Last updated: August 10, 2026
Institutional Peak ("we", "us", or "our") operates this website and related brand communications services for financial institutions, asset managers, and fintech platforms. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, subscribe to our research newsletter, or request an introduction call or media kit.
By using our website or submitting your information, you agree to the collection and use of information in accordance with this policy.
1. Information We Collect
Information you provide
When you subscribe to our newsletter, request an intro call, download a media kit, or otherwise contact us, we may collect:
- Full name
- Company or institution name
- Job title or role
- Corporate or institutional work email address
- Region or country
- Any additional information you choose to include in messages or forms
We may request a work email address rather than a personal consumer email address to help ensure communications are directed to appropriate professional contacts.
Automatically collected information
When you visit our website, we may automatically collect certain technical data, including:
- IP address and approximate location
- Browser type, device type, and operating system
- Pages viewed, referring URLs, and access timestamps
- Cookies and similar tracking technologies (see Section 4)
2. How We Use Your Information
We use the information we collect to:
- Deliver our institutional research newsletter and related communications
- Respond to intro call requests, media kit requests, and other inquiries
- Evaluate and manage potential client and partnership relationships
- Improve our website, content, and user experience
- Monitor website security and prevent fraud or abuse
- Comply with applicable legal, regulatory, and audit obligations
We do not sell your personal information to third parties.
3. Legal Basis for Processing
Depending on your jurisdiction, we process personal data based on one or more of the following grounds: your consent (for example, when subscribing to our newsletter), our legitimate interests in operating and improving our services, performance of a contract or pre-contractual steps, and compliance with legal obligations.
4. Cookies & Analytics
Our website may use cookies and similar technologies to remember preferences, analyze traffic, and measure campaign performance. You can control cookies through your browser settings. Disabling cookies may affect certain site features.
We may use third-party analytics services (such as Google Analytics) that collect aggregated usage data. These providers process data according to their own privacy policies.
5. Sharing of Information
We may share information only in the following circumstances:
- Service providers — Trusted vendors who assist with hosting, analytics, email delivery, CRM, or compliance documentation, subject to confidentiality obligations.
- Legal requirements — When required by law, regulation, court order, or governmental request.
- Business transfers — In connection with a merger, acquisition, or sale of assets, with appropriate notice where required.
6. Data Retention
We retain contact and subscription records for as long as necessary to fulfill the purposes described in this policy, manage business relationships, and comply with legal obligations. When data is no longer needed, we take reasonable steps to delete or anonymize it.
7. Data Security
We implement appropriate technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.
8. International Transfers
Institutional Peak serves clients globally. Your information may be processed in countries other than your own, where data protection laws may differ. We take steps to ensure appropriate safeguards are in place where required.
9. Your Rights
Depending on your jurisdiction, you may have the right to:
- Request access to personal data we hold about you
- Request correction or deletion of your data
- Object to or restrict certain processing activities
- Withdraw consent where processing is consent-based
- Unsubscribe from marketing or research emails at any time
To exercise these rights, contact us using the details below. We will respond within a reasonable timeframe.
10. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review their privacy policies.
11. Regulatory Disclaimer
Institutional Peak is a brand communications and marketing services firm. We do not provide investment advice, financial advice, or recommendations on specific financial products. Information on this website is for general informational purposes only and does not constitute investment, legal, or tax advice.
12. 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 the website after changes constitutes acceptance of the revised policy.
13. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
Institutional Peak
Email: support@institutionalpeak.com