Last Updated: September 10, 2026
At Strata Financial Solutions (“Strata Financial Solutions,” “we,” “us,” or “our”), your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, use our online services, or apply for or obtain products or services we offer.
Information We Collect
We may collect information directly from you, automatically through your use of our website, and from trusted third-party sources.
Personal Information
Depending on the services you request, we may collect:
- Full name
- Business name
- Email address
- Mailing address
- Telephone number(s), if voluntarily provided
- Account information
- Tax Identification Number (TIN)
- Employer Identification Number (EIN)
- Government-issued identification information
- Bank account information
- Financial statements
- Bank statements
- Credit card statements
- Personal and business credit history
- Payment history
- Beneficial ownership information
- Other information reasonably necessary to evaluate applications or provide services
Usage Information
We may automatically collect IP address, browser and device information, operating system, pages visited, time spent on pages, referring website, clickstream data, and date and time of visits.
Cookies and Similar Technologies
Our website may use cookies, web beacons, pixel tags, local storage, and similar technologies to remember preferences, improve functionality, analyze traffic, measure marketing performance, detect fraud, and enhance security.
Information from Third Parties
We may receive information from credit reporting agencies, identity verification providers, business partners, financial institutions, public databases, marketing partners, and fraud prevention services.
How We Use Your Information
We may use information to:
- Process financing applications
- Verify identity and perform due diligence
- Evaluate eligibility for financial products
- Provide customer support and respond to inquiries
- Process payments
- Prevent fraud and protect our systems
- Improve products, services, and website functionality
- Conduct analytics and develop new features
- Send administrative or promotional communications where permitted by law
- Maintain legal and regulatory compliance
- Enforce agreements and policies
- Perform accounting, reporting, and other legitimate business functions
Sharing of Information
Strata Financial Solutions does not sell personal information to third parties.
We may share information with affiliated companies, banking partners and financial institutions, service providers, technology providers, payment processors, identity verification providers, credit reporting agencies, fraud prevention partners, professional advisors, and government or regulatory authorities when permitted or required by law.
Data Security
We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, misuse, and destruction.
While we use commercially reasonable security measures, no method of electronic transmission or internet storage is completely secure, and we cannot guarantee absolute security.
Third-Party Websites
Our website may contain links to third-party websites. These websites operate independently and have their own privacy policies and security practices. We are not responsible for third-party privacy practices, content, or security.
Your Information
Keeping information accurate and current helps us provide better service. Where available, you may review or update account information through applicable online services. We may request identity verification before processing certain requests.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Material changes will be posted on this page along with an updated Last Updated date. Changes become effective when posted unless otherwise stated.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please use the contact information or contact form provided on the Strata Financial Solutions website.
