LEA
AI-powered document intelligence and workflows for wealth management
- 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
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.
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