April 24, 2023

ForwardLane Named in WealthTech100 and AI FinTech100 Lists for 2023

We are thrilled to announce that ForwardLane has been recognized in two of the most prestigious fintech startup lists of 2023: the WealthTech100 and AI FinTech 100. These lists highlight the most innovative companies in the wealth management industry, and being included is a significant achievement that speaks to ForwardLane's continued leadership in AI-driven wealth and asset management.

ForwardLane Named in WealthTech100 and AI FinTech100 Lists for 2023

Our patented platform delivers personalized investment insights to help financial services professionals better understand their clients' needs and preferences. By leveraging cutting-edge technologies like natural language processing and machine learning, ForwardLane has created a unique tool that delivers real-time one-to-one insights and next-best-actions at scale.

"We are thrilled to be recognized on both the WealthTech100 and AI FinTech100 lists for 2023," said ForwardLane CEO Nathan Stevenson. "This recognition is a testament to the hard work and dedication of our team, and it validates our mission to make wealth management more personalized, accessible, and efficient."

The WealthTech100 list identifies the most innovative tech companies helping investment firms, private banks, and financial advisors in their digital transformation efforts. The rigorous selection process considers factors like:

  • Innovation: New and innovative technologies that disrupt traditional financial services and have the potential to revolutionize the industry
  • Market potential: Demonstrated potential to achieve substantial market share, with a clear plan for expansion
  • Revenue and growth: Strong financial performance and rapid growth, showing our ability to generate revenue, attract investment, and achieve profitability
  • Customer traction: A growing user base, high customer satisfaction, and strong retention rates, demonstrating our ability to deliver value to its clients
  • Team strength and experience: A strong team with industry experience, expertise, and a proven track record of success

This year's list was compiled by FinTech Global, requiring a panel of analysts and experts to vote upon a list of more than 1,200 companies. We are honored to have been included in this esteemed list of multinational industry leaders.

Similarly, the AI FinTech 100 list recognizes the most innovative companies leveraging AI and machine learning in asset management to transform the financial services industry. We are gratified to have been recognized for our unmatched ability to help financial professionals personalize investment recommendations for their clients.

We are proud to have recently partnered with Microsoft and OpenAI to bring the latest AI capabilities to our platform. This recognition in the WealthTech100 and AI FinTech 100 lists validates our efforts and motivates us to continue pushing the boundaries of what is possible.

Looking to the future, we are excited to expand our offerings and continue to empower wealth managers to deliver personalized investment advice at scale. We are grateful to our team, clients, partners, and stakeholders who have contributed to our success and look forward to continuing to lead the way in the wealth management industry.

If you’d like to learn more about how we can help your company grow revenue without growing workload, reach out to schedule a meeting.

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Multi-custodial data
CRM Data
Financial planning data
Market news & data
Rapid addition of new data feeds
Robust signal library
Multi-source signals based on Boolean logic
Multi-source signals based on NLP
Multi-source signals based on machine learning
No code creation of new signals
Next Best Action recs and workflows
Native Salesforce Flows
Content personalization
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Integrations / Interface
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Up to 650% faster time to insight
85% less time preparing for client interactions
Up to 35% expanded sales
Up to 15% more sales capacity
Up to 650% faster time to insight
Up to 35% expanded sales
Up to 15% more sales capacity
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