LEA

About LEA

LEA provides AI-powered workflow automation for wealth management firms, helping them complete labor-intensive tasks faster, onboard clients more efficiently, and leverage high-quality client data to grow their business.

Products & Services

LEA Brokerage Statement Data Extraction:Speeds up data extraction for creating investment proposals for new prospects, exporting data formatted for platforms like Morningstar and Orion, with API integration for a seamless advisor experience. Works with major financial institutions like Fidelity and Schwab.

LEA Client Intake Organization:Saves time by automating document renaming for wealth management and integrates with document vault solutions like Box and Google Drive, requiring minimal setup.

LEA Client Data Compilation and CRM Ingestion:Provides accurate client data to accelerate account opening processes, with AI-powered extraction across 20+ document types and integration with CRM solutions like Salesforce, customizable to firm-specific designs.

Specialties

AI-powered workflow automation Data extraction Client intake organization CRM ingestion Document management for wealth management

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Seed T: - FT: Seed	A: 1250000 MR: - FA: $1.25 million FAN: 1250000	D: 2025-09-08 FD: 2025-09-08	3 investors

Seed Latest

2025-09-08

$1.2M

3 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

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Mock Up

Team & Leadership

M

Max Klein

Co-founder & CEO

LinkedIn (Pro only)

C

Chuck Blake

Co-founder & CTO

LinkedIn (Pro only)

Recent News

LEA Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised