AI social media software for financial advisors.
Apaya creates social media captions and branded graphics from your firm's approved service information and educational topics. Your team reviews the content, and Apaya schedules and publishes approved posts automatically. Keep your advisory firm's profiles current with less routine writing and design work.
The best social media management software for Financial Advisors.
Apaya's AI creates, schedules, publishes, and reports on social media posts for Financial Advisors that need consistent output with less manual production work.
Generate social media posts
Use AI to generate posts for your social media profiles.
Schedule social media posts
Schedule your posts to publish at the best time for your audience.
Crosspost to any social media platform
Share to your other social media accounts from one place.
Get insights for social media growth
Get insights into your social media pages and audience.
You know you should be posting to social media more.
Your business should be on LinkedIn, Instagram, and Facebook every day. It isn't. Not because you don't care. Because you're running a business and it always gets pushed to tomorrow.
- Writing captions isn't your job
- Designing graphics isn't your job
- Figuring out what to post isn't your job
AI-generated social media for financial advisors.
Market commentary, retirement planning tips, wealth-building education — Apaya creates posts that build trust and keep your advisory expertise visible to clients and prospects.
Summit Wealth Advisors The biggest retirement mistake we see? Waiting until 55 to start planning. Here are 4 moves you can make in your 30s and 40s that dramatically change your retirement outlook.
Helped a business owner restructure their exit strategy last quarter. They were planning to sell outright — but a phased transition saved them $320K in capital gains and kept their key employees in place. Sometimes the best financial move is slowing down.
Market volatility making you nervous? That's normal. Before you make any changes to your portfolio, here are 3 questions to ask yourself first. And remember — your financial plan was built for moments exactly like this.
Why automate your social media?
Let Apaya handle the recurring work of creating and publishing your posts.
Take production off your plate.
- Captions written from your business information
- Graphics made with your photos and brand assets
- Review and edit the posts in one place
Your social profiles stay active.
- Set a posting schedule for your connected accounts
- Choose review or automatic publishing
- Update or pause a campaign when plans change
Give visitors something useful to see.
- Explain your services
- Share recent work and team updates
- Keep current offers on your social profiles
Keep your profiles current while you run your business.
Try it for 3 days • $0 today • Cancel anytime
The work Apaya handles
Social media stays active every week. Plans from $55/month.
Apaya creates, schedules, publishes, and reports on social media posts for small teams that need consistent output with less manual production work.
Captions and graphics
Turn your website, photos, and brand instructions into posts you can review and edit.
Scheduling and publishing
Organize posts on your calendar and publish to your connected accounts from one place.
Control over every campaign
Review and approve each post, or enable automatic publishing for campaigns you choose. Change the settings or pause when you need to.
Starting at
$55
/month billed annually
Start with one brand, then move up when you need more social accounts, templates, or analytics.
How Apaya works for financial advisors.
Point it at your website. It learns your practice, your services, and how you talk to clients. Then it writes, designs, schedules, and publishes—every day, across every platform. Here's the step-by-step.
Your Website
It starts with your website.
Just paste your URL. Apaya's social media management starts by analyzing every page of your website—extracting your voice, your audience, your differentiators, your logo, and your colors. No forms. No questionnaires. This is how every post sounds like you and looks like you.
Extracted from your website.
+ Niche, Pain Points, CTAs, and more
Content Creation
Then it creates 30 days of content.
Apaya's AI content engine creates social media posts that sound like they came from your practice—market commentary, retirement planning tips, financial education, practice updates. Every post is yours to review before it goes live. Approve what you love, skip what you don't. You stay in control.
30 posts generated for this month.
Scheduling
Your content calendar, handled.
No more scrambling, no more forgetting to post. Apaya's social media scheduler picks the right times and publishes automatically. Your social media stays active while you serve clients.
Publishing
Publishes to Instagram, Facebook, LinkedIn, and X.
Your clients and prospects are on different platforms. Apaya's social media publisher formats and tailors your content for each one—so your practice shows up wherever people are looking, without you managing four separate strategies.
One post, sent to every account.
Analytics
See what's working. Do more of it.
Stop guessing which content drives growth. Apaya's social media analytics track performance across all your platforms and shows you exactly which posts are working—then creates more like them automatically.
Every platform's numbers in one place.
Clients research advisors online before booking a consultation. Give them something to trust.
A prospective client Googles 'financial advisor near me,' finds your profile, and sees your last post was three months ago. They move on to an advisor who looks active and engaged. Apaya keeps your profiles current with daily posts—market insights, retirement tips, financial education—so when someone checks you out, your practice looks credible and thriving.
Build trust through financial education without writing a single word.
You became a CFP to help people build wealth—not to become a content creator. Apaya handles the entire process: writes captions that sound like you, designs graphics that match your brand, and publishes on schedule across all four platforms. You review and approve if you want—or let it run hands-free.
Compete with robo-advisors and wirehouse teams that have dedicated marketing departments.
Large wirehouses and robo-advisor platforms post polished content every day because they have marketing teams and million-dollar budgets. You don't—but Apaya closes that gap. Consistent, professional posts that demonstrate your expertise and the human value you bring. Same output as a marketing hire, for a fraction of the cost.
See which posts generate consultation requests.
Apaya tracks what happens after someone sees your post—website visits, contact page clicks, consultation bookings. You see which content drives business and which doesn't. No guessing, no vanity metrics. Just data tied to real results.
AI social media automation for every platform you need.
Apaya's AI manages your entire social media presence across all major platforms. Create, schedule, and publish content automatically while maintaining your unique brand voice on every network.
Get started with Apaya.
Plans from $55/month. Start with a 3-day free trial — cancel anytime.
- AI content generation in your brand voice
- Automated scheduling and publishing
- Brand framework + social analytics
- Choose review or automatic publishing for each campaign
Self-serve plans
From $55/mo
Billed annually. Monthly billing available.
Start Your Free TrialTry it for 3 days • $0 today • Cancel anytime
See all plans and compare →Frequently Asked Questions
How does AI social media handle SEC and FINRA compliance for financial advisors?
What kind of content works best for RIAs and independent advisors?
Will the AI avoid making investment recommendations or performance guarantees?
Can it help attract high-net-worth clients?
How quickly do financial advisors see new client inquiries?
Can it differentiate my practice from robo-advisors?
Is social media necessary for a fee-only financial advisor?
How does this compare to hiring a financial services marketing agency?
Can multiple advisors at my firm have individual profiles?
Automate.
Save hours, cut costs, and experience growth.
Start Your Free TrialTry it for 3 days • $0 today • Cancel anytime