Feathery
Financial Software · California, United States · 51-200 Employees
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Overview
Headquarters
2261 Market St Ste 4263, San Francisco, ...Website
www.feathery.ioRevenue
$10 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
3
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About Feathery
Feathery offers AI-powered data intake solutions specifically designed for the financial services sector, focusing on automating client onboarding and risk assessment workflows. Their products include advanced form building, document automation, and meeting intelligence, enabling users to create pixel-perfect forms and extract structured data with high accuracy. Target clients include insurance brokers, insurance carriers, and wealth management firms, all benefiting from reduced operational overhead and improved efficiency. With features like white-label solutions and collaborative workflows, Feathery aims to transform data collection and activation across the financial industry.Explore more
Feathery Org Chart
BM
Solutions Engineer
SR
Full Stack Developer
BL
Finance Specialist
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Company Profile Activity
Activity Insights
Feathery is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Feathery is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Feathery.
Feathery financials insights
Gather financial insights about Feathery, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Seed
$4M
Feathery Tech Stack
A closer look at the technologies used by Feathery
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Most Recent Scoops
Hiring Plans
Feathery has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Zoom.
Hiring Plans
Event
Product Marketing, Events, Sales, Software, Field /Outside Sales, Corporate Strategy, Field Marketing, Finance, Industry Software, Risk
Open Position
Hiring Plans
Feathery has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Zoom with an increased focus that include Account Management, and experience with Executive Relationship Management, Full-Cycle Sales, Consultative Selling, Enterprise Sales, and Customer Success Management.
Hiring Plans
Open Position
Feathery News & Media
Feathery Tops $2B in Quarterly Transition Volume, Accelerating AI-Powered Advisor Transitions
Time-tested platform further expands footprint by enabling quick and easy onboarding for RIAs, broker-dealers SAN FRANCISCO, June 30, 2026 /PRNewswire/ -- Feathery, the AI operating system for wealth management, today announced that firms using its advisor transitions platform...Sequoia Financial Group Cuts Custodian Account Opening Time by 45% with Feathery
National RIA frees advisors to focus more time on clients by revamping digital workflow SAN FRANCISCO, June 11, 2026 /PRNewswire/ -- Feathery, the AI data intake and workflow automation platform for wealth management, today announced Sequoia Financial Group has reduced custodial account...
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Frequently Asked Questions Regarding Feathery
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Feathery offers AI-powered data intake solutions specifically designed for the financial services sector, focusing on automating client onboarding and risk assessment workflows. Their products include advanced form building, document automation, and meeting intelligence, enabling users to create pixel-perfect forms and extract structured data with... Read More
