---
description: Compare AdvisorStream vs Levitate. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: AdvisorStream vs Levitate Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Content Marketing Software](/directory/30796/content-marketing/software) > [AdvisorStream \<span\>vs\</span\> Levitate](https://www.capterra.ca/compare/207060/211147/advisorstream/vs/levitate)

# Compare AdvisorStream vs Levitate

Canonical: https://www.capterra.ca/compare/207060/211147/advisorstream/vs/levitate

> Detailed comparison between AdvisorStream and Levitate. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | AdvisorStream | Levitate |
| **Overall rating** | 4.8/5 | 4.8/5 |
| **Total Reviews** | 77 | 333 |
| **Starting Price** | $175.00 | US$349.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, Knowledge Base Software, Phone Support | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support |
| **Training Software** | Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Best for

### AdvisorStream

Designed for financial professionals, broker-dealers, FMOs and RIAs, a content curation solution that helps with content library, landing pages, weekly newsletters and compliance tools.

### Levitate

Small and medium-sized businesses that rely on relationships and word-of-mouth marketing.

## Key features

### AdvisorStream

- Audience Targeting
- Campaign Management Software
- Categorization/Grouping
- Multi-Channel Campaigns
- Publish Scheduling

### Levitate

- Audience Targeting
- CAN-SPAM Compliance
- Campaign Management Software
- Campaign Planning
- Campaign Scheduling
- Categorization/Grouping
- Content Management System (CMS) Software
- Customizable CTAs
- Dynamic Content
- Email Sequences
- Engagement Tracking
- Filtering
- Personalization Software
- Process/Workflow Automation
- Publish Scheduling
- Real-Time Analytics
- Social Media Integration
- Subscriber Management
- Workflow Management Software

## Links

- [View AdvisorStream Profile](https://www.capterra.ca/software/207060/advisorstream)
- [View Levitate Profile](https://www.capterra.ca/software/211147/levitate)
- [View Original Comparison](https://www.capterra.ca/compare/207060/211147/advisorstream/vs/levitate)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"AdvisorStream vs Levitate Comparison - Capterra Canada 2026","description":"Compare AdvisorStream vs Levitate. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.","url":"https://www.capterra.ca/compare/207060/211147/advisorstream/vs/levitate","about":[{"@id":"https://www.capterra.ca/software/207060/advisorstream#software"},{"@id":"https://www.capterra.ca/software/211147/levitate#software"}],"breadcrumb":{"@id":"https://www.capterra.ca/compare/207060/211147/advisorstream/vs/levitate#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.ca/compare/207060/211147/advisorstream/vs/levitate#webpage","isPartOf":{"@id":"https://www.capterra.ca/#website"},"inLanguage":"en-CA","publisher":{"@id":"https://www.capterra.ca/#organization"}},{"name":"AdvisorStream","description":"AdvisorStream is an all-in-one digital marketing platform for financial advisors that drives growth, retention, and engagement by providing everything needed to convert clicks into clients.  \n\nAdvisorStream saves you time and money by combining the power of marketing automation with content licensed from the world's most trusted publishers, including The Wall Street Journal, Forbes, Barron's, The New York Times, Business Insider, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/c12f258d-3d17-434d-ac3a-427c09a066ba.png","url":"https://www.capterra.ca/software/207060/advisorstream","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/207060/advisorstream#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.8,"bestRating":5,"ratingCount":77},"offers":{"price":"175","@type":"Offer","priceCurrency":"CAD"},"operatingSystem":"Cloud"},{"name":"Levitate","description":"Founded in 2017 by ShareFile creator Jesse Lipson, Levitate helps small businesses focus on what they do best: build relationships. Our pioneering approach to keep-in-touch marketing and client happiness leverages personal, authentic communication through an AI-driven platform to keep your business top of mind. Easily send top-performing email templates, client surveys, texts, set up email automations, social media posts, and more -- all with a dedicated success specialist by your side.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/0ceb2836-3484-46b5-9409-18deb2fd2838.png","url":"https://www.capterra.ca/software/211147/levitate","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/211147/levitate#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.8,"bestRating":5,"ratingCount":333},"offers":{"price":"349","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Content Marketing Software","position":2,"item":"/directory/30796/content-marketing/software","@type":"ListItem"},{"name":"AdvisorStream vs Levitate","position":3,"item":"https://www.capterra.ca/compare/207060/211147/advisorstream/vs/levitate","@type":"ListItem"}],"@id":"https://www.capterra.ca/compare/207060/211147/advisorstream/vs/levitate#breadcrumblist"}]}
</script>