LEA

LEA builds autonomous AI agents for wealth management firms. Founded in 2023, the company develops software that processes documents, extracts critical data and orchestrates complex workflows within a firm's existing enterprise systems, including Salesforce, Egnyte, Box and Microsoft 365. The stated purpose is to remove manual repetitive work from advisers, allowing them to concentrate on client relationships and business growth. The platform draws on enterprise AI subscriptions from Anthropic and OpenAI.

The company sells several applications on top of this platform. One automates fee schedule audits; another handles adviser transitions during mergers and acquisitions. Named enterprise customers include Pure Financial, Mission Wealth and Farther Finance. LEA has raised $1.25m in seed funding.

The firm targets Registered Investment Advisors (RIAs) and enterprise wealth-management operations in financial services. It positions its technology as an AI infrastructure layer for wealth-management growth and operations, intended to help firms scale without adding headcount.

LEA was founded by Max Klein, who spent seven years at Amazon working on Alexa product development before starting the company. The firm maintains a website at https://getlea.io/.