Levitate

Levitate sells relationship marketing software to service businesses, with a dedicated version for financial advisors. Other users include law firms, insurance agencies and nonprofits. Each account is paired with a success specialist who plans and schedules outreach with the customer every quarter.

Advisors send email through their own Outlook or Gmail accounts so messages look personal, and they can also text clients, schedule social posts and mail cards printed in a handwriting style. A content calendar suggests prewritten financial templates, such as market updates and tax-change notes, which advisors approve months ahead; firms that need it can route content through a compliance approval step. An AI assistant drafts or rewrites emails and posts. Other tools tag contacts with key dates, book meetings, run client surveys and collect online reviews. Levitate also builds and manages websites, with a compliance workflow on mid-tier plans, and runs paid Google and Meta ad campaigns as add-ons.

Jesse Lipson, who earlier founded ShareFile, started Levitate in 2017. The company says it has more than 300 employees and over 8,000 customers. Its site footer names the operating company as Real Magic. Plans are tiered and sold through demos without published prices. Integrations include Redtail, Wealthbox, Salesforce and Zapier.