Privacy Policy
Echelon Advising LLC (“Echelon”, “we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or use our enterprise AI systems and Client Portal.
Please read this privacy policy carefully. If you do not agree with its terms, please do not access the site or our services.
Client Data Processing — Zero-Retention Policy
Data processed through the Echelon API and Vector Vaults on behalf of our enterprise clients is never used to train foundational AI models. All prompts, embeddings, and telemetry data are encrypted at rest and processed under strict zero-retention transit policies according to our Data Processing Agreement.
1. Information We Collect
We collect information that you voluntarily provide when you register, express interest in our services, or contact us. Here is a breakdown of the categories:
Personal Information
- Full name, email address, phone number, and job title
- Company name and organizational role
- Information submitted via forms, Intelligence Feed signups, or Client Portal registration
Authentication Data
- Passwords and password hints
- Multi-factor authentication tokens
- OAuth credentials for third-party platform integrations
Usage & Device Data
- IP address, browser type, and device characteristics
- Operating system, language preferences, and referring URLs
- Pages visited, features used, and time spent on the platform
2. How We Use Your Information
We process your personal information for legitimate business interests, contract performance, and legal compliance. Specifically, we use your data to:
Account Management
Facilitate account creation, logon processes, and access to the Client Portal.
Service Delivery
Manage user accounts and provide AI infrastructure, dashboards, and API access.
Communications
Send administrative notices regarding changes to terms, conditions, and policies.
Marketing
Deliver targeted newsletters and promotional offers — only with explicit double opt-in consent.
Security
Monitor for fraud, unauthorized access attempts, and platform abuse.
Analytics
Understand usage patterns to improve our Services and feature prioritization.
5. Your Privacy Rights (GDPR & CCPA)
Depending on your geographical location, you may have specific rights regarding your personal information:
Right to be Informed
Know what personal data is processed, why, and who else may receive it.
Right of Access
Request a copy of all personal data held about you.
Right to Rectification
Have incorrect or incomplete data corrected or updated.
Right to Erasure
Request deletion of your personal data under certain circumstances.
Right to Data Portability
Receive your personal data in a structured, machine-readable format.
Right to Object
Object to processing of your data for direct marketing purposes.
To exercise any of these rights, contact our Data Protection Officer at dpo@echelon.com.
Privacy Inquiries
Questions about this policy or your data? Contact us directly.
privacy@echelon.com
Echelon Advising LLC • San Francisco, CA 94105