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ForwardLane Inc.

ForwardLane Inc.

Private
New York City, New YorkFinTechhttps://www.forwardlane.com/

Last Round

Accelerator

Aug 17, 2022

Total Funding Raised

$15.52M

Company Overview

ForwardLane Inc. is a financial technology company that provides an AI-powered decision intelligence platform for the financial services, private markets, real estate, energy, and government sectors.

Sector

FinTech

Verticals

Wealth Management, Financial Data, NLP & Conversational AI, Business Intelligence, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

wealth management softwarefinancial advisor copilotpredictive analyticsnext best actionwealthtechAI advisor assistantdata aggregationenterprise SaaSnatural language processingNLPworkflow automationdecision intelligencefintech platformclient insightsadvisor productivity

Historical Pricing

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Caplight Momentum Score

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ForwardLane Inc. Comparables

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ForwardLane Inc. comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
CogniCor Technologies
83%
TIFIN
81%
FP Alpha
79%

ForwardLane Inc. Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorAug 17, 2022
SeedJan 23, 2020
Series ASep 18, 2018
SeedMay 1, 2018
SeedNov 17, 2017
Accelerator
Jan 25, 2016

Key People

Founding team and executive leadership

Nathan Stevenson

Founder and Chief Executive Officer

Founding Team

Jack Woerner

Chief Operating Officer

Executive Team

ForwardLane Inc. Investors

Notable investors and investment history

ForwardLane Inc. investors
InvestorRounds
SenaHill PartnersSeries A
SEI VenturesSeed
gener8torAccelerator
TechstarsAccelerator
SixThirty VenturesSeed
Securian FinancialAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 18, 2026

    Monthly visitors grew 38% MoM, reaching 1.2K.

  • Jan 23, 2020

    $2M round led by SEI Ventures

ForwardLane Inc. Filings

SEC and related filings with document metadata.

Data table
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ForwardLane Inc. Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about ForwardLane Inc.'s valuation, stock price, and market status.

Firmographic Details

HeadquartersNew York City, New York
Employee Range15
Year Founded2015
Last FundingAug 17, 2022

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