March 2-3, 2027
Four Seasons HotelNashville, TNSummit sponsor
Feathery
Profile
Feathery provides an AI workflow platform for wealth management firms. With Feathery, RIAs and BDs can automate M&A, transitions, client onboarding, account opening, and maintenance workflows across CRMs, custodians and internal systems. Feathery is used by top RIAs such as Sequoia Financial
Find us at the event
- Stand number
- 9
We're bringing you
The Next Era of Advisor Productivity: Digital Co-pilots, Agents, and Autonomous Advice, Oh My!
, 12:00pmView Session