Privacy Policy
Last updated: 8 November 2026
This policy explains how FounderWealth collects and uses personal data through this website and our partnership enquiry form.
1. Who we are
FounderWealth is a marketing and lead-generation business operated by Francisco Prazeres, based in Portugal. For this website, we are the data controller.
Contact: [email protected]
FounderWealth is not a registered investment adviser, broker-dealer or financial planning firm, and does not provide investment, tax or legal advice.
2. What we collect
When you submit our partnership enquiry form, we collect:
Your first and last name
Your business email address
Your firm name and website
Your phone number, if you choose to provide it
The minimum investable assets your firm works with
Your firm's monthly capacity for new prospects
Anything you write in the message field
When you visit the website, our hosting platform may also collect technical data such as your IP address, browser type, pages visited and cookie identifiers.
This website is intended for professionals at wealth management and financial advisory firms. Please do not submit sensitive personal data through the form.
3. Why we use it and our legal basis
To respond to your enquiry and discuss a possible partnership. Legal basis: steps taken at your request before entering into a contract (GDPR Article 6(1)(b)).
To follow up on business enquiries and keep records of our business contacts. Legal basis: our legitimate interest in running and developing our business (Article 6(1)(f)).
To keep the website secure and working. Legal basis: legitimate interest (Article 6(1)(f)).
To use non-essential cookies, such as analytics. Legal basis: your consent (Article 6(1)(a)), which you can withdraw at any time.
We do not sell your personal data, and we do not share enquiry details with other advisory firms.
4. Who we share it with
We share personal data only with service providers that help us run the business, under contracts that require them to protect it:
HighLevel (LeadConnector), which hosts this website, our forms and our CRM
Email and calendar providers we use to communicate with you
Professional advisers, such as accountants or lawyers, where needed
Authorities, where the law requires it
5. International transfers
Some of our service providers, including HighLevel, are based in the United States. Where personal data is transferred outside the European Economic Area, we rely on appropriate safeguards. HighLevel is certified under the EU–US Data Privacy Framework and also uses the European Commission's Standard Contractual Clauses in its data processing agreement.
6. How long we keep it
Enquiries that do not lead to a partnership: up to 24 months after our last contact, then deleted.
Partner firms: for the length of our relationship, plus any period required by Portuguese tax and accounting law.
Technical and cookie data: in line with the cookie settings and our hosting provider's retention periods.
7. Your rights
Under the GDPR, you have the right to:
Access the personal data we hold about you
Correct inaccurate data
Ask us to delete your data
Restrict or object to how we use it, including objecting to processing based on legitimate interests
Receive your data in a portable format
Withdraw consent at any time, where we rely on consent
To use any of these rights, email [email protected]. We will reply within one month.
You also have the right to complain to the Portuguese data protection authority, the Comissão Nacional de Proteção de Dados (CNPD), at www.cnpd.pt, or to the authority where you live or work.
8. Security
We use reasonable technical and organisational measures to protect personal data, including access controls on our CRM and accounts. No online system is completely secure.
9. Cookies
This website uses cookies that are needed for it to work. We use non-essential cookies, such as analytics, only with your consent, which you can give or refuse through the cookie banner.
10. Changes to this policy
We may update this policy. The latest version will always be on this page, with the date it was last updated.
11. Contact
Questions about this policy or your data: [email protected]