Founded in 2017 by ShareFile creator Jesse Lipson, Levitate is dedicated to empowering small and medium-sized businesses (SMEs) through innovative marketing software. The company's core mission is to help SMEs build and maintain meaningful relationships with their clients. Levitate offers a suite of relationship marketing tools that combine authentic communication methods with AI-driven insights, tailored specifically for industries such as insurance, financial services, legal, accounting, nonprofit, mortgage, real estate, and home maintenance.
Notable figures associated with Levitate include its founder Jesse Lipson, who brings his entrepreneurial expertise from creating ShareFile. The company has attracted significant attention and investment from industry leaders, contributing to its rapid growth and success. Key achievements include the development of their "Happiness Platform," which integrates AI and dedicated success specialists to enhance client relationships. Levitate's impact is evident in its ability to help SMEs foster long-lasting connections, ultimately driving business growth and customer loyalty.