AI-Powered Document Intelligence and Workflow Automation for Wealth Management
Use LEA to get labor-intensive jobs done so you can convert prospects, onboard new clients, and transition advisors and investors onto your platform.
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Start generating value across your organization, today.
Extract holdings from brokerage statements to generate proposals
3X speed
Converting prospects
Automatically classify and re-name client intake files
30% reduction
Of planning case backlog
Transition acquired assets and data onto your platform
75% reduction
Time spent on transitions
Launch and maintain new customer-facing data ingestion features
6 eng weeks saved
Building data ingestion pipelines
Automate ALM / KYC data collection and validation
25% faster
Onboarding new investors
Compile account opening data from statements into Salesforce
50% faster
Compiling account opening data
Extract & ingest estate planning data from documents into Salesforce
3 hours saved
On each estate plan case
Extract and ingest insurance & risk management data from documents into Salesforce
85% increase
Total client coverage for risk services
Extract and generate insights from client agreement fee schedules
40 hours saved
For every audit
LEA is the enterprise document intelligence platform built for wealth
Embedded into your tech stack
Enterprise-grade security
SOC II Type 1 and Type 2
No client data used for AI training
Trusted by the best
Our Company
LEA is the wealth management industry's AI-powered document intelligence and workflow automation specialist.
We're customer experience experts and technology builders helping firms and platforms make the leap to enterprise.
Leadership Team
Max Klein
CEO
Experienced product leader at Amazon and Intel
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Chuck Blake
CTO
Technology and organization leader at scaled start-ups
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Backed By
Our angel investors and advisors come from leading companies in the industry
Charles Schwab, UBS, BrookfieldOaktree, Corient, Risk Strategies, FlyerFT
Press & Resources
Recent Press
M&A Transition Perspectives by LEA Founder Max Klein
How AI is Transforming Workflows
Behind the Build: LEA x Reducto
LEA Raises Seed Round Led by Social Leverage
Case Studies
Access our case studies and solution briefs
Pure Financial x Egnyte Case Study
Level up staff and close new prospects 50% faster
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Private Markets Data Automation
Accelerate investor onboarding and AML / KYC
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Fee Schedule Data Automation
Become audit-ready without tying up associates' bandwidth
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