This Privacy Policy describes how Steep Marketing ("Steep Marketing," "we," "us," or "our"), a marketing agency located at 383 Inverness Parkway, Suite 280, Englewood, CO 80112, collects, uses, discloses, and protects information about you when you visit our website at https://steep.marketing (the "Site") or engage with our services.

This Policy also fulfills our obligation to disclose that personal data processed in connection with our client communications is handled through third-party platforms, including Front, and may be subject to automated decision-making technologies and artificial intelligence, as described in Section 7 below.

By using our Site or engaging our services, you acknowledge and agree to this Privacy Policy.

1.  Information We Collect

We collect information in the following ways:

Personal Identification Information
We may collect personal information you voluntarily provide when you visit our Site, submit a form, request information, or otherwise contact us. This may include:

• Full name and professional title
• Business email address and phone number
• Firm name and address
• Regulatory registration details (e.g., RIA affiliation, CRD number, broker-dealer information)
• Marketing goals, event preferences, and practice information

You may visit the Site without providing personal information, though doing so may limit your ability to access certain features or request services.

Non-Personal and Technical Information
When you visit our Site, we automatically collect certain technical information, including:

• Browser type and version
• Device type and operating system
• IP address and approximate location
• Pages visited, time spent on pages, and referring URLs
• Internet service provider

We collect this information through cookies, analytics tools, and similar technologies, as described in Section 3 below.

Communication Data
When you communicate with us — by email, web form, phone, or any messaging channel — we collect and retain the content of those communications, including your contact information and the substance of your inquiry.

2.  How We Use Your Information

We use the information we collect for the following purposes:

• To respond to your inquiries, questions, and requests
• To provide, manage, and improve our marketing services
• To communicate with you about your engagement with Steep Marketing, including campaign updates, event details, and service-related notices
• To send periodic emails or other communications relevant to your use of our services (you may opt out at any time)
• To personalize your experience and understand how visitors use our Site in the aggregate
• To comply with applicable legal obligations
• To protect the rights, property, and safety of Steep Marketing and others

We do not use your personal information to make automated, solely machine-driven decisions that produce significant legal or similarly significant effects without human review. See Section 7 for details on AI use in our communications platform.

3.  Cookies and Analytics

Our Site uses cookies — small text files stored on your device — to enhance your experience and analyze Site usage. We also use Google Analytics, which collects anonymized data about how visitors interact with our Site (pages viewed, session duration, traffic sources, etc.).

You can instruct your browser to refuse all cookies or to alert you when a cookie is being sent. Please note that some features of the Site may not function properly if cookies are disabled.

To opt out of Google Analytics tracking, you may use the Google Analytics Opt-Out Browser Add-on available at: https://tools.google.com/dlpage/gaoptout

4.  Sharing Your Information

We do not sell, trade, or rent your personal identification information to third parties.

We may share your information in the following limited circumstances:

• Service Providers — We work with trusted third-party vendors who assist us in operating our Site and providing our services (e.g., email platforms, analytics providers, event management tools). These vendors are contractually prohibited from using your data for any purpose other than providing services to us.
• Front (Communications Platform) — See Section 7 for a detailed disclosure about how your data is processed through Front.
• Legal Compliance — We may disclose your information if required to do so by law or in response to valid legal process (e.g., a court order or government request).
• Business Transfer — If Steep Marketing is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you via email or a prominent notice on our Site before your information becomes subject to a different privacy policy.
• Aggregated, Non-Identifiable Data — We may share aggregated, anonymized data (not linked to any individual) with business partners or for industry research purposes.

5.  How We Protect Your Information

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of data in transit (TLS/SSL)
• Role-based access controls limiting who can access client data
• Security assessments of third-party vendors who process data on our behalf
• Regular review of our data collection, storage, and processing practices

No method of transmission over the internet or method of electronic storage is completely secure. While we strive to use commercially reasonable means to protect your personal information, we cannot guarantee its absolute security.

6.  Third-Party Websites

Our Site may contain links to third-party websites, including partner and resource pages. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

7.  Front Communications Platform and Automated Decision-Making

We use Front, a customer communications platform operated by Front App, Inc., to manage our client and prospect communications, including emails, messages, and support interactions.

When you communicate with Steep Marketing by email or other channels we manage through Front, your personal data — including your name, contact information, and the content of your messages — is processed through the Front platform. This means your data may be:

• Stored on Front's servers, which may be located in the United States and other jurisdictions
• Accessible to authorized Steep Marketing team members through the Front interface
• Processed by Front as a data sub-processor acting under our instructions

Front is contractually required to process your data only as directed by Steep Marketing and in accordance with applicable data protection laws. For more information about Front's privacy and security practices, visit: https://front.com/privacy

Automated Decision-Making and Artificial Intelligence
The Front platform may employ automated decision-making technologies and artificial intelligence features in processing communications. These may include:

• AI-assisted message triage, routing, and prioritization
• Automated classification or tagging of communications
• AI-generated response suggestions or drafting assistance
• Automated workflows triggered by message content or characteristics

These technologies may process the content of your communications as part of how the Front platform operates. Steep Marketing uses these features to improve response times and service quality.

We do not use fully automated decision-making to make consequential decisions about you without human review. If you have questions about how automation applies to your specific communications, contact us at hello@steep.marketing.

8.  California Privacy Rights (CCPA/CPRA)

If you are a California resident, the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) grant you the following rights:

• Right to Know — request disclosure of the categories and specific pieces of personal information we have collected about you, the sources of collection, the purposes for collection, and the categories of third parties with whom we share it
• Right to Delete — request deletion of your personal information, subject to certain legal exceptions
• Right to Correct — request correction of inaccurate personal information
• Right to Opt-Out of Sale or Sharing — we do not sell or share your personal information for cross-context behavioral advertising
• Right to Non-Discrimination — we will not discriminate against you for exercising any of your rights under the CCPA/CPRA

To submit a request or learn more, contact us at hello@steep.marketing or via the contact information in Section 11. We will respond within 45 days as required by law.

9.  EU and UK Privacy Rights (GDPR)

If you are located in the European Union or United Kingdom, you have rights under the General Data Protection Regulation (GDPR) or UK GDPR, including:

• Right of Access — obtain a copy of the personal data we hold about you
• Right to Rectification — correct inaccurate or incomplete data
• Right to Erasure — request deletion of your data in certain circumstances
• Right to Restrict Processing — ask us to pause processing of your data
• Right to Object — object to processing based on our legitimate interests
• Right to Data Portability — receive your data in a structured, machine-readable format
• Rights Related to Automated Decision-Making — not be subject to solely automated decisions that produce significant legal or similar effects, and to request human review of any such decisions

Legal Bases for Processing
We process personal data under one or more of the following legal bases:

• Legitimate interests — to provide marketing services, manage client relationships, and communicate with you, where those interests are not overridden by your rights
• Contract performance — to fulfill our service obligations
• Legal obligation — where processing is required by applicable law
• Consent — where you have explicitly opted in (e.g., marketing emails); you may withdraw consent at any time

International Transfers
Your data may be transferred to and processed in the United States and other countries outside the EU/UK. Where such transfers occur, we rely on appropriate safeguards including Standard Contractual Clauses (SCCs) approved by the European Commission, or equivalent mechanisms.

You have the right to lodge a complaint with your local data protection supervisory authority if you believe we have processed your data unlawfully.

10.  Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Communication data processed through Front is generally retained for the duration of our business relationship and for a reasonable period thereafter, unless a longer retention period is required or permitted by law.

When personal data is no longer required, we securely delete or anonymize it.

11.  Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or for other operational reasons. When we make material changes, we will update the "Last Updated" date at the top of this Policy and, where appropriate, notify you by email or by posting a notice on our Site.

We encourage you to review this Policy periodically. Your continued use of the Site or our services after changes are posted constitutes your acceptance of the updated Policy.

12.  Contact Us

If you have questions, requests, or complaints about this Privacy Policy or our data practices, please contact us:

Steep Marketing
383 Inverness Parkway, Suite 280
Englewood, CO 80112
Email: hello@steep.marketing
Phone: 720-251-8897
Website: https://steep.marketing/contact/

We aim to respond to all privacy-related requests within 30 days (or as required by applicable law).

Financial Professional Disclaimer
Steep Marketing provides marketing services to financial professionals. Any event content, seminars, webinars, or materials produced through our services are intended as a general source of information only and should not be construed as personalized financial, investment, or legal advice. Examples used in marketing materials are hypothetical and do not guarantee future results or payments. Financial professionals are responsible for ensuring their marketing materials comply with applicable regulatory requirements, including FINRA and SEC rules.

Effective Date: June 16, 2026  |  Last Updated: June 16, 2026