We were made to help our clients.
So we created a company to do just that.
In an industry with too much noise and not enough bandwidth, wealth and asset management professionals are spread thin, resulting in underserved clients and unoptimized interactions. It’s a 16 trillion dollar problem that offers an invaluable opportunity: ForwardLane.
We developed a patent-pending solution that combines artificial intelligence, institutional grade risk analysis and expected model returns to empower financial services professionals to offer private banking level service at scale. Recorded actions are built into the recommendation engine to ensure compliance. Client outreach is prioritized and automated. Contextualized signals are personalized to each client to deliver rich analysis in minutes rather than days or even weeks.
The Result: reduced risk with the same rewards, plus greater satisfaction and loyalty among clients.
With key partnerships and seamless integrations, we’re moving the industry forward. Join us in the ForwardLane.
The ForwardLane management team has more than 100 years of experience in data and analytics for advisory and distribution. Each is an expert in the financial services industry with extensive careers in wealth and asset management.
Meet Nathan Stevenson, the trailblazing entrepreneur revolutionizing the world of finance and technology. With over 20 years of experience in data analytics, AI, and quantitative finance, Nathan's expertise is unmatched.
From launching successful ventures like Strutt Film and Matchpoint Music to disrupting the travel industry with HotelsByDay, Nathan's entrepreneurial spirit knows no bounds. He's been featured on ABC's SharkTank, captivating audiences with his innovative ideas.
As a sought-after international speaker, Nathan has shared his insights at renowned events like EuroMoney, MIT Sloan, and CFA Institute. His thought leadership and collaborations with prestigious institutions, including the World Economic Forum and leading universities, have cemented his position as a trusted voice in the industry.
Nathan's work has been applauded by Forbes, Business Insider, and Nasdaq, while his numerous awards, including the coveted Euromoney Credit Dream Team and KPMG's Top 50 Fintechs Globally, speak volumes about his contributions.
With his infectious passion and cutting-edge vision, Nathan Stevenson is reshaping finance, one innovation at a time. Get ready to join him on the journey to a brighter financial future.
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Eric Johnson is a distinguished industry leader with over 30 years of expertise in technology, data, and sales leadership. His career highlights include: Head of Technology, Data, and Innovation at Ares Wealth Management, CTO at Black Creek Group and a 20-year tenure at Oppenheimer Funds in senior sales and technology roles. Eric's visionary approach and deep industry knowledge make him a valuable asset in driving ForwardLane's AI-driven sales and marketing solutions to new heights.
James Langenwalter is a seasoned executive with a proven track record in technology, finance, and business strategy. His career highlights include: Global Head, Business Technology Strategy Group at Oracle. Consistently exceeded $1B+ annual revenue targets. Led 11 direct reports and influenced 250+ global team members. 2x successful exits as a Fintech CEO. Founded and led PE-backed B2B fintech company. Orchestrated successful exit via private transaction sale. Expertise in go-to-market strategies, business expansion, and digital transformation. Over 20 years of experience in leadership roles across finance and technology sectorsJames specializes in driving transformative strategies, fostering exponential growth, and propelling organizations to unparalleled success.
Jack Woerner is a seasoned executive with extensive experience in finance, technology, and healthcare. His career highlights include: Various C-level roles (CFO, CSO, COO, CEO) in technology and healthcare companies. CEO of Strategic Edge, Providing strategic business consulting services. Accenture Consulting in Financial Services (7 years). CEO & CRO at Medical Reimbursement Data Management (2022 - 2024). Led development of ClaimIntercept™ engine for real-time health plan claim audits. Executive Vice President at Digital Health Institute for Transformation (2020 - 2022). Supported communities through digital health transformation. Jack specializes in digital transformation, strategic partnerships, and growing businesses, with a focus on leveraging technology to improve financial services and healthcare outcomes.
Since 2021, Dylan Distasio has been leading the technological vision of ForwardLane as its Chief Technology Officer (CTO). As an enthusiastic problem solver with a deep knowledge of financial markets, and a long career in technology, he is focused on delivering a best in-class insights and analytics platform to financial services firms.
As the CTO at ForwardLane, he oversees all IT strategy and operations, including Development, DevOps, and Production Support teams, and is responsible for the technology product road map.
Prior to joining ForwardLane in 2018, Dylan held multiple IT related positions in the high net worth space at Lehman Brothers, Neuberger Berman, and Barclays with a focus on Production Support, electronic trading flows and technology, and forensic trade and regulatory workflow analysis. While at Barclays, he led the trading workstream as part of an enterprise level effort to successfully transition Barclays from a self clearing firm to a fully disclosed clearing model with Pershing.
Dylan holds a Bachelors of Science from Rensselaer Polytechnic Institute, and multiple Data Science and ITIL certifications. In his free time, he enjoys discovering new places with his family, creating electronic music, and tinkering with vintage tech.
