Ashish Braganza

AI & Data Executive | Agentic and GenAI Product Management | Financial Services | Wealth, Asset Management, Banking & Insurance

πŸ“ United StatesπŸ”„ Updated September 2026πŸ’Ό 2 investmentsπŸ“… 5 years investingπŸ—“ Last invested Jan 2022
VC🌍 United States
2
Total investments
1
Early stage
0
Mid stage
1
Late stage
5y
Years active

Portfolio

2 investments Β· sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor advisor
2022
Pool Safety and Care. Smarter Than Ever. We understand that you want an easier and smarter way to keep your family safe and take care of your pool, so you can relax and feel more at ease.
Investor
Feb 2021
Smarter Conversations with Clients Accelerate Digital Engagement. Be Relevant, Ultra Productive & Personal. ForwardLane is a fast-growing, award-winning AI wealth tech startup that enables proactive, personalized advisory and distribution with powerful, personalized insights. The patent-pending AI insights platform combines proprietary NLP with enterprise data aggregation to provide signals for client engagement along with personalized content. The product suite offers native CRM integrations along with an API framework to blend insights seamlessly into existing workflows.
Experience Β· 5 entries
All (5)
Investments (2)
Founder (1)
2022
Investor advisor
2022
Pool Safety and Care. Smarter Than Ever. We understand that you want an easier and smarter way to keep your family safe and take care of your pool, so you can relax and feel more at ease.
2021
Managing Director, Financial Services, Data & Analytics
Aug 2021
EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams in more than 150 countries work across a full spectrum of services in assurance, consulting, tax, strategy and transactions, strengthened by sector experience and diverse ecosystem partners. Find out more about the EY global network: http://ey.com/en_gl/legal-statement
Investor
Feb 2021
Smarter Conversations with Clients Accelerate Digital Engagement. Be Relevant, Ultra Productive & Personal. ForwardLane is a fast-growing, award-winning AI wealth tech startup that enables proactive, personalized advisory and distribution with powerful, personalized insights. The patent-pending AI insights platform combines proprietary NLP with enterprise data aggregation to provide signals for client engagement along with personalized content. The product suite offers native CRM integrations along with an API framework to blend insights seamlessly into existing workflows.
Founder - Chief Data & Analytics Officer
Jan 2021
Fractional Chief Data & Analytics Officer (CDAO) services for small to mid-size businesses.
2018
Senior Vice President, Client Insights & Analytics
Feb 2018
Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income, alternative, multi-asset, and factor and revenue-weighted-ETF strategies. On May 24, 2019, Invesco Ltd. and Massachusetts Mutual Life Insurance Company (MassMutual) announced the successful completion of Invescos acquisition of OppenheimerFunds from MassMutual: http://bit.ly/31SJpCq Invesco delivers tailored insights and outcome-oriented solutions for an investment experience that helps you get more out of life. Let’s invest in greater possibilities together. For disclosure, visit invesco.com/socialmedia. BEFORE INVESTING, INVESTORS SHOULD CAREFULLY READ THE PROSPECTUS AND/OR SUMMARY PROSPECTUS AND CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. FOR THIS AND MORE COMPLETE INFORMATION ABOUT THE FUND(S), INVESTORS SHOULD ASK THEIR ADVISORS FOR A PROSPECTUS/SUMMARY PROSPECTUS OR VISIT INVESCO.COM/FUNDPROSPCTUS. Invesco Advisers, Inc. is an investment advisor and does not sell securities. Invesco Distributors, Inc. is a U.S. distributor for retail products. Each entity is a wholly owned, indirect subsidiary of Invesco Ltd.