advisor-transitions
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Dispatch and the expensive art of typing things twice
A wealth-management client can say yes long before their money gets to work. Dispatch is building the data plumbing that shortens the awkward interval between the two.
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.