“ We started LEA to help wealth management firms provide better, more personalized service to more clients.

Max Klein is the founder of LEA Technologies, a company that builds enterprise AI workflows for RIAs. Firms we partner with save time, up-level staff, and generate richer insights to serve clients and grow organically.

Before starting LEA, Max worked at Amazon building APIs and data infrastructure for Kindle, Alexa and Amazon Prime. This experience shaped his thinking about what's needed behind the scenes to power incredible customer experiences.

At LEA, we believe AI will fundamentally change how wealth management firms operate. We also believe these changes will happen inside the systems and tools firms already use to run their business. We are pulling this future forward for our customers.