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Total Expert

Financial Software · Minnesota, United States · 300 Employees

Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across thecustomer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.Read More

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Who is Total Expert

Total Expert Headquarters

Headquarters

1600 Utica Ave S, Minneapolis, Minnesota, 55416, United States
Phone Number

Phone Number

(952) 977-8620
Total Expert Website

Website

www.totalexpert.com
Total Expert Revenue

Revenue

$63M
Industry

Industry

Business Services GeneralBusiness ServicesTotal Expert's Social MediaPopular SearchesTotal Expert IncTotal ExpertTotal Expert LLCDH Charles Engineering IncTotalXpertSIC Code 73,737NAICS Code 51,513Show More

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Total Expert Org Chart

Joe Welu
Joe Welu

Chief Executive Officer & Fo...

PhonePhoneEmailEmail
Bill Parker
Bill Parker

Chief Technology Officer

PhonePhoneEmailEmail
John Emerick
John Emerick

Chief Financial Officer

PhonePhoneEmailEmail

PhonePhoneEmailEmail
Total Expert Email

Products Owned by Total Expert

Total Expert

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Total Expert Company Metrics

Company Insights
Company Insights
Employee Growth Rate
Employee Growth Rate
Total Expert Funding
Funding
Funding DateOct 24, 2019
RoundSeries C
Amount$52M
InvestorsGeorgian Partners
Funding DateOct 11, 2018
RoundSeries B
Amount$20M
InvestorsRally Ventures, Emergence Capital Partners, Arthur Ventures
Funding DateApr 11, 2016
RoundSeries A
Amount<$5M
InvestorsRally Ventures, Arthur Ventures
See More

$75.5M

Total Funding Amount

$52M

Most Recent Funding Amount

4

Number of Funding Rounds

Total Expert Tech Stack

Bullhorn

By

Bullhorn

WPForms

By

WPForms

Salesforce Marketing Cloud

By

Salesforce

WooCommerce

By

Automattic
See more technologies

Top Companies in United States

Top 10 companies in United States by revenue

1
Walmart
2
Amazon
View Full List

Top 10 companies in United States by number of employees

1
Walmart
2
Amazon
View Full List

Top 10 companies in United States by total funding amount

1
American Airlines
2
T-Mobile
View Full List
See top companies

Total Expert News & Media

  • news feed 1

    One Year Since Launching Customer Intelligence, Total Expert Introduces Powerful New Credit Improvement and Equity Solutions for Financial Institutions

    MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that help organizations drive growth and create customers for life in any market. With this new release, Total Expert’s Customer Intelligence delivers equity and credit improvement insights that enrich customer profiles and provide a deeper understanding of each customer’s financial milestones and intent. “Our team continues to innovate q
    Nov 8, 2023
    www.businesswire.com
  • news feed 2

    Total Expert Joins AWS ISV Accelerate Program

    MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced it has joined the Amazon Web Services (AWS) Independent Software Vendor (ISV) Accelerate program, a program for AWS Partners who provide software solutions that run on or integrate with AWS, dedicated to the global business development of partners. This program deepens Total Expert's relationship with AWS, underscoring a shared commitment to delivering va
    Oct 31, 2023
    www.businesswire.com
  • news feed 3

    Total Expert Adds Josh Jabs as Chief Technology Officer to Fuel Innovation in the Next Stage of Growth

    MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced that Josh Jabs has joined the company’s executive leadership team as Chief Technology Officer (CTO). As CTO, Jabs will lead Total Expert’s product and engineering teams and set the strategic innovation path for the company. “Josh has extensive expertise driving results through customer-focused innovation, leveraging market disruptions and building high-pe
    Oct 26, 2023
    www.businesswire.com
  • news feed 4

    Total Expert’s Joe Welu Named Among HousingWire’s 2023 Vanguard Award Winners For Fourth Consecutive Year

    MINNEAPOLIS--(BUSINESS WIRE)--Total Expert founder and CEO Joe Welu was recently named among the winners of this year’s HousingWire Vanguard Awards for the fourth consecutive year. This is the ninth year that HousingWire has recognized executives in the housing economy for their outstanding leadership in the space. The HousingWire Vanguard announcement comes on the heels of several award finalist rankings and wins for Welu and Total Expert. Recent honors include recognition as a finalist for MN
    Oct 12, 2023
    www.businesswire.com
  • news feed 5

    Mountain West Financial Deploys Total Expert and Polly as Its New, Modern Customer Engagement and Lending Foundation

    MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, and Polly, a leading provider of innovative mortgage capital markets technology, today announced Mountain West Financial, a financial services provider with 22 locations throughout the U.S., has implemented both Total Expert Customer Intelligence and Polly’s cloud-native, high-performance Product and Pricing Engine (PPE) to automatically identify and capitalize on ripe l
    Oct 11, 2023
    www.businesswire.com
Read more news

Frequently Asked Questions regarding Total Expert

Where is Total Expert located?
Total Expert's headquarters are located at 1600 Utica Ave S, Minneapolis, Minnesota, 55416, United States What is Total Expert's phone number?
Total Expert's phone number is (952) 977-8620 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 $63 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 300 employees What industry does Total Expert belong to?
Total Expert is in the industry of: Business Services General, Business Services What is Total Expert competition?
Total Expert top competitors include: MediaMath Inc, Mapp Digital LLC, Narvar Inc, BoomTown LLC What technology does Total Expert use?
Some of the popular technologies that Total Expert uses are: Bullhorn, WPForms, Salesforce Marketing Cloud, WooCommerce Who is the CEO of Total Expert?
Total Expert's CEO is Joe Welu Who is the CFO of Total Expert?
Total Expert's CFO is John Emerick Who is the CTO of Total Expert?
Total Expert's CTO is Bill Parker How do I contact Total Expert?
Total Expert contact info: Phone number: (952) 977-8620 Website: www.totalexpert.com What does Total Expert do?

Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase lo... yalty and drive growth for banks, lenders, credit unions, and other financial services firms.Read More

 What are Total Expert social media links?
Total Expert Linkedin page Total Expert Facebook page Total Expert Twitter page How much funding has Total Expert raised to date?
Total Expert has raised $75.5 Million in 4 funding rounds When was the last funding round for Total Expert?
Total Expert closed its last funding round on Oct 24, 2019 with the amount of $52 Million Who invested in Total Expert?
Total Expert has 7 investors including Emergence Capital Partners, Arthur 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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