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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 | Source |
| 06.12.2023 | Microsoft and ForwardLane Join Forces to Lead AI-Enabled Adv... | Synthesizing Data to Drive Actionable Insights and Personalization ForwardLane, the AI-powered Deci... | aithority.... |
| 20.09.2022 | ForwardLane Partners with InterGen Data for Life-Event Insig... | ForwardLane - Decision Intelligence Platform for Insurance, Wealth and Asset Management Life Events... | einpresswi... |
| 27.10.2020 | ForwardLane Makes AI Wealthtech Accessible to RIAs and Broke... | NEW YORK, Oct. 27, 2020 /PRNewswire/ -- ForwardLane, the award-winning wealthtech provider of pers... | prnewswire... |
| 17.12.2018 | MassChallenge FinTech Announces 2019 Inaugural Cohort of Top... | December 17, 2018 (BOSTON) - MassChallenge, a global network of zero-equity startup accelerators, to... | masschalle... |