# Incline Advisory — Complete Site Content > Incline Advisory builds custom AI models and AI-native software for financial services firms. Purpose-built models trained on proprietary data, deployed in single-tenant private cloud environments with no token economics and no shared infrastructure. Partnering with family offices, RIAs, wealth managers, WealthTech companies, and institutional financial platforms. Founded by David Travis Dingledine. --- ## Hero Incline Advisory builds AI-native software for financial services. The firm's tagline is "Your AI Should Know Your Business." The subtitle is: "AI strategy, custom model implementation, and fractional product leadership for financial services — from family offices to enterprise platforms." --- ## The Opportunity The AI most firms are using doesn't actually know their business. Enterprise AI APIs from the major providers are powerful general-purpose tools. But they don't know your clients, your investment philosophy, your compliance requirements, or the institutional knowledge your team has built over decades. They're rented intelligence — generic, shared, and metered by the token. The next generation of financial services software will be built on custom models — AI that has actually learned your business, trained on your proprietary data, and deployed in single-tenant private cloud environments. No shared infrastructure. No token economics. No data leaving your walls. AI that gets smarter as your business evolves, because your knowledge is in the model's parameters — not retrieved from a document search. ### Core Capabilities **Custom AI Models**: Purpose-built models trained on your firm's proprietary data — your investment research, client communications, compliance history, and operational knowledge. AI that actually understands your business. **Private Cloud Deployment**: Single-tenant infrastructure in your own private cloud. Your model, your data, your environment. No shared resources, no data commingling, no third-party access. **No Token Economics**: Unlimited compute without metered API costs. Your AI runs as much as it needs to — no throttling, no cost anxiety, no artificial constraints on how deeply it can work. **Continuous Learning**: Models that are constantly fine-tuned as your business evolves. New data, new decisions, new market conditions — your AI adapts because it's yours, not a frozen snapshot from a vendor's last training run. --- ## The Edge — What Makes Incline Advisory Different Guidance from someone who has been in your seat and in your clients' shoes. The rarest kind of technology partner is one who has sat on every side of the table — as the banker earning a client's trust, as the product leader building the tools a firm runs on, as the technologist deploying AI in production, and as the client who knows exactly what great service feels like. That convergence of experience is what Incline Advisory was built on. ### Speaks Your Language Fluent in wealth management — from the inside. Most consultants and product leaders study financial services from the outside. This practice is built by someone who managed portfolios, advised high-net-worth clients, and navigated multi-asset investing at J.P. Morgan. No translation needed. ### Builds Custom AI Not theoretical AI strategy borrowed from a whitepaper. Hands-on experience building custom models, deploying intelligent agents, and shipping production AI systems for financial services — with the security-first mindset that institutional clients demand. Real-world execution in private cloud environments. ### Designs What People Love A designer's eye for client experience. Years of building customer-facing digital platforms — the products clients log into and wealth managers rely on. An obsessive focus on design, usability, and the details that separate software people tolerate from software people love. --- ## Who We Partner With Building AI-native software with firms ready to lead their industry. ### Wealth Management & Family Offices AI-native software and custom model deployment for firms managing wealth. **Family Offices**: Single and multi-family offices ready to transform operations with AI that understands their unique investment approach, reporting needs, and multi-generational complexity. **RIAs & Wealth Managers**: Forward-thinking advisors and firms ready to move beyond off-the-shelf tools to AI that actually knows their clients and their practice. ### WealthTech & Financial Platforms Design partnership and AI-native product development for companies building the next generation of financial services software. **WealthTech & FinTech**: Technology companies ready to embed custom AI capabilities that differentiate their platform from competitors using the same generic APIs. **Institutional Firms**: Wirehouses, broker-dealers, and large financial platforms building proprietary AI infrastructure for competitive advantage. --- ## The Process From discovery to deployment — a partnership designed to build something transformative. Each phase builds on the last — grounded in deep discovery, shaped by your firm's unique data and workflows, and delivered as production-ready AI infrastructure. ### Step 01: Discovery & Assessment Understand your business from the inside. A confidential deep-dive into your operations, data architecture, workflows, and AI readiness. We map the landscape — technology, processes, institutional knowledge — to identify where custom AI will deliver the greatest transformation. - **Data & Knowledge Audit**: Mapping your proprietary data assets, institutional knowledge, and the workflows that define how your firm operates and serves clients. - **AI Readiness Assessment**: Evaluating your infrastructure, data quality, and organizational readiness for custom model deployment in a private environment. - **Opportunity Identification**: Pinpointing the highest-value use cases where purpose-built AI will transform operations, client experience, and decision-making. ### Step 02: Architecture & Design Design the AI-native solution. Translating discovery into a detailed technical and product blueprint — the custom models, data pipelines, and user experiences that will define your firm's AI infrastructure. - **Model Architecture**: Designing custom models trained on your proprietary data, optimized for your specific use cases and deployed in your private cloud. - **Product Design**: Crafting the interfaces and workflows that put AI capabilities in the hands of your team and clients — intuitive, powerful, and built to your brand. - **Infrastructure Planning**: Mapping the single-tenant private cloud environment, security architecture, and deployment strategy. ### Step 03: Build & Deploy From blueprint to production. Building, training, and deploying your custom AI infrastructure — from model fine-tuning on your proprietary data to production-ready software your team uses every day. - **Model Training & Fine-Tuning**: Custom models trained on your firm's data, continuously refined as your business evolves and new information flows in. - **Production Deployment**: Secure deployment in your single-tenant private cloud with monitoring, governance, and the compliance controls your firm requires. - **Ongoing Evolution**: Your AI gets smarter over time. Continuous fine-tuning, new capabilities, and expansion into additional use cases as the partnership deepens. --- ## Contact Every partnership begins with a conversation. Ready to build AI that actually knows your business? - Website: https://incline-advisory.com/ - Email: info@incline-advisory.com - LinkedIn: https://www.linkedin.com/in/davidtravisdingledine --- ## About the Founder **David Travis Dingledine** is the founder of Incline Advisory LLC. He is a former J.P. Morgan portfolio manager and high-net-worth client advisor who became a product leader building customer-facing digital platforms and an AI builder deploying custom models and production AI systems for financial services firms. This rare combination of financial services domain expertise, product leadership, and hands-on AI building experience is the foundation of Incline Advisory's approach. --- ## Frequently Asked Questions ### What is Incline Advisory? Incline Advisory builds custom AI models and AI-native software for financial services firms — including family offices, RIAs, wealth managers, and WealthTech companies. Purpose-built models trained on proprietary data, deployed in single-tenant private cloud environments with no token economics and no shared infrastructure. ### Who is David Travis Dingledine? David Travis Dingledine is the founder of Incline Advisory. He is a former J.P. Morgan portfolio manager and high-net-worth client advisor who became a product leader building customer-facing digital platforms and an AI builder deploying custom models and production AI systems for financial services firms. ### What types of firms does Incline Advisory partner with? Incline Advisory partners with family offices, registered investment advisors (RIAs), wealth managers, WealthTech and FinTech companies, wirehouses, broker-dealers, and institutional financial platforms — any firm with meaningful data complexity and technology spend ready to move beyond generic AI APIs. ### What makes Incline Advisory's AI approach different from enterprise AI APIs? Enterprise AI APIs from providers like OpenAI and Anthropic are powerful general-purpose tools, but they don't know a firm's clients, investment philosophy, compliance requirements, or institutional knowledge. Incline Advisory builds custom models where the firm's data is in the model's parameters — not retrieved from a document search. These models are deployed in single-tenant private clouds with no shared infrastructure, no token economics (unlimited compute), and continuous fine-tuning as the business evolves. ### What does "no token economics" mean? Most enterprise AI is metered by the token — every API call costs money, creating cost anxiety and artificial constraints on how deeply AI can work. Incline Advisory's custom model approach provides unlimited compute. The AI runs as much as it needs to without throttling or per-query costs. ### What does "single-tenant private cloud" mean? Single-tenant private cloud means the AI model and infrastructure are deployed in an environment exclusively dedicated to one firm. There is no shared infrastructure, no data commingling with other organizations, and no third-party access. The firm's data stays within their own walls. ### How is Incline Advisory different from other technology consultants? Incline Advisory's founder has sat on every side of the table — as a banker earning client trust, as a product leader building the tools firms run on, as a technologist deploying AI in production, and as a client who knows what great service feels like. The firm builds custom AI models trained on proprietary data and deployed in private cloud environments — not generic enterprise APIs that don't know the client's business. ### What does a typical partnership look like? Partnerships follow a three-phase process: (1) Discovery & Assessment — a confidential deep-dive into operations, data architecture, and AI readiness; (2) Architecture & Design — designing custom models, data pipelines, and user experiences; (3) Build & Deploy — training, deploying, and continuously fine-tuning custom AI infrastructure in a private cloud environment. ### Can Incline Advisory help WealthTech companies embed custom AI? Yes. Incline Advisory partners with WealthTech and FinTech companies to embed custom AI capabilities that differentiate their platform from competitors using the same generic APIs. This includes design partnership, AI-native product development, and custom model integration. ### Where is Incline Advisory located? Incline Advisory LLC is based in the United States and partners with firms nationwide. ### What industries does Incline Advisory specialize in? Incline Advisory specializes exclusively in financial services — including wealth management, asset management, WealthTech, FinTech, and institutional finance. This deep industry focus ensures relevant, practical solutions rather than generic AI implementations. ### What kind of data can custom AI models be trained on? Custom models can be trained on any proprietary data a firm generates — investment research, client communications, compliance documentation, operational procedures, market analysis, portfolio data, and institutional knowledge. The model learns the firm's unique patterns, terminology, and decision-making frameworks. --- ## Entity Information - **Legal Name**: Incline Advisory LLC - **Founder**: David Travis Dingledine - **Industry**: AI-Native Software, Financial Services, WealthTech - **Capabilities**: Custom AI Model Development, Private Cloud AI Deployment, Single-Tenant AI Infrastructure, Continuous Model Fine-Tuning, AI-Native Product Design, AI Strategy for Financial Services - **Partner Types**: Family Offices, RIAs, Wealth Managers, WealthTech, FinTech, Institutional Financial Firms - **Area Served**: United States - **Website**: https://incline-advisory.com/ - **LinkedIn**: https://www.linkedin.com/in/davidtravisdingledine - **Email**: info@incline-advisory.com