D & B Consulting, LLC d/b/a WealthQuotient ("WealthQuotient," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect through mywealthq.com and our related online services, how we use it, and the choices you have. It also explains, separately, how we handle the business and professional information we compile for our clients as part of our research services.
Please also review our Website Terms of Use, which governs your use of this website, and our Client Terms & Conditions, which govern client engagements.
1. Information We Collect From You
Information you give us. When you complete an inquiry or consultation form, subscribe to a mailing list, register for an account, purchase a course, or otherwise contact us, we collect the information you provide. This typically includes your name, email address, telephone number, company or organization, job title, and information about your business needs and objectives. If you purchase from us, our payment processors collect payment information directly; we do not store full payment card numbers.
Information collected automatically. When you visit this website, we and our service providers automatically collect certain technical information, including your IP address, browser type, device type, operating system, referring page, pages viewed, and dates and times of access. We collect this through cookies, web beacons, and similar technologies.
Account and usage information. If you hold a client dashboard or course account, we collect information about your use of those services, including login activity, course progress, and materials accessed.
2. Cookies and Similar Technologies
We use cookies and similar technologies to operate this website, remember your preferences, keep you logged in, understand how visitors use our site, and measure the effectiveness of our communications and marketing. Some of these technologies are set by third-party providers who perform analytics, email delivery, advertising, and hosting services on our behalf.
Most browsers accept cookies automatically. You can adjust your browser settings to refuse cookies or to alert you when cookies are being sent. If you disable cookies, some features of this website may not function properly.
3. How We Use Your Information
We use the information we collect to:
respond to your inquiries and provide the information, products, or services you request;
create and administer your account and deliver client services;
process transactions and send invoices, receipts, and related communications;
send you marketing communications, newsletters, event invitations, and content we believe may interest you;
operate, maintain, secure, and improve this website and our services;
understand how our website and communications are used;
comply with applicable law and protect our legal rights.
4. How We Share Your Information
We do not sell your personal information to third parties for their own marketing purposes.
We share information in the following circumstances:
Service providers. We share information with vendors who perform services on our behalf, including website hosting, course delivery platforms, payment processing, email delivery, customer relationship management, and analytics. These providers are authorized to use your information only to provide services to us.
Legal and protective purposes. We may disclose information when required by law, subpoena, court order, or other legal process, or when we believe disclosure is necessary to protect our rights or property, enforce our agreements, or protect the safety of any person.
Business transfers. If WealthQuotient is involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction.
With your direction. We share information when you ask us to or otherwise authorize us to.
5. Our Research and Relational Mapping Services
This section describes information we handle in the course of serving our clients, as distinct from information we collect from visitors to this website.
WealthQuotient provides relational mapping and prospect research services to organizations. In performing these services, we compile and analyze business, professional, and philanthropic information about individuals identified by our clients or relevant to our clients' relationship networks. This information is drawn from sources including corporate filings and board disclosures, nonprofit and foundation filings, regulatory filings, press coverage, published organizational listings, professional biographies, and licensed data sources.
We compile this information solely to deliver research and relational mapping deliverables to the client that engaged us, and to develop and improve our research methodology. Deliverables are provided to the engaging client under written agreements that restrict use of the information to that client's internal business purposes and prohibit onward disclosure or resale.
We focus on business, professional, and philanthropic affiliations. We do not seek to compile information about individuals' health, religious beliefs, sexual orientation, or other sensitive categories, and we do not knowingly compile information about minors.
If you believe WealthQuotient holds information about you in connection with our research services and you would like to know what we hold, request correction, or request deletion, contact us at the address below. We will respond to your request as described in Section 8.
6. Data Security
We use commercially reasonable administrative, technical, and physical safeguards designed to protect information from loss, misuse, unauthorized access, disclosure, alteration, and destruction. Access to information is limited to personnel and service providers who need it to perform their functions, and they are required to treat it as confidential. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
7. Data Retention
We retain information for as long as needed to fulfill the purposes described in this Privacy Policy, to maintain our business records, to comply with our legal and contractual obligations, and to resolve disputes and enforce our agreements. When information is no longer needed, we delete it or de-identify it.
8. Your Choices and Rights
Marketing communications. You may unsubscribe from our marketing emails at any time using the unsubscribe link in any message, or by contacting us. We may still send you transactional or account-related messages.
Access, correction, and deletion. You may request access to, correction of, or deletion of information we hold about you. Depending on where you live, you may have specific rights under applicable law, including the right to know what information we collect and how we use it, the right to request deletion, the right to request correction, and the right not to be discriminated against for exercising your rights. If you are located in the European Economic Area or the United Kingdom, you may also have the right to object to or restrict certain processing, the right to data portability, and the right to lodge a complaint with your local supervisory authority.
To exercise any of these rights, contact us at the address in Section 11. We will verify your request and respond within the timeframe required by applicable law. We will not charge you for making a request except where permitted by law.
9. International Visitors
WealthQuotient is based in the United States, and the information we collect is processed and stored in the United States. If you access this website or provide information to us from outside the United States, you understand that your information will be transferred to and processed in the United States, where data protection laws may differ from those in your jurisdiction. Where we provide services to clients located in the European Economic Area or the United Kingdom, we enter into written agreements addressing the handling and transfer of personal data as required by applicable law.
10. Children's Privacy
This website is intended for business and professional audiences and is not directed to children. We do not knowingly collect personal information from anyone under the age of 16. If you believe we have collected information from a child under 16, please contact us and we will delete it.
11. Contact Us
Questions, requests, or concerns about this Privacy Policy or our privacy practices may be directed to:
D & B Consulting, LLC d/b/a WealthQuotient
support@mywealthq.com
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the last updated date at the bottom of this page. If the changes are material, we will provide additional notice on this website. We encourage you to review this Privacy Policy periodically.
Last updated: September 2026
