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ForwardLane is a fast-growing, award-winning AI wealth tech startup that enables proactive, personalized advisory and distribution with powerful, personalized insights. The patent-pending AI insights platform combines proprietary NLP with enterprise data aggregation to provide signals for client engagement along with personalized content. The product suite offers native CRM integrations along with an API framework to blend insights seamlessly into existing workflows.
Location: United States, New York
Employees: 11-50
Founded date: 2015
Investors 5
| Date | Name | Website |
| - | Right Side... | rightsidec... |
| - | Techstars | techstars.... |
| - | MassChalle... | masschalle... |
| - | SenaHill P... | senahill.c... |
| - | FinTech Sa... | fintechsan... |
Mentions in press and media 4
| Date | Title | Description |
| 06.12.2023 | Microsoft and ForwardLane Join Forces to Lead AI-Enabled Advancements in Asset Management | Synthesizing Data to Drive Actionable Insights and Personalization ForwardLane, the AI-powered Decision Intelligence platform for asset and wealth management, announced it has attained Microsoft IP Co-sell Ready status, allowing joint go-to... |
| 20.09.2022 | ForwardLane Partners with InterGen Data for Life-Event Insights | ForwardLane - Decision Intelligence Platform for Insurance, Wealth and Asset Management Life Events derived from AI Tech Intergen Data - We predictive Life Events so that your clients can leverage the moments that matter "AI-powered Pa... |
| 27.10.2020 | ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership | |
| 17.12.2018 | MassChallenge FinTech Announces 2019 Inaugural Cohort of Top FinTech Startups | December 17, 2018 (BOSTON) - MassChallenge, a global network of zero-equity startup accelerators, today announced the 21 startups that will join the 2019 MassChallenge FinTech inaugural program. “Our inaugural cohort represents trailblazin... |