About ForwardLane
ForwardLane is a company based in New York (United States) founded in 2015 by Nathan Stevenson.. ForwardLane has raised $6.98 million across 8 funding rounds from investors including sei, Fosun and Techstars. ForwardLane offers products and services including Daily Insights, Client Prioritization, Automated Outreach, and Next Best Actions. ForwardLane operates in a competitive market with competitors including PureFacts, Computershare, Pegasystems, NexJ and PractiFI, among others.
- Headquarter New York, United States
- Founders Nathan Stevenson
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Sectors
Technology
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Phone
*********
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Website
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Social
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- Legal Name Forwardlane Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$6.98 M (USD)
in 8 rounds
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Latest Funding Round
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Investors
sei
& 7 more
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Employee Count
Employee Count
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Products & Services of ForwardLane
ForwardLane offers a comprehensive portfolio of products and services, including Daily Insights, Client Prioritization, Automated Outreach, and Next Best Actions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
AI-driven analysis of market and client data for insights
Tool to identify clients needing attention based on signals
Integration for optimized client communications and actions
Recommends personalized actions for client interactions
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Funding Insights of ForwardLane
ForwardLane has successfully raised a total of $6.98M across 8 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 8
- Last Round Last Round
- First Round First Round
- Investors Count 8
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jun, 2024 | Amount | Series A - ForwardLane | Valuation | RevTech Labs |
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| Jun, 2022 | Amount | Series A - ForwardLane | Valuation | Gener8tor |
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| Feb, 2021 | Amount | Series A - ForwardLane | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in ForwardLane
ForwardLane has secured backing from 8 investors, including venture fund and institutional investors. Prominent investors backing the company include sei, Fosun and Techstars. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Founded Year | Domain | Location | |
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Startups are accelerated via a 12-week program with funding support.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by ForwardLane
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - ForwardLane
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Forwardlane Comparisons
Competitors of ForwardLane
ForwardLane operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as PureFacts, Computershare, Pegasystems, NexJ and PractiFI, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
CRM solutions for wealth managers
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| domain | founded_year | HQ Location |
Client communication solutions are delivered for capital markets stakeholders.
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Wealth management solutions via AI decisioning and automation are provided.
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| domain | founded_year | HQ Location |
Cloud-based CRM solutions for financial and healthcare sectors are provided.
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| domain | founded_year | HQ Location |
Wealth management CRM software for financial advisors is provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Forwardlane
Frequently Asked Questions about ForwardLane
When was ForwardLane founded?
ForwardLane was founded in 2015 and raised its 1st funding round 1 year after it was founded.
Where is ForwardLane located?
ForwardLane is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of ForwardLane?
Nathan Stevenson is the current CEO of ForwardLane. They have also founded this company.
Is ForwardLane a funded company?
ForwardLane is a funded company, having raised a total of $6.98M across 8 funding rounds to date. The company's 1st funding round was a Series A of $50K, raised on Jan 25, 2016.
What does ForwardLane do?
Provider of AI-driven data analytics for wealth and asset managers. This platform delivers customized data to prioritize clients, enhance relationships, and drive optimal actions. It combines internal and external data to provide individual client insights, prioritization, and recommended next steps at scale. The platform facilitates improved decision-making, increased client engagement, revenue growth, and client retention across asset management, wealth management, and insurance sectors. It integrates seamlessly with CRM systems for automated client communication. The technology uses AI-driven analysis of market, environmental, enterprise, and client data to provide daily insights.
Who are the top competitors of ForwardLane?
ForwardLane's top competitors include PureFacts, Computershare and Pegasystems.
What products or services does ForwardLane offer?
ForwardLane offers Daily Insights, Client Prioritization, Automated Outreach, and Next Best Actions.