# Feathery

> Feathery is a San Francisco software company that builds an AI operations platform for financial services. It started in 2021 as a developer-friendly, no-code form builder and has grown into a data intake and workflow automation platform that ingests, validates, and syncs client information across CRMs, custodians, and policy systems. Feathery pairs pixel-perfect forms and document generation with AI document intelligence, meeting and audio extraction, and collaborative approval workflows, targeting insurance carriers and brokers, wealth management firms, RIAs, and broker-dealers.

- **Founded:** 2021
- **Headquarters:** San Francisco, California, United States
- **Founders:** Peter Dun (Co-founder & CEO), Zack Khan (Co-founder)
- **Team size:** ~41 employees
- **Products:** Forms, Document Templates & eSignatures, Document Intelligence, Meeting & Audio Intelligence, Collaborative Workflows
- **Notable:** Co-founders Peter Dun and Zack Khan named to Forbes 30 Under 30, Class of 2026, Surpassed $2 billion in AUM advisor transitions in a single quarter (Q1 2026), Processed 10 million+ workflows on the platform

## Products & services

- **Forms** — A no-code, 2D visual editor for building pixel-perfect digital forms with advanced logic - Webflow-like control purpose-built for forms.
- **Document Templates & eSignatures** — Generate, fill, and sign documents anywhere with template-driven document creation and native eSignature collection.
- **Document Intelligence** — AI parsing that extracts structured data from uploaded documents with 98%+ accuracy.
- **Meeting & Audio Intelligence** — Pulls structured data from meetings and audio conversations; voice AI powered in part by Deepgram.
- **Collaborative Workflows** — Multi-user approvals, routing, and conditional workflow management across teams.
- **White Label Editor** — Embed Feathery's form and workflow editor directly into your own product or platform.
- **Robin AI Workflow Assistant** — Natural-language assistant that builds and configures workflows from plain-English instructions.
- **Advisor Transitions** — Ingests and validates transition data from spreadsheets, CRMs, and documents to move and repaper client accounts across custodians for wealth firms.

## Achievements

- Co-founders Peter Dun and Zack Khan named to Forbes 30 Under 30, Class of 2026
- Surpassed $2 billion in AUM advisor transitions in a single quarter (Q1 2026)
- Processed 10 million+ workflows on the platform
- Supports roughly one-third of Barron's 2025 Top 100 RIAs
- 10x revenue growth since 2024 and reported profitability
- SOC 2 Type 2 certified and HIPAA compliant
- Secured investment from Erie Strategic Ventures (October 2025)

## Latest updates

- **2026-06** — Announced it topped $2 billion in quarterly AUM advisor-transition volume; co-founders named to Forbes 30 Under 30 Class of 2026.
- **2025-10** — Secured strategic investment led by Erie Strategic Ventures to accelerate AI-powered insurance data intake; existing backers include Index Ventures, Bain Capital Ventures, SV Angel, and BrokerTech Ventures.
- **2025-04** — Received an undisclosed grant (per Crunchbase).
- **2024** — Reported reaching profitability with 7-figure ARR and 10x revenue growth as it leaned into AI-powered data intake for financial firms.

## Links

- Website: https://feathery.io
- LinkedIn: https://www.linkedin.com/company/feathery-forms
- Twitter/X: https://twitter.com/FeatheryForms

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Profile page: https://yespress.io/feathery
Published by YesPress — https://yespress.io
Last updated: 2026-08-06