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ForwardLane - About the company

ForwardLane is a series A company based in New York City (United States), founded in 2015 by Nathan Stevenson. It operates as an AI-powered decision intelligence platform. ForwardLane has raised $6.98M in funding from investors like Techstars, Gener8tor and Fosun. The company has 126 active competitors, including 23 funded and 13 that have exited. Its top competitors include companies like Jump, Zocks and Mili.

Company Details

AI-powered decision intelligence platform. It connect enterprise data sources to deliver prioritized Next Best Actions through natural language queries and full audit trails for financial services private markets real estate energy and government sectors.
Social
X
Key Metrics
Founded Year
2015
Location
New York City, United States
Stage
Series A
Total Funding
$6.98M in 8 rounds
Latest Funding Round
Investors
Ranked
Employee Count
16 as on Aug 31, 2026
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ForwardLane's funding and investors

ForwardLane has raised a total funding of $6.98M over 8 rounds. Its first funding round was on Jan 25, 2016. Its latest funding round was a Series A round on Jun 13, 2024 for $*****. 1 investor participated in its latest round. ForwardLane has 11 institutional investors.

Here is the list of recent funding rounds of ForwardLane:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Jun 13, 2024
7801368
Series A
9494127
9712865
6872938
8000939
2022
9007
Series A
9669
3958
2531
6266
Feb 18, 2021
9829895
Series A
7622569
7138536
5889907
2251374
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ForwardLane's founders and board of directors

Founder? Claim Profile
The founders of ForwardLane is Nathan Stevenson. Nathan Stevenson is the CEO of ForwardLane.
Here are the details of ForwardLane's key team members:

ForwardLane's employee count trend

ForwardLane has 16 employees as of Aug 26. Here is ForwardLane's employee count trend over the years:
Employee count trend for ForwardLane
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ForwardLane's Competitors and alternates

Top competitors of ForwardLane include Jump, Zocks and Mili. Here is the list of Top 10 competitors of ForwardLane, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Jump
Jump
2023, Salt Lake City (United States), Series B
Developer of an AI assistant platform for financial advisory firms
$105M
63/100
2nd
Logo for Zocks
Zocks
2022, San Francisco (United States), Series B
AI-based communication management platform for financial advisors
$64.3M
63/100
3rd
Logo for Mili
Mili
2024, Lewes (United States), Series A
AI-powered meeting assistant for wealth advisors
$2M
53/100
4th
Logo for Saturn
Saturn
2023, London (United Kingdom), Series A
Provider of AI-powered wealth management platform
$17.8M
53/100
5th
Logo for Zennify
Zennify
2013, Meridian (United States), Series A
Provider of Salesforce consulting and data solutions for financial services. This firm offers strategic consulting, financial services consulting, data and AI advisory services, data solutions integration, managed services, and change management. They specialize in Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and nCino technologies. The company also develops accelerators to streamline implementations and provides ongoing support. Their services are tailored to meet the specific needs of financial institutions, focusing on measurable value and outcomes.
$7.5M
51/100
6th
Logo for NexJ
NexJ
2003, Toronto (Canada), Acquired
Customer management solution for financial industries
$32.5M
50/100
7th
Logo for 4Degrees
4Degrees
2017, Chicago (United States), Series A
Provider of relationship intelligence and deal flow software for private markets
$2.02M
49/100
8th
Logo for ForwardLane
ForwardLane
2015, New York City (United States), Series A
AI-powered decision intelligence platform
$6.98M
47/100
9th
Logo for TodayIR
TodayIR
2014, Hong Kong (China), Unfunded
Digital investor relations platform
-
-
46/100
10th
Logo for Tier1
Tier1
2008, Toronto (Canada), Acquired
Customer relationship management software for financial institutions
$34M
45/100
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ForwardLane's Investments and acquisitions

ForwardLane has made no investments or acquisitions yet.

Reports related to ForwardLane

Here is the latest report on ForwardLane's sector:

News related to ForwardLane

•
ForwardLane Appoints Industry Leader as New PresidentGlobeNewswire•Sep 17, 2024•ForwardLane
•
ForwardLane Launches Introduces Two AI-Driven FinTech APIsProgrammableWeb•Nov 16, 2017•ForwardLane
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