At a glance
- Feathery, the San Francisco fintech that raised $30 million in August to automate the custody handoff, is now aiming to remove that frustration with an operations assistant called Robin, which lets insurance, wealth management, and banking firms build and modify workflows in plain English.
- CEO Peter Dun framed the shift in the launch coverage: "For too long, firms have had to adapt how they operate to the software they use.
- Robin plugs into Feathery's existing infrastructure — its integrations layer, document intelligence, UI designer, and enterprise controls — so it carries the company's enterprise controls from the first prompt.
When a compliance step or data handoff changes at a wealth firm, the default fix is a ticket to a vendor or an internal IT queue. Feathery, the San Francisco fintech that raised $30 million in August to automate the custody handoff, is now aiming to remove that frustration with an operations assistant called Robin, which lets insurance, wealth management, and banking firms build and modify workflows in plain English.
CEO Peter Dun framed the shift in the launch coverage: "For too long, firms have had to adapt how they operate to the software they use. Robin changes that relationship by giving the people closest to the business more direct control over how their technology works." Robin is positioned as a counterweight to the advisory tech sector's surge of so-called vibe-coded tools in 2026, where users describe what they want and AI produces something that merely approximates it — outputs that need significant review before they belong anywhere near a regulated firm. Feathery's approach routes a team's description through a curated library of pre-tested, compliant building blocks, with regulatory validation done in advance, so the result is a deployable workflow rather than a rough draft.
Robin plugs into Feathery's existing infrastructure — its integrations layer, document intelligence, UI designer, and enterprise controls — so it carries the company's enterprise controls from the first prompt. Firms can review and refine the generated workflow in Feathery's visual builder before it goes live, then keep adjusting it conversationally as requirements shift, and once active, Robin monitors connected systems and recommends next-best actions.
The company's August round was a bet that RIAs will pay for the workflow layer that custodians still control, and LPL's $1.6 billion liftout shows the advisor talent war has moved to the mechanics of moving accounts. Robin extends that thesis from custody transfers to everything else in the firm.
The test is whether RIAs trust the library more than a general-purpose model writing code on the fly, because Feathery is selling the compliance done in advance — the one thing a firm cannot delegate to an AI it doesn't control. The firm still owns the audit trail.
Reported by the RIA desk from InvestmentNews, PWD archive and PWD archive. Published . Corrections