For Financial Advisors

Money decisions feel intimidating. Make it simple, and prospects pick you.

Finance sells on clarity and trust. We ship the plain-English explainers, market updates, and planning frameworks that turn complex topics into client conversations.

Finance sells on clarity and trust. We ship the plain-English explainers, market updates, and planning frameworks that turn complex topics into…

1,900+ brands

·150,000+ videos edited·24hr turnaround

Your first edit is 24 hours away.

Schedule a Storyy demo — Financial Advisors

Submissions go straight to our team. We'll reach out within one business day.

150,000+

videos edited

1,900+

brands

24hr

average turnaround

95%

first-try approval rate

What we ship

What we'll publish for you

Plain-English financial education Reels

Market update and trend explainers

Client case study breakdowns

Planning framework walkthroughs

Behind-the-firm and team intros

Recent work

See what daily looks like.

A live deck of short-form we've shipped for financial advisors and other industries. Swipe through, then book a demo to get your own.

Book your demo

The proof

See the difference real editors make.

No templates. No CapCut auto-cuts. A real content team that learns your brand — and the results to prove it.

Built for

Individuals, business owners, and high-net-worth prospects

Individual Clients

Approachable explainers on saving, taxes, and retirement that build trust before the first consultation.

Business Owners

Cash-flow, tax-strategy, and growth-planning content that positions you as their long-term financial partner.

High-Net-Worth Prospects

Sophisticated insights on wealth structuring, market dynamics, and planning that signal you can handle their complexity.

Three ways in

Send footage, send scripts, or use our AI avatar.

We meet you where you are. Pick one mode, all three, or rotate based on the week.

Send raw footage

Phone clips, podcast recordings, webinar exports, campaign B-roll — we edit it into polished short-form.

Send scripts

Write the script, hand it to your subject-matter expert (or AI avatar), and we turn it into video.

Use our AI Avatar

Don't want to be on camera? Use our done-for-you AI avatar. Type a script, get a polished video.

Raw footage

Storyy edit

How it works

From kick-off to compounding content in three steps.

Onboard your brand

Week one: we capture your brand voice, content pillars, visual style, target audience, and platform priorities. The team trains on it.

You send inputs, we ship outputs

Send footage, scripts, or use the AI avatar. Within 24 hours, polished short-form lands in your project queue. One-tap approve or send feedback.

Publish + measure + iterate

We schedule, post, and report monthly. Strategy reviews adjust what we make next based on what actually grew you.

Inside Storyy

Your content team, in your pocket.

Teleprompter built inAI scripts includedApprove from anywhere

Proof

Don't take our word for it.

“Storyy is not just a service. They feel like part of our team. They give us the bandwidth to execute at the level we have always wanted to.”

REI Printmail

B2B Services

“I have been working with Storyy for years now, and they have changed my life. I used to spend hours editing every video. Now I record and walk away.”

Millie A.

YouTube Creator

“My video was posted by Joe Rogan. The craziest part? The video was created 100% by Storyy using my AI Avatar.”

Icon B.

Personal Brand

“Storyy is an amazing team of professionals that get the job done! Highly recommend them for anyone looking to streamline their video process.”

Michael N.

Entrepreneur

“I have saved so many hours a month editing videos and posting to social media. They are quick with drafts and take my feedback well too.”

Dani L.

Entrepreneur

“Storyy helped me create videos that are educational and exciting. My new audience reach is unbelievable.”

Carolina D.

Real Estate & Lending

For Financial Advisors

Why 1,900+ brands choose Storyy over AI tools.

AI editing tools

Generic output that looks like everyone else
No understanding of your brand voice
Awkward cuts and pacing issues
No content strategy or posting schedule
You still do all the work yourself

Storyy

"Custom to my brand, every time" — a dedicated team of editors and creatives that learns your voice
"We send footage and walk away" — dedicated humans handle everything else
"24 hours later, it's done" — fastest turnaround in the industry
"They distribute every post" — scripts, scheduling, publishing across 10+ platforms so we get discovered
"One new customer paid for the whole thing" — ROI that speaks for itself

FAQ

Questions we get from teams like yours.

You control disclosures and we never publish without your approval. We can pre-load required disclaimers (advisory, insurance, performance) as end-card templates, route content through your compliance reviewer, and archive everything we publish for your record-keeping.

Yes. Our default mode is educational, not advisory. Content frames concepts ("here's how a Roth conversion works") rather than recommendations, and ends with "talk to your advisor" CTAs that drive consultation requests.

Yes, weekly or monthly market updates are some of our highest-performing content for finance firms. You provide the talking points or record a 2-minute take; we edit, brand, and ship within 24 hours so the content stays timely.

Each advisor gets their own content stream inside your firm's brand. Senior advisors can lead with thought leadership while younger advisors build personal brands, all reviewed through one approval workflow.

Simple pricing