LEA Technologies works directly against source documents, client agreements, disclosure filings, and acquisition notices to keep Salesforce current automatically, eliminating the need for quarterly data cleanup or a vendor feed.

The wealth management industry generally reports the cost of operations at around 5% of revenue. The real number is closer to 20% when you account for the clerical work hidden across every team: opening, renaming, filing, and keying documents into systems. That work scales linearly with every new client and acquisition, and it never compounds into anything. The data inside those documents never makes it back to advisors, so the biggest opportunity goes unaddressed: serving more clients with more of the services they increasingly demand. LEA replaces that manual work with autonomous agents that operate inside the enterprise systems firms already use. The result is more capacity, improved share of wallet, and faster up-skilling of existing staff. Backed by Social Leverage (Robinhood, Alpaca, Fiscal.ai, Ribbon, Seeds Investor).

Founded 2023