Wedgwood Group, Inc. (d/b/a TrueLevel Advisory) • Last Updated: July 16, 2026
Wedgwood Group, Inc., doing business as TrueLevel Advisory ("TrueLevel," "we," "us," or "our"), respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard personal and business information when you visit our website, engage us for a Capital Intelligence Report, Advisory Assessment, or optional fractional CFO services, enroll in SMS/text messaging, or otherwise interact with us.
"Personally Identifiable Information" (PII) is information that can identify you on its own or when combined with other information. Please read this Privacy Policy carefully to understand how we handle your information. By using our website or services, you agree to the practices described here.
We may collect the following categories of information:
We use your information strictly to provide and improve our advisory services. Specifically, we may use your information to:
We understand that the financial documents you share are highly sensitive. This section explains exactly how they are used.
Processing your documents for your report. We use automated tools, including artificial intelligence (AI) and machine learning (ML), to read and extract data from the documents you upload so that we can generate the analysis and insights in your Capital Intelligence Report. This processing is performed to deliver the service you requested.
Human oversight of decisions. Our AI and automated tools assist our advisors; they support the analysis, but the resulting recommendations, borrowing-base figures, and advisory conclusions are reviewed by our human advisory personnel. We do not use AI to make legally or financially significant decisions about you without human involvement. If you would like more information about the logic involved or wish to request human review of any output, contact us at [email protected].
Model improvement and training. We do not use your uploaded financial documents or the contents of your individual submissions to train or improve our AI/ML models. Any improvement of our systems is performed using aggregated and de-identified data that cannot reasonably be used to identify you or your business, or using separate test data.
Third-party AI vendors. Where we use third-party AI service providers to help process documents or power our Chatbot and Voice AI, we contractually require those providers to use your data only to provide services to us and prohibit them from using your data to train their own models.
Ownership. You retain ownership of all content and documents you upload. All AI Chatbot and Voice AI conversations are processed securely, and conversation data may be used to help our team follow up with you and to support quality and accuracy of the service.
When you provide your mobile number and opt in, you consent to receive text messages from TrueLevel Advisory related to your advisory assessment, scheduling, billing, and account communications.
To operate this program and comply with A2P 10DLC and carrier requirements, we collect your mobile phone number, message content, delivery logs, and opt-in/opt-out records.
We use administrative, technical, and physical safeguards appropriate to the sensitivity of the data we handle, including:
We do not store full payment card numbers on our systems. Payment for the Capital Intelligence Report is processed securely by our PCI DSS-compliant payment provider (Stripe).
No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
We may disclose information to:
We use cookies and similar technologies to remember preferences, analyze site traffic, and improve user experience. The categories we use include:
You can control cookies through your browser settings, and where required by law we present a consent banner allowing you to accept or decline non-essential cookies. Disabling cookies may limit some features of the site.
We retain personal and business information only as long as necessary to fulfill the purposes described in this Policy or as required by law. As a general guide:
You may request deletion of your personal or business data by contacting us, subject to legal and contractual retention requirements.
Depending on where you live, you may have some or all of the following rights regarding your personal information: to access, correct, delete, or receive a copy (portability) of it; to opt out of sale or sharing (we do not sell or share for advertising); to limit the use of sensitive personal information; and to be free from discrimination for exercising these rights.
To exercise any right, contact us at [email protected]. We will verify your identity before responding and will respond within the timeframe required by applicable law. You may use an authorized agent where the law permits.
California Residents. Under the California Consumer Privacy Act (as amended by the CPRA), California residents have the rights described above. In the preceding 12 months, we have collected the categories of information listed in Section 1 for the business purposes in Section 3. We do not sell your personal information and we do not share it for cross-context behavioral advertising. We may collect sensitive personal information (such as financial account information contained in the documents you provide) solely to perform the services you request; we do not use it to infer characteristics about you.
Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children under 13. If we learn we have collected such information, we will delete it. If you believe a child has provided us information, please contact us.
If you have questions about this Privacy Policy, wish to exercise a privacy right, or want to make a request regarding your data, please contact us:
We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date above and, where appropriate or required by law, provide additional notice. Your continued use of our services after changes take effect constitutes acceptance of the updated Policy.