// GET STARTED
See your own organic growth.
Levanta starts with a short, focused engagement so you can see the platform on your own book before any larger commitment.
How we engage
01
The pilot
A focused two to four week working session on your own data.
02
You provide
One Orion or custodian data extract. No system change, no migration.
03
You walk away with
Your real organic growth, advisor by advisor, live on the platform.
What it costs
We share the engagement model, the platform fee, and the per-account rate plainly in a first conversation, once we understand the size and shape of your book. We would rather scope it accurately than quote a number we have to walk back.
Request a demo
Let's put your data on the screen.
Tell us a little about your firm and we will route you to the right follow-up, whether you are a sponsor, an operator, or an advisor.