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🚀 ForwardLane transforms complex financial data into growth. We are an award-winning AI platform delivering real-time, personalized insights for wealth management, asset management, and insurance professionals. Our technology unifies siloed data sources and translates them into actionable intelligence—helping advisors, wholesalers, and executives have smarter conversations, deepen relationships, and drive measurable business impact. 🔹 Trusted by leading financial institutions including Invesco 🔹 Recognized in the AI Hot 100, WealthTech100, AI Fintech100 and global AI innovation awards 🔹 Proven results: contract renewals, multi-million-dollar pipeline, enterprise-scale deployments What we deliver: AI-powered personalization at scale Next-best-action recommendations for client engagement Hyper-personalized reporting and insights Secure, compliant, enterprise-grade platform (SOC 2 certified) 👉 Our mission is simple: empower financial professionals to be more relevant, productive, and trusted in every client interaction. 📩 Learn more at forwardlane.com | Request a demo today

Website http://www.forwardlane.com
Revenue $10 million
Employees 16 (4 on RocketReach)
Founded 2015
Address 43 West 23rd Street, New York, New York 10013, US
Phone +1 310-779-8590
Technologies
Industry Artificial Intelligence, Financial Services, Finance, Finance General, Cognitive Finance, Data and Analytics, Investment intelligence, Science and Engineering, Software, Wealth Management Platform, Asset Management, Portfolio Optimization, Machine Learning, Natural Language Processing, PaaS, Wealth Management
Web Rank 11 Million
Keywords Digital Engagement, Personalized Advice, Client Communication, Financial Technology, Wealth Management, Investment Technology, Artificial Intelligence, Machine Learning, Digital Distribution, Financial Advice, Investment Advice, Wealthtech Solutions, Personal Finance, Digital Transformation, Financial Planning
Competitors Bloomberg, S&P Global, FactSet, Morningstar, AlphaSense, PitchBook Data, Refinitiv, an LSEG business, Sentieo, an AlphaSense company, Kira Systems +42 more (view full list)
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies

ForwardLane Inc. Questions

The ForwardLane Inc. annual revenue was $10 million in 2026.

Dylan Distasio is the CTO of ForwardLane Inc..

4 people are employed at ForwardLane Inc..

ForwardLane Inc. is based in New York, New York.

The NAICS codes for ForwardLane Inc. are [52, 523, 5239, 52393].

The SIC codes for ForwardLane Inc. are [628, 62].

Top ForwardLane Inc. Employees

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