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Levitate vs Snappy Kraken
Short answer: Levitate is best for staying in touch with clients in a personal way; Snappy Kraken is best for automated email campaigns for advisors. Snappy Kraken publishes pricing (From $99/mo (annual term)); Levitate sells by quote. Book demos of both and test them on your real workflow.
| Levitate | Snappy Kraken | |
|---|---|---|
| What it is | Relationship marketing platform combining communication tools, success specialists and AI. | Marketing system for advisors with content, automation, websites and texting. |
| Best for | Staying in touch with clients in a personal way | Automated email campaigns for advisors |
| Category | Client communication & email | Client communication & email |
| Free option | None listed | None listed |
| Starting price | Contact vendor | From $99/mo (annual term) |
| Key capabilities |
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|
| Skip it if | You want a do-it-yourself email tool with published pricing. | You only need occasional social posts. |
| Details | Levitate overview | Snappy Kraken overview |
| Visit Levitate Get a Levitate demo | Visit Snappy Kraken Get a Snappy Kraken demo |
About Levitate
Levitate focuses on authentic relationship marketing: keep-in-touch tools, timely content and dedicated success specialists, supported by AI.
Check before choosing Levitate
- Preferred adds API integrations, custom surveys and AI blog creation
- Ask about compliance review workflow
- Ask about contract length
About Snappy Kraken
Snappy Kraken offers original content, marketing automation, personalized websites and texting for financial advisors, RIAs, broker-dealers and IMOs, including a full-service marketing option.
Check before choosing Snappy Kraken
- Setup fees apply to most plans
- Prices are on annual terms
- Check your broker-dealer's approval list
FAQ
Levitate vs Snappy Kraken: which is better for financial advisors?
Levitate is best for staying in touch with clients in a personal way; Snappy Kraken is best for automated email campaigns for advisors. Snappy Kraken publishes pricing (From $99/mo (annual term)); Levitate sells by quote. Book demos of both and test them on your real workflow.
What is the difference between Levitate and Snappy Kraken?
Levitate: Relationship marketing platform combining communication tools, success specialists and AI. Snappy Kraken: Marketing system for advisors with content, automation, websites and texting.
Is Levitate or Snappy Kraken cheaper?
Snappy Kraken publishes pricing (From $99/mo (annual term)); Levitate sells by quote.