telephone number, company name, job title, and the contents of any message or inquiry you send through contact forms, email, or scheduling tools. If you engage or seek to engage our bookkeeping, controller, or CFO advisory services, we may collect additional business and financial information necessary to evaluate, onboard, and serve your business, such as entity details, accounting records, banking and payroll information, and tax identification numbers. Such information is collected and handled under the terms of the applicable engagement agreement.


Information collected automatically. When you visit the Site, we and our service providers may automatically collect technical data, including IP address, browser type, device identifiers, operating system, referring URLs, pages viewed, and the dates and times of visits. This information is collected through cookies, log files, and similar technologies.


Information from third parties. With your authorization, we may receive information

about you or your business from third-party platforms used in connection with our

services, such as accounting software, banking institutions, pa

  1. How We Use Information

  1. How We Use Information

We use the information we collect to: (a) respond to inquiries and provide requested

information or services; (b) deliver, administer, and improve our bookkeeping, controller,

and CFO advisory services; (c) evaluate prospective clients and business relationships;

(d) operate, maintain, and improve the Site; (e) send communications you have requested

or that we believe may be of interest, subject to your right to opt out; (f) comply with

legal, regulatory, and recordkeeping obligations; (g) protect the security and integrity of

our systems; and (h) enforce our agreements and legal rights.

We use the information we collect to: (a) respond to inquiries and provide requested

information or services; (b) deliver, administer, and improve our bookkeeping, controller,

and CFO advisory services; (c) evaluate prospective clients and business relationships;

(d) operate, maintain, and improve the Site; (e) send communications you have requested

or that we believe may be of interest, subject to your right to opt out; (f) comply with

legal, regulatory, and recordkeeping obligations; (g) protect the security and integrity of

our systems; and (h) enforce our agreements and legal rights.

  1. Legal Bases for Processing

  1. Legal Bases for Processing

Where required by applicable law, we process personal information on the following

bases: your consent; performance of a contract or steps taken at your request prior to entering a contract; compliance with legal obligations; and our legitimate interests in

operating and promoting our business, provided such interests are not overridden by your

rights.

Where required by applicable law, we process personal information on the following

bases: your consent; performance of a contract or steps taken at your request prior to entering a contract; compliance with legal obligations; and our legitimate interests in

operating and promoting our business, provided such interests are not overridden by your

rights.

  1. How We Share Information

We do not sell your personal information. We may share information with: (a) affiliates

within our corporate group for the purposes described in this Policy; (b) service providers

who perform functions on our behalf (such as hosting, analytics, communications,

accounting and payroll software platforms, legal, and compliance services), subject to

confidentiality obligations; (c) professional advisors, auditors, and regulators where

required; (d) governmental authorities where required by law, subpoena, or legal process;

and (e) successors in connection with a merger, acquisition, reorganization, or sale of

assets. Client financial records are treated as confidential and are disclosed only as

permitted by the applicable engagement agreement or required by law.

We do not sell your personal information. We may share information with: (a) affiliates

within our corporate group for the purposes described in this Policy; (b) service providers

who perform functions on our behalf (such as hosting, analytics, communications,

accounting and payroll software platforms, legal, and compliance services), subject to

confidentiality obligations; (c) professional advisors, auditors, and regulators where

required; (d) governmental authorities where required by law, subpoena, or legal process;

and (e) successors in connection with a merger, acquisition, reorganization, or sale of

assets. Client financial records are treated as confidential and are disclosed only as

permitted by the applicable engagement agreement or required by law.

  1. International Data Transfers

  1. International Data Transfers

VentumFi is based in the United States, and certain operations or affiliates may be located

in Colombia. Information you provide may be transferred to, stored in, and processed in

either jurisdiction. With respect to personal data of Colombian residents, we comply with

Colombia's data protection regime, including Law 1581 of 2012 and its implementing

decrees. By using the Site, you consent to the transfer of your information to jurisdictions

that may have data protection laws different from those of your country of residence.

VentumFi is based in the United States, and certain operations or affiliates may be located

in Colombia. Information you provide may be transferred to, stored in, and processed in

either jurisdiction. With respect to personal data of Colombian residents, we comply with

Colombia's data protection regime, including Law 1581 of 2012 and its implementing

decrees. By using the Site, you consent to the transfer of your information to jurisdictions

that may have data protection laws different from those of your country of residence.

  1. Cookies and Analytics

  1. Cookies and Analytics

The Site may use cookies and third-party analytics services to understand how visitors

use the Site. You can configure your browser to refuse cookies or alert you when cookies

are being sent; however, some portions of the Site may not function properly without

them.

The Site may use cookies and third-party analytics services to understand how visitors

use the Site. You can configure your browser to refuse cookies or alert you when cookies

are being sent; however, some portions of the Site may not function properly without

them.

  1. Data Security

  1. Data Security

We implement administrative, technical, and physical safeguards designed to protect

personal information — including client financial data — against unauthorized access,

alteration, disclosure, or destruction. However, no method of transmission over the

Internet or electronic storage is completely secure, and we cannot guarantee absolute

security.

We implement administrative, technical, and physical safeguards designed to protect

personal information — including client financial data — against unauthorized access,

alteration, disclosure, or destruction. However, no method of transmission over the

Internet or electronic storage is completely secure, and we cannot guarantee absolute

security.

  1. Data Retention

  1. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described

in this Policy, comply with legal, regulatory, tax, and recordkeeping obligations, resolve

disputes, and enforce agreements.

We retain personal information for as long as necessary to fulfill the purposes described

in this Policy, comply with legal, regulatory, tax, and recordkeeping obligations, resolve

disputes, and enforce agreements.

  1. Your Rights and Choices

  1. Your Rights and Choices

Depending on your jurisdiction, you may have the right to: access the personal
information we hold about you; request correction or deletion; object to or restrict certain
processing; withdraw consent where processing is based on consent; and, for Colombian
residents, exercise habeas data rights including knowing, updating, and rectifying your
personal data. To exercise any of these rights, contact us using the information in Section
12. We will respond in accordance with applicable law. You may opt out of marketing
communications at any time by following the unsubscribe instructions in any email or by
contacting us directly.

Depending on your jurisdiction, you may have the right to: access the personal
information we hold about you; request correction or deletion; object to or restrict certain
processing; withdraw consent where processing is based on consent; and, for Colombian
residents, exercise habeas data rights including knowing, updating, and rectifying your
personal data. To exercise any of these rights, contact us using the information in Section
12. We will respond in accordance with applicable law. You may opt out of marketing
communications at any time by following the unsubscribe instructions in any email or by
contacting us directly.

  1. Children's Privacy

  1. Children's Privacy

The Site is not directed to individuals under the age of 18, and we do not knowingly

collect personal information from minors. If you believe a minor has provided us with

personal information, please contact us and we will delete it.

The Site is not directed to individuals under the age of 18, and we do not knowingly

collect personal information from minors. If you believe a minor has provided us with

personal information, please contact us and we will delete it.

  1. Changes to This Policy

  1. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last Updated" date at the top

of this page indicates when this Policy was most recently revised. Your continued use of

the Site after changes are posted constitutes acceptance of the revised Policy.

We may update this Privacy Policy from time to time. The "Last Updated" date at the top

of this page indicates when this Policy was most recently revised. Your continued use of

the Site after changes are posted constitutes acceptance of the revised Policy.

  1. Contact Us

  1. Contact Us

If you have questions about this Privacy Policy or our data practices, or wish to exercise

your rights, contact:


VQ Ventum Financial LLC: Privacy 121 S, Orange Ave STE. 1500. Orlando, Florida,

32801 Email: thrive@ventumfi.com

If you have questions about this Privacy Policy or our data practices, or wish to exercise

your rights, contact:


VQ Ventum Financial LLC: Privacy 121 S, Orange Ave STE. 1500. Orlando, Florida,

32801 Email: thrive@ventumfi.com