Echelon AI Deployment

We embed with organizations, learn how they operate, and build the systems that move them forward.

AI Deal FlowData EngineeringLLM Integration

Trinity Mortgage Fund

A private lender to coastal Southern California with no existing deal flow technology. We built an AI-powered system that scrapes every listing in their target market, enriches broker contacts, maps relationship history, and generates personalized outreach via LLM — scaling from 1–2 brokers reached per day to all 1,500 in their network. Also built cash flow forecasting and a full visualization back-end.

Financial AutomationAI AnalysisFDIC Analytics

State Bank Wyoming

Modernized shareholder reporting for a community bank. Built a system that maps raw GL data to custom budget categories, reconciles actuals against budgets at every book close, and wires financials to LLMs for targeted analysis. Added FDIC competitor benchmarking, auto-generated org charts, and a role-based internal portal.

Full-Stack PlatformWorkflow AutomationRole-Based Dashboards

Quinta de Sant’Ana

A Portuguese wine estate running 90+ weddings a year, all managed through spreadsheets and paper. We built a full-stack platform with role-based dashboards for kitchen managers, wedding planners, and couples — every data point flows through a single ontology so each stakeholder sees exactly what they need. In production today.

Data IntegrationAI Report GenerationWeb Scraping

Moxley Public Health

Produces community health assessments for hospitals and public health entities across the US. We built a data integration system that unifies all of their public data sources into a single portal, then layered in AI to generate comprehensive reports — dramatically reducing the manual effort behind each assessment.

AI PlatformFull-Stack Integration

Echelon — NORA

NORA is Echelon’s internal AI platform — a unified system integrating company operations, client knowledge, and project history into a single intelligent layer. Built on a full-stack architecture with LLM orchestration, NORA powers internal workflows, accelerates onboarding to new engagements, and surfaces institutional knowledge on demand.