LEA

LEA is a founder-led company founded in 2023 by Max Klein, who spent seven years at Amazon working on Alexa product development. The firm builds autonomous AI agents for wealth management firms. Its agents process documents, extract critical data, and orchestrate complex workflows within a firm's existing enterprise systems, automating manual and repetitive tasks for advisers.

The technical work spans autonomous agents, document processing, data extraction, workflow orchestration and large language models. Rather than replacing incumbent tools, the platform integrates with systems such as Salesforce, Egnyte, Box and Microsoft 365, and draws on enterprise AI subscriptions from Anthropic and OpenAI. Two named products address specific operational problems: automated fee schedule audits and adviser transition automation during mergers and acquisitions.

LEA's clients include Pure Financial, Mission Wealth and Farther Finance. The company states that its software helps firms scale operations without adding headcount, positioning itself as an AI infrastructure layer for growth and operations in wealth management and among Registered Investment Advisors (RIAs). The company raised $1.25m in seed funding.