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Total Expert

Financial Software · Minnesota, United States · 180 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 Revenue

Revenue

$11.1M
Industry

Industry

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

Top Competitors of Total Expert

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  6. Employees
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Total Expert Org Chart

View Total Expert org chart to access information on key employees and get valuable insights about Total Expert organizational structure. The organizational chart highlights the reporting lines within the company, starting with Joe Welu - the Chief Executive Officer & Founder of Total Expert, and followed by additional decision makers: John Emerick, Chief Financial Officer, and Chad Gaydos, President.
Joe Welu
Joe Welu

Chief Executive Officer & Fo...

PhonePhoneEmailEmail
John Emerick
John Emerick

Chief Financial Officer

PhonePhoneEmailEmail
Chad Gaydos
Chad Gaydos

President

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

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Total Expert News & Media

  • news feed 2

    Total Expert Introduces the Next Generation of Customer Intelligence

    MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that enable users to drive growth and create customers for life in any market. Total Expert’s next-generation Customer Intelligence solution provides financial institutions with the most relevant insights to understand customer needs, deliver personalized messaging, and drive the next best action throughout their financial journey. Since
  • news feed 3

    Lake Michigan Credit Union Adopts Total Expert to Fuel Member Engagement and Drive Marketing Visibility

    MINNEAPOLIS--(BUSINESS WIRE)--Lake Michigan Credit Union (LMCU), a top five mortgage credit union headquartered in western Michigan, has partnered with Total Expert to help drive personalized engagement to their more than 568,000 members. By leveraging Total Expert’s purpose-built engagement platform, LMCU will be able to tap into intent data to serve up robust educational and product offerings to their members at the precise moment. With over 120 loan officers to support, LMCU needed a solutio
  • news feed 4

    Total Expert Earns 2023 Top Workplace Award by Star Tribune

    MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, has been awarded a Top Workplaces 2023 honor by the Star Tribune. The list is based solely on employee feedback gathered through a third-party survey administered by research partner Energage, LLC, a leading provider of technology-based employee engagement tools. The anonymous survey measures several aspects of workplace culture, including alignment, execution, a
  • news feed 5

    Total Expert Announces Customer Expy Award Winners at 2023 Accelerate Conference

    CORONADO, Calif.--(BUSINESS WIRE)-- #Accelerate2023--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced the winners of the 2023 Expy Awards, recognizing industry trailblazers who are reimagining the customer journey. Founded in 2021, the Expy Awards recognize Total Expert customers for their achievements and utilization of the platform to the highest extent. Winners are chosen for their ability to drive growth by creating programs that
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 $11.1 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 180 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: Dispatch, MediaMath Inc, Mapp Digital LLC, Narvar Inc
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
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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