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Levitate

Levitate logo

Levitate

levitate.ai
HQ: Raleigh, North Carolina, United States
500
Advertising & Marketing

Company research

Public company, workplace, funding, and market signals

Updated Aug 16, 2026

Overview

Levitate is a Raleigh-based relationship-marketing company that combines AI-powered communications software with human strategy and customer-success support. Its platform helps relationship-driven small and midsize businesses consistently communicate with clients, prospects, donors, volunteers, and referral sources.

Primary product

Levitate Happiness Platform: relationship marketing software for personalized email, social media, text messaging, automated campaigns, reviews, surveys, meeting scheduling, websites/blogs, contact intelligence, and AI-assisted outreach.

Founded

2017

Headquarters

2409 Crabtree Blvd, Raleigh, North Carolina 27604, United States

Team size

200-300

Work style

Hybrid

Industry

Software Development

Sub-industry

Relationship marketing, CRM, marketing automation, and AI-enabled communications software

Offices

Raleigh, North Carolina, United States
Toronto, Ontario, Canada
Wilmington, North Carolina, United States

Business model

B2B SaaS
Service-as-Software
Subscription software with dedicated human customer-success and strategy support

Funding

Stage

Growth-stage / late-stage venture-backed private company

Total raised

$71M

Latest round

Growth round · Mar 2026

Latest amount

$16M

Growth round

Mar 2026 · Harbert Growth Partners

$16M

Series D

Aug 2024 · Bull City Venture Partners

$15M

Series C

Apr 2023 · Bull City Venture Partners

$14M

Venture round

Jul 2020

$6M

People & investors

Leadership

Jesse Lipson

Founder and Chief Executive Officer

Robert Mills

Senior Vice President of Engineering

Grant Kitching

Chief Revenue Officer

Crystal Ricevuto

Vice President of Marketing

Leia Stallings

Vice President of Customer Success

Ivan Tomich

Vice President of Sales

Benjamin Pope

Senior Director of AI Solutions

Nancy Slane

Vice President of Product Experience

Investors

Aaron Houghton
Bull City Venture Partners
Chaz Felix
Duke Capital Partners
Harbert Growth Partners
Joe Colopy
Mark Templeton
Northwestern Mutual Future Ventures
Protagonist
Tippet Venture Partners
Triangle Tweener Fund

Work & culture

Levitate emphasizes authentic human relationships, customer success, practical AI, and a combination of automation with human judgment. Public materials describe a Service-as-Software model rather than software-only self-service, with continued investment in customer-facing teams.

Work style

Hybrid

Compensation

Public compensation signals include approximately $56,791 annualized for Customer Implementation Coordinator, $57,028 for Product Support Specialist, and $97,651 for Account Executive. Equity, bonus structure, and visa-specific compensation details were not publicly verified.

Benefits

Dedicated customer-success and strategy support is central to the company’s operating model
Hybrid work signals are present in leadership and job-profile data
Salary signals include approximately $56,800-$57,000 annualized for customer implementation and product-support roles and approximately $97,700 for account executives
Career opportunities across sales, customer success, marketing, web strategy, and engineering

Product & market

Pricing

Custom / sales-led pricing; public sources indicate demo-based purchasing and do not provide a verified standard price list.

Differentiators

  • —Service-as-Software model combining software with dedicated Success Specialists and strategy support
  • —Focus on relationship-driven SMBs rather than generic marketing automation
  • —Personalized, authentic outreach designed not to sound automated
  • —Multichannel capabilities spanning email, social, SMS, reviews, surveys, events, websites, blogs, meeting booking, and handwritten cards
  • —AI features designed to improve consistency and timing while preserving human control
  • —Vertical-specific content and support for industries such as financial services, insurance, nonprofits, professional services, and healthcare

Technology

Artificial intelligence and generative AI
AI content generation
AI meeting-preparation agent
AI email executive assistant
MCP Server integrations for ChatGPT and Claude
React
TypeScript
Python
SQL
MongoDB
Webpack
Jest
Google Cloud / cloud infrastructure
HubSpot CRM
Greenhouse
Workday
Google Workspace
Microsoft 365
BambooHR
Rippling

Customers

More than 8,000 businesses, according to the March 2026 funding announcement
Nearly 9,000 businesses, according to Levitate’s August 2026 company announcement
Financial advisors and wealth-management businesses
Insurance agencies and brokers
Real-estate businesses
Professional-services firms and consultants
Nonprofits, including nearly 1,000 nonprofit clients
Meals on Wheels America member providers
Healthcare organizations; Levitate reported HIPAA readiness in late 2025

Competitors

BigContacts
Ontraport
Agile CRM
Splio
Smaily
SendGrid
Elastic Email
Mailchimp
Constant Contact
Hearsay Systems / Yext Hearsay

Scale & contact

Estimated revenue

Approximately $5M-$15M annually; Exa’s company profile estimates $9.8M, but private-company revenue is not publicly audited.

Estimated monthly visits

171.6K

Traffic estimate as of Jun 2026

Latest news

Local Limelight: Jesse Lipson talks Raleigh-based Levitate's new funding round and hiring

Axios Raleigh · Mar 2026

Axios reported plans to hire more than 100 employees, expand the Raleigh workforce toward approximately 300, and build offices in Toronto and Wilmington. Jesse Lipson also described a path toward more than $100 million in annual recurring revenue.

Helping Meals on Wheels Providers Do More With Limited Resources: Levitate Named a MORE Partner

Levitate official blog · Mar 2026

Levitate announced a national nonprofit partnership with Meals on Wheels America. The company said it serves nearly 1,000 nonprofit clients and would provide member pricing, support, and co-branded content.

Levitate Raises $16M To Bring AI To Relationship-Based Businesses

Levitate / PR Newswire · Mar 2026

Levitate announced a $16 million growth round led by Harbert Growth Partners, with Bull City Venture Partners and Northwestern Mutual Future Ventures participating. The company said total capital raised reached $71 million and that the money would fund AI development and expansion of customer-success and sales teams.

Levitate Raises $15 Million to Help Relationship-Based Businesses Stay Top of Mind

Levitate / PR Newswire · Aug 2024

Levitate announced a $15 million Series D, reportedly led by Bull City Venture Partners with participation from Northwestern Mutual Future Ventures and another investor. The funding supported product development and expansion of the relationship-marketing platform.

Levitate Raises $14M to Help Businesses Keep in Touch More Authentically, Powered by AI

Levitate / PR Newswire · Apr 2023

Levitate announced a $14 million Series C led by Bull City Venture Partners. The company said the round brought cumulative fundraising to $40 million and included institutional investors, more than 60 entrepreneurs, and AI-enabled product expansion.

About / teamBlogCareersEngineering leadership bioGitHubHelp centerHomepageLinkedIn company pageProduct / platformX / Twitter
SourcesLevitate official websiteLevitate official careers pageLevitate official blogLevitate official help centerLevitate LinkedIn company pageLevitate official privacy policyExa company profile for Levitate

Jobs and careers at Levitate

4 jobs at Levitate

Manager, Account Executive

On-site
Sales Management
Raleigh
1mo ago
On-site
Full-time
Apply

Sales Development Representative

On-site
Sales
Toronto, Ontario; Toronto, Ontario, Canada
2mo ago
On-site
Full-time
Apply

Sales Development Representative – Tampa Office (fast track to AE)

On-site
Sales
Tampa, FL; Tampa, Florida, United States
2mo ago
On-site
Full-time
Apply

Sales Development Representative

On-site
Sales
Raleigh, NC; Raleigh
2mo ago
On-site
Full-time
Apply

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