Feathery
Category: AI in Fintech
AI operating and decisioning system for financial services, automating workflows for insurance and wealth management firms. Feathery was founded in 2021. The company is led by Peter Dun. Based in San Francisco, California, United States. Team size: 11-50. Total funding raised: $30M. Latest round: Series A. Key investors include Portage Ventures, Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures, Bain Capital Ventures.
- Founded
- 2021
- Headquarters
- San Francisco, California, United States
- Team size
- 11-50
- Total funding
- $30M
Value proposition
Purpose-built AI platform for financial services that automates complex, regulated workflows across insurance and wealth management — replacing point solutions and general-purpose AI tools with a unified operating and decisioning system.
Products and solutions
AI Operating System (data collection, system synchronization, data normalization), AI Decisioning System (analytics, insights, recommendations), Document Intelligence, Meeting & Audio Intelligence, Collaborative Workflows, AI Workflow Builder (Robin), White Label Editor, Forms builder, Document Templates & eSignatures
Unique value
Financial services-specific AI operating system that handles compliance requirements, data formats, and workflows unique to insurance and wealth management, with 150+ industry-specific integrations and SOC 2/HIPAA compliance built-in.
Target customer
Wealth management firms (RIAs, broker-dealers, banks), insurance carriers (MGAs), and insurance brokers
Industries served
Wealth Management, Insurance (Carriers & Brokers), Financial Services
Technology advantage
Purpose-built for financial services compliance and data formats; AI Workflow Builder (Robin) enables natural-language workflow creation; 150+ pre-built integrations with CRMs, custodians, and carrier systems; SOC 2 Type II and HIPAA compliant; processes 10M+ monthly submissions; data network effect across 300+ clients
How they differentiate
Unlike point solutions that automate single tasks or general-purpose AI tools that struggle with financial regulations, Feathery provides a unified AI operating and decisioning system purpose-built for the compliance requirements, data formats, and workflows unique to insurance and wealth management, with a compounding data network effect across clients.
Main competitors
Indico Data, Sixfold.ai, Federato
Key partnerships
Schwab Advisor Services (one-click account opening via API integration), Deepgram (voice AI), 150+ industry integrations
Notable customers
Sequoia Financial, Allworth Financial, Mission Wealth, Tokio Marine, Hiscox, Banner Life, Baldwin Group, Hilb Group, Hylant, RFG Advisory
Major milestones
Founded 2021 by Peter Dun (ex-Robinhood) and Zack Khan (ex-Hightouch), $4.5M seed round in 2021, Public launch in 2022, $30M total funding including Series A in July 2026, Tops $2B in quarterly advisor transition volume (June 2026), Forbes 30 Under 30 Class of 2026 (co-founders), 300+ firms served, 10M+ monthly submissions processed
Growth metrics
300+ firms served; 10M+ monthly submissions; $2B+ quarterly advisor transition volume; 45% faster account openings (Sequoia Financial case study)
Market positioning
Fastest-growing AI platform for financial services workflow automation, serving 300+ firms across insurance and wealth management, with $30M total funding from top-tier fintech VCs
Geographic focus
United States (primary); global financial services firms
About Peter Dun
Ex-Growth Engineer at Robinhood; BS/MS in AI and Computer Systems from Stanford University
Latest news about Feathery
More AI in Fintech companies
Official website: https://www.feathery.io