vs.

Why Simpler is Smarter

Your clients don’t want cookie-cutter content—they want to feel like your only client. Levitate makes your marketing feel personal, even when it’s automated.

“
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. FMG Suite:


Feature Breakdown

Feature
Personalized Email
1:1 emails from your Outlook/Gmail + HTML when needed, average open rates of 74%!
Mass BCC emails only, 33% average open rates
Social Media Content & Scheduling
Curated posts with scheduling + expert guidance
Generic templates, limited customization
Blog Content & Scheduling
AI-assisted blogs tailored to your voice
Shared content across all firms, little brand personality
Dedicated Success Specialist
Marketing help every step of the way to make planning & scheduling easier
Not included
Text Messaging
Fully compliant, personalized texting
Compliant texting solution included in platform
Meeting Booking
Branded, calendar-integrated links
Only available if integrated via third-party tool paid for separately
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 advisor-focused AI tools
Tagging & Contact Management
Tagging, segmentation, ability to sync with Redtail/ Outlook/ Salesforce and more
Limited CRM tools, clunky interface

Why Levitate Works

Personal emails from your real inbox —not BCC blasts

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No expensive upsells — our team + tools come included

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Scaled authenticity with smart segmentation & automation

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Success specialists helping you at every step

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