Levitate
vs.

Why Real Relationships Win

Your clients don’t want an article link — they want a thoughtful check-in.
 Levitate empowers you to send personal, one-to-one outreach that inspires real connection (and referrals).

“
Thanks to Levitate, we’re averaging 30+ new referrals every year. That kind of warm outreach builds lasting trust."
Diana Kahn
Founder, The Financial Pharmacist
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AI Prompt and Result example featuring an image of Lev the Lion

Real Client Wins

85% increase in efficiency
"Levitate is probably one of the best pieces of Fintech that we have in our stack. It’s right there with our CRM and financial planning software. We couldn’t function these days without it."
Jamie Englebert
Co-Founder, Englebert Financial Advisers
With Levitate, I get content that’s already 95% in our voice.
“Levitate has helped us communicate more authentically with our clients — and that authenticity is at the heart of everything we do"
Cory M.
Independent Financial Services Firm, Director of Marketing
A single email about idle cash brought in $6,000
“A single email about idle cash brought in $6,000 in new assets. And now, client interactions are automated and personal.”
Mary Biggs
VP Operations & Client Experience, Tota Vita Financial
We found the right relationship with Levitate
"We thought that FMG Suite was a little too in-depth. We thought Snappy Kraken was a little too commercial.

We found the right relationship with Levitate to fit what we were looking for."
Ross C.
President & Founder, King Tide Advisors
$20k+ in new business.
“One Levitate email campaign brought in over $20,000 in new business.”
Timothy Walt
Founder, CVW Financial
It’s going to streamline your processes, save you time
"In this business, everything revolves around service.
Levitate gives you the tools to personalize and customize interactions, making each client feel like they’re your only client. It’s going to streamline your processes, save you time, and enhance your client communication. "
Sean Hollitz
Founder, BlackDiamond Wealth

Levitate vs. AdvisorStream:


Feature Breakdown

Feature
Personalized Email
1:1 emails from your Outlook/Gmail + HTML when needed, average open rates of 74%!
HTML emails sent via AdvisorStream’s server—often land in spam/promotions folders
Social Media Content & Scheduling
Curated posts with scheduling + expert guidance
Licensed articles can be shared socially
Blog Content & Scheduling
AI-assisted blogs tailored to your voice
No original blogs—just shared news content
Dedicated Success Specialist
Marketing help every step of the way to make planning & scheduling easier
Not included
Text Messaging
Fully compliant, personalized texting
Not included
Meeting Booking
Branded, calendar-integrated links
Not offered
Google Review Management
Dashboard for easy review assessments, built-in tracking + reminders
Not included
AI Google Review Responses
AI auto-generates branded, compliant replies
Not available
AI Assistant
Designed to help you quickly find info to reach out easily and personally
No AI support for marketing tasks
Tagging & Contact Management
Tagging, segmentation, ability to sync with Redtail/ Outlook/ Salesforce and more
Very limited contact customization

Why Levitate Works

Personal emails from your inbox, not links sent through a third-party server

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Simple content approval process, written with compliance in mind

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Scaled authenticity with tagging, automations & timely industry-specific templates

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Success specialists helping you at every step

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