About Warren Street

Applied AI, grounded in how finance teams actually work.

Warren Street Applied AI is an AI and operations consultancy led by Emery M. Nelson.

What we do

Find the repetitive work. Then remove it.

We work with RIAs, family offices, and other financial services firms to find the repetitive work buried between the systems they already use, then redesign and automate those processes with AI agents and the technology already in place.

Our work has included AI policy development, LLM training and governance, internal reporting, SEC and regulatory research, AML and political-contribution research, capital calls, fund subscriptions, cash-flow matching, document anonymization, Salesforce, CRM workflows, and file architecture.

Our goal is simple: help your existing team handle more work without adding unnecessary complexity.

New York CityAI implementationFinancial operationsWorkflow automation

Use what you own. Fix what slows you down.

Next step

Start with one workflow.

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