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Forwardlane
Forwardlane
forwardlane.com

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.


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