# Incline Advisory > 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. ## About Incline Advisory LLC is an AI-native software firm based in the United States. The firm builds custom AI models trained on a firm's proprietary data — investment research, client communications, compliance history, and operational knowledge — and deploys them in single-tenant private cloud environments. Unlike generic enterprise AI APIs, these models actually learn the firm's business and are continuously fine-tuned as the business evolves. The founder, David Travis Dingledine, 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. ## Capabilities ### Custom AI Models Purpose-built models trained on a firm's proprietary data — investment research, client communications, compliance history, and operational knowledge. AI that actually understands the business, not a general-purpose tool that treats every query the same. ### Private Cloud Deployment Single-tenant infrastructure in a firm's own private cloud. Their model, their data, their environment. No shared resources, no data commingling, no third-party access. ### No Token Economics Unlimited compute without metered API costs. The 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 the business evolves. New data, new decisions, new market conditions — the AI adapts because it belongs to the firm, not a frozen snapshot from a vendor's last training run. ## Partners - **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 & 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. ## Partnership Process 1. **Discovery & Assessment**: Confidential deep-dive into operations, data architecture, workflows, and AI readiness. Mapping the landscape — technology, processes, institutional knowledge — to identify where custom AI will deliver the greatest transformation. 2. **Architecture & Design**: Designing custom models, data pipelines, and user experiences. Translating discovery into a detailed technical and product blueprint. 3. **Build & Deploy**: Building, training, and deploying custom AI infrastructure — from model fine-tuning on proprietary data to production-ready software. Includes continuous fine-tuning and ongoing evolution. ## The Edge — What Makes Incline Advisory Different - **Speaks Your Language**: Built by someone who managed portfolios, advised high-net-worth clients, and navigated multi-asset investing at J.P. Morgan. Not an outsider studying financial services — an insider who has lived it. - **Builds Custom AI**: Hands-on experience building custom models, deploying intelligent agents, and shipping production AI systems for financial services — not theoretical strategy, but real-world execution in private cloud environments. - **Designs What People Love**: Years of building customer-facing digital platforms with an obsessive focus on design, usability, and the details that separate software people tolerate from software people love. ## Founder **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. - LinkedIn: https://www.linkedin.com/in/davidtravisdingledine ## Contact - Website: https://incline-advisory.com/ - Email: info@incline-advisory.com - LinkedIn: https://www.linkedin.com/in/davidtravisdingledine ## 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.