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Momentum CFO Privacy Policy

Effective Date: November 1, 2026

1. Introduction

Welcome and thank you for visiting a website operated by Momentum CFO (“Momentum CFO”)(“Site”). We at Momentum CFO take the privacy of all visitors to our websites very seriously. This Privacy Notice (“Notice”) informs you how we handle privacy matters and process your Personal Information. For the purpose of this Notice, “Personal Information” means any Personal Information relating to an identified or identifiable individual. We obtain Personal Information relating to you from various sources described below. “Services” means fractional CFO services.  

2. Scope

This Notice applies to the Momentum CFO website, www.momentumcfo.com (“Site”), and all Personal Information that is shared when you visit the Site or interact with our Services. By using the Site, you agree to the terms and conditions of this Notice.

3. Information We Collect

Through our Site and our Services, we may receive information that, alone or in combination with other information, could be used to identify an individual. We may receive information (including Personal Information) in the following ways:

Information That You Provide to Us

When you request information from Momentum CFO or interact with Services, we may receive the following Personal Information from you:

  • Name
  • Title
  • Company Name
  • Postal address
  • Telephone number
  • Email address

Information Automatically Collected

Like many businesses, we and/or our service providers may automatically collect and/or store certain information when you visit or interact with the Site. This information may be stored and/or accessed from your personal computer, laptop, tablet, mobile phone or other device whenever you visit or interact with our Site. Usage Information may include:

  • Your IP address, IDFA, Android/Google Advertising ID, IMEI, or another unique identifier;
  • Your device functionality (including browser, browser language, operating system, hardware, mobile network information);
  • Referring and exit web pages and URLs;
  • The areas within the Site that you visit and your activities there, including remembering you and your preferences;
  • Your device location or other geolocation information, including the zip code, state or country from which you accessed the Services;
  • Your device characteristics; and
  • Certain other device data, including the time of day you visit our Site or other information used to provide analytics or other usage information.

Information Collected by Third Parties

The Site may include functionality that allows certain kinds of interactions between the Site and your account on a third-party website or application. The use of this functionality may involve the third-party site providing information to us. For example, we might obtain information about the traffic and usage of the Site from third parties. We might also provide links to facilitate sending a communication from the Site, or we may use third parties to facilitate emails or postings to social media (like a “Share” or “Forward” button). These third parties also use cookies and other tracking technologies to capture information about your interactions with the Site. We do not have control over the information that is collected, used, and shared by these third parties. We encourage you to review the privacy statements of these third parties to understand their privacy practices.

Communications

When you send email or other communications to Momentum CFO, we may keep those communications to process your questions, respond to your requests and improve our Site. We may use your email address to communicate with you about our Services.

4. How We Use Information Collected

We may use your Personal Information for the following business purposes:

  1. To operate, maintain, enhance and provide features of the Services, to provide the Services and information that you request, to respond to comments and questions, and otherwise to provide support to users.
  2. To understand and analyze the usage trends and preferences of our users, to improve the Services, and to develop new products, services, features, and functionality.
  3. To a potential or actual acquirer, successor, or assignee as part of any reorganization, merger, sale, joint venture, assignment, transfer or other disposition of all or any portion of our business, assets or stock (including in bankruptcy or similar proceedings).
  4. To contact you for administrative and informational purposes. This may include providing customer service or sending communications, including changes to our terms, conditions, and policies.
  5. For marketing purposes, such as developing and providing promotional and advertising materials that may be useful, relevant, valuable or otherwise of interest.
  6. For our business purposes, such as audits, security, compliance with our internal policies, license agreements with content providers, applicable laws and regulations, fraud and financial crime monitoring and prevention.
  7. To enforce our Terms of Use or other legal rights.

5. Use of Cookies and Tracking Technologies

We, along with our third-party service providers, use cookies, web beacons, and similar tracking technologies to personalize your experience, analyze website performance, and deliver relevant advertising. Because the specific tracking technologies we use may change over time, we maintain a dynamic list of these tools in our Opt-Out Preferences center. To view the current list of trackers in use and to manage your consent, please visit our Opt-Out Preferences page.

Managing Your Data and Opting Out

We respect your right to privacy and your ability to choose how your data is shared. You can manage your preferences, see exactly what tracking software is currently active on our site, and opt out of non-essential tracking at any time by utilizing our Opt-Out Preferences tool.

You may also control cookies through your individual browser settings, though disabling certain cookies may affect the functionality of our website. Check your browser’s help function to learn more about your cookie setting options.

6. How We Share Your Personal Information

We want to be clear about how your data is handled: we do not sell your Personal Information to third parties.

However, to operate our Site and provide our Services, we do share information with trusted Service Providers. These are vendors who process data strictly on our behalf and are restricted from using your data for their own independent marketing purposes. When our Opt-Out Preferences page states that data for tools is “not shared with third parties,” it means it is not shared beyond these designated Service Providers.

We may share your Personal Information as follows:

  • To our Service Providers: such as website hosting, content creation tools, accessibility tools, data analysis, customer service, and IT infrastructure provision.
  • To our affiliates and subsidiaries: for the purposes described in this Privacy Notice.
  • For Legal Reasons: If required to do so by law or in the good faith belief that such action is appropriate to: (a) comply with legal process or applicable law; (b) respond to requests from public and government authorities; (c) enforce our terms and conditions; (d) protect our operations, rights, privacy, safety or property, and/or that of our affiliates, you or others.

We may also share Personal Information about you with other third parties with your permission. We may use and disclose aggregate information that does not identify or otherwise relate to an individual for any purpose, unless we are prohibited from doing so under applicable law.

7. Security

Momentum CFO has developed or engaged technical and organizational measures designed to protect Personal Information against unauthorized access or misuse. However, the Internet cannot be guaranteed to be fully secure and we cannot ensure or warrant the security of any information you provide to us. We do not accept liability for unintentional disclosure.

8. International Transfers of Data

This Site is operated in the United States and intended for users in the United States. If you are located in another jurisdiction, please know that your information will be transferred to, stored, and processed in the United States. By using this Site and providing us with information, you consent to this transfer, processing and storage of your information in the United States. It is important to note that the privacy laws in the United States may not be as comprehensive as those in other countries such as those in the European Union (“EU”). Our service providers use appropriate safeguards to transfer your Personal Information to the United States.

9. Children’s Privacy

Our Services and Site are not directed at children under 16 years of age, and we do not knowingly collect or receive Personal Information from them. If we learn that we have received Personal Information from a child who is under 16, we will delete the data. If you believe that we have received Personal Information from a child under the age of 16, you may contact us at 858-284-0314.

10. Do Not Track Signals

While some web browsers transmit “Do Not Track” (DNT) signals, there is currently no universal standard for how websites must respond. As such, our Site does not currently respond to browser-level DNT signals. To effectively manage your tracking preferences, please utilize our dedicated Opt-Out Preferences tool.

11. Your Privacy Rights

Depending on your jurisdiction, including if you are a resident of California, you have specific rights regarding your Personal Information. We are committed to honoring the following rights for all our users:

  • Right to Access: You may submit a request for access to the Personal Information we process about you.
  • Right to Portability: You may request an overview, in a commonly used and machine-readable format, of the data we process about you.
  • Right to Correction and Deletion: You may request the correction or deletion of your Personal Information if it is incorrect, no longer relevant, or if you wish to withdraw your consent.
  • Right to Object and Restrict: You may object to our processing of your Personal Information or ask us to restrict the processing of your data under certain circumstances.
  • Right to Non-Discrimination: You have the right not to receive discriminatory treatment for the exercise of your privacy rights.

How to Exercise Your Rights: To exercise any of these rights, please contact us at 858-284-0314 or by mail at the address listed in the Contact Us section below. Please note that we may need to verify your identity before processing your request. For requests relating to tracking cookies, you may also use our Opt-Out Preferences page at any time.

12. Changes to this Privacy Notice

We may change this Privacy Notice at any time. We will post all changes to this Privacy Notice on this page and will indicate at the top of the page the modified notice’s effective date. We therefore encourage you to refer to this page on an ongoing basis so that you are aware of our current privacy notice. If required by the applicable law, we will notify you of the changes. By continuing to use the Site and/or the Services or providing us with information following such a replacement Notice being uploaded, you agree that you will be deemed to have agreed to be bound by the Privacy Notice as changed.

13. Contact Us

If you have any questions or suggestions regarding this Privacy Notice, please contact us at:

Momentum CFO
445 Marine View Avenue, Suite 300
Del Mar, CA
858-284-0314