AI-Powered Document Intelligence for Wealth Management
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.
Ingest data to create public-private market allocations
Automate ALM / KYC data collection and validation
Launch and maintain new customer-facing data ingestion features
Extract and ingest insurance & risk management data from documents into Salesforce
Transition households' documents and planning data onto your platform
Compile account opening data from statements into Salesforce
Extract & ingest estate planning data from documents into Salesforce
Extract holdings from brokerage statements to generate proposals
Automatically classify and re-name client intake files
Extract and generate insights from client agreement fee schedules
LEA is the enterprise document intelligence platform built for wealth
Embedded into your tech stack
Enterprise-grade security
No data used for AI training
Trusted by the best
Our Company
LEA is the wealth management industry's AI-powered document intelligence and client data orchestration specialist.
We're customer experience experts and technology builders helping firms and platforms make the leap to enterprise. Get to know us.
Leadership Team
Backed By
Angel Investors and Advisors
Charles Schwab, UBS, BrookfieldOaktree, Corient, Risk Strategies, FlyerFT
Press & Resources
Recent Press
M&A Transition Insights Copy
A thorough M&A transition requires more than just data migration
LEA Raises $1.25M Seed Round Copy
Press release announcing our seed funding led by Social Leverage
Latest Updates
Follow our journey and insights on wealth management technology
M&A Transition Insights
A thorough M&A transition requires more than just data migration
LEA Raises $1.25M Seed Round
Press release announcing our seed funding led by Social Leverage
Case Studies
Access our case studies and solution briefs
Fee Schedule Data Automation
Private Markets Data Automation
