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: 2
Signal Type
Mar
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ZI Rank
2
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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
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Company Profile Activity
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Feathery is experiencing very low activity levels compared to other companies in the Software sector.
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Feathery financials insights
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2021
Seed
$4M
Feathery Tech Stack
A closer look at the technologies used by Feathery
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Most Recent Scoops
Open Position
Event
Product Marketing, Events, Automation, Sales, Enterprise Software, Software, Field /Outside Sales, Business Insurance, Digital Transformation, Field Marketing, Finance, Risk
Funding
Funding
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
Feathery News & Media
Feathery Launches AI-Powered Proposal Generation for Wealth Management
New tool will help firms deliver a highly personalized client experience at scale SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- Feathery, the AI operating and decisioning system for financial services, today announced the launch of its new AI-Powered Proposal Generation solution for wealth...RFG Advisory Accelerates Advisor Transitions with Feathery, Enabling Faster Day-One Execution
Independent RIA platform helps advisors onboard clients faster through a more structured transition process SAN FRANCISCO, July 28, 2026 /PRNewswire/ -- Feathery, the AI operational and decisioning system for wealth management, today announced that RFG Advisory has accelerated advisor...Feathery raises $30 million to power AI-driven RIA operations - InvestmentNews
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.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...
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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
