For Financial Advisors
Financial Advisors deserve a smarter card
Build client confidence with a professional digital card that keeps your credentials current.
Financial advice is built on credibility. StackPass gives advisors, planners, and wealth managers a polished way to share contact details that always reflects your current firm, qualifications, and regulatory status.
Create Your Card · Free
Use Cases
How Financial Advisors use StackPass
Portfolio Reviews
Share your details during initial consultations and portfolio reviews so clients can reach you easily.
Financial Seminars
Let attendees save your contact details after presentations and workshops.
Referral Partnerships
Give accountants, solicitors, and mortgage brokers an easy way to share your details with their clients.
Industry Conferences
Network efficiently at financial planning conferences and professional association events.
Set up in under two minutes
No hardware, no app download, no credit card.
Why StackPass
Why Financial Advisors choose StackPass
- Professional credibility that matches the trust clients place in you
- Update once when you change firms and your StackPass link instantly reflects the change
- No sensitive financial data involved, just your professional contact details
- Track who views your profile with Pro analytics
FAQ
Frequently asked questions
Can I display my qualifications and regulatory details?
Yes. Add your certifications (CFA, CFP, DipPFS), regulatory details, and firm information to your StackPass profile using the bio field and custom links.
Is it suitable for a regulated profession?
Yes. StackPass shares only the contact details you choose to include. It does not handle client data, financial information, or advice, so there are no regulatory concerns under FCA or ICO obligations beyond your own contact-data hygiene.
Can I brand it to my firm?
Yes. StackPass Pro lets you set custom brand colours and connect a custom domain, so your card matches your firm's identity.
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How StackPass stacks up
See how StackPass compares to other digital business card platforms. Same Apple Wallet pass and QR code, simpler experience for recipients.
More industries
Built for every profession
StackPass works for any role that hands out cards. Browse a few more.
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