Private means private by design.
Last updated: September 8, 2026.
The Sovereign Wealth Gap™ Assessment collects information you voluntarily provide so it can calculate your result, deliver a private briefing, personalize relevant follow-up when you opt in, and improve the assessment in aggregate.
What the assessment may collect
Scored behavioral answers, professional/business context, approximate revenue and owner-economics bands, founder-context answers, desired outcomes, readiness, optional free-text responses, first name, email address, and attribution data such as campaign or landing-page source.
How it is used
Your scored answers are used to compute the eight dimensions, Alignment, Gap, and behavioral profile. Business and financial context is used separately for stage-aware interpretation and routing. It does not change the behavioral score.
Marketing consent
Your email is required to deliver the private briefing. Marketing follow-up is optional. If you opt into follow-up, you can unsubscribe from marketing messages using the unsubscribe mechanism in those messages.
What is not sent to advertising platforms
The deployment architecture is designed not to send raw financial answers, raw free-text responses, email addresses, owner-compensation data, or individual question answers as ad-platform event parameters.
Sharing and service providers
Data may be processed by service providers used to host the assessment, store results, deliver email, operate the CRM, or receive internal lead alerts. The assessment is not designed to sell personal assessment data to third parties.
Retention
The reference deployment stores assessment results for up to 180 days and application records for up to 365 days unless the operator configures a different documented retention rule. CRM records may follow the retention rules of the connected CRM.
Public sharing
Public share summaries are limited to non-sensitive outputs such as profile name, Alignment score, and strongest dimension. Revenue, owner compensation, crisis/stability answers, free-text responses, and internal fit scores are not intended for public share cards.
Your requests
Before production launch, the operator must publish a working contact address for access, correction, deletion, and privacy requests. Use the privacy request form or replace privacy@YOURDOMAIN with the final support address before launch.
Important limitation
This page is an implementation-ready operational privacy summary, not jurisdiction-specific legal advice. The final production policy should be reviewed against the jurisdictions in which the assessment is marketed and the processors actually connected at launch.