Feathery

Financial services still runs on PDFs, email, and rekeying. Underwriters chase missing details in shared submission inboxes. Wealth management operations teams retype client data from fillable PDFs into custodian and CRM systems. Feathery is the AI operating and decisioning system for financial services. We turn manual, document-heavy workflows into automated, auditable ones that connect to the systems teams already use. Insurance carriers, MGAs, brokers, and wealth management firms such as RIAs, broker-dealers, and banks use Feathery for submission intake and triage, client onboarding, custodial account opening, and advisor transitions. The platform brings together Robin, Feathery's AI workflow assistant, which builds workflows from plain-language requirements; document intelligence, which turns applications, loss runs, statements, and tax forms into validated, structured data; and 150+ integrations with custodians, CRMs, and core insurance systems. Teams keep a human in the loop, with review steps, approvals, and an audit trail on every action. Peter Dun and Zack Khan founded Feathery in 2021. Peter led client onboarding at Robinhood, saw how much onboarding shaped growth, and started Feathery to bring that standard to firms still running on paper and email. We're based in San Francisco and have raised $30M, including a $25M Series A led by Portage Ventures in 2026, with backing from Index Ventures, Bain Capital Ventures, Allstate Strategic Ventures, and Erie Strategic Ventures.