"‘There’s so many other avenues of financial advice beyond just growing a portfolio that many people either can’t do on their own or just don’t have the time to do on their own,’ McKenna said. ‘So that is increasing the value-add of the financial advisor.’" This is one of the main reasons we started LEA Technologies. The wealth management business is about so much more than growing a portfolio. But, most firms lack scalable processes and technology to meet this emerging need, even if they have the right investment management, financial planning and CRM systems in place. Join the firms who are already taking action. Message me! https://lnkd.in/eCFE8WQ5
关于我们
We are builders and customer experience experts who believe that the right mix of AI and professional expertise will make comprehensive financial planning advice accessible to millions more people.
- 网站
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https://getlea.io/
LEA Technologies的外部链接
- 所属行业
- 软件开发
- 规模
- 2-10 人
- 总部
- New York City
- 类型
- 私人持股
地点
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主要
获取路线
US，New York City
LEA Technologies员工
动态
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Let’s go!!
It’s been an action-packed time at Future Proof here at the beach. We’re excited to meet incredible partners, customers and investors in this unique environment. Thank you to those who have helped set up great conversations and helped us maximize our learnings during the past few days! Patrick G. Burke Sebastian Burtone Chuck Blake Christy Johnson Brad Felix, CFA Harrison Kioko Matt Ober Anthony Termini Blake Wood Jeremi Karnell Amy Caiazza, J.D., Ph.D.
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Thank you for including us The Oasis Group! Proposal generation and so much more... Patrick G. Burke Sebastian Burtone
We're excited to release our?AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading #artificialintelligence solutions and AI-focused firms serving the wealth management industry! ? The Oasis Group identified 55 leading technology firms that specifically serve the financial services industry for inclusion in the map. The firms are not existing #wealthtech solutions that are developing #AI capabilities – these firms are AI first and were built to support the #wealthmanagement industry. The map follows the sales cycle of a #financialadvisor by starting with prospecting, followed by writing assistants, note takers, proposal generation, AI assistants, investment research, next best action, and compliance solutions. ? Click here to read more and access the map: https://lnkd.in/gz8pNRGB Here are the firms and solutions included in the map: Aidentified, Inc., Cashmere AI, WealthFeed, FINNY, Catchlight, LeadCenter.AI, TIFIN, WEALTHAWK, AdvisorX AI, Saifr, Levitate, Jasper.AI, Wealth Management GPT, Zeplyn, Zocks | AI for Advisors, Jump - Advisor AI, Pulse360, paraplanner.ai, Mili, FinMate AI, Munin, Fireflies.ai, Otter.ai, Sybill, Fathom - AI Meeting Assistant, Read AI, Microsoft Copilot, Zoom, Boosted.ai, Holistiplan, AdvisoryAI, LEA Technologies, ARQA, YourStake, Conquest Planning Inc., FP Alpha, VRGL, Unblu Inc., CogniCor Technologies, rest in comments...
The Oasis Group Releases AI WealthTech Map as Resource for Wealth Management Firms
businesswire.com
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Here at LEA, we've been thinking deeply about how data will transform wealth management. Read on to find out how your firm can use data to elevate client service and drive growth.
Data's Critical Role in Modern Wealth Management Firms: A Call to Action
LEA Technologies，发布于领英
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Entrepreneurs Roundtable Accelerator Week 4 in the books - made progress sharpening our product vision with Daniel Lizio-Katzen. As founders, hearing the Thirty Madison backstory from Demetri Karagas was inspiring. Pitch practice and KPIs are now a weekly highlight with Brian Hecht. We look forward to pressure-testing our latest pricing, ICP, and GTM strategy next week!
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Entrepreneurs Roundtable Accelerator Week 4 in the books - made progress sharpening our product vision with Daniel Lizio-Katzen. As founders, hearing the Thirty Madison backstory from Demetri Karagas was inspiring. Pitch practice and KPIs are now a weekly highlight with Brian Hecht. We look forward to pressure-testing our latest pricing, ICP, and GTM strategy next week!
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Week 2 in the books at Entrepreneurs Roundtable Accelerator. We've received so much great support, especially from our mentors Harman Kochar, Derek Webster and John Williams. And special thanks to Galym Uteulin (founder of dummy AI) for sharing customer outreach best practices in our weekly KPI meeting.
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Week 1 in the books Entrepreneurs Roundtable Accelerator winter cohort. We enjoyed meeting our neighbors from Hively and alternew and the rest of the cohort, and getting to know the exceptional crop of ERA mentors and team members. We look forward to pushing our KPIs forward in the coming weeks!
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Thank you Entrepreneurs Roundtable Accelerator we're excited to be here!
Welcome to ERA's Winter 2024 class! https://lnkd.in/duXsWwKg The companies selected to participate in the four-month program are innovating in a variety of significant industries, all with businesses ready to take advantage of ERA’s platform and the broader New York City opportunity. This is the Accelerator’s 26th program. ERA’s initial investment in participant companies is $150,000 on a post-money SAFE in return for 6% of each company. alternew CarbonPilot Carez Caseblink Context Nature, Public Benefit Corporation DashlyHR Deben Detexian Digital Iron Dropshop dummy AI Enspi.io Hively KolateAI Inc LEA Thread Health #innovation #investment #venturecapital #NYC #startups #funding
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Form slide Deck from Coatue on AI: The Coming Revolution.... It's hard to imagine what the world will look like even five years into the future. ?? Developers are completing tasks 50% faster with GitHub Copilot ?? Cost of customer support up to 95% ?? Knowledge work quality improved by 40% ?? “intelligence-as-a-service” drivel by AI models ?? Compute needs intensify leaving an opportunity for startups to bring cost-reduction to market (over to you Wallaroo.AI) ?? A prediction that english natural language will the top coding language in the future. https://lnkd.in/efvKgf5Z
AI: The Coming Revolution
coatue.com