ForwardLane Inc

  • Financial Services
  • New York NY
  • 16 employees
  • Financial Services
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Company Overview

Headquarters
43 West 23rd Street, New York NY
Website
forwardlane.com
Phone
(310) 779-8590
Employees
16
Founded in
2015
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$10B

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Who is ForwardLane Inc

ForwardLane Inc. is a fast-growing, award-winning startup based in New York, New York. The company employs 16 people and generates over $10,000 in annual revenue. ForwardLane specializes in providing AI-powered solutions for the wealth management industry. Their platform uses natural language processing (NLP) and enterprise data aggregation to deliver personalized insights and facilitate proactive client engagement. These insights help financial advisors deliver more relevant and productive interactions with their clients. The company's key differentiator is its patent-pending AI insights platform, which combines proprietary NLP technology with data aggregation to identify opportunities for client engagement and generate personalized content. ForwardLane's product suite also offers native CRM integrations and an API framework, allowing seamless integration with existing workflows. For more information about ForwardLane Inc. and its solutions, visit their website at forwardlane.com.

Company Leadership

Nathan Stevenson

Chief Executive Officer

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Eric Johnson

President

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Browning Mank

Chief Revenue Officer (CRO)

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ForwardLane Inc Industry Tags

cognitive finance
Investment intelligence
artificial intelligence
wealth management platform
portfolio optimization
asset management
FinTech
wealth management
digitalwealth
commercial banks
personalizedinsights
financial advisors
customerexperience
digitalinnovation
customer journey
customizedinsights
funding
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ForwardLane Inc Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of ForwardLane Inc's headquarters?
The headquarters of ForwardLane Inc are situated at 43 West 23rd Street, New York NY
What is ForwardLane Inc's phone number?
ForwardLane Inc's contact number is (310) 779-8590.
What is ForwardLane Inc's official website?
The official website of ForwardLane Inc can be found at forwardlane.com.
What is ForwardLane Inc's current revenue?
As of September 2024, ForwardLane Inc's annual revenue reached $10B.
How many employees does ForwardLane Inc currently have?
ForwardLane Inc employs approximately 16+ people as of September 2024
Which industries is ForwardLane Inc primarily operating in?
ForwardLane Inc operates in the following industries: Finance, Credit
Who is the Chief Executive Officer of ForwardLane Inc?
ForwardLane Inc's Chief Executive Officer is Nathan Stevenson
What are ForwardLane Inc's industry tags?
ForwardLane Inc's industry tags include: cognitive finance, Investment intelligence, artificial intelligence
When was ForwardLane Inc founded?
ForwardLane Inc was founded in 2015.

Employee Directory

Key Employees

Eric Johnson

President

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Lauren Feldman

Director of RIA Sales and Client Engagement

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Mansoor Dar

Customer Success Manger

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