Vaidik Upadhyay
I run Thrivecast, a studio I built for advisors and wealth managers.
From a small town in India, working with firms in the US, the UK and India.
How I got here
I've been around video since I was 13.
- HomeMade my own videosWanted to make it big as a creator. It didn't go that far.
- SchoolStarted editing for other people at 16In high school, on my dad's laptop.
- CollegeStarted my agency, then dropped outThe agency began right before college. I left within 3 days.
- CreatorsWorked with creators doing 20M to 60M views a monthGaming and more, across multiple platforms.
- FinanceMet a certified financial planner from CaliforniaHe taught me how the industry works. We still work with him.
- NowThrivecastAn end-to-end system for financial firms.
Why finance
Nearly everyone needs someone to manage their money, and nearly everyone finds that person through a referral. That's bad for clients and for advisors.
The referral way
- Needs a financial planner
- Asks their network
- Nobody good in their network
- Never finds one
What I'm building
- Needs a financial planner
- Finds an advisor's content
- Trusts them before the first call
- Books a call
What we build
One connected system, end to end.
- Your expertiseYour voice and point of view
- ContentPodcast, long-form, short-form
- FunnelLanding page, follow-up, booking
- AdsAmplify winners, retarget
- New clientsPre-sold before the first call
Every result feeds the next round
Who I've worked with
Two chapters so far.
| Creators | Financial firms | |
|---|---|---|
| Who | Gaming and other creators | Certified financial planners, advisors, distributors and firms |
| Size | 20M to 60M views a month | $5M to $60M managed |
| Where | Multiple platforms | US, UK, India |