LEA Technologies Overview

  • Year Founded
  • 2023

Year Founded

  • Status
  • Private

  • Employees
  • 4

Employees

  • Latest Deal Type
  • Seed

  • Latest Deal Amount
  • $1.79M

  • Investors
  • 2

LEA Technologies General Information

Description

Developer of a workflow automation software designed to streamline prospecting, client service, onboarding and advisor transitions in wealth management firms. The company's software utilizes artificial intelligence to automate labor-intensive tasks such as extracting data from brokerage statements for investment proposals, organizing client intake documents through intelligent renaming and compiling, enabling investment advisors to streamline operations, accelerate new business acquisition, and efficiently onboard clients with improved data quality.

Contact Information

Website
leatechnologies.ai
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 200 Vesey Street
  • 24F
  • New York, NY 10080
  • United States
+1 (206)
Primary Industry
Asset Management
Vertical(s)
Big Data, SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 200 Vesey Street
  • 24F
  • New York, NY 10080
  • United States
+1 (206)

LEA Technologies Timeline

202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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LEA Technologies Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Seed Round 16-Sep-2025 $1.79M Completed Generating Revenue
1. Accelerator/Incubator 08-Jan-2024 Completed Generating Revenue
To view LEA Technologies’s complete valuation and funding history, request access »

LEA Technologies Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Seed-2
Seed-1
To view LEA Technologies’s complete cap table history, request access »

LEA Technologies Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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LEA Technologies Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds
Social Leverage Venture Capital Minority
Entrepreneurs Roundtable Accelerator Accelerator/Incubator Minority
To view LEA Technologies’s complete investors history, request access »

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LEA Technologies FAQs

  • When was LEA Technologies founded?

    LEA Technologies was founded in 2023.

  • Where is LEA Technologies headquartered?

    LEA Technologies is headquartered in New York, NY.

  • What is the size of LEA Technologies?

    LEA Technologies has 4 total employees.

  • What industry is LEA Technologies in?

    LEA Technologies’s primary industry is Asset Management.

  • Is LEA Technologies a private or public company?

    LEA Technologies is a Private company.

  • What is the current valuation of LEA Technologies?

    The current valuation of LEA Technologies is .

  • What is LEA Technologies’s current revenue?

    The current revenue for LEA Technologies is .

  • How much funding has LEA Technologies raised over time?

    LEA Technologies has raised $1.94M.

  • Who are LEA Technologies’s investors?

    Social Leverage and Entrepreneurs Roundtable Accelerator have invested in LEA Technologies.

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