What Levitate does

Levitate, operating under legal entity Real Magic, Inc. and headquartered in Raleigh, North Carolina, is a SaaS relationship marketing platform purpose-built for service-focused small and mid-sized businesses across 10 verticals including insurance, financial services, legal, accounting, nonprofit, real estate, mortgage, home services, and (as of November 2025) HIPAA-compliant healthcare practices such as dental and chiropractic. The platform unifies email marketing, social media management, SMS texting, handwritten cards, surveys and review generation, AI-assisted content creation, meeting booking, and managed website services under three core subscription tiers (Essential, Preferred, Prestige), with a Canadian hub added in September 2025 to support North American expansion beyond the US market.

Underlying technology centers on an "Authentic Intelligence" architecture that blends generative AI with dedicated human success specialists — emails are delivered through the customer's own Gmail or Outlook server via OAuth, producing 60%+ open rates versus the ~20% industry average for mass email blasts. Generative AI capabilities are powered by third-party foundation models from Anthropic, Google, and OpenAI rather than proprietary in-house models, and the platform exposes 20+ native integrations with Salesforce, Zapier, Wealthbox, Redtail, Clio, MyCase, DonorPerfect, Google, Microsoft, and vertical-specific systems. Compliance posture includes SOC 2 Type 2, HIPAA (achieved November 2025), and CCPA, supporting sales into regulated SMB verticals.

The business model is primarily annual recurring SaaS subscription revenue across the three core tiers plus add-on website plans, paid advertising management (Google Local Service Ads, Meta Ads), and optional implementation services. Go-to-market combines inside sales with a 1:1 success-specialist model, a self-serve/PLG motion with free trial sign-up, and a partner ecosystem spanning CRM, vertical software, and email infrastructure providers. The company reports serving 8,000+ customers with 300+ employees as of 2026 and has raised $71M cumulatively across seven funding rounds since inception, reaching a $726M post-money valuation in March 2026.

Name

Levitate

Legal name

Real Magic, Inc.

Website

https://levitate.ai

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

251–500 employees

Short description

Levitate (Real Magic, Inc.) is a SaaS relationship marketing platform serving 8,000+ small businesses across insurance, financial, legal, accounting, nonprofit, real estate, and healthcare verticals, combining email, social, SMS, AI content tools, and dedicated human success specialists on annual subscription tiers.

Ownership category

akta.pro rank

Product category

Relationship Marketing Software

SIC

Services-Direct Mail Advertising Services (7331)

akta.pro primary industry

Referral & Advocacy Program Services (MPAAAIAO)

Keywords

• Relationship marketing software
• Email marketing platform
• Client communication tools
• Review management software
• AI content generation

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Annual SaaS Subscription: Annual subscription service with three core tiers (Essential, Preferred, Prestige) providing communication and engagement tools including email, social media, texting, AI assistant, review generation, and reporting. Plans include up to 5 users, with pricing customizable for larger teams. Website plans available as add-ons or standalone.
2. Website Services: Optional website plans (Website Essential, Preferred, Prestige) with professionally managed websites. Website Essential not available to bundle - standalone only. Plans offer up to 100 pages with advanced SEO and GEO optimization.
3. Marketing Add-Ons: Expert-managed paid advertising services including Google Local Service Ads (pay per lead model) and Meta Ads (Facebook & Instagram) with audience targeting and performance reporting.
4. Implementation Services: Optional implementation services provided as separate line items in Orders, describing deliverables, timelines, milestones, and compensation. These are purchased separate from core Services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Levitate (legal entity Real Magic, Inc.) is a relationship marketing SaaS platform that combines email marketing, social media management, SMS/texting, handwritten physical cards, surveys and review generation, meeting booking, AI-powered content creation, and managed websites for relationship-based small businesses. Every customer is paired with a dedicated human success specialist and supported by an AI Assistant (Authentic Intelligence) that generates custom email, social, and blog content using underlying models from Anthropic, Google, and OpenAI.

Product overview

Levitate is a unified relationship marketing platform designed for relationship-based small businesses, combining intelligent automation with dedicated human strategy. The platform consists of three core tiers (Essential, Preferred, Prestige) offering email marketing, social media management, texting, handwritten cards, surveys/reviews, meeting booking, and AI-powered content creation. Website management is available as add-on tiers (Essential, Preferred, Prestige) with up to 100 pages and advanced SEO. Paid advertising add-ons include Google Local Service Ads and Meta Ads. The AI Assistant, available across all plans, leverages underlying models from Anthropic, Google, and OpenAI to generate email, social media, and blog content and assist with translation. Parent company Real Magic also offers Coffee, a prospecting platform with gamification features launched in 2022.

Differentiator

Problem solved

Functional benefit

Products and services

• Levitate Relationship Marketing Platform Core relationship marketing SaaS for relationship-based small businesses, offering email marketing that sends through the customer's own Gmail/Outlook server, social media scheduling, SMS/texting, handwritten physical cards, AI-assisted content creation, surveys and review management, meeting booking, and reporting/analytics. Sold as annual subscriptions with up to 5 users and customizable pricing for larger teams.
• Levitate Website Plans Managed website service providing up to 100 pages with organic SEO, lead capture, Google Reviews integration, ADA or Translation compliance workflows, and GEO optimization. Available standalone or as an add-on to Levitate core subscriptions.
• Google Local Service Ads (managed service) Expert-managed Google Local Service Ads add-on service with pay-per-lead pricing. Levitate handles setup and ongoing management, requiring Google Business Profile access, background checks, and insurance verification. Includes AI-based headshot compliance validation for ad requirements.
• Meta Ads (managed service) Expert-managed Facebook and Instagram advertising service with audience targeting and performance reporting, designed to drive high-intent leads for small business customers.
• Coffice (Coffee) Prospecting Platform Sales prospecting platform from Real Magic, Inc. (Levitate's parent entity) launched in September 2022. Automates lead suggestions and integrates gamification features to improve sales prospecting efficiency for sales professionals.

Quantifiable outcome

• 60%+ email open rates (vs 20% industry average for mass blast providers)
• +3 more outcomes

Named customers10 records

Segments10 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability5 records

Feature8 records

Partnerships

Ten partnerships are on record, tiered core.

• SalesforcecoreTechnology or IntegrationNative integration partner. Customers can connect Salesforce CRM with Levitate platform for unified customer relationship management.
• ZapiercoreTechnology or IntegrationIntegration partner enabling automation workflows between Levitate and 5,000+ applications through Zapier's automation platform.
• CliocoreTechnology or IntegrationNative integration with Clio legal practice management software for law firms.
• WealthboxcoreTechnology or IntegrationIntegration with Wealthbox CRM for financial advisors.
• MyCasecoreTechnology or IntegrationNative integration with MyCase legal practice management software.
• DonorPerfectcoreTechnology or IntegrationIntegration with DonorPerfect nonprofit fundraising and donor management software.
• Google (Gmail, Workspace)coreTechnology or IntegrationPlatform integrates with Gmail and Google Workspace for email delivery. Uses OAuth for secure authentication.
• Microsoft (Outlook, Office 365)coreTechnology or IntegrationPlatform integrates with Outlook and Office 365 for email delivery. Supports Microsoft Exchange and IMAP protocols.
• RedtailcoreTechnology or IntegrationIntegration with Redtail CRM for financial advisors.
• Google (Local Service Ads)coreGTM or Marketing PartnerLevitate offers managed Google Local Service Ads as an add-on service. Platform helps customers set up and manage Local Services Ads with requirements including Google Business Profile access, background checks, and insurance verification.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Mailchimp: Mailchimp (owned by Intuit) is the leading email marketing and automation platform for small businesses, offering comparable email, social, and landing-page tools. It is the most direct substitute for Levitate's communication suite, especially among the same SMB customer persona.
• Constant Contact: Constant Contact is a long-standing email marketing and SMB engagement platform with comparable features around email, social posting, reviews, and event marketing. It targets the same relationship-driven small business customer and competes most directly in the insurance, nonprofit, and small retail segments.
• ActiveCampaign: ActiveCampaign combines email marketing, CRM, and marketing automation for small and mid-sized businesses. It overlaps with Levitate on email deliverability, automation workflows, and CRM-style contact management, and increasingly targets the same SMB service-professional segment.
• Keap: Keap (formerly Infusionsoft) sells CRM and marketing automation specifically to small service businesses, including consultants, coaches, and solopreneurs. Its positioning on "automating follow-up" for relationship-driven SMBs closely mirrors Levitate's value proposition and customer profile.
• AWeber: AWeber is a long-established email marketing service for small businesses and solopreneurs, offering landing pages, signup forms, and basic automation. It competes with Levitate on email deliverability and ease of use for non-technical SMB users, particularly in the creator and service-professional segments.
• GetResponse: GetResponse provides email marketing, automation, webinars, and landing pages targeted at SMBs and mid-market companies. Its email plus website/funnel builder stack overlaps with Levitate's communication-plus-website offering for the small business segment.
• Brevo (formerly Sendinblue): Brevo is a multi-channel marketing platform combining email, SMS, CRM, and marketing automation for SMBs. Its bundled email-and-SMS communication thesis parallels Levitate's, and it has been expanding upmarket into mid-market — a competitive threat to Levitate's pricing tier ladder.
• Kit (formerly ConvertKit): Kit is an email-first marketing and commerce platform built for creators, solopreneurs, and small professional services. It overlaps with Levitate in serving relationship-driven small operators who need personal-feeling email at scale, though it leans more creator/influencer than SMB vertical.

Broad incumbents

• HubSpot: HubSpot is a broad CRM, marketing, sales, and service platform with a free CRM tier and Marketing Hub Starter aimed squarely at small businesses. While much larger and broader, it competes for the same relationship-based SMB buyer, often bundling email, social, reviews, and websites into one suite.
• Pipedrive: Pipedrive is a CRM and sales pipeline tool widely used by SMBs and sales-heavy service businesses. While sales-pipeline rather than marketing-first, it increasingly bundles email and workflow automation that overlap with Levitate's CRM-adjacent capabilities for insurance, mortgage, and real estate verticals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/levitateai

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds8 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Levitate