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Rubric Financial Services

Privacy Policy

Last updated: February 27, 2026

1. Introduction

Rubric Financial (“we,” “us,” or “our”) provides accounting, fractional CFO, tax compliance, and related professional services to startup companies. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at rubricfinancial.com or engage our services.

By accessing our website or using our services you agree to the practices described in this policy. If you do not agree, please do not use our website or services.

2. Information We Collect

2.1 Information You Provide

  • Contact information — name, email address, phone number, and company name when you book a consultation, submit a form, or email us.
  • Financial information — accounting records, financial statements, tax documents, and related data you provide in connection with our professional services.
  • Account credentials — login information for our client platform (ClariFi Platform).

2.2 Information Collected Automatically

  • Usage data — pages visited, time spent on pages, referring URLs, and general browsing behavior.
  • Device information — browser type, operating system, device type, and IP address.
  • Cookies & tracking technologies — we use cookies, pixels, and similar technologies for analytics and partner-referral attribution (see Section 5).

3. How We Use Your Information

We use the information we collect to:

  • Deliver and manage our professional services.
  • Communicate with you about your account, engagements, and service updates.
  • Process scheduling requests and consultation bookings.
  • Improve our website, services, and user experience.
  • Comply with legal and regulatory obligations, including tax filing and reporting requirements.
  • Track affiliate referrals through our partner program.

4. How We Share Your Information

We do not sell your personal information. We may share information in the following circumstances:

  • Service providers — trusted third parties that help us operate our business (e.g., cloud hosting, payment processing, scheduling, analytics).
  • Professional obligations — when required to fulfill our accounting, tax, or advisory services on your behalf (e.g., filing with the IRS or state agencies).
  • Legal requirements — when required by law, regulation, subpoena, or other legal process.
  • Business transfers — in connection with a merger, acquisition, or sale of assets, with notice to affected clients.

5. Cookies & Tracking

Our website uses cookies and similar technologies for the following purposes:

  • Essential cookies — required for site functionality.
  • Analytics — to understand how visitors use our site and improve the experience.
  • Partner attribution — we use PartnerStack to track affiliate referrals. These cookies identify which partner referred you so we can attribute the referral correctly.

You can control cookies through your browser settings. Disabling cookies may affect site functionality.

6. Data Security

We implement industry-standard administrative, technical, and physical safeguards to protect your information, including encryption in transit (TLS) and at rest, access controls, and regular security reviews. However, no method of electronic transmission or storage is 100 % secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal and financial information for as long as necessary to provide our services and comply with legal, tax, and regulatory retention requirements. When information is no longer needed, we securely delete or anonymize it.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal information we hold about you.
  • Request correction of inaccurate information.
  • Request deletion of your personal information, subject to legal retention obligations.
  • Opt out of marketing communications at any time.

To exercise any of these rights, contact us at info@rubricfinancial.com.

9. Third-Party Links

Our website may contain links to third-party sites (e.g., Calendly, LinkedIn, PartnerStack). We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

10. Children’s Privacy

Our services are designed for businesses, not individuals under 18. We do not knowingly collect information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last updated” date. Continued use of our website or services after changes constitutes acceptance of the revised policy.

12. Contact Us

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