Updated May 24, 2018

SumZero is a financial utility designed by buyside analysts for buyside analysts and other types of investors. SumZero values your privacy and is designed to be a safe venue for members to communicate and share investing insights. By using or accessing SumZero, located at https://sumzero.com, you are accepting the practices described in this Privacy Policy. The terms governing your use of SumZero are defined in our Terms of Use.

We will not share your personal information with third-parties. We will not allow ‘spam’ mail to be sent to you. We will email you from time to time with general service-related announcements, but you can opt out of this if desired here.

Your personal information and the information you provide on companies will only be read by you and by other users of the site. Using SumZero’s privacy features, you can restrict this information to only those who you want to view it, e.g. individuals you accept as ‘contacts.’ Your information is yours.

You will receive email notifications when another user lists a company you are interested in as a company he/she is very familiar with. We believe these email notifications are useful as each email represents an individual who likely knows the company inside and out who you can contact. However, you also have the ability to opt out of receiving these emails on the privacy section of the site.


You may be aware that a European Union law, called the General Data Protection Regulation or "GDPR" gives certain rights to individuals in relation to their personal data. Accordingly, we have implemented additional transparency and access controls in our Privacy Settings to help users take advantage of those rights. As available and except as limited under applicable law, the rights afforded to individuals are:

  • Right of Access - the right to be informed of and request access to the personal data we process about you;
  • Right to Rectification - the right to request that we amend or update your personal data where it is inaccurate or incomplete;
  • Right to Erasure - the right to request that we delete your identifying personal data;
  • Right to Restrict - the right to request that we temporarily or permanently stop processing all or some of your personal data;
  • Right to Object -
    • the right, at any time, to object to us processing your personal data on grounds relating to your particular situation;
    • the right to object to your personal data being processed for direct marketing purposes;
  • Right to Data Portability - the right to request a copy of your personal data in electronic format and the right to transmit that personal data for use in another party’s service; and
  • Right not to be subject to Automated Decision-making - the right to not be subject to a decision based solely on automated decision making, including profiling, where the decision would have a legal effect on you or produce a similarly significant effect.

Your Rights and Controls

In order to enable you to exercise these rights with ease and to record your preferences in relation to how SumZero uses your personal data, we provide you with access to the following settings via your Account Settings page:

  • Notification Settings - allows you to choose which communications you receive from SumZero, manage your publicly available personal data, and set your sharing preferences.


SumZero is intended for adults who invest in the financial markets, not children. If you are a parent of a child under the Age Limit and become aware that your child has provided personal data to SumZero, please contact us at privacy@sumzero.com. If we learn that we have collected the personal data of a child under the age of 13 years, we will take reasonable steps to delete the personal data. This may require us to delete the SumZero account for that child.

Keeping Your Personal Data Safe

We are committed to protecting our users’ personal data. We implement appropriate technical and organisational measures to help protect the security of your personal data; however, please note that no system is ever completely secure. We have implemented various policies including pseudonymisation, encryption, access, and retention policies to guard against unauthorized access and unnecessary retention of personal data in our systems.

Your password protects your user account, so we encourage you to use a unique and strong password, limit access to your computer and browser, and log out after having used the SumZero Service.

How To Reach Us

Please let us know any questions or comments you have related to privacy on SumZero. We can be reached at privacy@sumzero.com.