Insights

Financial OS Level aims to empower microbusinesses with a specialized financial operating system and tailored services, signaling a potential toupsell integrated banking, credit, and cash flow management solutions to small, under-served ventures seeking end-to-end financial tooling.

Growth hiring Recent leadership addition in the North and expansion signals growth and potential demand for regional partnerships, channel programs, and targeted business development initiatives to scale services in UK markets.

Small team scale With a lean team and multi-cloud tech stack, Level may rely on scalable, automated sales motion and partner ecosystems; opportunities exist to offer white-labeled or add-on services that enhance onboarding, support, and customer success at low-touch scale.

Funding momentum Historical pre-seed funding and current revenue under a million suggest a growth phase where strategic financing conversations and co-marketing partnerships could accelerate customer acquisition and product expansion.

Industry niche Specialist finance for legal proceedings positions Level to target adjacent verticals with similar cash-flow constraints; propose cross-sell of working-capital facilities, collections automation, and industry-specific financial workflows to broaden addressable market.

Similar companies to Level

Level Tech Stack

Level uses 8 technology products and services including Amazon Web Services, HashiCorp Terraform, Wix, and more. Explore Level's tech stack below.

Level's Email Address Formats

Level uses at least 1 email format:
Level Email FormatsExamplePercentage
First@levelgoals.comJohn@levelgoals.com
100%

Frequently Asked Questions

What is Level's stock symbol?

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Level is a publicly traded company; the company's stock symbol is LVLT.

What is Level's official website and social media links?

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Level's official website is levelgoals.com and has social profiles on LinkedIn.

How much revenue does Level generate?

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As of September 2026, Level's annual revenue is estimated to be <$1M.

What is Level's NAICS code?

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Level's NAICS code is 52 - Finance and Insurance.

How many employees does Level have currently?

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As of September 2026, Level has approximately 4 employees across 2 continents, including South America and Africa. Key team members include Lead Advisor: S. W. Explore Level's employee directory with LeadIQ.

What industry does Level belong to?

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Level operates in the Financial Services industry.

What technology does Level use?

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Level's tech stack includes Amazon Web Services, HashiCorp Terraform, Wix, Google Cloud Platform, Atlassian Jira, HubSpot, Microsoft Azure and Adobe Creative Suite.

What is Level's email format?

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Level's email format typically follows the pattern of First@levelgoals.com. Find more Level email formats with LeadIQ.

How much funding has Level raised to date?

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As of September 2026, Level has raised $12M in funding. The last funding round occurred on Dec 13, 2021.

When was Level founded?

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Level was founded in 2019.
Level logo

Level

Financial ServicesWashington, United States2-10 Employees

Level is a financial services company based in Seattle, Washington, focused on helping individuals and small-scale entrepreneurs build microbusinesses. Its mission centers on providing a financial operating system that supports tailored financial services, with the aim of expanding opportunities for the smallest businesses. The company positions itself within the financial services industry by offering tools and services designed to enable microbusinesses to thrive financially. Level operates in a context where it seeks to empower gig workers and other small operators through accessible financial solutions and related support.

Founded in the United States and operating from Seattle, Level has evolved to offer a user-centric approach to financial tooling for microbusinesses. Its approach includes developing a cohesive set of financial resources that address the needs of small, independent ventures, bridging gaps that often limit their growth. The company’s recent activity includes expanding its partnerships and client-facing capabilities to better serve its target market in the broader North American region.

Section iconCompany Overview

Stock Symbol
LVLT
NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
2-10

Section iconFunding & Financials

  • $12M

    Level has raised a total of $12M of funding over 5 rounds. Their latest funding round was raised on Dec 13, 2021 as a Seed.

  • <$1M

    Level's revenue is estimated to be in the range of <$1M

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