How Emerge Haus Helped EstateSpace Build the Future of Estate Management with Gen AI

AI

Vercel AI SDK
ChatGPT 4o
Perplexity

Web app

ExpressJS
NX

Infrastructure

AWS

Industry

Wealth & Asset Management

Key Outcomes

100 Days to Market
90% + Accuracy
30-Day Onboarding Hit
8x Faster Client Onboarding

Problem

EstateSpace was born from living the problems firsthand. Managing private assets and operations across global teams was a mess of scattered technology, documentation, and communication.

The startup's biggest headache? Getting clients up and running on the EstateSpace platform. One challenge was that a lot of input had to happen within EstateSpace to activate and drive client adoption.

EstateSpace wanted a unified AI platform

EstateSpace Founder Jonathan Fishbeck dreamed big.

“We wanted to create a platform that would ultimately give everything that we could have dreamed of needing through a single pane of glass, bringing all those things together into a single solution."

The goal was ambitious but clear: onboard all clients within 30 days using an AI-powered platform that handles the heavy lifting.

EstateSpace wanted AI to proactively guide clients through the platform, anticipating their needs rather than being passive or reactive. So, Jonathan set out to create a more scalable and efficient solution, knowing that AI could handle repetitive tasks, improve service quality, and allow their team to focus on higher-value activities.

Solution

Customer service and know how clinched the deal

While bigger firms were in the running, EstateSpace chose Emerge Haus for the team’s smarts and personal touch. "We felt like they would be the best fit,” Jonathan said. “We like working with boutique firms with really good relationship management and really smart people." That decision paid off big time.

"Ultimately, that was the best decision we could have made. In really understanding the problem that our clients faced, Andy and his team were able to help us truly scope out and lead with what would be the best first iteration and the first productization of AI on our platform"

Meet Lily — an AI helper to streamline tasks and boost efficiency

With the help of Gen AI, Lily (named after Jonathan’s daughter) is revolutionizing estate management by automating hefty tasks and delivering real-time, data-driven insights. Emerge Haus designed Lily to streamline tasks and add intelligence to the platform by:

Handling portfolio valuations
Automating real estate and asset entries
Digitizing standard operating procedures
Managing entire asset and real estate portfolios
Providing real-time marketplace recommendations
Automating accounting for real-time financial insights

"Our assistant Lily is very much attributed to the Emerge Haus team's guidance. And for that, we'll be forever thankful here at EstateSpace."

8x

Faster Client Onboarding

90%+

Accuracy

100

Days to Market

Jonathan expressed:

"The biggest unexpected benefit was the level of intelligence and advisory services that we got up front scoping this thing before we even started building anything. The project wasn't simply coding — it was about building the right solution from the ground up."

Results

Emerge Haus delivered speed, efficiency, and scary-good estimates

The Emerge Haus team didn't just deliver — they knocked it out of the park:

Lily V1 was up and running in 100 days.
Operations became more scalable and efficient.
The client onboarding process improved dramatically.

Partnering with Emerge Haus resulted in unexpected benefits

Emerge Haus Founder Andy Walters kept Jonathan focused on the prize throughout their collaboration:

"Andy asked what the one thing that I could do to have the greatest, most positive impact on your client was. I may come up with really good and cool ideas, but they’re not necessarily the diamond. Emerge Haus helped us create that diamond."

What’s next for EstateSpace and Emerge Haus?

Jonathan sees Emerge Haus as more than just a vendor. "The way we approach our relationship with Emerge Haus is, 'We want you to build us the house. We want you to give us the keys. We want you to give us the manual. And we want you to continue maintaining our house,'” Jonathan said. “New phases, new features, and new development fall back on Emerge Haus because they've already proven that they can do it."

The excitement about future collaborations is palpable. "When we have these ideas, I can't wait to talk to the Emerge Haus team about what they think because I am sure they'll know the best way to bring my idea to life."

Exploring Gen AI? Emerge Haus delivers with friendly service

"The number one thing that matters to me the most is that they're really good people. They care as much about our company and this project as we do."

In the end, Emerge Haus didn't just help EstateSpace build an AI solution. The team’s work is both efficient and impactful, delivering a powerful solution that truly makes a difference.

Ready to tackle the future of your industry with Gen AI? Let's talk. Emerge Haus is ready to partner with you to build your next solution.

What blew Jonathan away about Emerge Haus?

We were able to do things in the time that we said that we could do them and within the limits of what we had budgeted. They're good at knowing how long something would actually take to do and what it would cost to do it — probably within 99% accuracy. I mean, it's really that good. They're probably one of the best companies I've ever worked with at EstateSpace that's been able to do that level of estimation and be as close as they are to everything.

Emerge Haus isn't just a vendor, they're our foundation. They built our house, gave us the keys, and continue to evolve it with every new phase. They've proven time and again that they can deliver.

Jonathan Fishbeck
Founder & CEO of EstateSpace

Next Case Study