Last Updated: April 8, 2026

Vibrant Advisor LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy and SMS Terms explains how we collect, use, disclose, and protect information when you visit our website, communicate with us, schedule appointments or demos, or use our services.

1. Important Notice Regarding Text Messaging Data

Vibrant Advisor LLC does not share customer opt-in information, including phone numbers and consent records, with affiliates or third parties for marketing, promotional, or other purposes unrelated to providing our direct services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information may be shared with subcontractors and service providers that support our business operations, such as customer service, CRM, hosting, payment processing, and SMS delivery, but only as necessary to provide our services. Except for those limited service-provider uses, all categories of information sharing exclude text messaging originator opt-in data and consent, and that information will not be shared with third parties.

2. Information We Collect

We may collect the following categories of information:

Personal Information

• Name

• Email address

• Phone number

• Business information

• Payment information, where applicable

• Records of consent and related timestamps for SMS and email communications

Non-Personal Information

• IP address

• Browser type

• Device information

• Website usage data and analytics

• Cookies and similar tracking technologies

Communication and Service Records

• Inquiry submissions

• Demo requests and bookings

• Appointment scheduling information

• Customer service communications

• Service history and support interactions

3. How We Use Information

We may use collected information to:

• Provide AI caller, marketing automation, and related services

• Schedule consultations, demos, and appointments

• Deliver customer support

• Send appointment confirmations and reminders

• Send service-related notices and updates

• Send marketing communications where permitted and where consent has been provided when required

• Improve website performance, functionality, and user experience

• Maintain business records, including consent and compliance records

• Protect against fraud, misuse, and security incidents

• Comply with legal obligations and enforce our terms

4. SMS Messaging Terms

By opting into our SMS messaging program, you agree to receive text messages from Vibrant Advisor LLC related to:

• Appointment confirmations

• Appointment reminders

• Demo scheduling

• Customer support communications

• Service updates

• Marketing communications, where separately consented to as required

Consent to Receive Text Messages

Messages are sent only after your consent is obtained where required by law. Consent to receive SMS messages is not a condition of purchase.

Message Frequency

Message frequency may vary depending on your interactions with us, your appointments, your service activity, and your communication preferences.

Opt-Out

You may opt out of SMS messages at any time by replying STOP to any message. After opting out, you may receive a final confirmation text, and no further SMS messages will be sent unless you opt in again.

Help

Reply HELP for assistance, or contact us at:
[email protected]
978-733-9296

Carrier Disclaimer

Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. Supported carriers may include major U.S. carriers and regional carriers, but availability may vary.

5. Information Sharing and Disclosure

We do not sell or rent personal information.

We may disclose information to:

• Payment processors

• CRM and scheduling platforms

• SMS delivery vendors, solely as needed to deliver consented messages

• Technology, hosting, analytics, and operations vendors

• Legal, regulatory, or government authorities when required by law

• Successors or counterparties in connection with a merger, acquisition, financing, or sale of assets, subject to applicable legal requirements

Service providers may access personal information only to perform services for us and are expected to maintain appropriate confidentiality and security protections.

Text messaging originator opt-in data and consent will not be shared with third parties except as necessary to support the delivery of our messaging services or as otherwise required by law.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to operate our website, understand usage, improve functionality, and support analytics. You may control cookies through your browser settings, though disabling cookies may affect website functionality.

7. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. These measures may include encryption, access controls, monitoring, vendor oversight, and recordkeeping practices. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Policy, including to provide services, maintain records, comply with legal obligations, resolve disputes, and enforce agreements. Consent records may be retained as needed for compliance and audit purposes.

9. Your Rights and Choices

Subject to applicable law, you may:

• Opt out of marketing emails using the unsubscribe link in those messages

• Opt out of SMS messages by replying STOP

• Request access to certain personal information we hold about you

• Request updates or corrections to your information

• Contact us with questions about our privacy practices

To exercise these options, contact us at [email protected].

10. Third-Party Services and Links

Our website and services may integrate with or link to third-party websites, platforms, or tools. We are not responsible for the privacy or security practices of those third parties, and we encourage you to review their privacy notices.

11. Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect personal information from children under 13 through our website or SMS program.

12. Changes to This Policy

We may update this Privacy Policy and SMS Terms from time to time. Any changes will be posted on this page with an updated effective date. Continued use of our website or services after changes become effective indicates acceptance of the revised Policy, to the extent permitted by law.

13. Contact Information

Vibrant Advisor LLC
19 Van Ness Ave
Shrewsbury, MA 01545
Phone: 978-733-9296
Email: [email protected]
Website: vibrantadvisor.com