Levitate

Overview

Levitate is a relationship-marketing platform for businesses that rely on regular personal contact. Its financial-advisor materials place email, social media, texting, content, reminders, reviews, and meeting support in one workflow, with a success specialist assigned to help plan and organize use of the system.

The company also offers managed website tiers and paid-campaign add-ons. Those are separate purchasing decisions from the core communication plans, so a firm should determine whether it needs the platform, a website, advertising, or a combination.

Who it may suit

Levitate may suit an advisory practice that already has clients, prospects, and referral relationships but struggles to maintain a consistent communication cadence. It may appeal to a small or midsize team that wants more human guidance than a typical self-service marketing tool provides.

Firms replacing a website can compare the managed site plans, while practices seeking local or social advertising can evaluate the add-ons. A larger organization should confirm user administration, integrations, permissions, supervision, and reporting across multiple advisors before assuming the small-business workflow will scale unchanged.

RIA marketing services

Email Marketing, Social Media Marketing, Content Marketing, Marketing Automation, and Lead Nurture apply through scheduled communications, reminders, reusable and custom content, follow-up workflows, and ongoing relationship touches. Reputation & Reviews applies through review requests, monitoring, and management.

Websites and SEO & AEO apply through the managed site tiers, which include lead capture and varying levels of organic search and GEO work. Paid Advertising applies to Google Local Services and Meta campaign add-ons. Meeting booking and surveys are supporting features rather than evidence of a complete Events & Seminars service.

How the engagement works

A buyer chooses among core communication tiers. Higher levels add integrations, surveys, AI-assisted blog production, a broader content library, single sign-on, or a custom content calendar. Each account includes a success specialist, and the public plan description refers to recurring planning conversations.

Website plans are organized by page count and search, lead-capture, review, translation, accessibility, or compliance-workflow features. Paid advertising is sold as managed add-ons. Because current dollar amounts were not visible in the reviewed pages, buyers should request a complete quote that separates software, websites, implementation, advertising management, and media spend.

What stands out

The supportable distinction is the pairing of communication software with ongoing human planning support and optional managed digital services. A firm can begin with relationship communications and later evaluate a website or advertising without automatically buying every part of the catalog.

Best RIA Marketing has not verified Levitate’s awards, customer outcomes, review effects, campaign results, security, compliance, or claims about personalization. Even when content and workflows are supplied, the advisory firm remains responsible for its audience, permissions, factual accuracy, supervision, and final communications.

What to clarify before contacting

Ask for the feature and limit matrix for each platform tier, including users, contacts, email and text volume, social networks, content access, AI tools, automations, integrations, surveys, reporting, and success-specialist availability. Confirm how messages are reviewed, approved, archived, corrected, and exported.

For a website, review domain and hosting control, design and content ownership, migration, accessibility, search deliverables, lead routing, integrations, maintenance, and exit rights. For advertising, confirm account ownership, targeting, creative approvals, lead delivery, management fees, media spend, reporting, consent, contract duration, cancellation, and access to historical campaign data.