## Our story

Levitate founder Jesse Lipson has always loved creating magic. As a kid, he learned magic tricks. As an adult, the magic comes in the form of innovative software. Having previously founded ShareFile, a secure file-sharing software for small businesses (later acquired by Citrix), Jesse made the observation that the people and companies he gave repeat business to were the ones who did a good job of keeping in touch and staying top of mind personally and authentically; but most small businesses didn’t have the time. He looked at the available marketing and CRM software out there, but it was all made for large product-oriented businesses; not the nuanced needs of service-focused small businesses that rely on relationships to grow.

In 2017, Jesse and his team designed an email marketing tool that focused on genuine and personal outreach, at scale. Over time, the product expanded into offering texting, social media, AI content creation, surveys, websites, review management and handwritten cards. In just 9 years, Levitate has developed into a Happiness Platform with over 300 employees, helping over 8,000 customers keep in touch more personally and authentically with their clients and high-value contacts across all communication channels… from email to snail mail to text messages, social media and more.

#### Our Mission

### To make the world a happier place by building more authentic relationships

## Our Core Values

#### Make Data-Driven Decisions

What can we say? We’re number nerds. Everything we do is based on data so we can ensure we’re making the best decisions for our customers and team.

#### Show Customer Empathy

Our customers are invaluable to us, so we do what it takes for them to feel the Lev love.

#### 1.01365

Magic doesn’t happen overnight, so we aim to get 1% better each day. And due to the power of compounding (told you we were number nerds) that 1% a day turns into an immense amount of growth by the end of a year. 1.01365 > 1.00365.

#### Focus on Solutions, Not Problems

Problems are a part of life (unfortunately). But instead of dwelling on them, we treat each one as a challenge, working together to find a creative solution.

### Create Magic

Whether it’s an exciting new feature that works like magic or surprising a client with a handwritten note, we strive to create a little ✨magic✨ with everything we do.

## Leadership

##### Jesse Lipson

Founder and CEO  
10/5/2017

##### Grant Kitching

Chief Revenue Officer  
4/9/2018

##### Pete Harvey

CFO/COO  
11/11/2019

##### Nancy Slane

Senior VP of Product, GM of Websites  
11/27/2017

##### Sarah Kordulewski-Chavez

Vice President of Business Development  
4/9/2018

##### Robert Mills

Senior Vice President of Engineering  
12/18/2017

##### Crystal Ricevuto

Vice President of Marketing  
2/10/2020

##### Leia Stallings

Vice President of Customer Success  
10/7/2019

##### Sara Jane May

Vice President of Customer Success  
3/11/2019

##### Nate Spilker

Chief Analytics Officer  
12/1/2020

##### Caroline Holleman

Vice President of Content Marketing  
11/9/2020

##### Hayley Morton

Vice President of Talent  
10/25/2021

##### Charlie Healy

Vice President of Revenue Operations

##### Casey Brady

Senior Vice President of Sales

#### We’re so thankful for the over 75 investors that contributed to our Series C funding in 2023 including Bull City Venture Partners, Tippet Partners, Protagonist, and Duke Capital Partners!

## Board

##### Jesse Lipson

Real Magic

##### Andrew Sheehan

Tippet Venture Partners

##### Jason Caplain

Bull City Venture Partners

##### Mike Cristinziano

##### Wayne Hunter

Harbert Growth Partners

## Press

[Mar 2026\
\
Service-as-Software: Why AI Companies Should Be Selling Results, Not Tools](https://www.techbuzz.ai/articles/service-as-software-why-ai-companies-should-be-selling-results-not-tools)

[Mar 2026\
\
Levitate Raises $16M to Bring AI to Relationship-Based Businesses](https://www.prnewswire.com/news-releases/levitate-raises-16m-to-bring-ai-to-relationship-based-businesses-302704595.html)

[Nov 2025\
\
Levitate Achieves HIPAA-Readiness & Expands to Healthcare Vertical to Deliver Digital, Personalized Patient Care](https://www.prnewswire.com/news-releases/levitate-achieves-hipaa-readiness--expands-to-healthcare-vertical-to-deliver-digital-personalized-patient-care-302600369.html)

[Sep 2025\
\
Levitate Recognized on Inc. 5000 for Third Year Running, Expands Headquarters and Establishes Canadian Hub](https://www.prnewswire.com/news-releases/levitate-recognized-on-inc-5000-for-third-year-running-expands-headquarters-and-establishes-canadian-hub-302545220.html)

[Mar 2025\
\
Levitate Named a 2025 Top Workplace by USA TODAY](https://www.prnewswire.com/news-releases/levitate-named-a-2025-top-workplace-by-usa-today-302407350.html)

[Nov 2024\
\
Levitate Ranked 195th Fastest-Growing Company in North America on the 2024 Deloitte Technology Fast 500™](https://www.prnewswire.com/news-releases/levitate-ranked-195th-fastest-growing-company-in-north-america-on-the-2024-deloitte-technology-fast-500-302313197.html)