LEA
AI document intelligence for enterprise wealth management — CTO & co-founder
LEA is an AI-powered platform that helps wealth management firms extract structured data from complex financial documents. I was CTO and co-founder, and built the technology behind it.
LEA automates the painful process of organizing client documents, extracting key data points, and pushing clean information into CRMs and planning platforms.
Outcomes:
- Processes thousands of financial documents a month for firms managing $10B+ in assets
- Cut clients’ manual data entry by 50%
- Document volume grew 3× in nine months (65% quarter over quarter)
- Built and shipped by a 3-person team
What it does:
- Extract structured data from brokerage statements, tax documents, and estate plans
- Automatically organize and categorize incoming documents
- Push clean data directly into existing systems (CRMs, financial planning tools)
- Transform weeks of manual work into minutes
Read the Reducto case study on LEA for the full story.