Levitate

Levitate is a software company headquartered in Raleigh, North Carolina, that builds an AI-powered relationship marketing platform for small and medium-sized businesses. The company was founded in 2017 by Jesse Lipson, who previously created ShareFile, and was built around a simple premise: helping businesses focus on what they do best, building relationships.

Levitate describes its approach as “keep-in-touch” marketing. Rather than relying on impersonal mass campaigns, the platform combines personal, authentic communication strategies with automation and AI so that a business stays top of mind with its clients and prospects. The platform is designed for relationship-driven organizations that depend on ongoing, personal contact with their network.

The Levitate platform lets clients send email and social media post templates to their network, generate AI-created content in seconds, and use built-in meeting booking. Users can send Happiness Surveys to gauge client sentiment, generate and manage online reviews, set keep-in-touch tags for contacts, and create automated drip campaigns. The product also supports texting and social outreach, and the company offers professionally managed website plans alongside marketing add-ons such as Google Local Service Ads and Meta advertising.

Levitate packages its platform in tiered plans. Levitate Essential covers core communication and engagement tools, while Levitate Preferred adds API integrations, custom surveys, AI blog creation, an industry blog library, and single sign-on. Levitate Prestige includes those features plus a full custom content calendar. Optional website plans range from Website Essential, with up to 20 pages and organic SEO, to Website Prestige, with up to 100 pages and advanced SEO.

Support is a documented part of the Levitate offering. Each account is paired with a dedicated Success Specialist who serves as a personal marketing expert and an extension of the customer’s team, meeting with clients quarterly to plan, schedule, and strategize outreach against business goals. The company states that its best feature is its people, pointing to implementation and onboarding, award-winning support, and custom content as part of the service.

Levitate has raised $71 million across multiple funding rounds since 2019. A $16 million round in March 2026 was led by Harbert Growth Partners with participation from Bull City Venture Partners and Northwestern Mutual Future Ventures, following a $15 million Series D in August 2024. Investors have included Tippet Venture Partners, Bull City Venture Partners, Protagonist, Duke Capital Partners, and NC Tweener Fund. Leadership includes founder and CEO Jesse Lipson.

Public reporting indicates the company serves a large base of relationship-based businesses and has grown its team substantially in recent years. Levitate is privately held, and its platform is marketed to organizations that want scalable, authentic communication without losing the personal touch that drives referrals, reviews, and repeat business.