Personal Data processed for the following purposes and using the following services:

• • Advertising

    • AppNexus and Salesforce

      Personal Data: Trackers; Usage Data

  • Analytics

    • Google Analytics 4

      Personal Data: browser information; city; device information; latitude (of city); longitude (of city); number of Users; session statistics; Trackers

  • Contacting the User

    • Contact form

      Personal Data: first name; last name; phone number

  • Hosting and backend infrastructure

    • accessiBe accessWidget

      Personal Data: IP address

  • Interaction with data collection platforms and other third parties

    • JotForm widget

      Personal Data: Trackers; Usage Data

  • Remarketing and behavioral targeting

    • Perfect Audience

      Personal Data: Trackers; Usage Data

  • Tag Management

    • Google Tag Manager

      Personal Data: Trackers; Usage Data

  • User database management

    • SharpSpring

      Personal Data: city; company name; country; device information; email address; first name; geographic position; language; last name; phone number; physical address

Information on opting out of interest-based advertising

In addition to any opt-out feature provided by any of the services listed in this document, Users may learn more on how to generally opt out of interest-based advertising within the dedicated section of the Cookie Policy.

Contact information

• • Owner and Data Controller

    Perigon Wealth Management, LLC
    201 Mission Street, Suite 1825
    San Francisco, CA 94105

    Owner contact email: compliance@perigonwealth.com