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LEA - AI Workflow Automation for RIAs logo

LEA - AI Workflow Automation for RIAs

New York, New York, United States

Valuation

$3M

2025 Revenue

$990K

Funding

$0

Team

9

Founded

2023

How LEA - AI Workflow Automation for RIAs grew LEA - AI Workflow Automation for RIAs to $990K revenue with a 9 person team in 2025.

LEA is the AI -powered workflow automation suite for wealth management that helps growth-oriented RIAs win new business faster and onboard clients more efficiently.

Last updated

LEA - AI Workflow Automation for RIAs Revenue

In 2025, LEA - AI Workflow Automation for RIAs's revenue reached $990K. Since its launch in 2023, LEA - AI Workflow Automation for RIAs has shown consistent revenue growth.

LEA - AI Workflow Automation for RIAs Revenue GrowthReported revenue / ARR by year$0$250K$500K$750K$1M$1M202320242025$0$990KSource: GetLatka.com
YearMilestone
2025LEA - AI Workflow Automation for RIAs Hit $990k revenue in December 2025
2023Launched with $0 revenue

LEA - AI Workflow Automation for RIAs Valuation, Funding Rounds

LEA - AI Workflow Automation for RIAs's most recent disclosed valuation is $3M.

LEA - AI Workflow Automation for RIAs is a bootstrapped SaaS startup. Founded in 2023, LEA - AI Workflow Automation for RIAs has grown to $990K in revenue without raising any venture capital or outside funding.

As a self-funded SaaS company, LEA - AI Workflow Automation for RIAs has built its business with no outside investment.

LEA - AI Workflow Automation for RIAs Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$120232023 cumulative: $0 • 2023 Founded: $02023 Founded: $0 valuationSource: GetLatka.com
YearRoundAmountValuation% Sold

LEA - AI Workflow Automation for RIAs Employees & Team Size

LEA - AI Workflow Automation for RIAs employs approximately 9 people as of 2026.

LEA - AI Workflow Automation for RIAs has 9 total employees in different roles and functions.

LEA - AI Workflow Automation for RIAs Team GrowthReported headcount over time02468102023202420250099Source: GetLatka.com
YearMilestone
2025Reached 9 employees (December 2025)

Customers

We do not have customer count information for LEA - AI Workflow Automation for RIAs yet.

Frequently Asked Questions about LEA - AI Workflow Automation for RIAs

What is LEA - AI Workflow Automation for RIAs's revenue?

LEA - AI Workflow Automation for RIAs generates $990K in revenue.

How much funding does LEA - AI Workflow Automation for RIAs have?

LEA - AI Workflow Automation for RIAs raised $0.

How many employees does LEA - AI Workflow Automation for RIAs have?

LEA - AI Workflow Automation for RIAs has 9 employees.

Where is LEA - AI Workflow Automation for RIAs headquarters?

LEA - AI Workflow Automation for RIAs is headquartered in New York, New York, United States.

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Source Attribution

Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.

Company data last updated .

LEA - AI Workflow Automation for RIAs Profile (2025)