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Levitate review for financial advisors
By William Foster · Updated October 21, 2026
Verdict: Levitate is best for staying in touch with clients in a personal way. Pricing: Contact vendor. Skip it if you want a do-it-yourself email tool with published pricing.
How we review: this is an editorial summary of what Levitate publishes about its product and pricing, checked on October 21, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Staying in touch with clients in a personal way |
|---|---|
| Category | Client communication & email |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | www.levitate.ai/ |
What Levitate does
Levitate focuses on authentic relationship marketing: keep-in-touch tools, timely content and dedicated success specialists, supported by AI.
Key capabilities, per Levitate
- Email, social and texting in one platform
- Dedicated success specialist and AI assistant
- Review generation and meeting booking
Good fit if
You want staying in touch with clients in a personal way.
We recommend it for: insurance agents.
Skip it if
You want a do-it-yourself email tool with published pricing.
What to check before you buy
- Preferred adds API integrations, custom surveys and AI blog creation.
- Ask about compliance review workflow.
- Ask about contract length.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Levitate compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Levitate | Contact vendor | None listed | Pricing details |
| Snappy Kraken | From $99/mo (annual term) | None listed | Pricing details |
| FMG | From $79/mo + setup | None listed | Pricing details |
| Grammarly | Free; Pro $12/mo | Free plan available. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Get a Levitate demo
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FAQ
Is Levitate good for financial advisors?
It's a strong fit for staying in touch with clients in a personal way. Relationship marketing platform combining communication tools, success specialists and AI.
What are Levitate's main features?
Email, social and texting in one platform. Dedicated success specialist and AI assistant. Review generation and meeting booking.
Who should not use Levitate?
You want a do-it-yourself email tool with published pricing.
How much is Levitate?
Levitate prices by quote; it doesn't publish prices.