Total Expert

Customer Engagement Platforms · Minnesota, United States · 201-500 Employees

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Overview

Headquarters

1600 Utica Ave S, Minneapolis, Minnesota...

Phone Number

(800) 830-9085

Revenue

$61.5 Million

Industry

Customer Engagement Platforms Software Financial Software

About Total Expert

Total Expert is a Customer Operating System designed specifically for financial services, enabling institutions to engage customers effectively through a combination of customer insights, intelligent automation, and sales productivity tools. The platform supports various financial sectors including mortgage lending, banking, credit unions, and insurance, helping teams collaborate and drive better financial outcomes. With features like AI Sales Assistants and personalized marketing capabilities, Total Expert aims to enhance customer relationships and improve retention rates. The company has empowered over 200 financial institutions, facilitating significant increases in loan conversions and customer engagement.Explore more
Total Expert's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Total Expert Org Chart

Joe Welu, Chief Executive Officer & Founder at Total Expert
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Chief Executive Officer & Founder

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Chief Product Officer

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Senior VP, Engineering

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Total Expert

$61.5M
201-500
Private
$75.5M
2012
Joe Welu, Chief Executive Officer & Founder at Total Expert
Joe WeluCEO & Founder
$260M
501-1,000
Private
$794M
2007
$75.6M
201-500
Private
-
2018
Mark Briggs, Chairman & Chief Executive Officer at Validity
Mark BriggsChairman & CEO
$36.1M
51-200
Private
$15.1M
2013
Perry Miller, President at Dispatch Technologies
Perry MillerPresident
$20.8M
51-200
Private
$67.5M
2014
AG
Arnaldo GilChief Financial Officer
$14.7M
51-200
Private
$155.4M
2013
MW
Michael WasserfuhrChief Financial Officer
<$5M
51-200
Private
$26.3M
2013
JM
Jason MeffordVice President, Planning & Programs
Illustration of an envelope

Products Owned by Total Expert

Total Expert

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Total Expert Tech Stack

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Frequently Asked Questions Regarding Total Expert

What is Total Expert's official website?
Total Expert's official website is www.totalexpert.com
What is Total Expert's Revenue?
Total Expert's revenue is $61.5 Million
What is Total Expert's SIC code?
Total Expert's SIC: 73,737
What is Total Expert's NAICS code?
Total Expert's NAICS: 51,513
How many employees does Total Expert have?
Total Expert has 201-500 employees
What industry does Total Expert belong to?
Total Expert is in the industry of: Customer Engagement Platforms, Software, Financial Software
What is Total Expert competition?
Total Expert top competitors include: Dispatch Technologies, MediaMath, Diamanti, Kasisto
What technology does Total Expert use?
Some of the popular technologies that Total Expert uses are: WooCommerce, Google Remarketing, WordPress.org, PHP
How do I contact Total Expert?
Total Expert contact info: Phone number: (800) 830-9085 Website: www.totalexpert.com
What does Total Expert do?

Total Expert is a Customer Operating System designed specifically for financial services, enabling institutions to engage customers effectively through a combination of customer insights, intelligent automation, and sales productivity tools. The platform supports various financial sectors including mortgage lending, banking, credit unions, and insu... rance, helping teams collaborate and drive better financial outcomes. With features like AI Sales Assistants and personalized marketing capabilities, Total Expert aims to enhance customer relationships and improve retention rates. The company has empowered over 200 financial institutions, facilitating significant increases in loan conversions and customer engagement.Read More

What are Total Expert social media links?
Total Expert Linkedin page Total Expert Twitter page Total Expert Facebook page
Who invested in Total Expert?
Total Expert has 7 investors including Emergence Capital Partners, Rally Ventures, Rally Ventures and Arthur Ventures.
Is Total Expert a public company?
Total Expert is private company therefore does not currently have an official ticker symbol
See more information about Total Expert

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