Lea Technologies provides an AI platform that automates document and data processing for wealth management firms, integrating with existing enterprise systems to handle tasks such as extracting positions from brokerage statements and pulling billing terms from client agreements. The solution reduces proposal generation time by threefold and saves up to 40 hours per fee schedule audit, enabling faster client onboarding and more efficient operations.
Funding
$1.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth management firms spend extensive manual effort extracting and reconciling data from brokerage statements, client agreements, and account opening documents, which slows proposal generation, fee audits, and onboarding processes.
Solution
LEA Technologies offers an AI platform that embeds autonomous document and data agents into a firm’s existing enterprise systems. The agents automatically extract positions, cost basis, tax lots, billing terms, and other critical information, then feed it directly into proposal software, CRM, or business intelligence tools. By handling data ingestion and processing in‑place, the platform reduces the time required for proposal creation, fee schedule audits, and client onboarding while surfacing programmatic insights that help advisors identify growth opportunities. The solution operates within the firm’s current workflow, requiring no separate infrastructure, and delivers measurable efficiency gains and revenue uplift.
Target Audience
Primary customers are registered investment advisors (RIAs) and wealth management firms seeking to streamline data‑intensive operations such as proposal generation, fee audits, and client onboarding.
Features
- Autonomous agents that parse brokerage statements, client agreements, and account opening files to extract structured data
- Direct integration with existing proposal, CRM, and BI systems to eliminate manual data entry
- Automated fee schedule audit capability that pulls billing terms and exception clauses, saving up to 40 hours per audit cycle
- Programmatic insight generation that surfaces cross‑sell opportunities, contributing to a 10% increase in share‑of‑wallet
- Support for family office data processing, including K‑1s, invoices, capital call notices, and entity‑level documents
- Scalable deployment within the firm’s current enterprise architecture without additional hardware