LevelUp Leads
Outsourced SDR and appointment-setting agency with wealth, fintech and cybersecurity clients
- Founded
- 2021
- Team size
- 51-200
- Headquarters
- Laguna Beach, CA
- Avg. cost
- $4,000 to $7,000/mo (one Clutch reviewer)
Overview
About LevelUp Leads
LevelUp Leads is a California-based, fully remote outsourced SDR agency running cold calling, email and LinkedIn campaigns for B2B firms. Its financial services page names clients such as ALLINDEX, Mycashless, LG Advisors, Archway Software and Stratifi, and a Clutch reviewer is cybersecurity firm PlugSecure. Clutch shows 61 reviews at 5.0.
LevelUp Leads is a fully remote outsourced sales development agency. Clutch lists it as founded in 2021 and based in Laguna Beach, California, with 50 to 249 staff. The site says only that it is based in California and does not name founders or give an address.
The service menu covers appointment setting, outsourced and fractional SDRs, cold calling, email, LinkedIn outreach, list building, SEO and go-to-market strategy. Clutch splits its work 70% sales outsourcing, 20% call centre and 10% email marketing, with a minimum project of $5,000. The site publishes no prices, but one reviewer reported paying $4,000 to $7,000 a month, and the site mentions a 10 to 14 day onboarding.
The financial services page shows named programmes: ALLINDEX (44 interested leads in four months), Mycashless (61 in ten months), LG Advisors (75 in 3.75 months), Archway Software, Stratifi and UX Wealth. These are the agency’s own figures. On Clutch, reviewers include PlugSecure, a critical-infrastructure cybersecurity firm, and BankStride, a loan document software company, but the site names no cybersecurity case study.
Clutch shows 5.0 across 61 reviews. Timeliness, communication and proactivity are praised most. Criticism includes a customer success manager with limited account knowledge, a BDR who needed repeated coaching, and requests for more industry-specific messaging and live dashboards. The agency reports 5,100 or more meetings a year, which is unverified.
LevelUp fits fintech, wealth management and B2B software firms that want a managed outbound pod on a retainer. Security vendors needing deep proof, or buyers who want founder-level contact, should ask hard questions about who runs the account.
What they do
Services
- Appointment setting
- Outsourced SDR
- Fractional SDR
- Cold calling
- Cold email
- LinkedIn outreach
- Target account research
- CRM integration
Specializations
Industries served
Ideal client
Who they help
Best for fintech, wealth-tech and security companies that want a managed SDR pod on a monthly retainer. Less relevant for firms needing an in-house-style team with deep industry messaging out of the box.
Pros & cons
Pros
- Named finance and fintech case studies with interested-lead counts
- 61 Clutch reviews at 5.0
- Cold calling, email and LinkedIn in one retainer
- A cybersecurity client (PlugSecure) reviewed it positively on Clutch
- Reviewers praise timeliness and communication
Cons
- Cybersecurity is only an industry tag on the site with no case study
- Some reviewers wanted more industry-specific messaging and deeper account research
- BDR coaching and customer success depth drew a couple of complaints
Pricing
Common questions
FAQ
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What services does LevelUp Leads offer?
LevelUp Leads offers Appointment setting, Outsourced SDR, Fractional SDR, Cold calling, Cold email, LinkedIn outreach, and more.
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Where is LevelUp Leads based?
LevelUp Leads is headquartered in Laguna Beach, CA and works with clients remotely worldwide.
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How much does LevelUp Leads cost?
LevelUp Leads operates on a monthly retainer model, a minimum engagement of $5,000, typical costs of $4,000 to $7,000/mo (one Clutch reviewer).
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Who is LevelUp Leads best for?
Best for fintech, wealth-tech and security companies that want a managed SDR pod on a monthly retainer. Less relevant for firms needing an in-house-style team with deep industry messaging out of the box.
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What industries does LevelUp Leads serve?
LevelUp Leads serves clients in Financial services, Fintech, Wealth management, Cybersecurity, SaaS, IT, among others.
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How big is LevelUp Leads and when was it founded?
LevelUp Leads was founded in 2021 and has a team of 51-200 people.
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How do I contact LevelUp Leads?
You can visit levelupleads.io.
Editor’s take
A well-reviewed retainer option for fintech outbound. Cybersecurity buyers have only one reviewer to go on.
