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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Browning brings over 25 years of extensive financial services experience in Wealth Management, Insurance, and Asset Management, spanning across corporate, entrepreneurial, Registered Investment Advisor (RIA), and Fintech sectors. With a rich background that includes 18 years in leadership positions at Fidelity Investments, Browning has demonstrated expertise in sales strategy and execution for Fidelity's Retail Branches, Regional Centers, and Institutional RIA/Broker-Dealer channels.
Following her successful tenure at Fidelity, Browning established a thriving executive financial services recruiting and consulting firm. Subsequently, she joined a prominent RIA/Family office before becoming a valued member of the ForwardLane team in 2021.
Browning most enjoys collaborating with others to creatively solve problems, expand ideas, devise solutions, and explore mutually beneficial opportunities. She is deeply committed to enhancing customer and employee experiences, as well as cultivating high-performance teams.
Masters of Finance and Economics from Leeds University UK and Bachelors of Financial from Florida State University.
In her free time Browning enjoys hanging with her family, traveling, writing poetry and is currently on a longevity health kick.
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.
