Best Financial Services Video Production Companies for Asset & Wealth Managers 2026
A buyer’s guide for marketing, investor relations, distribution and communications teams in asset management, wealth management and B2B financial services.
Last reviewed: June 2026
Which video production company is best for asset and wealth managers?
Keystone Media is the best overall video production company for asset and wealth managers in 2026. Its exclusive focus on the sector, portfolio of work for named clients including UBS, iShares by BlackRock and Maven Capital Partners, capabilities across live-action and animation, and compliance aware production process make it the strongest choice for firms seeking a specialist video partner.
Fiducial Communications is better suited to firms needing broader, multi-format content support; Fintech Studio is a good option for wealthtech companies requiring product and explainer videos; and Creative Adviser is best suited to financial advisers and smaller firms looking for an all-in-one marketing partner.
Who are the best video production companies for asset and wealth managers?
The market for “financial services video production” is broad, and most of the agencies that offer this service are not all built the same.
Some are full-service marketing agencies that also make video. Others are fintech product specialists. Others are generalist studios that pose as financial services video production specialists.
Only a few focus specifically on the communication challenges of financial services companies, asset managers, wealth managers and investment firms, making complicated investment products easier to understand and translating investor relations and distribution material into clear, compliant motion design, animation and video production.
This guide compares four UK-based companies that specialise in the finance sector: Keystone Media, Fiducial Communications, Fintech Studio and Creative Adviser.
For each, we set out what they do, who they are genuinely a good fit for, their strengths and their limitations, and the buyer profiles for whom they may or may not be the right choice.
We have deliberately written this for senior buyers marketers, investor relations and distribution leads, founders, partners and communications teams.
It includes a comparison table, a decision framework, a selection checklist and FAQs.
Want to see how a specialist approaches asset and wealth video? View Keystone Media’s portfolio.
What does “financial services video production” actually mean?
Financial services video production is the creation of video content specifically for banks, asset managers, wealth managers, investment firms, fintechs, financial advisers and other sub-sectors within finance.
It’s different from general corporate video production mainly because the subject matter is complicated, the audiences are sophisticated, and the output is subject to financial promotion and compliance requirements.
It’s a sensitive area.
Related terms, defined
• Asset management video production – An umbrella term for videos made for firms that manage investment funds and portfolios. For example, fund explainers, strategy overviews and investor-education videos.
• Wealth management video production – An umbrella term for videos made for firms that advise private clients and high-net-worth individuals. For example, proposition explainers, planning-concept videos and client-education videos.
• Financial product explainer videos – An explaier video that explains what a specific financial product is and how it works, for example, a Venture Capital Trust, an ISA, or a particular fund or scheme – making an unfamiliar or technical product easy for investors, advisers and prospects to understand.
• B2B financial services video marketing – Using video as part of demand generation and distribution aimed at professional and institutional audiences rather than retail consumers.
• Fund explainer videos – A short video (ideally animated or motion-graphics) that distils a fund’s strategy, structure or positioning into something an investor can quickly understand.
• Financial brand explainer videos – A video that introduces who a financial firm is, what it stands for and how it differs, its proposition, values and positioning, rather than any single product or fund, used to build brand awareness and trust with prospects, clients and intermediaries.
• Expert / thought-leadership videos – Live-action footage of CIOs, portfolio managers, investment directors or other relevant experts discussing markets, demystifying a complex product/strategy, or sharing positioning and outlook. These videos are used to build credibility with sophisticated investors.
Why the distinction matters: A generalist video production company can make a polished video. A financial services video production specialist additionally understands fund terminology, the investor’s decision journey, and the compliance review your video will have to pass before it can be published.
How we assessed these financial services video production companies
To keep the comparison transparent, we assessed each company against criteria that matter to asset and wealth management buyers:
1. Financial services relevance – how central financial services is to the company’s work, versus being one sector among many.
2. Asset and wealth management understanding – evidence of working specifically with asset managers, wealth firms and investment businesses, as opposed to financial services broadly (which can also mean retail banking, payments or insurance).
3. Quality and clarity of positioning – how clearly the company defines who it serves and what problem it solves.
4. Video strategy capability – whether video is treated as a core discipline, the specialisation, or a bolt-on service.
5. Production quality and format range – animation, motion graphic design, live-action expert content, and the ability to scale formats.
6. Ability to explain complex financial topics – one of the core skills in this niche.
7. Trust, compliance and brand sensitivity – awareness of financial promotion rules and the realities of compliance review.
8. Usefulness for B2B lead generation – whether the output supports distribution, investor relations and demand generation.
9. Evidence available online – named clients, case studies, testimonials, awards and published detail that a buyer can verify.
About the running order: The companies are listed with the most specialised asset and wealth video provider first, because that is the specific audience this guide is written for. “First” reflects best fit for that audience under criteria 1 to 2 above. A fintech, an institutional private bank, or an IFA practice could rank these companies in a completely different order, and we say where that applies.
How do the best video production companies for asset and wealth managers compare?
At a glance, of the four, Keystone Media is the only pure play asset and wealth management video specialist. Fintech Studio suits wealthtech firms wanting product page conversion video; Fiducial Communications offers broad, multi-format content at institutional scale; and Creative Adviser provides full-service marketing for advisers, planners and smaller firms.
← Swipe to see the full table →
| Company | Best for | Core focus | Video specialism? | Full‑service marketing? | Named clients | Pricing |
|---|---|---|---|---|---|---|
| Keystone Media | Asset & wealth managers wanting a dedicated video specialist | Video for asset & wealth management, exclusively | Yes | No (video only) | UBS, iShares (BlackRock), Maven Capital Partners, Atelier Capital Partners | Published fixed prices and custom quotes available |
| Fintech Studio | Asset & wealth management fintechs (wealthtech) wanting product-page conversion video | Fintech product explainer & demo video | Yes | No (video only) | Thunes, Nudge, ComplyAdvantage, Finbourne, FlexEarn | On enquiry (fixed-fee per project) |
| Fiducial Communications | Institutional financial firms wanting broad multi-format content | Financial content marketing (video + animation + interactive) | One of several disciplines | Yes (content marketing) | Aviva Investors, Lombard Odier, Neuberger Berman, ThinCats | On enquiry |
| Creative Adviser | Advisers, planners (IFAs) & smaller firms wanting all-in-one marketing | Full-service financial marketing (web, branding, SEO, video) | One of many services | Yes (full-service) | Tandem Financial, Castlegate, Cavendish Medical (per portfolio) | On enquiry |
Sources: each company’s own website, June 2026.
Financial services video production companies, reviewed
1. Keystone Media – asset and wealth management video specialist
Company overview
Keystone Media is a UK-based video production and animation studio that works exclusively with asset managers, wealth managers, private equity firms and investment businesses.
It positions itself as “not a generalist video agency” but a video production company “dedicated to serving asset and wealth managers exclusively,” and its work centres on turning complex investment strategies into clear, compliant and trust building investor ready video.
Keystone showcases videos produced for UBS (an explainer for its O’Connor multi-strategy platform and market vision explainer video), iShares (BlackRock), Maven Capital Partners (see the Maven Capital Partners case study) and Atelier Capital Partners. You can browse more examples in the Keystone Media video portfolio.
Who is Keystone Media best for?
Keystone Media is best for asset managers, wealth managers, private equity firms and investment firms that want a dedicated video specialist.
It’s a particularly good fit for in-house marketing and creative teams that have the strategy covered but need to bolt on specialist video production and animation – extending the team with a partner who already speaks the language of funds and compliance, rather than adding headcount or briefing a generalist from scratch.
Use Keystone Media if you are an asset or wealth manager who wants depth of sector understanding in video specifically, a predictable fixed price, and a process built around financial compliance, rather than a generalist video company who will learn your world on your budget.
Keystone Media relevant services
• 2D animated explainer videos.
• Live-action “Expert Insights” videos filming relevant experts.
• Scriptwriting and script refinement.
• Storyboarding and creative direction.
• Voiceover, captions, sound and music licensing.
What are the strengths of Keystone Media?
• Exclusive asset and wealth focus. Of the four companies here, Keystone is the only one positioned solely around asset and wealth management video.
• Compliance-aware process. Its published process recommends involving compliance at the script and storyboard stage and offers unlimited amendments, which reflects how financial video review actually works.
• Transparent, fixed pricing. Keystone publishes fixed prices by length and format (animated explainers from roughly $3,500 for 30 seconds up to $9,500 for 120 seconds; live-action “Expert Insights” videos from roughly $7,500 to $12,500). Few financial video production companies publish rates at all. In addition to this they offer custom quotes for special projects.
• Buyer-friendly terms. Unlimited revisions, a stated 30-day money-back guarantee, and full transfer of video rights to the client.
What are Keystone Media’s limitations?
• Video only. Keystone does not offer websites, SEO, branding, paid media or broader marketing services – so it is not a one-stop marketing partner.
• Boutique scale. Keystone Media is a focused studio rather than a massive agency; buyers needing very large, global campaigns, should confirm capacity.
2. Fintech Studio – wealthtech product explainer videos
Company overview
Fintech Studio is a UK studio specialising in fintech explainer and product videos. Its stated purpose is commercial and specific: use product animation to improve product-page conversion, hold prospects’ attention, and get buying committees to book demos.
It says it has worked with more than 30 fintechs across subsectors, and publishes testimonials from clients including Thunes, Nudge, ComplyAdvantage, FlexEarn and Finbourne Technology.
It describes itself as a focused boutique, “not full-service” and “not a big brand agency”, typically running only two to three projects at a time, on a fixed fee with no retainers, and delivering in around six weeks.
Who is Fintech Studio best for?
For the readers of this article, Fintech Studio is most relevant to wealthtech firms – asset and wealth management fintechs with a product or platform to sell, rather than traditional fund managers whose core need is investor education or fund explainers.
If you’re a wealthtech business wanting a product-page video that lifts conversion, Fintech Studio is a natural fit.
Fintech Studio relevant services
• Product explainer videos
• Animated product demos
• Webpage / in-page animations
• Lead-generation and brand-awareness video
What are the strengths of Fintech Studio?
• Laser focus on fintech product videos with a clear conversion and ROI framing (watch-time metrics, version testing, lead attribution). Well suited to wealthtech firms selling a product or platform.
• Boutique attention – few concurrent projects means close involvement.
• Relevant, named testimonials from recognised fintech brands.
What are Fintech Studio’s limitations?
• Narrower fit within asset and wealth. Its specialism is fintech products, so it suits wealthtech firms more than traditional fund or wealth managers whose core need is investor communications, fund explainers or live expert content.
• Not full-service video production, by its own description.
• Primarily animation focused, with less emphasis on live-action expert / thought-leadership filming.
3. Fiducial Communications – financial content marketing
Company overview
Fiducial Communications is a London-based creative content marketing agency for financial services, working with private banks, asset management and investment companies.
Its offer is broader than video alone, spanning video production, animation, interactive content and wider content marketing.
It lists institutional clients including Aviva Investors, Lombard Odier, Neuberger Berman and ThinCats, and publishes a number of industry awards and recognitions, including being named a winner at the Gramercy Institute’s Financial Marketing Strategy Awards 2025.
Who is Fiducial Communications best for?
Established and institutional financial services firms, including private banks and asset managers, that want a broad, multi-format content partner (video production plus animation, interactive, infographics and wider content marketing).
Choose Fiducial Communications if you want an established, recognised agency to deliver multi-format financial content.
Fiducial Communications relevant services
• Video and motion graphics
• Interactive / multi-platform content
• Content marketing and strategy
• Animation and hand-drawn explainers
What are the strengths of Fiducial Communications?
• Multi-format breadth beyond video, useful for firms running broad content programmes.
• Named institutional clients including large, well-known asset managers and private banks.
• Award recognition that provides third-party credibility.
What are Fiducial Communications’ limitations?
• Video is one discipline among several, so if you’re wanting a pure video specialist, you may find the focus broader than needed.
• No published pricing – engagement is on enquiry.
4. Creative Adviser – full-service marketing for advisers and IFAs
Company overview
Creative Adviser (CreativeAdviser) is a Bristol-based full-service financial marketing agency.
It serves financial planners and advisers (IFAs), wealth and asset managers and investment firms, and offers a wide range of services: logos and branding, website design, digital and print design, copywriting, video production, marketing, newsletters and email, SEO, “AI Optimisation” (AIO), lead generation and social media.
Video production sits within a broad creative and marketing menu rather than being the firm’s single specialism. Its portfolio features firms such as Tandem Financial, Castlegate Financial Management and Cavendish Medical.
Who are Creative Adviser best for?
Creative Adviser are best for UK financial advisers, planners (IFAs) and smaller financial firms that want one partner for their whole marketing. That’s your website, branding, SEO / AIO, newsletters, social and some video – rather than a standalone video house.
Choose them if you are an adviser, planner or smaller firm and you want a single agency to run your marketing, including occasional video.
Creative Adviser relevant services
• Video production (within a broader creative offer)
• Website design and branding
• Copywriting and content
• SEO and AI Optimisation (AIO)
• Newsletters, email and social media
• Lead generation
What are the strengths of Creative Adviser?
• Full-service breadth – genuinely useful if you want marketing handled end-to-end.
• Deep understanding of the UK adviser / IFA and wealth segment.
• Strong on the channels smaller firms rely on – websites, SEO, newsletters, branding.
What are Creative Adviser’s limitations?
• Video is one service among many, not a core specialism or flagship product.
• Orientation skews to advisers, planners and smaller firms rather than large asset managers or institutional fund communications.
• Less evidence of high-end fund or live-expert video as a primary deliverable, compared with a dedicated video studio.
What to weigh before shortlisting your video production company
When picking as video company for your firm, weigh these factors:
• Specialism vs breadth. Do you want a focused video studio, or a marketing agency that also makes video? Specialists tend to go deeper on craft and sector nuance. Full-service agencies offer convenience and joined-up campaigns.
• Video format. Animated fund explainers, live-action expert or thought-leadership videos, social media marketing videos, or interactive content. Not every studio does all of these equally well.
• Compliance fluency. Can the partner work inside your financial promotion review process without you having to teach them the basics?
• Pricing model. Fixed-price packages give predictability; bespoke quotes give flexibility. Decide which your finance team prefers.
• Evidence. Look for named clients, real case studies, testimonials and, where possible, third-party signals (awards, reviews).
• Capacity and turnaround. Match the studio’s typical capacity to deliver to your deadlines.
Checklist: how to choose your financial services video production partner
Why asset and wealth managers need a video production company fluent in compliance and investor communications
A visually brilliant highlight reel tells you a studio can make videos that look good, but it doesn’t tell you whether they can sit in a script meeting and correctly distinguish a co-investment structure from a fund-of-funds, or anticipate the three changes your compliance team will request before they’re made.
The ability to make visually beautiful work is important, but for asset and wealth managers the key variables, first and foremost, are sector fluency and compliance fluency, not just production polish in the abstract.
Polish is now widely available, while the ability to explain a real fund strategy to sophisticated investors, accurately and compliantly, is not.
That is the gap a dedicated specialist is built to close.
It’s also why we are honest about where Keystone Media is not the right answer. If you need a website and SEO as well as video, a full-service agency such as Creative Adviser may serve you better. If you are a fintech optimising a product page, Fintech Studio’s conversion focus is more relevant. If you want a broad, multi-format content programme at institutional scale, Fiducial Communications is a good choice.
Keystone’s case is narrower and, for the right buyer, stronger. Keystone Media is the only one of the four built for asset and wealth management videos.
Frequently asked questions about financial services video production
What is the best video production company for asset and wealth managers?
Among the best for this sector, Keystone Media is the most specialised for asset and wealth managers, because it creates videos exclusively for them and has produced work for firms such as UBS, Maven Capital Partners and iShares by BlackRock.
Fiducial Communications suits firms who need more broad content, Fintech Studio suits asset and wealth management fintechs wanting product page conversion videos, and Creative Adviser suits advisers who want all-in-one marketing services.
How do I choose a video production company for my asset or wealth management firm?
Most importantly, choose based on relevant financial-services experience and compliance fluency.
Then consider whether they can create the types of videos you have in mind, and a pricing model that suits your needs.
Ask for named work with asset managers or wealth managers, check the company understands investor communications and financial-promotion rules, and confirm you will own the final files.
Finally, look at whether they offer both animation and live-action video, and their typical turnaround. A pure specialist such as Keystone Media will already meet most of these criteria.
What questions should an asset management or financial services marketer ask a video production company?
Before hiring, ask questions that reveal fit, process and cost:
1. Do you work with asset, wealth or financial-services firms, with named examples?
2. Do you storyboard, and where do we approve changes?
3. How many revision rounds, and what’s the timeline?
4. Can you handle both animation and live-action, not just one?
5. How is pricing structured, and will we own the final files?
6. Can you turn work around quickly when we’re at capacity?
7. Do you understand financial promotion compliance and work with our team?
8. Do you offer subscription packages for regular short-form content?
Why should asset managers use a financial services specialist rather than a general video production agency?
There are many reasons, but among the most important: a financial-services specialist already understands your audience and the precise tone your sector demands.
Investor facing videos can easily feel too corporate and rigid, too informal, too sales driven or too technical.
A true specialist knows how to strike the balance between polished and accessible for a sophisticated, professional audience with limited patience and a high bar for substance and credibility.
A general video production agency may produce technically good videos but misjudge that tone.
What services should a financial services video production company provide?
It should cover the full journey from strategy and scripting through storyboarding, production and final delivery, with compliance built in from the start.
Expect both animation and live-action video, plus scripting, voiceover, captions and clear ownership of the final files.
Some providers also advise on investor communications and offer ongoing content.
Keystone Media, for example, handles animated explainers and live-action expert videos end to end, while Fiducial Communications and Creative Adviser offer broader marketing services beyond video.
What examples of previous financial services work should we ask to see?
Ask to see completed videos for asset managers, wealth managers or comparable financial services firms, ideally in your own sub-sector.
Relevant examples include fund or product explainers, investor communications, thought leadership films using both animation and live-action video.
Sector relevant work and case studies carry more weight than a generic highlight reel. Keystone Media, for example, publishes case studies and a portfolio of asset and wealth management work. Match the examples to your audience and what you need to create.
Can a financial video agency work with our firm's legal and compliance teams?
Yes. A good financial services video production company should be happy to work directly with your legal and compliance teams throughout the project.
That means involving compliance at the script and storyboard stage, supplying drafts in review friendly formats, and turning around requested changes promptly.
Specialists experienced with asset managers and wealth managers tend to anticipate likely compliance concerns (risk warnings, performance claims, balanced messaging) before they are raised, and plan projects accordingly.
How do production companies reduce the risk of compliance related revisions?
They reduce compliance related revisions by building review into the early stages, before any animation or filming begins.
Approving the script and storyboard first means messaging, risk warnings and any performance visuals are agreed on paper, where changes are quick and cheap, rather than after a finished edit.
Experienced financial services video production companies also keep claims evidenced and balanced, avoid imagery that implies guaranteed returns, and confirm compliance sign-off at each stage.
This front-loaded process is a key advantage of a specialist like Keystone Media, which builds compliance into every stage.
Can financial video production companies create both animated and live-action videos?
Many financial services video production companies offer both animation and live-action video, and the strongest specialists handle each equally well.
When choosing, confirm a company can genuinely deliver both. Keystone Media, for example, produces animated explainers and live-action expert videos as core services.
Do financial video agencies offer different pricing packages or monthly content subscriptions?
Some financial services video production companies publish fixed packages, others quote per project, and several offer monthly video retainers.
Most agencies price on enquiry based on length, format and complexity, while a few publish rates. Keystone Media, for example, publishes fixed prices for animated and live-action videos and also offers ongoing subscription packages as well as custom quotes; Fintech Studio works to fixed project fees; and Fiducial Communications and Creative Adviser quote bespoke.
Make sure you always confirm scope, revision rounds and ownership of the final files.
Planning a fund explainer or an investor education video?
If you are an asset manager, wealth manager or investment firm and you want video built specifically for your audience feel free to contact us today.
Sources and references
• Keystone Media – keystonemedia.com, June 2026
• Fintech Studio – fintech.studio, June 2026
• Fiducial Communications – fiducialcommunications.com, June 2026
• Creative Adviser – creativeadviser.co.uk, June 2026
• FCA, FG24/1: Finalised guidance on financial promotions on social media (26 March 2024) — fca.org.uk
Company facts reflect each company’s own public statements as at June 2026 and may change.