LEA
LEA is an artificial intelligence company in New York, United States, founded in 2023. It has raised $11.8M across 2 rounds, most recently a $1.3M Extension Round in September 2025.
AI-powered document intelligence and workflows for wealth management
- Headquarters
- New York, New York
- Employees
- 1–10
- Founded
- 2023
- Business Model
- B2B
- Website
- getlea.io
- Total Funding
- $11.8M
- Last Round
- $1.3M Extension RoundSep 2025
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 2 investors for this company. The full record is or through the API.
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
It lists 1–10 employees. It has raised $11.8M in total across 2 rounds, most recently a $1.3M Extension Round in Sep 2025. Investors include Social Leverage and Benchmark.
Tech & App Stack
5 technologies & apps tracked
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Funding History
Sep 2025
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Funding: Seed through Extension Round. Amounts, valuations, and investors where available.
Investors
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