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Privacy Policy

Last updated: October 8, 2026

Capital Bloom Finances LLC ("we," "us," or "our") describes in this Privacy Policy how information may be collected, used, disclosed, retained, and protected when you visit this website or request our services.

1. Information We Collect

  • Identity information such as name and, where required for an authorized application, date of birth or government identification information.
  • Contact information such as email, telephone number, and mailing address.
  • Financial information such as income, assets, liabilities, account information, and credit information when you authorize collection for a requested service.
  • Transaction and service information relating to applications, policies, accounts, and communications.
  • Technical information such as IP address, browser type, device information, pages visited, and security logs.

2. How We Use Information

We may use information to provide requested services, communicate with you, process applications, administer accounts, improve the website, prevent fraud, maintain security, comply with legal obligations, and meet applicable financial, lending, insurance, and recordkeeping requirements.

3. Sharing of Information

We may share information with service providers, lenders, insurance carriers, custodians, credit reporting agencies, professional advisers, auditors, regulators, and other parties when reasonably necessary to provide a requested service, protect our rights, comply with law, or perform an authorized transaction. We do not sell personal information as a business practice.

4. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information. No internet transmission or storage system can be guaranteed to be completely secure.

5. Cookies and Analytics

The website may use cookies, local storage, analytics, or similar technologies for functionality, security, performance measurement, and user experience. Browser settings may allow you to control certain cookies.

6. Your Choices and Rights

Depending on applicable law, you may have rights to access, correct, or request deletion of certain personal information, and to opt out of certain marketing communications. Requests can be made using the contact information below.

7. Financial and Sensitive Information

Do not submit Social Security numbers, passwords, account credentials, or other sensitive information through an unsecured form unless the applicable process specifically requests it and provides an appropriate secure method.

8. Children

This website is not directed to children under 13, and we do not knowingly collect personal information from children through the website.

9. Changes

We may update this policy from time to time. The updated version will be posted on this page with a revised effective date.

10. Contact

Capital Bloom Finances LLC
A-20, Algoma, Wisconsin 54201, USA
(406) 721-6800

Capital Bloom Finances

Loans, insurance, investments, and tax strategy — coordinated by people, accelerated by software. Serving all 50 states since 2022.

(406) 721-6800 hello@capitalbloomfinances.com A-20, Algoma, Wisconsin 54201, USA
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