storyamplify.com

What storyamplify.com does

Story Amplify is a full-service digital agency and platform provider specializing in marketing services for financial services brands. The company serves three primary segments: independent financial advisors and boutique advisory firms, nationwide broker/dealers with distributed advisor networks, and fintech firms operating in regulated verticals. Its core offering combines managed digital services (Google Business Profile, social media, blogs, email, newsletters, video) delivered via tiered monthly subscriptions (Bronze $895, Silver $1,495, Gold $2,195 per month) with custom brand strategy, website development, and marketing consulting projects. The company delivers 200+ websites annually and has supported enterprise programs reaching 12,000+ advisors through partnerships with clients such as SEI and Realized.

The underlying technology stack combines an AI-powered Video Platform (script generation, teleprompter recording, compliance-reviewed script library, and a $45/month Compliance Engine add-on) with a DIY Website Builder built on Simvoly and hosted on Amazon infrastructure. Bronze, Silver, and Gold tiers are operationally built on FMG Suite, and the platform integrates with Stripe, PayPal, and Klarna for checkout. The company holds SOC 2 Type 2 certification valid through 2026, supporting enterprise procurement. Founder Trey Robinson, a Charles Schwab veteran, leads the firm alongside co-Principal Jimmy Hampton and a team of approximately 10-12 specialists across creative, accounts, copywriting, and content.

The business operates a hybrid GTM model: enterprise and custom projects are sold through direct sales (Hire Us contact form, phone, email), while standardized subscription packages and the Video Platform are sold through an e-commerce storefront and self-service signup, enabling both high-touch enterprise acquisition and PLG-style SMB onboarding. The company is privately held and founder-owned, with no disclosed venture or institutional capital.

Name

storyamplify.com

Legal name

Story Amplify

Website

https://storyamplify.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Services Digital Marketing Services

NAICS

Newspaper, Periodical, Book, and Directory Publishers (5131), Software Publishers (5132)

SIC

Services-Advertising Agencies (7311), Services-Prepackaged Software (7372)

akta.pro primary industry

Content Studio & Creative Resourcing (In-house/Embedded Teams) (BPAFAIAJ)

akta.pro secondary industry

Content & Creative Studio for Creators (Concepting/Production) (MPAAAHAD)

Keywords

• Financial advisor marketing
• Compliant video production
• Digital marketing agency
• Brand and website services
• Wealth management content

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Managed Digital Services: Monthly subscription packages (Bronze $895/month, Silver $1,495/month, Gold $2,195/month) providing ongoing digital marketing services including Google Business Profile management, social media, blogs, email, video scripts, website maintenance, and newsletters. Designed for financial advisors to maintain consistent digital presence.
2. One-Time Services: One-time purchases including Digital Audit ($250) and One-Time Digital Refresh ($895) for discrete project work.
3. Video Platform Subscriptions: SaaS video platform with monthly subscriptions: No Scripts plan ($8/month), Scripts Library plan ($49/month), plus Compliance Engine add-on ($45/month). Provides AI script generation, teleprompter recording, and publishing tools.
4. Brand and Website Development: Custom brand strategy and website development services including discovery, brand positioning, voice/visual identity systems, and modern website design. Priced per project with estimates provided through consultation.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Story Amplify is a full-service creative agency that provides integrated digital marketing, brand and website development, and marketing strategy services exclusively for financial services brands. It pairs managed monthly service packages (covering Google Business Profile, social media, blogs, email, video, and website maintenance built on FMG Suite) with a proprietary AI-powered Video Platform featuring script generation, teleprompter recording, and a compliance review workflow for advisor video content. The firm also delivers custom brand and website projects and offers a DIY Website Builder powered by Simvoly with Amazon hosting.

Product overview

Story Amplify is a full-stack creative agency specializing in digital marketing for financial services brands. The company operates a platform-plus-services model combining managed marketing services with proprietary technology products. Core offerings include Managed Digital Services (social media, blogs, newsletters, video), Brand and Website Services, and Marketing Strategy. The product portfolio is anchored by the Story Amplify Video Platform - an AI-powered video production system for financial advisors featuring automated script generation, teleprompter recording, and compliance workflow integration. Supporting the platform are tiered service packages (Bronze at $895/month, Silver at $1,495/month, Gold at $2,195/month) built on FMG Suite, a DIY Website Builder using Simvoly technology, and add-on products including Compliance Engine ($45/month), Digital Audit ($250 one-time), and One-Time Digital Refresh ($895). The Video Platform offers two subscription tiers: No Scripts Plan ($8/month) for self-written scripts and Scripts Library Plan ($49/month) with pre-written industry-specific scripts. The company also offers content packages and digital services for independent advisors, broker/dealers, and fintech firms, delivering 200+ websites annually.

Differentiator

Problem solved

Functional benefit

Products and services

• Managed Digital Services Full-service digital marketing management for financial services brands covering Google Business Profile optimization, website maintenance, social media management with paid boosting, blog creation, video production, and newsletter automation on a monthly managed basis.
• Brand and Website Services Custom brand strategy and website development services for financial services firms, including discovery, brand positioning, voice and visual identity systems, brand books, and modern website design delivered as project-based engagements.
• Marketing Strategy Services Business-aligned marketing strategy services for financial services brands including discovery, brand positioning, voice development, visual identity systems, and creation of digital and print assets spanning websites, software, mobile apps, and print materials.
• Story Amplify Video Platform AI-powered video production platform for financial advisors featuring automated AI script generation, teleprompter recording, pre-written compliance-reviewed scripts, publishing tools, and a video gallery library for compliant, repeatable video production at scale.
• DIY Website Builder Self-service website building platform powered by Simvoly, offering drag-and-drop building, custom templates, Amazon-hosted fast hosting, CRM integration, email automation, scheduling tools, and lead tracking for financial advisors.
• Digital Audit One-time $250 digital audit service providing comprehensive evaluation and recommendations for digital presence optimization for financial advisors and small firms.
• One-Time Digital Refresh One-time $895 website and digital presence refresh service for financial advisors seeking a single-project update without an ongoing managed engagement.

Quantifiable outcome

• Advisors with proper marketing strategy grew 38% faster than peers
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability7 records

Feature5 records

Partnerships

One partnership is on record.

• FMG SuitecoreTechnology or IntegrationFMG Suite is the underlying marketing platform for Story Amplify's Bronze, Silver, and Gold managed service packages. These tiers are specifically designed to work in concert with FMG Suite, providing Google Business Profile management, social media automation, email marketing, and website tools integration. Story Amplify offers implementation and ongoing optimization services for FMG Suite clients.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Advisor Websites: Website builder and marketing services for financial advisors with compliance-friendly templates and content. Closely comparable to Story Amplify's DIY Website Builder and brand/website services.
• Twenty Over Ten: Web design and digital marketing platform tailored to financial advisors, with lead-capture and content tools. Directly overlaps Story Amplify's brand-and-website and managed-content offerings.
• Snappy Kraken: AI-driven marketing platform focused on financial advisors, offering automated email, social, and content campaigns. Competes head-to-head with Story Amplify's managed services and AI video platform for the same financial-advisor buyer.
• FMG Suite: Marketing automation and content platform purpose-built for financial advisors and the underlying engine for Story Amplify's Bronze/Silver/Gold packages. It sells both to advisors directly and via agency partners, making it the closest direct peer — and channel partner — to Story Amplify.
• Vanilla: Marketing platform and content library built specifically for financial professionals, including advisors and RIAs. Overlaps with Story Amplify's content, website, and email marketing stack.

Broad incumbents

• HubSpot: General-purpose marketing, CRM, and content platform widely used by financial advisors and fintechs. Competes for the same marketing-software budget, though without financial-services-specific compliance workflows.
• Salesforce Marketing Cloud: Enterprise marketing automation and customer engagement platform used by large broker/dealers and fintechs. Represents the broad-incumbent alternative for in-house teams that might otherwise engage an agency like Story Amplify.
• Edelman: Global communications and marketing firm with a dedicated financial services practice. Represents the broader incumbent agency competition that larger financial brands may choose over a specialist boutique like Story Amplify.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/story-amplify

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about storyamplify.com