Feathery Closes Series A Funding; $30M in Total
Feathery, a San Francisco, CA-based provider of an AI operating and decisioning system for financial services, raised $30M in total funding, including its recently completed Series A.
Backers included Portage Ventures, Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures, and Bain Capital Ventures.
The company intends to use the funds to expand operations and its development efforts.
Led by Peter Dun, co-founder and CEO, and Zack Khan, co-founder, Feathery provides an an AI operating and decisioning system purpose-built for financial services enterprises. Insurance and wealth management firms use it to automate data collection, document processing, onboarding experiences, and operational workflows while integrating seamlessly with existing systems. The company’s AI Operating System collects and structures client information, synchronizes every major system of record, and normalizes data across all surfaces. Its AI Decisioning System analyzes business data flowing through the platform, surfaces strategic insights and recommendations, and continuously feeds those learnings back into workflows to drive greater automation and efficiency.
The company serves more than 300 firms across insurance and wealth management, including:
- RIAs and broker-dealers: Sequoia Financial, Allworth Financial, Mission Wealth
- Insurance carriers: Tokio Marine, Hiscox, Banner Life
- Insurance brokers: Baldwin Group, Hilb Group, Hylant
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FinSMEs
14/07/2026
