A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 5, 2026The Morning Brief →Sign in
other

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
advisor_note

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
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.