Privacy Policy


This privacy notice applies solely to information collected on and This privacy policy does not apply to data collected through Customer Portfolios’ database services. For more information on Customer Portfolios’ Client databases, please visit our Marketing Services Privacy Policy.

The effective date of this notice is January 1, 2020. Customer Portfolios may from time to time update this Privacy Policy. Any changes to this Privacy Policy will become effective when we post or link to the revised Privacy Policy on the Site.

What information we collect 

We may collect, store and use the information you voluntarily provide on our site. For instance, we may collect your contact information if you provide it to us through the “contact us” form or other forms to access certain content. These registration forms ask for information such as your name, company, job title, company address, business email address and telephone number. You must be 18 years of age or older to submit this registration information.

Further, we collect certain information from your browser when you visit our site, including your IP address at the company level and the pages you visited. We do this to improve marketing, analytics and site functionality.

Customer Portfolios collects the personal information you provide when applying for open positions through our online career center. We may contact you regarding your application at the address you provide.

How we collect it

We collect data on our website if you voluntarily fill out a form. These forms can either be found in the Contact Us section or to access certain content, such as whitepapers. These forms are voluntary and not required for general use of the website.

Our data is hosted in a CRM, and may be updated with publicly available information, such as information on LinkedIn. Customer Portfolios also collects information from publicly or commercially available sources that it deems credible. Such information may include your name, address, email address, and demographic/profile data.

Customer Portfolios uses cookies from and Google Analytics to help us understand which parts of our websites are visited most often and understand traffic patterns on pages. You can set your Internet browser to notify you when you receive a cookie, giving you the chance to decide whether or not to accept it. If you reject the cookie, you may still use this site. For more information about cookies, visit All About Cookies.

What we do with it

On the website, you can request information from Customer Portfolios; register for events; download thought leadership content; and submit an application for employment. To support these activities, Customer Portfolios will ask for information about you and the company for which you work. The information you provide will be used solely to support your relationship with Customer Portfolios.

Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your governmental jurisdiction where the data protection laws may be different. If you are located outside United States and choose to provide information to us, please note that we transfer the data, including Personal Data, to United States and process it there.

We use physical, electronic and administrative safeguards designed to protect your personal information against loss, misuse or alteration. All information is stored securely and may only be accessed by employees with a legitimate business need to access the information.

Accessing Your Information and Opting Out

We believe it is important to provide consumers with clear information about the data available in our databases. If your personal information changes, or if you no longer desire our service, you may correct, delete or ask to have your information removed by contacting us at the addresses below.

To opt back in, please reach out to us at the contact information below.

Contact Info

We can be contacted using any of the methods below in connection with the matters addressed in this Privacy Policy. To Opt-out, modify your information or otherwise change your preferences, please contact using the information below:

Security Officer
Customer Portfolios LLC
88 Black Falcon Avenue
Suite 320
Boston MA 02210
Phone: +1-617-225-9501

If you choose to contact Customer Portfolios via e-mail about this policy, please mark the subject heading of your e-mail “Privacy Inquiry.”