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MRE CONSULTINGAI & Tech Innovation

AI-Powered Business
Transformation

Transform your business with cutting-edge AI consulting, custom software development, digital marketing, and automation solutions. Plus comprehensive tax and insurance support.

180+

Clients

98%

Success Rate

4.9

Rating

180+
Clients Served
4.9
Client Rating
98%
Success Rate
15+
Years Experience
In 60 Seconds

What We Do

MRE Consulting and Insurance is a technology-first business based in New York that helps individuals, families and businesses in all 50 states.

Technology & Creative Services

AI Consulting & Automation - Intelligent systems and 24/7 automation
Custom Software Development - Web apps, mobile apps, and integrations
Website Development - Professional websites and web applications
Digital Marketing & SEO - Growth strategies and online presence
Graphic Design & Branding - Visual identity and marketing materials
Video Production & Editing - Professional video content creation
Business Process Automation - Workflow optimization and integration

Business Support Services

Tax & Accounting - Preparation, planning, and strategy
Insurance Consulting - Personal and commercial coverage
Business Consulting - Strategic planning and operations
Investment Management - Portfolio and wealth planning
Estate Consulting - Planning and asset protection

Our Advantage: Complete technology transformation partner with comprehensive business support—eliminating the need for multiple vendors and ensuring everything works together seamlessly.

Our 4-Step Growth Process

We've eliminated the friction of working with multiple siloed vendors. Here is exactly what happens after you book your strategy call.

01

Assess

Comprehensive audit of your financial, risk, and technology systems to identify gaps.

02

Plan

Custom roadmap featuring quick wins and long-term strategic improvements.

03

Implement

Done-for-you setup of the strategies and systems your situation requires.

04

Optimize

Monthly cadence and quarterly strategy sessions to ensure sustainable growth.

Our 4-Pillar Technology Advantage

Comprehensive AI-powered solutions to transform, automate, and scale your business

AI Consulting & Automation

Deploy intelligent AI systems and automation workflows that work 24/7 to scale your business without adding headcount.

  • AI Chatbots & Agents
  • Process Automation
  • Machine Learning Solutions
Learn More

Custom Software Development

Build powerful web applications, mobile apps, and custom software solutions tailored to your unique business needs.

  • Web Applications
  • Mobile Apps
  • Website Development
  • API Integration
Learn More

Digital Marketing & Design

Data-driven marketing strategies, stunning graphic design, professional video editing, and brand development that converts.

  • SEO & Digital Marketing
  • Graphic Design
  • Video Production
  • Brand Development
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Business Support Services

Strategic tax planning, comprehensive insurance, bookkeeping, and financial consulting to support your growth.

  • Tax & Accounting
  • Insurance Consulting
  • Business Consulting
  • Investment Management
Learn More

The MRE Difference: Full-stack technology partner with business expertise

Foundational Leadership

Meet Our People

Wajid Ali Shah

Chief Technology Officer

"Technology should empower businesses, not complicate them. We build intelligent systems that work seamlessly behind the scenes."

With 15 years of software engineering experience, Wajid Ali Shah serves as the CTO of MRECAI and CEO of NovaEdge Solutions. His expertise spans AI development, website development, desktop application development, mobile app development, and automation solutions—delivering enterprise-grade technology that empowers businesses to scale efficiently.

Throughout his career, Wajid has architected comprehensive technology solutions across diverse industries, from startups to established enterprises. He specializes in transforming complex business challenges into elegant, automated systems that drive measurable results and operational excellence.

CTO of MRECAI
CEO of NovaEdge Solutions
15 years of software engineering experience
Expert in AI, web, desktop, and mobile app development
Specializes in automation and digital transformation
Architect of enterprise-grade technology solutions
Wajid Ali Shah - Chief Technology Officer

Wajid Ali Shah

Chief Technology Officer

CTO
MRECAI
CEO
NovaEdge Solutions
"Innovation is not just about technology—it's about transforming possibilities into reality through intelligent automation."
Matthew R. Epstein - President & Founder

Matthew R. Epstein

President & Founder

2009
Began Industry Journey
180+
Clients Advised
"We don't just sell services; we architect the infrastructure that supports your life's work. Our goal is clarity in chaos."

Matthew R. Epstein

President & Founder

"My mission is to eliminate the 'vendor fatigue' that slows down modern businesses. We combine high-level strategy with boots-on-the-ground implementation."

Founder of MRE Consulting & Insurance
Expert in integrated risk and financial architecture
Pioneer in small business AI implementation strategy
Advisor to 180+ clients across NY and beyond

Jessie Gwilt

Chief Marketing Officer

"Building brands that meaningfully enhance lives—combining big-picture strategy with authentic human connection."

A Los Angeles native who has proudly called New York City home for nearly a decade, Jessie holds degrees in Advertising and Political Science from Syracuse University. She has built a dynamic career in Advertising & Marketing spanning more than ten years, leading high-impact initiatives across CPG, pharma-adjacent brands, B2B organizations, and nonprofits—delivering thoughtful strategy, strong execution, and measurable results.

Throughout her career, Jessie has successfully managed a wide range of initiatives, from supporting established brands with complex stakeholder needs to helping emerging businesses define their voice and scale with intention. She is known for her versatility, steady leadership, and ability to move projects forward with clarity and purpose.

Outside of work, Jessie is a self-proclaimed "crazy dog mom" to her energetic six-year-old Havanese–Cavalier King Charles mix, who keeps life full of motion, personality, and joy.

CMO of MRECAI
Degrees in Advertising and Political Science from Syracuse University
10+ years leading high-impact initiatives across CPG, pharma-adjacent, B2B, and nonprofits
Known for versatility, steady leadership, and clarity in execution
Passionate about helping brands define their voice and scale with intention
Jessie Gwilt - Chief Marketing Officer

Jessie Gwilt

Chief Marketing Officer

10+
Years Experience
Multi-M$
Brands Grown
"Building brands that meaningfully enhance lives—combining big-picture strategy with authentic human connection."
What We Offer

Our Services

Comprehensive solutions tailored to your unique needs and goals

AI Consulting & Automation

Deploy intelligent AI agents, chatbots, and automation systems that work 24/7 to scale your business.

  • AI chatbots & virtual agents
  • Process automation & workflows
  • Machine learning solutions
  • AI strategy & implementation
Learn More

Custom Software Development

Build powerful web applications, mobile apps, and enterprise software tailored to your needs.

  • Custom web applications
  • Mobile app development
  • API development & integration
  • Cloud infrastructure & DevOps
Learn More

Digital Marketing

Data-driven marketing strategies including SEO, PPC, social media, and content marketing.

  • SEO & content marketing
  • Social media management
  • PPC advertising campaigns
  • Marketing automation
Learn More

Graphic Design & Branding

Professional graphic design, brand identity, and visual content that makes your business stand out.

  • Logo & brand identity design
  • Marketing materials & collateral
  • Social media graphics
  • UI/UX design
Learn More

Video Production & Editing

Professional video editing, motion graphics, and video content creation for marketing and social media.

  • Video editing & post-production
  • Motion graphics & animation
  • Social media video content
  • Promotional videos
Learn More

Business Process Automation

Streamline operations with intelligent workflow automation and system integrations.

  • Workflow automation design
  • CRM & ERP integration
  • Custom automation solutions
  • System optimization
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Tax & Accounting Support

Professional tax planning and accounting services to support your business growth.

  • Tax planning & preparation
  • Bookkeeping services
  • Financial reporting
  • IRS representation
Learn More

Insurance Consulting

Comprehensive insurance solutions to protect your business and personal assets.

  • Business insurance coverage
  • Cyber liability protection
  • Risk assessment
  • Policy optimization
Learn More

What Our Clients Say

Real results from real businesses we've helped transform

"MRE built us a custom AI chatbot that handles 80% of our customer inquiries automatically. Our response time went from hours to seconds, and customer satisfaction is through the roof."

80% automation achieved

Sarah Chen

CEO, TechStart Solutions

"The team developed our mobile app and integrated it with our booking system. Plus their digital marketing campaigns tripled our online leads. They're a true full-stack partner."

3x lead generation

Michael Rodriguez

Founder, Urban Fitness Co.

"From custom software to video editing and tax planning - MRE handles it all. Having one partner for tech, marketing, and business support has been a game changer for our growth."

Complete business transformation

Jennifer Park

Owner, Park Design Studio

Frequently Asked Questions

Quick answers to common questions about our services

We provide bookkeeping, accounting, tax preparation, tax strategy consulting, business management consulting, insurance solutions, and AI/technology services—so clients can stay compliant, improve profitability, and reduce risk. We integrate finance, tax, insurance, and technology under one roof.
MRE Consulting and Insurance serves families and businesses in all 50 states. While we are headquartered in New York, you do not need to be located in New York to work with us.
Yes. We support individuals and families with tax and protection planning, and we support businesses with back-office operations, strategy, and systems. Our services are designed for small to mid-sized enterprises (SMEs), entrepreneurs, and growing businesses.
A short consultation to understand your goals, current pain points, and the fastest path to improvement. We'll review your situation and recommend the highest-impact starting point. Book a free consultation at mrecai.com/book-now or call +1-929-702-2818.
Yes—cleanup and stabilization is one of the most common starting points. We'll assess scope, stabilize the system, then keep it clean going forward. We handle catch-up bookkeeping, reconciliations, and ongoing monthly support.
The process starts by mapping your current manual tasks (like invoice processing, lead follow-up, or document generation). MRECAI implements AI-driven automation using tools like Make.com, Zapier, and custom AI agents. These systems allow your team to reclaim 10-20 hours a week by eliminating repetitive data entry and manual administrative tasks.
It is a unified framework that connects your financial data, risk management, and operational technology. Most businesses suffer from "fragmented systems" where their accountant, insurance agent, and tech consultant don't talk. MRECAI acts as the single source of truth, ensuring your entire business architecture works in perfect synchronization.
We go beyond basic filing. We provide proactive tax legal strategy and structural planning designed to keep more of what you earn. By integrating your bookkeeping with tax consulting, we identify credits, deductions, and structural optimizations (like S-Corp conversions or R&D credits) that traditional accountants often overlook.
Yes—our approach is phased and practical. We start with high-ROI workflows and training. We identify where time is being lost, build a "Phase 1" system, train your team with simple SOPs, and only expand after Phase 1 is stable. AI should remove repetitive work so your team focuses on higher-value tasks.

Have more questions? We're here to help.

Contact Us

Ready to Simplify Your Business?

Get your free consultation and discover how we can help you save on taxes, reduce risk, and scale faster

Or call us directly:

929-702-2818
Free Consultation
No Obligation
Same-Day Response