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Monday, October 5, 2026The Morning Brief →Sign in
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Feathery

In PWD coverage since August 18, 2026 · 10 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 8, 26Fund launch — coverage
Aug 23, 26Deal announced — coverage
Aug 23, 26Deal closed — coverage
PWD coverage
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Pontera pitches AI trust layer after OpenAI agents probe SEC sites

The 401(k) software firm's credential-sharing dispute with Fidelity is unresolved as Schwab prepares its own agent.
practice · Oct 1Feathery co-founder pitches firm-wide AI workflow redesign to small RIAs
Deals & PE · Sep 15Pave's $15 million Series A prices the custodian plumbing
Deals & PE · Sep 14Pave's $100 million valuation is a bet on advisor distribution
RIA · Sep 9Feathery gives RIAs plain-English control over workflows
practice · Aug 28Feathery's AI assistant makes bespoke proposals an operations problem
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
Deals & PE · Aug 24The marginal dollar is chasing megawatts
Deals & PE · Aug 24Feathery raises $30M to automate the custodian handoff
advisers · Aug 18Vanguard opens model portfolios to adviser customization
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