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Feathery

AI workflow platform automating client onboarding, submission intake and documents for insurance carriers, brokers and wealth firms

San Francisco, United StatesFounded 2021feathery.ioWebsite technologies

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Highlights

  • Young companyFounded 2021
  • New on EvolcAdded 2026-11-14

Recent signals

What changed at Feathery in the last 6 months, newest first. Each line links to its public source.

  • 2 Nov 2026 In the news · Feathery achieved SOC 2 Type II certification. feathery.io

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About Feathery

Feathery builds an AI operating and decisioning system for financial services. Its Robin assistant lets teams describe a workflow in plain language, after which it generates the forms, logic, integrations and document flows for review. The platform covers client onboarding and account opening, submission intake and triage, document intelligence, meeting notes with CRM sync, and a branded client portal.

Customers are insurance carriers, MGAs, brokers and wholesalers, and wealth management firms including RIAs, broker-dealers and banks. Pricing is based mainly on the volume run through the platform and is quoted individually. Named customers include Sequoia Financial Group, The Baldwin Group and Banner Life.

Feathery was founded in 2021 by Peter Dun and Zack Khan and is headquartered in San Francisco. It lists more than 150 integrations with CRMs, custodians, policy and agency management systems, and reports SOC 2 Type II, HIPAA and GDPR compliance. The company announced $30M in funding, including a Series A led by Portage Ventures in July 2026. Open roles span sales, marketing, engineering and solutions engineering, with listings in Toronto and the United States.

Product: Robin AI workflow assistant and platform for client onboarding, submission intake, document processing and client portals in insurance and wealth management.

Jobs at Feathery

No open positions listed right now.

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Website technologies

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Recruiting

  • AshbyHigh confidence
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