Privacy Policy
Last Updated: April 09, 2026
Introduction
Streetlight Financial Inc (“we,” “our,” or “the Company”) respects your privacy and is committed to protecting it through our compliance with this policy. This Privacy Policy describes the types of information we may collect from you or that you may provide when you visit the website https://streetlightfinancial.com/ and our Client Portal (collectively, the “Service”), and our practices for collecting, using, maintaining, protecting, and disclosing that information.
Information We Collect
We collect several types of information from and about users of our Service, including:
- Personally Identifiable Information (PII): First and last name, postal address, email address, telephone number, and tax identification numbers (TIN/SSN) required for account management.
- Financial Information: Bank account details, investment portfolios, trust information, and financial data imported from third-party platforms (such as Wealthbox, ByAllAccounts, Pershing, etc.).
- Technical and Usage Data: IP addresses, browser types, operating systems, and details regarding your interactions with our portal.
How We Use Your Information
We use the information we collect about you or that you provide to us to:
- Provide secure access to your Client Portal.
- Synchronize and display your account information and accumulation/distribution reports.
- Send you important notifications (e.g., “Traffic Alerts,” password resets, security notices).
- Comply with legal and regulatory obligations within the United States.
Sharing Information with Third Parties
We do not sell your personal data. We may share your information with trusted third-party service providers who assist us in operating our platform (e.g., CRM integrations, financial custodians, and analytics providers), strictly under confidentiality agreements.
Contact Information
To ask questions or comment about this privacy policy and our privacy practices, contact us at: aaron.smith@streetlightfinancial.com or via mail at 8 Main St. Florence, MA 01062, USA.
Get In Touch
Vermont
34 Up N Dr, Newport, VT 05855, United States
Call / Text: +1 802-334-7526
Fax: +1 802 487-9940
Ready to Start Your Financial Journey?
Schedule a consultation with our team to discuss your financial goals and create a personalized plan
Follow Us!
Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors , a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: MA, CT, CA, NM, FL, SC, NC, ME, NJ, VT, NH, MD, DC Cambridge and Streetlight Financial are not affiliated.
