Join Us at Scaling New Heights!

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Join Us at Taxposium!


‍📆 July 21 - 23, 2025
📍 Las Vegas, NV
‍♠️ Caesars Palace

Join Levitate at Taxposium 2025 and discover how we’re helping accounting pros build stronger client relationships—with less busywork. Stop by our booth to see our magical marketing tools in action, grab some swag, say hello to the team behind the ✨authenticity at scale✨, and learn more about our VIP Magic Hour. 🪄

Learn More and Register Here!
5-star review that says: "Levitate makes it so easy to send out all types of communications to clients, which used to take a lot of time to put together. Now, I just push a button. It helps me look intelligent, informed, and current to contacts, with the content created and provided as part of the package. I couldn’t run my business without Levitate!" Said by Diana Kahn, The Financial Pharmacist.

Our Mission

To make the world a happier place by building more authentic relationships

Leadership

Celebrating X years
at Levitate today!
Jesse Lipson
LinkedIn

Founder and CEO

10/5/2017
Celebrating X years
at Levitate today!
Grant Kitching
LinkedIn

Chief Revenue Officer

4/9/2018
Celebrating X years
at Levitate today!
Pete Harvey
LinkedIn

CFO/COO

11/11/2019
Celebrating X years
at Levitate today!
Nancy Slane
LinkedIn

Senior VP of Product, GM of Websites

11/27/2017
Celebrating X years
at Levitate today!
Sarah Kordulewski-Chavez
LinkedIn

Vice President of Business Development

4/9/2018
Celebrating X years
at Levitate today!
Robert Mills
LinkedIn

Senior Vice President of Engineering

12/18/2017
Celebrating X years
at Levitate today!
Anna McMahon
LinkedIn

Senior Vice President of Sales

6/2/2025
Celebrating X years
at Levitate today!
Crystal Ricevuto
LinkedIn

Vice President of Marketing

2/10/2020
Celebrating X years
at Levitate today!
Leia Stallings
LinkedIn

Vice President of Customer Success

10/7/2019
Celebrating X years
at Levitate today!
Matt Gardiner
LinkedIn

Vice President of Sales Strategy & Training

11/1/2021
Celebrating X years
at Levitate today!
Sara Jane May
LinkedIn

Vice President of Customer Success

3/11/2019
Celebrating X years
at Levitate today!
Nate Spilker
LinkedIn

Chief Analytics Officer

12/1/2020
Celebrating X years
at Levitate today!
Caroline Holleman
LinkedIn

Vice President of Content Marketing

11/9/2020
Celebrating X years
at Levitate today!
Hayley Morton
LinkedIn

Vice President of Talent

10/25/2021
Celebrating X years
at Levitate today!
Charlie Healy
LinkedIn

Vice President of Revenue Operations

Celebrating X years
at Levitate today!
Casey Brady
LinkedIn

Vice President of Sales

A group shot of our investors with founder Jesse Lipson

We’re so thankful for the over 75 investors that contributed to our Series C funding in 2023 including Bull City Venture Partners, Tippet Partners, Protagonist, and Duke Capital Partners!

Board

Jesse Lipson
LinkedIn

Real Magic

Andrew Sheehan
LinkedIn

Tippet Venture Partners

Jason Caplain
LinkedIn

Bull City Venture Partners

Mike Cristinziano
LinkedIn

Wayne Hunter
LinkedIn

Harbert Growth Partners

Press

Sep 2025

Levitate Recognized on Inc. 5000 for Third Year Running, Expands Headquarters and Establishes Canadian Hub

Mar 2025

Levitate Named a 2025 Top Workplace by USA TODAY

Nov 2024

Levitate Ranked 195th Fastest-Growing Company in North America on the 2024 Deloitte Technology Fast 500™

Sep 2024

Levitate Celebrates Second Consecutive Year on Inc. 5000 List; Unveils Expansion into Home Maintenance Industry

Aug 2024

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

Jul 2024

Enhancing Nonprofit Donor Engagement: Levitate Launches New Integration with DonorPerfect

Read More on our Press Page