Levitate Secures $16M to Scale AI-Powered Relationship Marketing

March 8, 2026, 3:37 pm
Northwestern Mutual
Northwestern Mutual
FinTechInsurTechInvestmentITLifeManagementPersonalPlanningSecurityService
Location: United States, Wisconsin, Milwaukee
Employees: 5001-10000
Founded date: 1857
Total raised: $200M
Levitate
Levitate
AIB2BCRMMarketingSaaS
Location: United States
Employees: 51-200
Founded date: 2017
Total raised: $59M
Levitate, a Raleigh, NC firm, secured $16 million, elevating its total funding to $71 million. This investment propels its AI-powered relationship marketing platform, serving over 8,000 businesses. The capital targets expanding its unique 'Service-as-Software' model, blending intelligent automation with strategic support. Levitate aims to revolutionize how small businesses maintain authentic, scalable client relationships. Funds will accelerate AI innovation, expand customer success teams, and broaden market reach across North America. This strategic infusion solidifies Levitate's standing in client relationship management, promising advanced tools for enhanced engagement and growth for a critical business segment. Investors like Harbert Growth Partners signal strong market confidence.

Levitate, a leading force in relationship marketing, has announced a significant funding round. The Raleigh, North Carolina-based company raised $16 million. This latest investment pushes its total capital secured to an impressive $71 million. The funding underscores strong market confidence in Levitate’s innovative approach. Its AI-powered platform empowers relationship-based businesses.

The company's mission is clear. It helps firms nurture meaningful interactions with clients. This includes donors, referral sources, and prospects. Levitate’s platform serves over 8,000 businesses. These businesses span various sectors. All share a common need: authentic client engagement.

Levitate’s core offering is an AI-powered relationship marketing platform. This technology is critical for modern businesses. It enables highly personalized communication at scale. Small businesses often struggle with this balance. They need to maintain a personal touch. They also need to manage a growing client base. Levitate provides the solution.

The platform offers a comprehensive suite of tools. Users can send tailored emails. They can manage social media posts effectively. Client communication extends to text messages. Surveys and event invitations are easily deployed. Generating and managing online reviews is simplified. Scheduling meetings becomes effortless. Even sending handwritten cards is integrated. The system also tracks key contact information. Businesses can manage their websites and blogs directly. This centralized approach streamlines marketing efforts. It ensures consistent brand messaging.

A key differentiator for Levitate is its "Service-as-Software" model. This is not just pure software. It combines intelligent automation with strategic support. The company provides hands-on coaching. This guidance helps customers drive new outcomes. It ensures clients maximize platform utility. This blend of technology and human strategy sets Levitate apart. It offers a more holistic solution than traditional SaaS. It helps businesses truly understand and implement relationship marketing best practices.

The new $16 million injection will fuel strategic growth. A primary focus is accelerating the AI innovation roadmap. Levitate plans to enhance both internal AI capabilities. It will also develop new customer-facing features. These advancements will make AI more practical. They will make it more accessible for small businesses. The goal is to execute relationship marketing more effectively. This means more precise targeting and smarter outreach.

Beyond technology, Levitate plans significant team expansion. The capital will grow its customer success teams. Sales teams will also see expansion. This growth targets both the United States and Canada. Expanding reach is another strategic priority. Levitate seeks to serve a broader range of relationship-focused small businesses. This ensures wider market penetration. It helps more businesses benefit from its unique platform.

Harbert Growth Partners led this funding round. Bull City Venture Partners also participated. Northwestern Mutual Future Ventures joined as well. The involvement of these venture capital firms speaks volumes. It signals strong investor confidence in Levitate's vision. It validates the company’s market strategy. It also highlights the growing importance of AI in customer relationship management.

The market for customer engagement solutions is dynamic. Small businesses face intense competition. They need robust tools to retain clients. They need to attract new prospects. Levitate's platform provides this competitive edge. It helps businesses stay top-of-mind. It fosters loyalty through consistent, thoughtful communication. This is vital for sustainable growth.

Levitate's success also reflects on the Raleigh tech scene. North Carolina continues to emerge as a tech hub. Innovative companies like Levitate contribute significantly. They attract investment. They create jobs. They develop cutting-edge solutions. This reinforces the region's position in the national tech landscape.

The future of relationship marketing increasingly involves AI. Businesses must adopt smart technologies. These tools automate routine tasks. They free up time for genuine human connection. Levitate is at the forefront of this evolution. Its platform empowers small businesses. It enables them to compete effectively. It helps them build stronger, lasting relationships. This investment marks a critical step. It signifies accelerated growth for Levitate. It promises enhanced capabilities for its growing customer base. The focus remains on empowering businesses. It ensures they can thrive in a relationship-driven economy.