Snappy Kraken vs. Levitate
.png?width=800&height=240&name=Levitate%20(1).png "Snappy Kraken vs Levitate")
Snappy Kraken is a marketing engine; Levitate is a relationship reminder tool.
Explore the Leading Marketing Platform Built Exclusively for Financial Advisors.
Snappy Kraken combines AI-powered automation, award-winning content, and modern, conversion-optimized websites to help advisors go beyond templates—attracting, converting, and retaining clients with marketing that actually performs.
Quick Take (TL;DR)
If you want measurable growth in 2026, Snappy Kraken is the modern marketing platform that connects your website, CRM, content, and automation into a single system designed to increase meetings and AUM.
Levitate is great for simple, relationship-based outreach. But when your firm needs a modern marketing engine built for AUM growth, Snappy Kraken is the clear choice.
Third Party Research Confirms It: Snappy Kraken Is #1
Snappy Kraken earned the highest customer satisfaction rating from financial advisors for Digital Marketing and Websites in the 2025 Kitces Report: The Technology That Independent Financial Advisors Actually Use.
“Advisor Websites (Snappy Kraken), in particular, stand out as an exception amongst advisor-focused vendors.”
DIGITAL MARKETING
Snappy Kraken 
7.4
Hubspot
7.1
Mailchimp
7.1
AdvisorStream
7.0
Active Campaign
7.0
Constant Contact
6.9
Levitate
6.6
FMG Suite
6.5
WEBSITES
Snappy Kraken
7.6
FMG Suite
6.7
Broadridge
6.5
INTEGRATION SCORE
Snappy Kraken
7.9
AdvisorStream
5.2
FMG Suite
6.7
Levitate
4.6
Hubspot
3.8
Mailchimp
0
Source: Kitces.com 2025 Advisor Tech Study – Third-party, Independent research comparing advisor satisfaction and integration performance across major vendors.
Side-by-Side Comparison for RIAs
| Capability | Snappy Kraken | Levitate |
|---|---|---|
| Built for Advisors |
★★★★★
Snappy Kraken is purpose-built for RIAs, with everything from pre-approved content to multi-advisor oversight tailored to the wealth management industry.
|
★☆☆☆☆
Levitate is industry-agnostic.
|
| Advisor-Ready Automation |
★★★★★
Smart Growth Suite: auto-subscribe, dynamic groups, behavior triggers, full-funnel nurture journeys.
|
★☆☆☆☆
Email reminders, keep-in-touch prompts, and simple campaign sending. Limited automation depth.
|
| Real-Time CRM Connectivity |
★★★★★
Real-time, bi-directional sync for Redtail, Salesforce, Practifi. Data is always current.
|
★★☆☆☆
CRM integrations available; sync is not real-time and requires more user action.
|
| Advisor Websites |
★★★★★
Modern, AI-ready, conversion-optimized websites designed to feed automation and capture leads.
|
★★☆☆☆
Service-built advisor websites.
|
| Content for Advisors |
★★★★★
Content and campaigns (email, social, text, landing pages, guides). Compliance-ready, action-triggering.
|
★★☆☆☆
Primarily email templates and messaging prompts; fewer multi-channel assets.
|
| AI Assist & Workflows |
★★★★★
AI-powered segmentation, recommendations, content editing, and journey building.
|
★★★☆☆
AI suggestions for email wording; limited workflow automation.
|
| Compliance & Controls |
★★★★★
Enterprise-grade governance, approval workflows, role-based access. Ideal for multi-advisor RIAs.
|
★★☆☆☆
Basic compliance workflows; not built for multi-advisor governance.
|
| Website-to-CRM-to-Campaigns Pipeline |
★★★★★
Automated routing from form → CRM → dynamic group → nurture sequence → opportunity.
|
★★☆☆☆
No integrated funnel—relies on user-driven outreach.
|
| Analytics That Matter |
★★★★★
Opportunity Score, AUM Pipeline Dashboard, journey attribution, and advisor-level insights.
|
★☆☆☆☆
Email open/click metrics; relationship activity. No tied-to-pipeline attribution.
|
| Speed-to-Lead |
★★★★★
Lead-Capture Inboxes + automated journeys fire instantly.
|
★☆☆☆☆
Lead follow-up reminders reliant on advisor action.
|
| For Multi-Advisor RIAs |
★★★★★
Central governance + advisor personalization + roll-up reporting.
|
★★☆☆☆
User-level control; limited central oversight
|
Snappy Kraken gives modern RIAs everything in one connected system—automation, CRM sync, AI, analytics, and award-winning content—so marketing finally runs itself.
Levitate offers solid tools and templates, but it stops short of the automation and insight today’s growth-focused firms need.
Why Snappy Kraken Stands Out From The Competition
Capture and route every lead instantly
Best fit: Snappy Kraken (Lead-Capture Inboxes, triggers, and dynamic groups)
Why it matters: Respond in minutes, not days—boost meeting conversion and AUM growth.
Keep segments fresh without spreadsheets
Best fit: Snappy Kraken (real-time sync + behavior updates)
Why it matters: You market to where a prospect is now, not where they were last quarter.
Nurture by behavior, not blast
Best fit: Snappy Kraken (auto-subscribe journeys, Opportunity Score)
Why it matters: Fewer emails, higher meetings—this is how you scale without spamming.
Prove impact in pipeline reviews
Best fit: Snappy Kraken (engagement → opportunities, built for sales hand-off)
Why it matters: Growth conversations move from “activities” to closed-loop revenue.
With Snappy Kraken:
- Turn website traffic and form fills into booked meetings with automated next steps
- Segment once, then let the data work—dynamic groups update themselves
- Give each advisor a simple, powerful system while HQ keeps governance
- Walk into pipeline reviews with marketing-sourced opportunities (not just clicks)
Frequently Asked Questions
How fast can we get live?
+Snappy Kraken can activate quickly with pre-built journeys and lead routing; most RIAs see first automated campaigns within days of setup.
Does this work for multi-advisor firms?
+Yes. Snappy Kraken supports central governance with advisor-level personalization and reporting roll-ups.
What about compliance?
+Snappy Kraken bakes approval flows into journeys so compliance enables speed, not slows it.
Will our CRM be truly in sync?
+Snappy Kraken is designed for real-time, two-way updates for supported CRMs (with a few exceptions). That means segments and triggers stay current as contacts change.
