The digital business card for financial advisors
Give clients and referral partners a clear, professional place to understand your role, verify relevant credentials, and continue the conversation.
Referrals are the lifeblood
Your business grows on warm intros from clients and centers of influence. If sharing your info isn't effortless, those referrals slip away.
Trust is everything
Clients trust you with their life savings. A polished, always-current digital card sets the tone before the first meeting.
Compliance can't be an afterthought
FINRA, SEC, and broker-dealer disclosures change. Your card can link to current disclosures, ADV forms, and licensing in one place.
Multiple licenses, multiple states
Series 7, 65, 66, insurance lines, CFP, CFA — your credentials are complex. Paper cards can't keep up with what you're licensed to do.
Cardly Pro
$3.99 USD — Billed monthly · cancel anytime
$39.99 USD — Billed yearly · save 16% vs monthly
Coming Soon
Physical card ordering is coming soon.
Apple Wallet and Google Wallet passes are on our roadmap — you'll see a 'Coming Soon' note in the share menu today. In the meantime, recipients can save your full contact directly to their phone's address book with one tap from your public card page (we generate a standard .vcf vCard).
New Privacy Shield email alias purchases are currently unavailable. Existing aliases remain manageable in your card settings.