LEA Technologies
Financial Services
LEA Technologies builds an AI platform for wealth management that deploys autonomous document and data agents inside the file systems (Box, Egnyte, SharePoint) and CRMs (Salesforce Financial Services Cloud) that advisors already use. Its workflows cover prospecting, fee schedule audits, advisor transitions and M&A, client onboarding, and family office services for RIAs and enterprise wealth management firms.
- Document intelligence and AI workflow automation platform for RIAs
- Data extraction from brokerage statements, tax returns, insurance policies, and trust/estate documents
- Workflow automation for prospecting, fee schedule audits, advisor transitions & M&A, client onboarding, and family office services
Open roles at LEA Technologies
2 matching roles
Internship · Entry level
New York City, New York, United States
- Software Development
Added yesterday
Source: Polymer
On-site · Internship · Entry level
New York City, New York, United States
- Product Management
Added yesterday
Source: Polymer
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