Palo Alto, California – 15th of September — Storyline, the category-defining platform for personalised AI video in wealth and asset management, today announced it has raised its first institutional round of funding, led by Zurich-based FiveT Fintech.
Built exclusively for financial institutions, Storyline transforms traditional reporting formats such as PDFs, portfolio summaries, and performance updates into compliant, engaging video 'episodes' that are optimised for both desktop and mobile. These personalised videos are delivered securely at scale and designed to increase client engagement across the wealth management lifecycle.
Unlike generative tools created for marketing use cases, Storyline’s deterministic AI ensures compliance, accuracy, and security. Financial institutions can generate market updates, fund explainers, portfolio reviews, and proposals, all governed by robust analytics, narration controls, and audit-ready workflows. The platform integrates seamlessly into existing infrastructure through an API-first approach, enabling fast, secure deployment.
“Private banking has long struggled to balance personalisation with scale,” said David Navama, Co-founder and CEO of Storyline. “Storyline bridges that gap with a compliant, video-first format that clients actually consume. We believe this empowers relationship managers to deliver more impactful interactions, while signaling to the next generation of wealth management clients that their bank is ready to engage and communicate in their language.”
As generational wealth shifts and investor expectations grow more digital, financial institutions are looking for ways to modernise communication without sacrificing the human relationship. Storyline helps firms deepen adviser-client connections by freeing up time for relationship managers (RMs) and delivering highly relevant, timely updates in a format that clients retain and revisit.
“FiveT Fintech shares our conviction that wealth management does not need another replacement for the relationship manager — it needs augmentation,” Navama added. “With their support, we can accelerate our mission to redefine how financial institutions engage clients, ensuring every update is timely, compliant, and meaningful.”
“We led Storyline’s first institutional round because the product is purpose-built for banks: deterministic, compliance-first and already resonating with private banking teams looking to modernise the client engagement model.“ said Alexandre Moreillon, Investment Director at FiveT Fintech. “It is a category-defining approach that deepens RM-to-client engagement rather than removing the human, and it speaks the language of the next generation of wealth management clients.”
About Storyline
Storyline is the pioneering AI video platform purpose-built for private banking, asset, and wealth management. It transforms conventional financial reporting into secure, compliant, and personalised video communications. Designed with accuracy, compliance, and enterprise-grade controls at its core, Storyline integrates directly into existing wealth management systems to scale meaningful client engagement across all devices. For more information, visit storyline.com.
About FiveT Fintech
FiveT Fintech is a Zurich-based venture capital firm investing in transformative financial software across banking, wealth and capital-markets technology. As a partner to the Swiss banking ecosystem, the firm follows a demand-led, bank-validated model that aligns product roadmaps with first-hand feedback from financial institutions and implementation partners, and creates value through targeted introductions, strategic guidance and exit planning. Prior investments include Metaco (acquired by Ripple) and Assetmax (acquired by Infront).
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