The problem
Insurers and wealth firms run hundreds of paper-heavy onboarding and intake processes by hand across disconnected systems
What they do
AI workflow platform automating onboarding, intake and underwriting for insurers and wealth firms
Traction 300+ insurance and wealth firms; profitable since 2024; ~$12M 2025 revenue expected (Forbes)
Hiring trend
- Open roles
- 18
- Ops roles
- 2
- Headcount
- ~60
Headcount ~28 → ~64 Q2 2025 to Q2 2026 (Revelio); postings 9 → 27 in 2026; 18 open now
Hiring in
- Toronto
- Remote (US)
Latest news
Sep 2026
Launched Robin, an AI operations assistant that builds workflows from plain English ↗Glassdoor
4.0 ★ 1 reviews ↗Funding
- Last round
- ~$25M
- Stage
- Series A
- Date
- Jul 2026
Led by Portage Ventures
- Hiring+1.518 open roles on the live job board (15–19 roles = +1.5)
- Funding recency+1.5Series A · ~$25M, Jul 2026 (4 months ago): 6 months or less = +1.5
- Traction+1.5Strong growth: 300+ insurance and wealth firms; profitable since 2024; ~$12M 2025 revenue expected (Forbes)
- Red flags0None found in the last 24 months
- Total4.51.5 + 1.5 + 1.5 − 0 = 4.5 → Race (4.25–4.74)
Distance (Half) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Half · edge: hard to leave
Embedded in 300+ insurers' and RIAs' onboarding via 150+ integrations; AI rivals crowding in.
Sources: FinTech Futures: Feathery Series A brings total funding to $30M (Jul 2026) ↗ · Business Wire: Feathery launches Robin (Sep 2026) ↗
Open ops roles · 2
Last checked Nov 4, 2026