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pc:leaxx

LEA

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

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―
Estimated Valuation―
Total Amount Raised$3M
Total Amount Raised$3M
Total Funding Rounds2
Total Funding Rounds2
Latest Funding Amount$1M
Latest Funding Amount$1M
Latest Funding RoundSeed Round
Latest Funding RoundSeed Round
Post-Money Valuation―
Post-Money Valuation―

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

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