When was Lea founded?

Lea was founded in 2023 and raised its 1st funding round 2 years after it was founded.

Where is Lea located?

Lea is headquartered in New York, United States.

How many employees does Lea have?

As of Sep 30, 2026, the latest employee count at Lea is 8.

Is Lea a funded company?

Lea is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Aug 01, 2025.

When was the latest funding round of Lea?

Lea's latest funding was a $***** Seed round on Aug 01, 2025, with participation from 1 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $6.06B in funding in 2026 to date.

Where does Lea rank among its competitors?

Lea ranks 484th amongst 874 active competitors, of which 109 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of Lea?

Lea's top competitors include Addepar, Avaloq and KFin Technologies. Among them, FNZ secured the most recent funding round in September, 2026.

Lea - 2026 Company Profile, Team, Funding & Competitors

Lea is a seed company based in New York (United States), founded in 2023 by Chuck Blake. It operates as a Provider of AI-powered workflow automation software for wealth management platforms. Lea has raised $1.79M in funding from Social Leverage. The company has 874 active competitors, including 109 funded and 110 that have exited. Its top competitors include companies like Addepar, Avaloq and KFin Technologies.

Company Details

Provider of AI-powered workflow automation software for wealth management platforms. The software streamlines data extraction, client intake, data compilation, and CRM ingestion. It helps wealth advisors close prospects faster and onboard clients more efficiently. The software works with existing document vault and CRM solutions.

Key Metrics

Founded Year

2023

Location

New York, United States

Stage

Seed

Total Funding

$1.79M in 1 round

Latest Funding Round

Seed, Aug 01, 2025, $*****

Investors

Social Leverage

Ranked

484^th among 874 active competitors

Employee Count

8 as on Sep 30, 2026

Similar Companies

Addepar & 935 more

View Lea's full profile

Lea has raised a total funding of $1.79M over 1 round. Its latest funding round was a Seed round on Aug 01, 2025 for $*****. 1 investor participated in its latest round. Lea has 1 institutional investor.

Here is the list of recent funding rounds of Lea:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Aug 01, 2025	6583753	Seed	8895800	3288690	8754886	2635144

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View details of Lea's funding rounds and investors

The founders of Lea is Chuck Blake. Max Klein is the CEO of Lea.

Here are the details of Lea's key team members:

Chuck Blake: Co-Founder, CTO of Lea and founder of 1 other company.
Max Klein: CEO of Lea.
Contact Info: 1 email address

View details of Lea's Founder profiles and Board Members

Lea's employee count trend

Lea has 8 employees as of Sep 26. Here is Lea's employee count trend over the years:

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Top competitors of Lea include Addepar, Avaloq and KFin Technologies. Here is the list of Top 10 competitors of Lea, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, New York City (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	79/100
2nd	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 4 others	78/100
3rd	KFin Technologies 2017, Hyderabad (India), Public	Provider of software solutions for transaction management, compliance, and data analytics	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	74/100
5th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	72/100
6th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	72/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
8th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	69/100
9th	Gen II Fund Services 2009, New York City (United States), Acquired	Provider of private equity fund administration services. It offers fund administration, corporate services, tax compliance, and depositary management. The firm utilizes technology to optimize investment management and operational efficiency, providing timely and accurate reporting to investors. Services are tailored to various client sectors, including real assets, fund of funds, and credit. A global team supports clients with local expertise in key financial centers.	-	General Atlantic, Cobepa & 2 others	65/100
10th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	65/100
484th	Lea 2023, New York (United States), Seed	Provider of AI-powered workflow automation software for wealth management platforms	$1.79M	Social Leverage	22/100