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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.

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Dan Proctor
Automations Engineer
stackpass.co/danproc

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.

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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

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.

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.

Built for every profession

StackPass works for any role that hands out cards. Browse a few more.

Ready to upgrade your networking?

Join thousands of professionals using StackPass to share their contact details instantly.

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