Privacy Policy

Capitalis Acquisitum (Cap Acquire)
Effective Date: updated  ____12/08/2025_________

Capitalis Acquisitum (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website, communications, and services.


1. INFORMATION WE COLLECT

We may collect the following categories of information when you visit our website, contact us, or engage our services:

a. Personal Information

  • Full name

  • Mailing address

  • Email address

  • Telephone number

  • Government-issued identification (when required for claims)

  • Property or case-related information

  • Tax identification forms (e.g., W-9), when required by issuing authorities

b. Non-Personal Information

  • Browser type

  • IP address

  • Device information

  • Pages visited and time spent on our website

  • Referral source


2. HOW WE USE INFORMATION

We use collected information solely for legitimate business and administrative purposes, including:

  • Providing administrative claim assistance services

  • Communicating with clients, courts, clerks, attorneys, or governmental agencies at the client’s direction

  • Responding to inquiries and requests

  • Preparing and submitting documentation as authorized

  • Maintaining internal records

  • Improving website functionality and service quality

  • Complying with legal and regulatory obligations

We do not sell personal information.


3. LEGAL & ADMINISTRATIVE ROLE DISCLOSURE

Capitalis Acquisitum:

  • Is not a law firm

  • Does not provide legal or financial advice

  • Does not act as a fiduciary, escrow agent, or trustee

  • Does not endorse, deposit, or control funds

Information is collected and used solely to support administrative coordination and documentation, as authorized by the client.


4. INFORMATION SHARING & DISCLOSURE

We may share personal information only as necessary and only with authorized parties, including:

  • Courts and clerks

  • County or state agencies

  • Attorneys selected or approved by the client

  • Trustees or unclaimed property authorities

We do not share information with third parties for marketing purposes.

Information may also be disclosed:

  • When required by law or court order

  • To protect our rights or the rights of others

  • To prevent fraud or unauthorized activity


5. DATA SECURITY

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, or misuse.

However, no electronic transmission or storage system is guaranteed to be 100% secure, and we cannot guarantee absolute security.


6. DATA RETENTION

We retain personal information only for as long as reasonably necessary to:

  • Provide requested services

  • Comply with legal obligations

  • Resolve disputes

  • Enforce agreements

Information may be securely destroyed or anonymized when no longer required.


7. YOUR RIGHTS & CHOICES

Depending on your jurisdiction, you may have the right to:

  • Request access to your personal information

  • Request correction of inaccurate information

  • Request deletion of personal information (subject to legal obligations)

  • Opt out of non-essential communications

Requests may be submitted using the contact information below.


8. CALIFORNIA PRIVACY NOTICE

California residents may have additional rights under the California Consumer Privacy Act (CCPA), including the right to request disclosure of collected information categories and purposes.

Capitalis Acquisitum does not sell personal information as defined by California law.


9. THIRD-PARTY WEBSITES

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external sites. Users should review third-party privacy policies independently.


10. CHILDREN’S PRIVACY

Our services and website are intended for individuals 18 years of age or older. We do not knowingly collect personal information from minors.


11. POLICY UPDATES

We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with the revised effective date.


12. CONTACT INFORMATION

If you have questions regarding this Privacy Policy or our data practices, please contact:

Capitalis Acquisitum (Cap Acquire)
Email: ___info@capacquire.com____
Phone: _____1-888-909-2898______
Website: ___www.capacquire.com__

How It Works

Discovery & Goal Setting

We start by getting to know you: your current financial picture, future aspirations, and any specific concerns. Through a thorough discovery session, we’ll understand your goals—whether it’s retirement, legacy planning, or simply growing your wealth.

Customized Financial Strategy

Next, we create a tailored wealth management plan that aligns with your objectives. This strategy encompasses investment management, tax planning, estate planning, and risk management, with regular adjustments based on market conditions and life changes.

Ongoing Monitoring & Adjustments

We continually monitor your portfolio and financial plan, providing updates and making adjustments as needed. Through regular reviews, we’ll ensure your plan stays on track, and we’ll be here to adapt to any changes in your life or financial goals.

Personalized Investment Strategies

Tax Optimization Solutions
Retirement Planning
Estate and Legacy Planning

Risk Management

Cash Flow and Budgeting

Philanthropic Planning

Insurance Planning
Debt Management

Their personalized approach and expert advice have given me confidence in my financial future. I highly recommend their services!

– Robert Jonson