Levitate raises $16 million to expand marketing AI tools

Levitate, a marketing technology company based in Raleigh, North Carolina, has raised $16 million in Series C funding to strengthen its artificial intelligence platform for relationship-focused businesses. The investment will enable the company to expand its technology offerings, enhance customer engagement tools, and support small and midsize businesses in maintaining personalized, scalable communication with clients, according to PR Newswire.

Series C to accelerate marketing technology

The funding round was led by Harbert Growth Partners, with participation from Bull City Venture Partners and Northwestern Mutual Future Ventures. Including this round, Levitate has raised approximately $71 million in total since its founding in 2017.

Levitate executives say the Series C investment will be used to further develop AI-powered features within the platform. These enhancements are designed to help businesses maintain meaningful, personalized communication at scale while reducing the administrative burden on employees. The company also plans to use the funding to expand its sales, marketing, and customer success teams across the United States and Canada, allowing it to support a growing number of clients.

The company’s focus is on industries where strong relationships are critical for business success. Financial advisors, healthcare providers, professional services firms, and nonprofits are among the organizations that rely on Levitate to stay connected with clients, referral partners, and key stakeholders.

Marketing AI tools for scalable, personalized outreach

Levitate’s platform combines artificial intelligence with communication and marketing tools to help businesses manage client relationships more effectively. For organizations with growing networks, staying in regular contact can be challenging. AI-driven automation ensures that outreach is timely, personalized, and consistent, even as client bases expand.

The platform allows users to schedule and manage email campaigns, social media posts, event invitations, surveys, and text messages all from a single interface. Beyond digital communications, it also supports relationship-building activities such as sending handwritten cards, organizing meetings, and managing online reviews. By centralizing these functions, the platform helps businesses maintain a human touch while streamlining routine tasks.

In addition to its software, Levitate provides strategic support to help organizations implement relationship-focused marketing programs effectively. The company’s approach, which it calls “service-as-software,” emphasizes both technology and guidance to ensure clients can maximize engagement with their networks.

Meeting the needs of relationship-driven businesses with Levitate marketing technology

Businesses that rely on repeat clients and referrals face unique challenges when networks grow larger. Small and midsize organizations often struggle to maintain consistent communication with all clients without dedicating significant staff time. Missing touchpoints can reduce engagement, weaken client loyalty, and impact long-term growth.

Levitate’s AI-driven platform addresses these challenges by combining automation with personalization. By analyzing customer behaviors and interactions, the system helps businesses prioritize communication with key contacts, send timely messages, and nurture relationships effectively. According to the company, more than 8,000 businesses currently rely on its platform to engage with clients, prospects, and referral partners.

The expansion of artificial intelligence in marketing reflects a broader industry trend: businesses increasingly seek technology that allows them to scale operations without sacrificing the personal relationships that drive growth. In this context, platforms like Levitate’s are particularly valuable for service-based industries where trust and connection are central.

Levitate marketing and AI tools

The additional funding will allow Levitate to accelerate product development, integrate more AI-driven insights, and expand its reach into new markets. By strengthening automation and analytics features, the platform will help businesses identify which clients require follow-up, what content is most effective, and how to optimize outreach campaigns over time.

Levitate’s platform is part of a larger shift in marketing technology, where companies seek solutions that combine efficiency and personalization. The ability to automate routine tasks while maintaining high-quality engagement is critical for businesses competing in crowded service-oriented markets.

Levitate’s $16 million Series C funding underscores growing investor confidence in AI tools for relationship-driven businesses. By enhancing its platform, expanding its teams, and providing strategic support, the company aims to help organizations maintain meaningful client interactions at scale.

As more businesses adopt AI-powered communication tools, platforms like Levitate’s are expected to play an increasingly important role in helping small and midsize organizations grow their networks, strengthen client relationships, and maintain a competitive edge in industries that rely on trust and referrals.