LEA
LEA Technologies is a New York-based SaaS company that deploys AI-powered autonomous document and data agents inside enterprise wealth management firms' existing IT systems to automate prospecting, onboarding, fee audits, and advisor transition workflows. It serves enterprise RIAs, boutique firms, and family offices with SOC 2-certified integrations across Salesforce, Egnyte, Box, and Microsoft Entra ID.
- Company typePrivate
- Founded2023
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What LEA does
LEA Technologies is a New York-based, privately held SaaS company founded in 2023 that sells an AI-powered workflow automation platform to wealth management firms. The product deploys autonomous document and data agents inside customers' existing enterprise IT environments — Microsoft Entra ID, Salesforce Financial Services Cloud, Egnyte, and Box — to automate manual workflows across prospecting, fee schedule audits, advisor transitions and M&A, organic growth analytics, client onboarding, and family office services. The platform ingests more than 30 document types (brokerage statements, K1s, capital call and distribution notices, client agreements, and scanned image PDFs via OCR) and extracts structured financial data such as positions, cost basis, tax lots, billing terms, and rate schedules, writing results directly into downstream CRM, planning, and document vault systems without data migration. AI inference is performed using Anthropic Claude and OpenAI models with configurable confidence thresholds and model-version pinning.
The company serves enterprise wealth management firms (its primary segment), boutique RIAs, and specialized wealth platforms with multi-entity and family office needs. Named customers include Pure Financial, Farther, Mission Wealth, and SFMG Wealth, and the platform is sold through a direct enterprise field-sales motion with custom, quote-based annual subscription pricing. LEA holds SOC 2 Type 1 and Type 2 certifications and emphasizes enterprise-grade security including tenant isolation, encryption in motion and at rest, and tamper-evident audit trails.
In September 2025 LEA closed a $1.25 million seed round led by Social Leverage with participation from ERA and RIA/wealth management operators, earmarked for engineering expansion in New York, deeper CRM and planning integrations, additional vault extensions, and API capability enhancements. In November 2025 the company acquired TAC from PE-backed Clubessential, its first disclosed acquisition. Leadership consists of CEO and founder Max Klein and COO Chuck Blake, and headcount is reported in the 1-10 range.
LEA firmographics
Firmographics- Name
- LEA
- Legal name
- LEA Technologies
- Website
- https://getlea.io
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- LEA Technologies is a New York-based SaaS company that deploys AI-powered autonomous document and data agents inside enterprise wealth management firms' existing IT systems to automate prospecting, onboarding, fee audits, and advisor transition workflows. It serves enterprise RIAs, boutique firms, and family offices with SOC 2-certified integrations across Salesforce, Egnyte, Box, and Microsoft Entra ID.
- Ownership category
- akta.pro rank
LEA industry classification
Industry- Product category
- Wealth Management Workflow Automation Software
- NAICS
- Software Publishers (513210), Software Publishers (5132), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), Data, Analytics & AI Consulting (BPAHAEAF)
Keywords
Where LEA is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
LEA business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Platform Subscription: LEA generates revenue through a SaaS subscription model, providing AI-powered document and data automation services to wealth management firms. The platform automates data ingestion from over 30 document types into core systems like CRMs, planning software, and document vaults.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS - Custom pricing based on firm requirements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
LEA product offering
Product offeringCore offering
LEA sells a SaaS platform of autonomous AI agents that deploy inside enterprise wealth management firms' existing IT systems (Microsoft Entra ID, Salesforce FSC, Egnyte, Box) to extract structured financial data from 30+ document types and orchestrate workflows including prospecting, fee schedule audits, advisor transitions, client onboarding, organic growth, and family office services. The product is delivered via annual enterprise subscriptions with custom pricing and is SOC 2 Type 1 and 2 certified.
Product overview
LEA Technologies offers a unified AI Platform for Wealth Management Growth & Operations. The platform consists of a core autonomous document and data agent system integrated with enterprise systems (Microsoft Entra ID, Salesforce FSC, Egnyte, Box) and AI models (Anthropic Claude, OpenAI). The core platform powers six distinct workflow modules: Prospecting (3× time reduction on proposal generation), Fee Schedule Audits (40 hrs saved per audit), Advisor Transitions & M&A (4 weeks less staff time), Drive Organic Growth (10% increased share-of-wallet), Onboard Clients Faster (6 hours reduced), and Family Office Services (5 hrs reduced per entity monthly). The platform was established with $1.25M seed funding in September 2025, and LEA subsequently acquired TAC from Clubessential in November 2025.
Differentiator
Problem solved
Functional benefit
Products and services
- LEA AI Platform for Wealth Management Growth & Operations Autonomous document and data agent SaaS platform for wealth management firms that ingests 30+ financial document types, extracts positions, cost basis, tax lots, billing terms, rate schedules, K1s, and other structured data, and orchestrates workflows (prospecting, fee audits, advisor transitions, organic growth, onboarding, family office services) inside the customer's existing Microsoft Entra ID, Salesforce FSC, Egnyte, and Box environments.
- TAC (acquired from Clubessential) Product or technology acquired from PE-backed Clubessential, intended to expand LEA Technologies' capabilities beyond its core autonomous agent platform.
Quantifiable outcome
- 3x time reduced on proposal generation
- +5 more outcomes
Companies that use LEA
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
LEA technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability6 records
Feature4 records
LEA partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- MicrosoftcoreLEA deploys as a Microsoft Entra ID application, enabling SSO, group-based access control, and integration with Microsoft 365, Azure, Power BI, and Power Automate. LEA lives inside Entra admin console.
- EgnytecoreLEA integrates with Egnyte as a registered application, reading documents directly from designated folders via encrypted API calls. Webhook triggers provide near-real-time processing within 60-90 seconds.
- BoxcoreLEA deploys as a Box platform application with extraction happening inside Box. Extracted data is returned as structured metadata on the file object. Compatible with Box's enterprise key management.
- SalesforcecoreLEA writes extracted data directly into Salesforce Financial Services Cloud through REST API, mapping to Financial Account, Holdings, and Client objects with duplicate rule compliance.
- AnthropiccoreLEA deploys Claude skills and agents that work with firm's enterprise Claude subscription. Features configurable confidence thresholds (default 95%) and model-version pinning.
Scale indicators2 records
Recent moves5 records
Expansion highlights6 records
LEA competitors and assessment
Company assessmentDirect peers
- Holistiplan: Holistiplan is an AI-powered financial planning tool for RIAs and wealth managers that extracts data from tax documents (including K1s) and surfaces planning opportunities. It is directly comparable to LEA's Family Office and Onboarding modules, both of which ingest K1s and financial planning documents to automate advisor workflows.
- FP Alpha: FP Alpha is an AI-driven financial planning software platform for RIAs that ingests client documents to generate proactive planning insights. Comparable to LEA's Drive Organic Growth and Onboard Clients Faster modules, which surface planning opportunities and ingest tax, insurance, estate, and entity data from client files.
- Orion Advisor Tech: Orion Advisor Tech is a TAMP/wealth management technology platform serving RIAs with portfolio accounting, reporting, and advisor workflows. It is directly comparable to LEA as advisor tech for wealth management firms, with overlapping workflows in advisor transitions, onboarding, and client data aggregation.
- Black Diamond (Advent): Black Diamond is a portfolio management and reporting platform for RIAs and wealth managers. It overlaps with LEA's data ingestion and account aggregation capabilities, and is a candidate for LEA to integrate with (and a potential competitor for advisor workflow automation inside wealth management firms).
- Nitrogen (formerly Riskalyze): Nitrogen is an advisor engagement and risk tolerance platform widely adopted by RIAs for client-facing planning conversations. Comparable to LEA as a workflow-automation layer inside wealth management firms focused on driving advisor productivity and organic growth.
- AdvisorEngine: AdvisorEngine is a wealth management technology platform offering CRM, portfolio management, and advisor workflows for RIAs. It is a comparable wealth-tech platform with overlapping onboarding, transitions, and document-driven workflows served by LEA.
- Masttro: Masttro is a wealth data aggregation and reporting platform for family offices and ultra-high-net-worth advisors. It overlaps with LEA's Family Office Services module, both of which ingest K1s, bills, invoices, and entity-level data to automate multi-entity wealth reporting.
Broad incumbents
- Salesforce (Financial Services Cloud + Einstein): Salesforce FSC is the system of record LEA writes extracted data into, but Salesforce is also embedding native AI (Einstein, Agentforce) for financial services document understanding and agentic workflows. It is the most important incumbent competitor because first-party Salesforce AI capabilities could displace third-party automation layers like LEA.
- Microsoft (Copilot for Finance / Dynamics 365): Microsoft is a core LEA integration partner (Entra ID, Microsoft 365, Power Platform) but is also shipping Copilot for Finance and Dynamics 365 capabilities aimed at financial workflows. As a broad incumbent with deep enterprise penetration in wealth management firms, it represents both a distribution channel and a competitive threat.
Emerging players
- Flyer: Flyer is an alternative-investments platform for RIAs and wealth managers that helps advisors diligence and onboard private market investments. It has partial overlap with LEA's Family Office Services workflow (alternative investment document processing, capital call/distribution notices), making it an emerging peer in a related niche.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
LEA social profiles
Digital presenceLEA compliance and trust
Trust signalCompliance2 records
LEA financial estimates
Financial estimateRevenue estimate
Valuation estimate
LEA leadership team
Management profileNumber of profiles
Profiles2 records
LEA funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LEA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LEA
What does LEA do?
LEA sells a SaaS platform of autonomous AI agents that deploy inside enterprise wealth management firms' existing IT systems (Microsoft Entra ID, Salesforce FSC, Egnyte, Box) to extract structured financial data from 30+ document types and orchestrate workflows including prospecting, fee schedule audits, advisor transitions, client onboarding, organic growth, and family office services. The product is delivered via annual enterprise subscriptions with custom pricing and is SOC 2 Type 1 and 2 certified.
Is LEA a public or private company?
LEA is a private company. It is classified as venture growth investor backed and is currently operating.
When was LEA founded?
LEA was founded in 2023. It employs 1 to 10 people.
Where is LEA based?
LEA is headquartered in New York, United States, in the North America region.
How does LEA make money?
One revenue line is on record: saaS Platform Subscription.
Who are LEA's main competitors?
Direct peers on record are Holistiplan, FP Alpha, Orion Advisor Tech, Black Diamond (Advent), Nitrogen (formerly Riskalyze), AdvisorEngine and Masttro. Broad incumbents are Salesforce (Financial Services Cloud + Einstein) and Microsoft (Copilot for Finance / Dynamics 365). Flyer is listed as an emerging player.
Does LEA have an API?
Yes. LEA offers API capabilities for client data automation. The platform's API enables data ingestion from over 30 document types into core systems. The funding announcement (September 2025) specifically mentions plans to 'enhance its API capabilities' as part of expanding the platform.
What industry is LEA in?
LEA's product category is Wealth Management Workflow Automation Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of HDAEANAH, Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs). Its NAICS code is 513210 and its SIC code is 7372.