LeapXpert

LeapXpert is a client-communications platform for regulated industries. It lets employees message clients on WhatsApp, iMessage, WeChat, Signal and other consumer apps, and it captures every message for compliance. On top of that record it adds AI: Signals for conversation trends, Maxen for summaries and follow-ups, and automated Communication Workflows.

LeapXpert is a New York-based client-communications platform, founded in 2017. It lets front-office staff at financial institutions, law firms and government agencies message clients on WhatsApp, iMessage, WeChat, Signal, Telegram, SMS, LINE and RCS, and the enterprise keeps ownership of the record. Employees can message natively or from Microsoft Teams, Slack or LeapXpert's own Leap Work app. Every message is timestamped and stored so it cannot be changed, then exported into the customer's archiving, surveillance or eDiscovery systems. Data loss prevention, information barriers, policy enforcement and real-time supervision sit on top, which addresses the off-channel recordkeeping problem regulated firms face. The AI features run on this captured data. Communications Platform 3.0, announced in December 2025, bundled three parts. Signals is a central dashboard that detects topics, sentiment and trends across client conversations. Communication Workflows automates steps inside a chat, such as authentication, approvals, order confirmations and information collection. Maxen is a client-intelligence app for individual employees: it produces conversation summaries, key topics and follow-up actions, suggests a 'next best message' and drafts meeting agendas. In June 2025 LeapXpert acquired the startup StartADAM, which added agent-style analysis and summaries to Maxen plus two-way CRM sync with Salesforce, HubSpot and Microsoft Dynamics. On 30 June 2026 LeapXpert raised a $180 million growth round led by Riverwood Capital, with Portage Ventures participating, to build AI agents that work inside those governed channels. That followed a $20 million Series B led by Portage in January 2025. The company says it has hundreds of enterprise customers, including Lloyds Bank and SoftBank Group. It holds SOC 2 Type 2 and ISO 27001, and Gartner has named it a Visionary in its Digital Communications Governance and Archiving (DCGA) Magic Quadrant two years in a row.

Category

Governance & Security

Pricing

Contact for pricing

Target Market

CIOs, CTOs, Chief Compliance Officers, Financial Services Executives, Public Sector IT Leaders

Deployment

Cloud-first

Founded

2017

Headquarters

New York, United States

Customers

Hundreds of enterprise customers with hundreds of thousands of users in 45+ countries (vendor, Jan 2025); named customers include Lloyds Bank and SoftBank Group

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  Multi-channel governed messaging

  Captures client conversations on WhatsApp, iMessage, WeChat, Signal, Telegram, SMS, LINE and RCS, sent natively or from Teams, Slack or the Leap Work app.

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  Recordkeeping and export

  Timestamps every message, stores it so it cannot be changed, and exports it into existing archiving, surveillance and eDiscovery systems to meet regulatory recordkeeping rules.

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  Governance controls

  Data loss prevention, information barriers, policy enforcement and real-time supervision keep off-channel client conversations within compliance rules.

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  LeapXpert Signals

  A central dashboard that detects topics, sentiment and trends across client conversations to surface client needs and revenue opportunities.

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  Maxen client-intelligence app

  Gives front-office staff conversation summaries, key topics, follow-up actions, next-best-message suggestions and drafted meeting agendas across channels.

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  Communication Workflows

  Automates in-chat steps such as client authentication, approvals, order confirmations and information collection. The vendor says workflows launch in hours rather than days.

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  Two-way CRM sync

  Native two-way sync with Salesforce, HubSpot and Microsoft Dynamics, added through the June 2025 acquisition of AI startup StartADAM.

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  Off-channel messaging compliance in financial services

  Relationship managers text clients on WhatsApp or iMessage while every message is timestamped, captured and exported to the firm's archive for regulators.

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  Government messaging governance

  Government teams, the vendor's fastest-growing segment, govern staff conversations on consumer messaging apps, with records kept from the first message.

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  AI client intelligence for the front office

  Maxen summarises client threads across channels, extracts key topics and proposes follow-up actions, and syncs context into Salesforce, HubSpot or Dynamics.

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  Automated in-chat client transactions

  Authentication, approvals, order confirmations and information collection run as governed workflows inside the client's own messaging app, replacing manual back-and-forth.

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  Conversation trend monitoring

  Compliance and business leaders use Signals to spot sentiment shifts and trending topics across the firm's governed client conversations.

LeapXpert does not publish list prices on its site and sells through its sales team. Capterra shows the starting price only as 'Contact vendor', with no free trial or free version. How usage is metered (per user, per channel or per workflow) is not publicly disclosed.

This page was written from 11 sources, 9 on domains other than leapxpert.com.

1. 1.leapxpert.com — leapxpert.comvendor
2. 2.leapxpert.com — maxenvendor
3. 3.siliconangle.com — leapxpert lands 180m extract intelligence governed enterpris
4. 4.finsmes.com — leapxpert raises 180m in growth funding
5. 5.uctoday.com — leapxpert raises 180 million to build ai agents into governe
6. 6.prnewswire.com — leapxpert unveils platform 3 0 the new standard for enterpri
7. 7.prnewswire.com — leapxpert acquires ai startup startadam 302471731
8. 8.prnewswire.com — series b supercharges leapxpert growth across global enterpr
9. 9.thefastmode.com — 46286 leapxpert launches communications platform 3 0 to tran
10. 10.rfp.wiki — theta lake
11. 11.capterra.com — LeapXpert