Feathery
Feathery provides an AI-powered operating and decisioning platform for financial services to automate data collection, document processing, and operational workflows.
At a Glance
- Insurance Carriers
- Wealth Management (RIAs)
- Financial Services
AI Tools by Feathery
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Feathery
AI Workflows for Financial Services
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Latest News
Feathery raises $30M to scale the AI operating & decisioning system for financial services
Feathery Launches AI Portfolio Submission Analytics to Help Carriers Understand Why They Win and Lose Business
Feathery Tops $2B in Quarterly Transition Volume, Accelerating AI-Powered Advisor Transitions
Founders Peter Dun and Zack Khan named to Forbes 30 Under 30
Products & Services
An AI-powered platform for financial services to automate data collection, document processing, and operational workflows.
A specialized solution for wealth management firms to automate advisor transitions and account opening.
Analytics tool for insurance carriers to understand why they win or lose business based on submission data.
A visual editor for creating customizable, logic-driven forms and complex data intake workflows.
Market Position
Positions as an AI-first alternative to traditional form builders like Typeform and Formstack, specifically tailored for enterprise financial workflows.
Leadership
Founders
Peter Dun
Founder & CEO of Feathery. Previously a Growth Engineer at Robinhood and studied at Stanford University.
Zack Khan
Co-founder of Feathery. Previously Marketing Lead at Hightouch and an engineer-turned-marketer.
Executive Team
Peter Dun
CEO & Co-founder
Ex-Robinhood Growth, Stanford Engineering.
Zack Khan
Co-founder
Ex-Hightouch Marketing Lead.
Board of Directors
Founding Story
Founded by Peter Dun (ex-Robinhood) and Zack Khan (ex-Hightouch) to solve inefficiencies in manual data intake and complex financial workflows they witnessed at their previous roles.
Business Model
Revenue Model
SaaS subscription model based on feature tiers and usage volume.
Pricing Tiers
For small projects and initial testing.
Advanced features including conditional logic, whitelabeling, and API access.
Full scale automation, premium integrations, and dedicated support.
Target Markets
- Insurance Carriers
- Wealth Management (RIAs)
- Financial Services
- Client onboarding
- Advisor transitions
- Underwriting automation
- Policy analysis
- Risk assessment
- Account opening
- Schwab Advisor Services
- Hanover Park
- Top 30 RIAs