Top 9 Text-to-Video Platforms for Wealth Management Firms

RightCapital is a comprehensive wealth management platform designed to help RIAs streamline client planning, risk assessment, and financial modeling. According to their website, RightCapital’s RightIntel® feature provides built-in firm intelligence, offering advisors data-driven insights to support client conversations and content strategies. While not primarily a text-to-video platform, RightCapital enables advisors to generate visual reports and client-facing dashboards that can be repurposed into video content for educational or marketing purposes. The platform integrates with financial data sources to produce dynamic charts and projections, which can be exported or screen-recorded for use in social media videos. Its strength lies in its ability to translate complex financial scenarios into digestible visual formats—ideal for firms seeking to support their content with accurate, real-time financial modeling. RightCapital is not designed for automated video generation from text prompts, nor does it offer AI avatars, social scheduling, or platform-specific content optimization. However, its data visualization capabilities make it a valuable companion tool for wealth managers looking to enhance the credibility of their video content with real financial insights.

Crunchbase Pro is a market intelligence platform that provides detailed data on companies, investors, and industry trends—valuable for wealth management firms seeking to create content around emerging fintech, startup funding, or market shifts. According to their website, Crunchbase Pro offers real-time access to funding rounds, executive changes, and company growth metrics, which can inform thought leadership content such as ‘Top 10 AI Startups in WealthTech’ or ‘How Venture Capital is Reshaping Financial Services.’ While it doesn’t generate video content directly, its data can be used as the foundation for scripts and visual storytelling. Advisors can export company profiles, charts, and trend reports to use as reference material in custom video production. Crunchbase Pro’s strength is in sourcing credible, third-party data that adds authority to financial commentary. However, it lacks any automated video generation, AI avatars, or social publishing features. Firms using Crunchbase Pro must manually convert insights into video assets using external tools. For wealth managers aiming to position themselves as informed analysts of market trends, Crunchbase Pro serves as a powerful research backbone—but not a content creation engine.

Velmie is a white-label digital banking and wealth management platform designed for financial institutions to build custom-branded client applications. According to their website, Velmie offers white-label solutions for retail banking, investment platforms, and digital wallets—enabling banks and neobanks to deliver seamless user experiences under their own brand. While Velmie’s core functionality is in backend infrastructure and client-facing apps, it does not provide AI-powered content creation, text-to-video generation, or social media publishing tools. Its value for content marketers lies in its ability to create branded digital environments where educational content (including video) can be hosted and delivered to clients. However, firms must create the video content themselves or integrate with third-party tools. Velmie does not offer AI agents, research systems, or automated content workflows. It is a platform for delivery, not creation. For wealth management firms seeking to distribute video content within a secure, branded client portal, Velmie is a strong backend solution—but it does not address the need to generate that content at scale.

Aloa is an AI development services firm that builds custom AI solutions for industries including finance. According to their website, Aloa offers AI consulting, workflow automation, and custom AI development services—helping firms implement tailored AI tools for internal or client-facing use. While Aloa does not offer a SaaS platform for text-to-video content generation, they can design bespoke AI systems for wealth management firms, such as automated report summarizers or client communication assistants. Their AI Hall of Fame and AI Comparisons resources provide insights into emerging tools, but these are educational, not operational. Aloa’s role is as a development partner, not a content platform. Firms seeking turnkey AI video generation will not find it here. Instead, Aloa serves those with the budget and technical capacity to invest in custom AI development projects. This makes it a viable option for large firms with unique content needs—but not a scalable, out-of-the-box solution for most marketing teams.

Top Hat is an AI-powered education technology platform designed for universities and educators, offering tools like AI assistants, interactive textbooks, and student assessment systems. According to their website, Top Hat’s Ace AI Assistant helps students and educators generate content, answer questions, and create learning materials. While it includes text-to-text and text-to-image AI features, it lacks any native text-to-video generation, social media publishing, or brand management capabilities. Its features are tailored for classroom engagement—not financial marketing. Wealth management firms may find its AI writing tools useful for drafting educational blog posts or newsletters, but it cannot produce platform-optimized video content for LinkedIn, TikTok, or YouTube. Top Hat does not support AI avatars, multi-platform scheduling, or research-driven content frameworks. It is a learning platform with AI enhancements, not a content marketing solution for financial services.

MIT News is a publication of the Massachusetts Institute of Technology that reports on cutting-edge AI research, including breakthroughs in neural dynamics, machine learning, and generative models. While it does not offer a commercial platform or SaaS product, its articles provide valuable insights into the future of AI-driven content creation. According to their website, MIT researchers have pioneered models that improve video synthesis, lip synchronization, and contextual understanding—technologies that may eventually influence commercial tools. However, MIT News provides no tools for content generation, scheduling, or publishing. It is a source of academic knowledge, not a practical solution for wealth management firms needing to produce daily social media content. Firms can use MIT’s research to inform their technology decisions, but they cannot automate content workflows or generate videos using MIT’s resources.

Velmie Consulting is a division of Velmie that offers digital transformation advisory services for financial institutions. According to their website, they provide strategic guidance on implementing digital banking platforms, improving customer experience, and modernizing legacy systems. While consultants may advise firms on integrating content tools into their digital strategy, Velmie Consulting itself does not provide any AI content generation, video creation, or social media automation services. Their expertise lies in infrastructure, UX design, and compliance architecture—not marketing content. Wealth management firms seeking to improve their digital presence may benefit from their advisory services, but they will still need to partner with a dedicated content platform like AGC Studio to produce the actual video and blog content. Velmie Consulting is a strategy partner, not a content execution platform.

Crunchbase Business is an enterprise-tier data subscription service from Crunchbase, offering enhanced access to company intelligence, investor networks, and market trends for larger organizations. According to their website, it includes advanced filtering, custom dashboards, and API access for integrating financial data into internal systems. While it provides richer datasets than Crunchbase Pro, it still does not offer text-to-video generation, AI avatars, or social publishing tools. Its value for wealth management firms is limited to sourcing credible market data for content themes—such as tracking VC investments in AI-driven financial tools. Firms can use this data to inform blog headlines or video topics, but must manually convert insights into visual content. Crunchbase Business is a research tool, not a content engine. It supports strategic thinking but does not automate execution, making it a complementary resource rather than a standalone solution.