ForwardLane Inc. Email Format

Financial ServicesNew York, United States11-50 Employees

ForwardLane Inc. operates in the financial services sector from New York City, offering an AI-powered platform that translates complex financial data into real-time, personalized insights for professionals in wealth management, asset management, and insurance. The platform unifies siloed data sources and provides next-best-action guidance, hyper-personalized reporting, and client-ready insights to help advisors, wholesalers, and executives have more informed conversations and strengthen client relationships. The company counts major institutions such as Invesco among its users and has been recognized in several AI and wealthtech awards. 

ForwardLane brands itself as an enterprise-grade solution with a focus on security and compliance, including SOC 2 certification. Based in New York City, the company employs a small to mid-sized team. In September 2024, ForwardLane announced the appointment of Eric Johnson as president.

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