Feathery, a San Francisco-based WEALTHTECH company operating and decisioning system for financial services enterprises, has raised $30 million in total funding including its recently completed Series A led by Portage Ventures, with participation from Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures, and Bain Capital Ventures. The company serves more than 300 firms across insurance and wealth management,  including roughly a third of the top 30 firms on Barron’s 2025 Top 100 RIAs list, processing tens of millions of monthly workflow submissions covering client onboarding, proposals, M&A transitions, account opening, underwriting, and policy management, and helped firms move more than $2 billion in AUM in Q1 2026 alone through its advisor transition tools. The capital will expand Feathery’s cross-client data network and AI capabilities as financial services firms face growing pressure to improve operational efficiency without replacing existing systems.

Wealthtech Start-Up Feathery Closes Series A With $30M in Total Funding