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Feathery logo — AI-powered data intake for financial services

Feathery

AI-powered data intake for financial services

Founded 2021 United States San Francisco, United States 37 employees Seed Total: $50.00K

General Information

Company Name Feathery
Founded Year 2021
Location United States San Francisco, United States
Employees 37
Funding Stage Seed
Business Model B2B, SaaS, API
Revenue Model Subscription, Usage Based, Service Fee
Social

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About Feathery

Feathery, founded in 2021, is revolutionizing the financial services industry with its innovative platform designed to automate data intake. By offering AI-powered data intake for financial services, Feathery enables financial firms to streamline onboarding and risk assessment processes. The platform ensures data consistency across CRMs, custodians, policy management systems, and internal systems, effectively replacing manual processes with scalable workflows.

Headquartered in the United States, Feathery addresses operational inefficiencies by reducing friction in the data management cycle, thereby enhancing the overall client experience and operational efficacy. This technology has positioned Feathery as a valuable asset in the rapidly evolving fintech landscape.

In its latest funding round on 27 March 2024, Feathery secured a $50.00K Seed Round investment, with funding led by BrokerTech Ventures. This investment underscores strong investor confidence in Feathery's potential to transform data management in financial services.

Business keywords: AI-powered solutions, Data intake automation, Financial services technology, Onboarding automation, Risk assessment automation, CRM integration, Custodian data management, Policy management systems, Operational efficiency, Scalable workflows, Consistent data management, End-to-end workflows, No-code development, Business process automation, Data synchronization

Services & Products

Build pixel-perfect forms with advanced logic
Document Templates & eSignatures
Extract structured data from meetings and audio
Automate client onboarding & risk assessment
Enrich & Connect Data
White Label Editor Integration

Target Customers

Insurance Brokers Insurance Carriers Wealth Management Professionals RIAs and Broker-dealers Financial Institutions

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Undisclosed 1
Erie Strategic Ventures
01 Oct 2025
Seed $50.00K 1
BrokerTech Ventures
BrokerTech Ventures
01 Mar 2024
Seed Undisclosed 1
SV Angel
SV Angel
01 Apr 2021

Feathery Alternatives & Competitors

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FAQ About Feathery

AI-powered data intake for financial services
Feathery was founded in 2021.
Feathery is headquartered in San Francisco, United States.
Feathery has a B2B, SaaS and API business model. Its revenue comes from Subscription, Usage Based and Service Fee.
Feathery has approximately 37 employees.
Feathery has completed 3 funding rounds, raising a total of $50.00K. The latest funding stage is Seed.
Feathery offers: Build pixel-perfect forms with advanced logic, Document Templates & eSignatures, Extract structured data from meetings and audio, Automate client onboarding & risk assessment, Enrich & Connect Data, White Label Editor Integration.
Top alternatives and competitors to Feathery include Aplynk, Tricuss, 3LI GLOBAL (Previously Databeys), Cogna. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Feathery and Aplynk are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Feathery, https://bouncewatch.com/company/feathery, updated 21 March 2026. When citing, please name BounceWatch and link this page.

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