Privacy Policy

We collect information you provide directly when you:

• Complete a diagnostic assessment (Clarity Checkup, Family Authority Check, Tax Positioning Snapshot)
• Submit a contact or brief-review form
• Schedule a Financial Clarity Session
• Subscribe to the Meranti Dispatch or other communications
• Create a member account or join the Inner Circle

This may include your name, email address, phone number, and your responses to diagnostic questions. We also collect standard usage data — such as pages visited and time on site — through analytics tools, to help us improve the experience.

We do not collect sensitive financial account numbers, Social Security numbers, or highly confidential data through this website. Please do not submit such information through forms or community areas.

Information collected on this site is used to:

• Generate and deliver diagnostic results and written briefs
• Respond to inquiries and brief-review submissions
• Communicate relevant updates, perspectives, and resources
• Operate and improve member access and portal features
• Process membership billing securely through our payment provider
• Support scheduling and follow-up coordination

We do not sell, rent, or trade your personal information to third parties. We do not use your information for unrelated commercial advertising.

Our diagnostic assessments — including the Clarity Checkup™, Family Authority Check™, and Tax Positioning Snapshot™ — use your responses to generate a structured report. These tools may incorporate AI-assisted routing or narrative generation to help organize your results.

Information submitted through diagnostics is used to produce your report, orient your experience, and — if you provide your email — to send you a copy of your results and relevant follow-up. Diagnostic responses are stored securely and accessible only to authorized Meranti team members.

AI-assisted outputs are educational and directional in nature. They do not constitute personalized investment, legal, or tax advice.

We use trusted third-party providers to operate this website and deliver services. These may include providers for:

• Website hosting and application infrastructure
• Payment processing (Stripe)
• Email delivery (Resend)
• Scheduling (Calendly)
• Analytics and usage tracking
• AI-assisted content generation

These providers process data only as needed to provide their services and are bound by their own privacy and security policies. Meranti is not responsible for the privacy practices of third-party services.

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Data is stored on secure, access-controlled infrastructure.

While we take security seriously, no system is perfectly secure. We encourage you to use strong passwords, not to share login credentials, and to contact us promptly if you believe your account has been compromised.

This site may use cookies and similar technologies to operate correctly, remember preferences, and understand how visitors use the site. Analytics data is collected in aggregate and is not linked to identifiable individuals where avoidable.

You may disable cookies through your browser settings. Doing so may affect some functionality of the site.

When you provide your email address — through a diagnostic, a form, or a subscription — we may send you your requested results, relevant Meranti perspectives, and service-related communications. Every email includes an option to unsubscribe. We do not send unsolicited commercial email.

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate data
• Request deletion of your information (subject to applicable record-keeping requirements)
• Opt out of marketing communications at any time

To exercise any of these rights, contact us at hello@meranti.capital. We will respond within a reasonable time.

We may update this privacy policy from time to time. When we do, we will update the date at the top of this page. Continued use of the site after changes are posted constitutes acceptance of the updated policy.

For questions or requests regarding this privacy policy, please reach us at:

hello@meranti.capital
Meranti Capital Partners, Inc.
1349 W Peachtree St NE, Suite 1910
Atlanta, GA 30309