About Lea

Advisors and staff spend 80% of their time preparing, 20% engaging—this must flip.

Technology should help advisors focus on client relationships, not create admin work.

Despite a plethora of tech (see Kitces map), most tools lack the data needed to deliver compounding value for firms and clients.

Weak integrations force advisors and staff to toggle between disjointed systems.

Manual entry across multiple sources of truth wastes time and leads to errors.

Inconsistent, unstructured data undermines trust and prevents firms from systematically serving clients holistically and dynamically.

At LEA, we’re using AI and workflow automation to get critical jobs done and provide firms the data they need to power growth.

Our Leadership Team

Max Klein

Co-founder & CEO

7 years of Amazon product management experience

‍Created data pipeline and API for Amazon Alexa voice recognition, including training data

Built customer data platform for Amazon Prime

Strategy at Intel China, fluent Mandarin speaker

Chuck Blake

Co-founder & CTO

Entrepreneurial leader with 20+ years of experience‍

Deployed AI into multiple large enterprises’ daily workflows, and over 5 years of AI technical experience

Led product & marketing at TheStreet, and builtand led high frequency trading consulting team for Bank of America.

Let’s talk about how LEA can help you deliver the advisor and client experiences you need to scale.