How much funding has LEA raised?

LEA has raised $35.5M in total funding, most recently a Series A round.

Who are LEA's investors?

LEA's investors include Benchmark, Redpoint Ventures, Wayfinder Ventures, Alt Capital, Y Combinator Continuity Fund.

Where is LEA headquartered?

LEA is headquartered in New York City, New York, United States.

LEA

AI-powered document intelligence and workflows for wealth management

New York City, United States · Founded 2023 · $35.5M raised

Headquarters: New York City, New York
Employees: 1–10
Founded: 2023
Business Model: B2B

Website: getlea.io
Total Funding: $35.5M
Last Round: $25.0M Series AJul 2024
Rounds: 2

About

LEA (Lifecycle Execution Assistant) is an AI-powered document intelligence and workflow automation suite built for RIAs and wealth management firms. It automates labor-intensive tasks including client data extraction from documents, investment proposal generation, onboarding, and advisor transitions. LEA embeds into existing tools like Egnyte, Box, Ignite, and SharePoint without replacing them. Trusted by Pure Financial and Farther Finance, the company is SOC II Type 1 and Type 2 compliant and raised a $1.25M seed round backed by Social Leverage and Entrepreneurs Roundtable Accelerator.

Summary

LEA is a company based in New York City, United States, founded in 2023. It has raised $35.5M in total across 2 rounds, most recently a $25.0M Series A round in Jul 2024. Investors include Benchmark, Redpoint Ventures and Wayfinder Ventures.