Feathery AI platform secures $30M funding and boosts advisor transitions

Fintech AI company Feathery announced a $30 million Series A financing round led by investors including Portage Ventures, Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures and Bain Capital Ventures. The round will expand Feathery’s AI Operating & Decisioning System for financial services, which combines Document Intelligence, Meeting & Audio Intelligence and Collaborative Workflows to automate tasks such as client onboarding, proposal generation, M&A‑related advisor transitions and account opening. Early adopters such as Sequoia Financial report a 45 % reduction in custodial account‑opening time.

RFG Advisory, an independent registered investment advisor managing more than $8 billion in assets, has deployed Feathery to accelerate its advisor transition process. Using the platform’s pre‑filled forms and DocuSign envelopes, RFG doubled the speed of form generation for full repapering engagements and expanded day‑one execution capability, reducing manual errors and improving data consistency across multiple custodians.