Our story

Levitate founder Jesse Lipson has always loved creating magic. As a kid, he learned magic tricks. As an adult, the magic comes in the form of innovative software. Having previously founded ShareFile, a secure file-sharing software for small businesses (later acquired by Citrix), Jesse made the observation that the people and companies he gave repeat business to were the ones who did a good job of keeping in touch and staying top of mind personally and authentically; but most small businesses didn’t have the time. He looked at the available marketing and CRM software out there, but it was all made for large product-oriented businesses; not the nuanced needs of service-focused small businesses that rely on relationships to grow.

In 2017, Jesse and his team designed an email marketing tool that focused on genuine and personal outreach, at scale. Over time, the product expanded into offering texting, social media, AI content creation, surveys, websites, review management and handwritten cards. In just 6 years, Levitate has developed into a Happiness Platform with over 200 employees, helping over 6,000 customers keep in touch more personally and authentically with their clients and high-value contacts across all communication channels… from email to snail mail to text messages.

Our Mission

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

Our Core Values

Make Data-Driven Decisions

What can we say? We’re number nerds. Everything we do is based on data so we can ensure we’re making the best decisions for our customers and team.

Show Customer Empathy

Our customers are invaluable to us, so we do what it takes for them to feel the Lev love.

1.01365

Magic doesn’t happen overnight, so we aim to get 1% better each day. And due to the power of compounding (told you we were number nerds) that 1% a day turns into an immense amount of growth by the end of a year. 1.01365 > 1.00365.

Focus on Solutions, Not Problems

Problems are a part of life (unfortunately). But instead of dwelling on them, we treat each one as a challenge, working together to find a creative solution.

Make Data-Driven Decisions

What can we say? We’re number nerds. Everything we do is based on data so we can ensure we’re making the best decisions for our customers and team.

Show Customer Empathy

Our customers are invaluable to us, so we do what it takes for them to feel the Lev love.

1.01365

Magic doesn’t happen overnight, so we aim to get 1% better each day. And due to the power of compounding (told you we were number nerds) that 1% a day turns into an immense amount of growth by the end of a year. 1.01365 > 1.00365.

Focus on Solutions, Not Problems

Problems are a part of life (unfortunately). But instead of dwelling on them, we treat each one as a challenge, working together to find a creative solution.

Make Data-Driven Decisions

What can we say? We’re number nerds. Everything we do is based on data so we can ensure we’re making the best decisions for our customers and team.

Show Customer Empathy

Our customers are invaluable to us, so we do what it takes for them to feel the Lev love.

1.01365

Magic doesn’t happen overnight, so we aim to get 1% better each day. And due to the power of compounding (told you we were number nerds) that 1% a day turns into an immense amount of growth by the end of a year. 1.01365 > 1.00365.

Focus on Solutions, Not Problems

Problems are a part of life (unfortunately). But instead of dwelling on them, we treat each one as a challenge, working together to find a creative solution.

Create Magic

Whether it’s an exciting new feature that works like magic or surprising a client with a handwritten note, we strive to create a little ✨magic✨ with everything we do.

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

Vice President of Product Experience

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

Vice President of Engineering

12/18/2017
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

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

Director of Learning and Development

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