As artificial intelligence continues to reshape how businesses engage with customers, platforms focused on relationship-driven marketing are attracting increased investment. Levitate, an AI-powered relationship marketing platform, has announced it has raised $16 million in a new funding round to expand its technology and accelerate its AI innovation roadmap.
The latest investment brings Levitate’s total funding to $71 million since the company’s founding in 2017. The funding round was led by Harbert Growth Partners, with additional participation from Bull City Venture Partners and Northwestern Mutual Future Ventures.
Levitate was built around the idea that artificial intelligence can help relationship-focused businesses maintain meaningful customer communication while scaling their outreach efforts. The company’s platform enables businesses to stay connected with clients and prospects through automated yet personalized communication across channels such as email, social media, and messaging.
Levitate serves more than 8,000 businesses, helping them manage ongoing customer engagement, improve targeting strategies, and automate outreach while preserving the human touch that defines relationship-driven industries.
“Our original thesis was simple: AI should help relationship-based businesses become more consistent, more thoughtful, and more scalable in how they show up for their clients,” said Jesse Lipson, Founder and CEO of Levitate. “This investment allows us to build more tools that make AI practical and accessible for small businesses, while continuing to strengthen the Service-as-Software experience our customers rely on.”
The newly raised capital will primarily support the company’s AI product development initiatives, including enhancements to both internal automation capabilities and customer-facing tools. Levitate plans to introduce new AI-driven features designed to help businesses execute relationship marketing strategies more effectively while maintaining authentic communication with their audiences.
In addition to advancing its product roadmap, Levitate intends to expand its Service-as-Software model, which combines AI-powered automation with strategic guidance and hands-on support for customers. The model aims to help small and mid-sized businesses not only adopt marketing technology but also implement it successfully to achieve measurable results.
The funding will also support the expansion of Levitate’s customer success and sales teams across the United States and Canada, enabling the company to serve a broader range of relationship-based businesses.
Industries such as financial services, real estate, legal services, and insurance often rely heavily on long-term client relationships rather than high-volume transactional marketing. Levitate’s platform is designed to help businesses in these sectors maintain consistent outreach with clients, ensuring they remain top-of-mind through personalized communication and targeted engagement.
By combining AI automation with relationship-focused marketing strategies, Levitate aims to address a key challenge faced by many small businesses: maintaining meaningful communication with a growing client base without increasing operational complexity.
With the new funding, the company plans to continue investing in AI-powered relationship marketing technology, positioning itself to support businesses that depend on long-term client engagement rather than one-time transactions.
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