Lea
The main product is a SaaS platform that utilizes AI and optical character recognition (OCR) to automate the extraction and classification of data from financial documents, thereby improving workflow efficiency for financial advisors. It is designed for easy integration with existing digital tools, facilitating better access to client financial information.
- Industry: Automated Contract Review & Analytics, Data Analytics & Business Intelligence, Collaboration & Workflow
- Location: New York, New York, United States
- Founded: 2023-01-01
- Total funding: 1942500
- Website: https://getlea.io
Product & Features
- LEA automates document intelligence and workflows specifically for wealth management firms.
- It extracts holdings from brokerage statements, increasing proposal generation speed by three times.
- The platform classifies and renames client intake files, reducing planning case backlog by 30%.
- LEA transitions acquired assets onto platforms, cutting transition time by 75%.
- It automates ALM and KYC data collection, improving speed by 25%.
- The system compiles account opening data into Salesforce 50% faster from statements.
- LEA extracts estate planning data, saving three hours on each case.
- It enhances risk management data extraction, achieving an 85% increase in client coverage.
Notable Customers
- Farther
- Mission Wealth
- Pure Financial
- SFMG Wealth
Founders & Team
- Max Klein — Co-Founder, CEO
Integration partners
- Anthropic Claude
- AWS
- Box
- Egnyte
- Entra ID
- Microsoft (Other)
- Microsoft 365
- Microsoft Azure
- OneDrive
- Power Automate
- Power BI
- Salesforce
- Salesforce (Other)
- SharePoint
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Frequently Asked Questions
What is Lea?
The main product is a SaaS platform that utilizes AI and optical character recognition (OCR) to automate the extraction and classification of data from financial documents, thereby improving workflow efficiency for financial advisors. It is designed for easy integration with existing digital…
What does Lea do?
LEA automates document intelligence and workflows specifically for wealth management firms. It extracts holdings from brokerage statements, increasing proposal generation speed by three times. The platform classifies and renames client intake files, reducing planning case backlog by 30%.
Who are Lea's customers?
Lea's customers include Farther, Mission Wealth, Pure Financial, SFMG Wealth.
Who founded Lea?
Lea was founded by Max Klein.
What category does Lea fall under?
Lea is a legal technology company in the Automated Contract Review & Analytics, Data Analytics & Business Intelligence, Collaboration & Workflow category.
Where is Lea based?
Lea is based in New York, New York, United States.