ForwardLane company logo

The profile is currenly unclaimed by the seller. All information is provided by CB Insights.

Founded Year



Seed VC - V | Alive

Total Raised


Last Raised

$50K | 1 yr ago



About ForwardLane

ForwardLane provides an AI API platform for wealth managers, asset managers and commercial banks. The company's Insights Engine provides Personalized Insights for financial services professionals and their clients with unique reasoning.

ForwardLane Headquarter Location

43 W 23rd St 2nd Floor

New York, New York, 10010,

United States

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Expert Collections containing ForwardLane

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

ForwardLane is included in 4 Expert Collections, including Banking.



1,097 items


Wealth Tech

1,702 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Artificial Intelligence

8,694 items

This collection includes startups selling AI SaaS, using AI algorithms to develop their core products, and those developing hardware to support AI workloads.



7,344 items

US-based companies

ForwardLane Patents

ForwardLane has filed 1 patent.

The 3 most popular patent topics include:

  • Artificial intelligence
  • Business intelligence
  • Data management
patents chart

Application Date

Grant Date


Related Topics



Data management, Business intelligence, Database management systems, Artificial intelligence, Data warehousing


Application Date


Grant Date


Related Topics

Data management, Business intelligence, Database management systems, Artificial intelligence, Data warehousing



Latest ForwardLane News

12:56 ET FLX and Partner on AI Offering

Feb 17, 2022

FLX and ForwardLane Strategic Alliance Enhances Asset and Wealth Management Engagement through Artificial Intelligence News provided by Share this article Share this article NEW YORK, Feb. 17, 2022 /PRNewswire/ -- FLX – the innovative network revolutionizing the engagement experience among asset and wealth managers – today announced a strategic alliance with , an AI, data, and analytics platform that personalizes the digital client experience, provides revenue and growth insights, and next best action workflows. With this relationship, FLX will provide 'FLX AI', a ForwardLane-powered data and artificial intelligence (AI) solution to its members. ForwardLane connects and activates data from sales, marketing, data science and client servicing teams to deepen human connections. FLX AI will enable members to gain more leverage from the FLX workstation, boosting productivity and efficiency by identifying new revenue opportunities, providing early-warning of redemptions and delivering meaningful next best action recommendations. "Integrating FLX with a premier AI solution increases productivity, savings, and growth," said FLX CEO Brian Moran. "The wealth and asset management industries are facing fee compression, siloed data, and an inefficient, disparate tech stack. This partnership is our exciting new approach to building modern digital financial infrastructure, bringing on-demand, Platform-as-a-Service capabilities to the industry using an optimal mix of AI and augmented intelligence for users," said Nathan Stevenson, CEO & Founder of ForwardLane. "Together with FLX, and FLX AI, we can offer a world-class digital client engagement experience built on the most advanced technology. Our collective clients will benefit from our growing Signal Library, new Self-Service tools, and many built-in data integrations." "The engagement model of the future is not one size fits all. Gone are the days of minimal barriers to entry, formulaic approaches, hiring just a single salesperson, or relying on performance alone," said Brian Moran, CEO & Founder of FLX. "This alliance will deliver our membership the ultimate end-to-end digital platform for improved engagement with clients and prospects." FLX and ForwardLane will strategically approach asset and wealth managers in a coordinated offering. This relationship underscores FLX's approach to providing premium platform capabilities for members through strategic partnerships. FLX revolutionizes, simplifies, and modernizes engagement for asset and wealth management firms and financial advisors. FLX community members access thought leadership, investment ideas, business resources, and industry connectivity in one centralized destination, delivering productivity, savings, and growth. ForwardLane's mission is to enable deeper human connections with machine intelligence. Used by leading RIAs, Broker dealers, wirehouses and large wealth and asset management firms, the patent-pending AI Insights Platform and Next Best Action engine aggregates, orchestrates and activates enterprise data, proactively prioritizing clients, and distilling personalized insights to drive growth, and deepen client relationships. SOURCE FLX Distribution

ForwardLane Web Traffic

Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

ForwardLane Rank

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.