/Companies

LEA

New York City, US · Founded 2018 · 3 known investors

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LEA Technologies builds enterprise AI workflows for registered investment advisors (RIAs) and wealth management firms, aiming to save staff time and generate client insights within the tools firms already use. It focuses on helping these firms deliver more personalized service and grow organically.

Founders & leadership

LEA was founded in 2018 by Blake W. Augsburger and Max Klein.

BWBlake W. Augsburger
Blake W. AugsburgerManagerBlake Augsburger is a senior executive with over 20 years of experience in leadership roles across electronics, manufacturing, and test & measurement industries, having held positions at public companies including Harman International Industries, Hubbell Inc., and Maxwell Technologies, and currently serves as a board director for Lakeland Financial Corporation and other organizations.
MKMax Klein
Max KleinFounder & CEOMax Klein previously worked at Amazon building APIs and data infrastructure for products including Kindle, Alexa, and Prime. He is the founder of LEA Technologies, which builds autonomous AI workflows for wealth management firms that integrate with enterprise systems to automate document processing and business operations.

Investors · 3

Also in the syndicate · 1

ERA (Entrepreneurs Roundtable Accelerator)

Funding

SEC filings, press & company announcements

$5.3M disclosed across 2 rounds · 2018–2025

▶$4MraisedJul 2018 · 5 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Loud Enuff, Inc.Director
  • Blake W. AugsburgerExecutive Officer, Director
Offering amount
$8M
Amount sold
$4M
Minimum investment
$247.5K
Proceeds to insiders
$250K
First sale
Jun 2018
Incorporated
Limited Liability Company, Indiana, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Frequently asked questions

What does LEA do?
LEA Technologies builds enterprise AI workflows for registered investment advisors (RIAs) and wealth management firms, aiming to save staff time and generate client insights within the tools firms already use. It focuses on helping these firms deliver more personalized service and grow organically.
Who founded LEA?
LEA was founded by Blake W. Augsburger, Max Klein in 2018.
Who are LEA's investors?
LEA's investors include Entrepreneurs Roundtable Accelerator (ERA), Social Leverage.
How much funding has LEA raised?
LEA has disclosed $5.3M raised across 2 rounds.
Where is LEA headquartered?
LEA is headquartered in New York City, US.