ForwardLane, a FinTech startup based in New York City, is an applied artificial intelligence (AI) company building enterprise-scale solutions that accelerate digital advisory, sales and distribution in wealth management, asset management, and insurance.
ï»¿The ForwardLane platform and APIs provide financial advisors, wholesalers and client service teams with virtual product expertise and personalized customer insights.
The company's customer centric culture is enhanced with the addition of three industry veterans and thought leaders to the Advisory Board:
Larry Wieseneck, Managing Director and Co-President of Cowen and Company said, "Nathan and ForwardLane are defining the frontier in scaling human capabilities with AI-enabled personalized insights and financial relationship management. I look forward to helping the company deliver on its ambitious plans." Mr. Wieseneck was previously COO and Head of Merchant Banking at Roundtable Partners, an UHNW family office and held executive positions at Barclays Corporate and Investment Bank including Chief Strategy Officer.
Greg Williams, Co-Founder of MediaMath, a marketing and advertising technology company that is the leading provider of digital media buying and data management technology said, “What attracted me to ForwardLane was the team's relentless focus on disruptive and transformative innovation using AI-driven technology, and approaches, while focused on creating personalized investment experiences within financial services today. The potential applicability across industries and sectors is immense.”
Mark Rodrigues, Board member to leading startups, Techstars Mentor, and former Global Managing Director of Strategic Accounts & Solutions at Thomson Reuters and Managing Director of Financial Services at Oliver Wyman said, “I was drawn to ForwardLane because of the strong endorsements I heard from their investors and customers. The management team is especially impressive in the way they are changing financial services with applied artificial intelligence.”
ForwardLane extends a warm welcome to Larry, Greg, and Mark, who join current Advisory Board members:
Frank Meehan, Co-founder SmartUp.io, Partner SparkLabs Global VC/SparkLabs Korea, board of SpinList, and former board member of Spotify, Siri, and Summly;
Andrea Cullen, Founding Managing Director of Bright Link Ventures, Ltd, Board Advisor to Courtsdesk, Ageist and Parcelly, former Director of Research at Ares Management L.P. and former Credit Analyst at DLJ/Credit Suisse;
Keith Saxon, Independent Director & Board Advisor to ForwardLane, Simudyne and Hattrick Software. Formally Director Financial Services IBM Research, and previously Financial Markets executive management front office in various major global banks covering trading, sales, capital markets, and risk.