Socialive and Composition Wealth partner to help advisors strengthen human connection through video, social Media, and AI

EL SEGUNDO, CA — July 1, 2026 — Socialive, the enterprise video creation platform built for regulated industries, and Composition Wealth, a leading independent wealth management firm, today announced a strategic partnership to help advisors strengthen client relationships, increase visibility, and scale authentic communication through video, social media, and AI.‍

The partnership will equip Composition Wealth advisors with the tools to create high-quality, branded video content that helps them share expertise, communicate consistently, and build trust with clients and prospects across digital channels. Together, the firms are creating a scalable approach to advisor communication that combines the power of human connection with modern technology.

As part of the announcement, Socialive CEO and Founder David Moricca sat down with Composition Wealth Chief Marketing Officer Meghan McCartan for a conversation on the future of advisor communication and the role of video, social media, and AI in wealth management.‍

In the 15-minute discussion, they explore why human connection matters more than ever, how firms can create a culture that embraces video and social engagement, and why the firms that win won't use technology to replace relationships — they'll use it to strengthen relationships, scale trust, and help advisors connect with more people in meaningful ways.‍

Watch the full conversation below

The financial landscape is undergoing a massive transformation, with an estimated $124 trillion in wealth expected to transfer to heirs, spouses, and charities through 2048 in what has been called the largest intergenerational wealth transfer in history. At the same time, investors increasingly expect personalized advice, timely communication, and digital engagement. Research shows that 30% of Americans use social media for financial advice, with adoption significantly higher among younger generations.

In this environment, trust is increasingly built through visibility, familiarity, and ongoing communication. While technology continues to reshape the industry, investors still choose advisors they know and trust. Video has emerged as one of the most effective ways to humanize expertise and create meaningful connections at scale. Research from CFA Institute found that 44% of Gen Z investors use social media to learn about investing, underscoring the growing importance of digital engagement for wealth management firms.

The Socialive platform enables advisors to record, edit, brand, review, and publish video through workflows designed specifically for regulated industries. By reducing the friction traditionally associated with video production, advisors can focus on what they do best: building relationships and delivering personalized advice.‍

"The future of wealth management isn't about replacing human relationships with technology — it's about helping advisors deepen and scale those relationships in a more digital world," said David Moricca, CEO and Founder of Socialive. "As demand for personalized advice continues to grow, firms need new ways to help advisors stay visible, build trust, and communicate consistently. Video is one of the most powerful ways to humanize expertise, and AI is making it more scalable than ever. We're excited to partner with Composition Wealth to help advisors amplify their voice, strengthen client relationships, and drive sustainable growth."

"At Composition Wealth, we believe exceptional client experiences are built on authentic human relationships," said Meghan McCartan, Chief Marketing Officer at Composition Wealth. "As investors increasingly form impressions online before ever speaking with an advisor, it's important that our advisors have modern ways to communicate, educate, and build trust. Video allows advisors to bring their personalities, expertise, and perspectives to life in a way that other channels simply can't. Socialive gives us a scalable framework for empowering advisors to create professional, compliant content while maintaining the authenticity that makes those relationships meaningful."‍

As wealth management firms navigate a rapidly changing landscape, many are searching for ways to help advisors deepen relationships while expanding their reach. Through this partnership, Socialive and Composition Wealth are helping advisors build stronger connections, communicate more consistently, and create a trusted digital presence without sacrificing the human element that remains at the heart of financial advice.

Press Contact

Jennifer Burak

VP of Marketing, Socialive

press@socialive.us

About Socialive

Socialive is an enterprise platform for scalable video communication, helping organizations to communicate with video as easily as they do with text. Built for modern, real-time communication, the platform empowers centralized teams to enable employees across the business to create authentic, on-brand video quickly and consistently without specialized equipment. With guided workflows, embedded AI, and enterprise-grade governance, Socialive transforms video from a slow, one-off process into a fast, repeatable system for everyday communication. The result is timely, in-the-moment video delivered across the organization — helping companies build trust, increase visibility, and drive organic growth without sacrificing quality, brand consistency or control. Socialive is led by Founder and CEO David Moricca.

About Composition Wealth

Composition Wealth is an independent, registered investment advisory firm. As fiduciaries, we are focused on providing a best-in-class experience, advice, and technology tailored to evolve with you over time so that you can live the story you’ve always envisioned.