Levitate Secures $15 Million in Series D Round to Expand Relationship-Based Business Solutions

Levitate, Levitate, the acclaimed SaaS provider renowned for its ‘Happiness Platform’ tailored for relationship-driven enterprises, has successfully concluded its Series D funding round, securing $15 million. This new influx of capital, led by Harbert Growth Partners, Northwestern Mutual Future Ventures, and Bull City Venture Partners, will enable Levitate to enhance its innovative offerings and extend its reach to a broader clientele.

The latest capital infusion will propel Levitate’s mission to revolutionize how relationship-based businesses maintain client engagement across multiple channels. In tandem with the funding announcement, Levitate has unveiled an expanded suite of tools designed to bolster online visibility. The new features include advanced website design, Google Review management, and AI-driven blog content creation, all integrated seamlessly into Levitate’s platform.

Jesse Lipson, Founder and CEO of Levitate, expressed his enthusiasm about the funding round, stating, “We are excited to welcome Northwestern Mutual Future Ventures and Harbert Management Corporation as new investors. This investment not only supports our expansion but also fuels our innovation pipeline. With the launch of our new online presence tools, we are empowering our 6,000+ clients to stay top-of-mind across all communication channels—be it email, text, social media, or their own websites.”

Levitate’s growth has attracted significant attention from prominent investors. Craig Schedler, Managing Director at Northwestern Mutual Future Ventures, highlighted the platform’s transformative potential in the financial services sector, noting, “Levitate’s ability to facilitate authentic communication at scale represents a pivotal opportunity for financial advisors to enhance client engagement and relationship depth.”

Wayne Hunter, Managing Partner at Harbert Growth Partners, emphasized the firm’s confidence in Levitate’s trajectory, stating, “Our investment in Levitate reflects our belief in their experienced management team and the platform’s substantial market potential. The company’s proven success in sectors such as Financial Services, Legal, and Non-Profit is a testament to its scalable solutions and robust customer satisfaction.”

Editorial Insight

Levitate’s recent Series D funding round underscores the burgeoning need for sophisticated, relationship-centric communication tools in today’s digital landscape. By securing substantial investment, Levitate is poised to capitalize on a growing market of businesses that prioritize personalized client interactions. The company’s strategic enhancements to its platform, particularly in the realms of website management and review optimization, are indicative of a keen understanding of market demands and client needs.

The emphasis on integrating AI-driven solutions to manage and enhance online presence is particularly noteworthy. In an era where digital visibility can make or break a business, Levitate’s innovative approach is set to deliver significant value to its users. The platform’s ability to streamline and elevate client communications positions it as a pivotal tool for industries reliant on relationship management.

Levitate’s trajectory reflects a broader industry shift towards leveraging technology to foster authentic client connections. As the company continues to evolve and expand its feature set, it will likely play a crucial role in setting new standards for client engagement and satisfaction in relationship-based sectors.

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