Privacy Policy

Last updated: July 14, 2026

This Privacy Policy explains how Thrive ("Thrive," "we," "us," or "our") collects, uses, and protects your information when you visit our website or use our bookkeeping, fractional CFO, and advisory services. By using our website or services, you agree to the practices described in this policy.

1. Information we collect

Information you provide: when you contact us, book a call, subscribe to our resources, or engage our services, we may collect your name, email address, phone number, company name, and any information you choose to share, including the financial and business records you provide so we can deliver our services.

Information collected automatically: when you visit our website, we may collect device and usage data such as your IP address, browser type, pages viewed, and the dates and times of your visits, using cookies and similar technologies.

2. How we use your information

We use the information we collect to:

• Provide, operate, and improve our services

• Respond to your inquiries and schedule calls

• Send you resources, updates, and marketing you have requested

• Maintain the security and integrity of our website

• Comply with our legal and regulatory obligations

3. How we share your information

We do not sell your personal information. We may share it with service providers who help us operate (such as hosting, analytics, scheduling, and email tools) under confidentiality obligations; with professional advisors; with authorities when required by law; and with a successor entity in connection with a merger, acquisition, or sale of assets.

4. Your financial and business information

Financial and business records you share so we can deliver bookkeeping, tax, or CFO services are treated as confidential and used only to perform those services. Our handling of that information is also governed by the engagement agreement between you and Thrive.

5. Cookies and tracking

We use cookies and similar technologies to run the site, remember your preferences, and understand how the site is used. You can control cookies through your browser settings; disabling them may affect how parts of the site work.

6. Data security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Data retention

We keep your information for as long as needed to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

8. Your privacy rights

Depending on where you live, you may have the right to access, correct, delete, or restrict the use of your personal information, or to opt out of certain processing. To make a request, email us at contact@wethrivemgmt.com and we will respond as required by applicable law.

9. Third-party links

Our website may link to third-party sites we do not control. This Privacy Policy does not apply to those sites, and we encourage you to review their privacy policies.

10. Children's privacy

Our website and services are not directed to children under 13, and we do not knowingly collect their personal information.

11. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above, and we may notify you of material changes.

12. Contact us

Questions about this Privacy Policy or your information? Email us at contact@wethrivemgmt.com.