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AI-powered data intake for financial services

SaaSFinancial ServicesAutomationB2B
Company overview

About Feathery

Feathery is an agentic data intake platform for financial firms. We automate onboarding and risk assessment while syncing client data across CRMs, custodians, policy management systems, and internal systems. Firms use Feathery to replace manual processes with scalable workflows that accelerate onboarding, reduce operational friction, and keep data consistent across their stack.

Purpose

Mission and direction

Feathery is an agentic data intake platform that helps financial services firms automate onboarding, underwriting, risk assessment, and account-opening workflows. The company enables organizations to replace manual processes with scalable, connected systems that sync client data across CRMs, custodians, policy management tools, and internal platforms, reducing operational friction and improving consistency across the stack.

How they work

Company values

  • Ownership
  • Customer focus
  • Low ego
  • Growth mindset
  • Collaboration
  • Resourceful