New case study: Pure Financial handles 3,700 prospects annually with LEA →
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CASE STUDY
Pure Financial handles 3,700 prospects a year with LEA
How one RIA scaled net-new flows without adding headcount.
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Solutions
Prospecting
Fee Schedule Audits
Advisor Transitions & M&A
Drive Organic Growth
Onboard Clients Faster
Family Office Services
Customers
Enterprise Wealth Management
Boutique RIAs
Specialized Wealth Platforms
How LEA Deploys
Resources
News
Blog
Case Studies
Customer Stories
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Book a demo
Case Studies & Articles
45% of clients now submit statements upfront, up from 40% when the firm first started working with LEA.
Sep 15, 2026
$1.2 million per year.
Sep 24, 2026
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Every RIA acquisition starts with the same promise — and the same chaos.
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LEA
The RIA Operations Problem That Doesn't Show Up on a P&L
Jul 8, 2026
LEA
Most RIA firms measure M&A success by whether the deal closes.
Jul 6, 2026
LEA
Why we stopped building our own document parser
Jun 18, 2026
LEA
Every RIA acquisition starts with the same promise — and the same chaos.
Jun 18, 2026