Your information, handled carefully

Who we are

PleniSeed (https://pleniseed.com) is a financial education platform. This policy explains how we collect, use, share and protect information when you visit the site, take an assessment, contact us or subscribe to The PleniSeed Letter. If you have questions, reach us through our contact form.

Information we collect

Information you give us

• Contact details, such as your name, email address and phone number, when you submit a form, request information or contact us
• Country or region, when provided as part of a form
• Your answers to the PleniSeed Financial Health Score and other self-assessments
• Newsletter subscription details when you join The PleniSeed Letter
• Any message content you send us directly

Information collected automatically

• Standard technical data such as browser type, device type, pages viewed and referring pages
• UTM parameters and campaign data that tell us how you found the site
• Analytics data collected through tools such as Google Analytics 4 and Google Tag Manager
• Session behavior data collected through Microsoft Clarity, which may include anonymized click and scroll activity

See our Cookie Policy for detail on how this data is collected through cookies and similar technologies.

How we use your information

• To respond to inquiries submitted through our contact form
• To send The PleniSeed Letter and related educational content to subscribers
• To provide results and follow-up related to the Financial Health Score or other tools
• To understand how visitors use the site and improve our content and tools
• To measure the effectiveness of our marketing and campaigns using UTM and analytics data
• To maintain the security and proper functioning of the site

How we share information

We do not sell your personal information. We may share information with service providers who help us operate the site, such as email delivery, form processing, hosting and analytics providers, under obligations to protect your data. We may disclose information if required by law or to protect the rights, safety or property of PleniSeed or others.

Analytics and tracking tools

We use Google Analytics 4 and Google Tag Manager to understand site traffic and usage patterns, and Microsoft Clarity to understand how visitors interact with pages. These tools may set cookies or use similar technologies and may collect information such as your IP address, device information and on-site behavior. You can control these technologies through your browser settings or, where offered, an on-site cookie preference tool.

Data retention

We retain contact, newsletter and assessment data for as long as needed to provide the service you requested, respond to you, or comply with legal obligations, after which it is deleted or anonymized.

Your choices and rights

• You can unsubscribe from The PleniSeed Letter at any time using the link in any email
• You can request access to, correction of, or deletion of your personal information by contacting us
• You can limit cookies and similar tracking through your browser or device settings

Depending on where you live, you may have additional rights under laws such as the GDPR or state privacy laws. We will honor applicable requests to the extent required by law.

Children's privacy

PleniSeed is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

Changes to this policy

We may update this policy from time to time. The "last updated" date at the top of this page reflects the most recent revision.

Questions?

For questions about this policy or your information, please contact us.