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LEA: Valuation, Funding & Investors

Asset Management

LEA is a client data automation company specializing in the wealth management industry. It streamlines the collection, processing, and entry of client data by integrating with core systems such as CRMs, planning software, and document vaults. LEA automates data ingestion from over 30 document types, enhancing efficiency and scalability for firms, including large RIAs. By eliminating manual data entry, LEA enables wealth management firms to optimize client service and support growth without increasing headcount.

Leadership & Board

Latest Estimated Valuation

Total Amount Raised: $3M
Total Funding Rounds: 2
Latest Funding Amount: $1M
Latest Funding Round: Seed Round

Funding Round

Funding Date	Funding Round	Amount Raised	Post-Money Valuation
Dec 22, 2025	Seed Round	$1.25M	―
Sep 08, 2025	Investment	$1.25M	―

Investors

Investor Name	Funding Round
Social Leverage	Seed Round
Entrepreneurs Roundtable Accelerator	Seed Round
experienced RIA and institutional wealth management operators	Seed Round
Social Leverage	Investment
Entrepreneurs Roundtable Accelerator	Investment

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