San Francisco-based Feathery announced that firms using its advisor transitions platform transitioned more than $2 billion in assets under management (AUM) during the first quarter of 2026.
The firm uses AI and workflow automation to replace traditional, manual transition processes to prepare and validate transition information before it goes to operations teams. It said its platform connects custodians and CRMs, repapering client accounts at scale.
“Every delayed account is delayed revenue,” said Zack Khan, Co-Founder of Feathery. “Advisor transitions have become a data and workflow challenge, and when you’re dealing with hundreds or even thousands of client accounts, even minor mistakes can slow everything down. Firms need technology that can handle messy data, coordinate across systems and help advisors start serving clients immediately. That’s exactly what Feathery was built to do.”
“Advisor transitions are often won or lost before the first account is submitted,” said Chris Mills, Head of Wealth Solutions at Feathery. “The firms seeing the greatest success are the ones that prepare and operationalize client data before transition day arrives. Our platform helps them do exactly that at enterprise scale.”
Feathery said its platform is designed to take information from spreadsheets, CRMs, documents and other unstructured sources and then identify missing data, validate account information, enrich incomplete records and help firms resolve operational issues.
RFG Advisory is one of the wealth management firms using Feathery. Ross Thompson, its Manager of Advisor Transitions said, “Transitions used to be one of the most manual and unpredictable parts of our business. With Feathery, we are able to prepare the workflow in advance instead of scrambling once the transition starts.”
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
