What we collect, how we use it, where it goes, and the choices available to people who visit or contact Soteris.
Last updated: May 11, 2026. This policy is practical boilerplate and should be reviewed by counsel before public launch.
This Privacy Policy explains how Soteris collects, uses, shares, and protects personal information through the public website, scheduling workflows, communications, and related marketing interactions.
Client portal data, engagement workpapers, financial records, wallet records, and professional deliverables may also be governed by engagement letters, confidentiality terms, professional standards, and portal terms.
Contact and scheduling information, such as name, company, title, email address, phone number, calendar details, and messages you send to us.
Business context you choose to provide, such as service interest, entity type, raise timeline, chain or wallet context, reporting needs, and other information relevant to scoping a potential engagement.
Technical and usage information, such as IP address, browser type, device information, pages viewed, referring page, timestamps, and interactions with the site.
Cookie, local storage, and preference information, including privacy preferences.
To respond to inquiries, schedule consultations, evaluate fit, scope potential engagements, prepare proposals, and communicate with you.
To operate, secure, maintain, debug, and improve the website, client handoff paths, and related systems.
To understand aggregate site performance, measure marketing effectiveness when optional analytics are allowed, and improve service positioning.
To comply with legal, regulatory, professional, security, accounting, tax, and risk-management obligations.
The site uses essential browser storage for security, navigation, and saved privacy preferences. These are needed for the site to function.
If you accept optional analytics, Soteris may use analytics tools to understand aggregate traffic and page performance. You can choose necessary-only storage in the privacy notice.
Third-party scheduling or portal services may use their own cookies and tracking technologies when you interact with them. Their privacy notices apply to those services.
Service providers that help us operate the website and business, such as hosting, scheduling, analytics, email, security, customer relationship management, and cloud infrastructure providers.
Professional advisors, auditors, insurers, banks, payment processors, attorneys, accountants, and compliance support where needed for business operations or legal obligations.
Authorities, regulators, courts, counterparties, or other parties when required by law, professional obligations, enforcement of terms, security, or protection of rights.
Successors or counterparties in a merger, financing, restructuring, sale, or transfer of all or part of the business.
Soteris does not sell personal information or share it for cross-context behavioral advertising as those terms are commonly used in U.S. state privacy laws.
We keep personal information for as long as reasonably needed for the purposes described in this policy, including business operations, security, legal compliance, dispute resolution, and professional recordkeeping.
Engagement records may be retained under professional standards, engagement terms, regulatory requirements, or internal quality-control policies.
Soteris uses administrative, technical, and organizational safeguards designed to protect personal information. No website, storage system, or transmission method is completely secure.
Do not submit financial statements, wallet keys, seed phrases, private keys, personal identity documents, or other sensitive records through the public website unless Soteris directs you to an approved secure workflow.
You may ask to access, correct, delete, or receive a copy of personal information that Soteris maintains about you, subject to verification and legal exceptions.
Depending on your state or country, you may have additional rights to opt out of certain processing, limit sensitive-data use, appeal a decision, or receive disclosures about categories of personal information collected and shared.
To make a request, email privacy@soteris.xyz. We may need to verify your identity and your authority to act on behalf of a company or another person.
Where applicable, Soteris provides notice at or before collection through this policy and the privacy notice on the website. The categories of information collected, purposes of use, sharing practices, and retention approach are described above.
Soteris does not knowingly sell personal information or share it for cross-context behavioral advertising. If that changes, Soteris will update this policy and provide required opt-out controls.
The website and services are intended for business users and are not directed to children under 13.
Soteris does not knowingly collect personal information from children under 13 through the public website.
Soteris may update this Privacy Policy from time to time. The updated version will be posted on this page with a new last updated date.
Questions or privacy requests can be sent to privacy@soteris.xyz.
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