Locations
United States · New York County, NY, USA · New York, USA · New York, NY, USA · Manhattan, New York, NY, USA · Soho, New York, NY, USA · Soho, New York, NY, USA
industry
Data and Analytics · DeepTech · Finance · Software
Size
11-50 employees
Stage
Other
founded in
2015
Forward Lane is a purpose-built data analytics platform designed specifically for wealth and asset managers, utilizing AI-driven insights to enhance client engagement and drive revenue growth. The platform automates data collection and analysis, delivering prioritized client insights and recommendations, which allows financial professionals to focus on high-value interactions. With a strong emphasis on compliance and personalized service, Forward Lane aims to transform the financial services industry by enabling firms to offer private banking-level service at scale. The company has achieved significant traction, including partnerships with Microsoft and a proven ability to enhance sales productivity and client satisfaction.
Is this your company?
Something looks off?
