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LEA - AI Workflow Automation for RIAs

New York, New York, United States

Valuation

$3M

2025 Revenue

$990K(Est.)

Funding

$0

Team

9

Founded

2023

LEA - AI Workflow Automation for RIAs Revenue & Valuation (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 over time · latest figure estimated$0$250K$500K$750K$1M$1.3M202320242025$0$990KSource: GetLatka.com
YearMilestoneSource
2025LEA - AI Workflow Automation for RIAs Hit $990k revenue in December 2025Estimated
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 Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$0$0.2$0.2$0.4$0.4$0.6$0.6$0.8$0.8$1$12023Source: GetLatka.com
YearRoundAmountValuation% SoldSource

Founder / CEO

We don't have LEA - AI Workflow Automation for RIAs's Founder / CEO on record yet.

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Customers

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

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 Team GrowthReported headcount over time02468102023202420250099Source: GetLatka.com
YearMilestoneSource
2025Reached 9 employees (December 2025)

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 an estimated $990K in annual 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.

Data and Sources

All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.

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LEA - AI Workflow Automation for RIAs Profile (2025)