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Privacy Policy

LedForgeX LLC, operating as LedForge Leads ("Company," "we," "us," or "our"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at ledforgeleads.com or submit information through any of our forms or landing pages. Please read this policy carefully. By using our services or submitting your information, you agree to the terms of this Privacy Policy.

Information We Collect

We collect information you voluntarily provide when you submit a form on our website or landing pages, including:

  • Personal identifiers: First name, last name

  • Contact information: Phone number, email address

  • Financial information: General range of investable assets or retirement savings (no account numbers or sensitive financial data)

  • Preference information: Financial goals, timeline for working with an advisor, preferred contact times

  • Technical data: IP address, browser type, device type, pages visited, and time spent on our website (collected automatically)

We do not collect Social Security numbers, bank account numbers, credit card numbers, or any sensitive government-issued identification numbers through our forms.

How We Use Your Information

We use the information we collect for the following purposes:

  • To match you with a qualified, licensed financial advisor based on your stated goals and preferences

  • To contact you via SMS, phone, or email to verify your information and confirm your interest

  • To deliver your contact information and stated preferences to the financial advisor we match you with

  • To improve our lead qualification process and service quality

  • To comply with applicable laws and regulations

  • To send you transactional and service-related communications

Important: By submitting your information through our forms, you expressly consent to be contacted by LedForge Leads and/or a matched financial advisor via SMS, phone call, or email, even if your number is on a Do Not Call registry. You may opt out at any time.

SMS Messaging & Communications

When you check the SMS consent checkbox on our form, you agree to receive text messages from LedForge Leads. Here is what you need to know:

  • Message types: We send transactional messages to verify your information, ask qualification questions, and confirm your advisor match. We may also send informational messages about your inquiry.

  • Frequency: Message frequency varies based on your inquiry. Typically 3–6 messages per inquiry.

  • Costs: Message and data rates may apply depending on your carrier plan.

  • Opt-out: Reply STOP at any time to stop receiving SMS messages from us. After opting out, you will receive one final confirmation message.

  • Help: Reply HELP for assistance or contact us at info@ledforgeleads.com.

  • Consent is not required: You are not required to consent to SMS messages as a condition of receiving our services.

We do not sell or share your phone number with third parties for their own marketing purposes. Your number is shared only with the financial advisor we match you with, for the purpose of completing your inquiry.

Information Sharing

We do not sell your personal information to third parties. We may share your information in the following limited circumstances:

  • Financial advisor match: We share your name, contact information, and stated financial preferences with the licensed financial advisor we match you with. This is the core purpose of our service.

  • Service providers: We use trusted third-party tools (including GoHighLevel, Twilio, and Bland.ai) to operate our platform. These providers are contractually bound to protect your data and may not use it for their own purposes.

  • Legal compliance: We may disclose your information if required by law, court order, or governmental authority.

  • Business transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. Our data is stored within secure, industry-standard platforms including GoHighLevel's CRM infrastructure.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, typically for a period of 24 months from the date of collection, unless a longer retention period is required by law or you request deletion sooner.

After the retention period, your data is securely deleted or anonymized.

Your Rights & Choices

Depending on your state of residence, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you

  • Correction: Request that we correct inaccurate or incomplete information

  • Deletion: Request that we delete your personal information

  • Opt-out of SMS: Reply STOP to any text message we send

  • Opt-out of email: Click the unsubscribe link in any email we send

To exercise any of these rights, contact us at info@ledforgeleads.com. We will respond to your request within 30 days.

Florida residents may have additional rights under the Florida Digital Bill of Rights. California residents may have additional rights under the California Consumer Privacy Act (CCPA).

Cookies & Tracking

Our website uses cookies and similar tracking technologies to improve your experience and analyze site traffic. We may use:

  • Essential cookies: Required for the website to function properly

  • Analytics cookies: Used to understand how visitors interact with our site (e.g., Google Analytics, Meta Pixel)

  • Advertising cookies: Used to measure the effectiveness of our advertising campaigns

You can control cookies through your browser settings. Disabling cookies may affect some features of our website.

Third-Party Services

Our website and operations use the following third-party services, each governed by their own privacy policies:

  • GoHighLevel — CRM and marketing automation platform

  • Twilio — SMS delivery and phone communication

  • Bland.ai — AI-powered voice communication

  • Meta (Facebook/Instagram) — Advertising and analytics

  • Google — Advertising and analytics

  • Wix — Website hosting

We are not responsible for the privacy practices of these third-party services. We encourage you to review their respective privacy policies.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the effective date at the top of this page. We encourage you to review this policy periodically.

Your continued use of our services after any changes constitutes your acceptance of the updated policy.

Contact Us

If you have any questions about the Privacy Policy, please contact us:

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