LEA

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.

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

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

• Wealth management automation
• AI document processing
• Financial data extraction
• Enterprise SaaS workflow
• Autonomous AI agents

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core 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

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability6 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core.

• MicrosoftcoreTechnology or IntegrationLEA 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.
• EgnytecoreTechnology or IntegrationLEA 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.
• BoxcoreTechnology or IntegrationLEA 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.
• SalesforcecoreTechnology or IntegrationLEA writes extracted data directly into Salesforce Financial Services Cloud through REST API, mapping to Financial Account, Holdings, and Client objects with duplicate rule compliance.
• AnthropiccoreTechnology or IntegrationLEA 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

Direct 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

• LinkedInlinkedin.com/company/getlea

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LEA