Legal
Privacy Policy.
Last updated: October 2, 2026
This Privacy Policy explains how Evolution Advisory Partners, LLC (“Evolution,” “we,” “us”) collects, uses and shares information when you visit evolutionap.com (the “Site”) or contact us through it. Securities-related activity is conducted through Finalis Securities LLC, whose own privacy policy governs information it collects.
Information you give us
When you submit our contact form we collect the details you provide: your name, work email, company, your role, the services you are interested in, your company’s revenue range and any message you write. If you email us, we receive your email address and the content of your message.
Information collected automatically
Like most websites, the Site uses cookies and similar technologies to understand how it is used. These include:
- Google Analytics 4 (Google LLC), which measures visits, pages viewed, traffic sources and button clicks.
- Microsoft Clarity (Microsoft Corporation), which records aggregated usage such as clicks, scrolling and session replays to help us improve the Site. Clarity masks text you type into form fields.
- HubSpot (HubSpot, Inc.), which we use as our customer relationship management system. HubSpot’s tracking code associates your visits with the contact record created if you submit our form.
These tools may collect your IP address, browser and device type, pages visited, referring site and approximate location. You can block or delete cookies in your browser settings, and you can opt out of Google Analytics with Google’s browser add-on.
How we use information
- To respond to your inquiry and schedule an introductory call.
- To manage our business relationships and keep records of communications.
- To understand and improve how the Site performs.
- To comply with legal, regulatory and recordkeeping obligations.
How we share information
We do not sell your personal information. We share it only with service providers that help us operate the Site and our business (such as HubSpot, Google and Microsoft), with Finalis Securities LLC where required for regulated activity, when required by law, or in connection with a business transaction such as a merger or acquisition.
Retention and security
We keep information for as long as needed for the purposes above or as required by law, and we use reasonable administrative and technical safeguards to protect it. No method of transmission over the internet is completely secure.
Your choices
You may ask us to access, correct or delete the personal information we hold about you, or to stop sending you communications, by emailing [email protected]. Depending on where you live, you may have additional rights under applicable law.
Children
The Site is intended for business professionals and is not directed to children under 16. We do not knowingly collect their information.
Changes
We may update this policy from time to time. The date at the top shows when it last changed.
Contact
Questions about this policy can be sent to [email protected].