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San Francisco-based Feathery, which positions itself as an AI operating system for wealth management, said its advisor transitions platform has surpassed $2 billion in quarterly transition volume.
The announcement, made June 30, 2026, marks a notable throughput milestone for a platform serving registered investment advisors and broker-dealers navigating the operationally intensive process of moving books of business.
What Advisor Transitions Actually Move When an advisor changes firms, the logistical chain is longer than it looks from the outside.
Client accounts, custodial relationships, compliance documentation, and signed agreements all need to move in coordinated sequence — often against a clock, because advisors and clients alike lose patience with delays.
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