Feathery is an AI-native data intake platform purpose-built for wealth management enterprises, enabling firms to replace manual client onboarding, advisor transitions, M&A integration, and more. Feathery was created to solve the “data intake dilemma” by eliminating fragmented spreadsheets, email-based processes, and manual operations that create slow client experiences.The platform enables end-to-end automation across client onboarding and service workflows by syncing data seamlessly across CRMs, custodians, and enterprise systems. AI-driven capabilities include document intelligence, conversational meeting capture, and automated document generation with e-signature support.Trusted by leading RIAs and broker-dealers, customers include Sequoia Financial and multiple top 10 RIAs.