For banks and wealth firms
Roll out branded cards to every RIA, private banker, and advisor. Central template control with compliance-approved disclosures.
Cardixn · By Industry
Digital business cards for financial services
Banks, wealth managers, advisors — compliant, secure, premium.
Financial services demands compliance in every marketing touchpoint. Cardixn delivers digital business cards with FINRA/SEC-aware disclaimers, SOC 2-compliant infrastructure, and the premium design your clients expect from a wealth manager or private banker.
FINRA/SEC disclaimer support
Configurable per-card disclaimers for FINRA Rule 2210, SEC Marketing Rule, and jurisdictional variations. Compliance-approved templates included.
SOC 2 and enterprise security
SOC 2 Type II certified. Enterprise SSO, audit logging, and data-residency options for regulated firms.
Why Cardixn
Compliance-ready
FINRA/SEC disclaimers built in.
SOC 2 certified
Enterprise-grade security.
SSO + audit logs
Full enterprise infrastructure.
Credentials display
CFA, CFP, Series 7, licenses prominent.
Frequently asked questions
Is Cardixn free to use?
Yes. You can create, share and receive digital business cards on the free plan. Premium templates, analytics and NFC provisioning are available on paid tiers.
Do recipients need the Cardixn app?
No. Cards open in any modern browser via a public link or QR code. Recipients can save the vCard to their phone with one tap.
Can I edit my card after sharing?
Yes. Updates apply instantly. Anyone who scanned or saved your card always sees the latest information — no need to re-share.
Is my data secure?
Cardixn uses end-to-end encrypted storage, row-level security, and never sells your data. You control what is public and what stays private.
Does Cardixn work offline?
Cards are cached for offline viewing once opened, and QR codes can be downloaded as high-resolution PNGs to print on badges, packaging or business collateral.