About Total CSR
Total CSR is a company based in Lake Forest (United States) founded in 2018 by Jordan Goodman and Trenton Berry. It operates as a B2B, and SaaS. Total CSR offers products and services including Training Solution, Hiring Solution, Skills Assessment Solution, and Ask Ellie AI. Total CSR operates in a competitive market with competitors including Investview, Nearpeer, WealthyLife, FundSeeder and Proformative, among others.
- Headquarter Lake Forest, United States
- Founders Jordan Goodman, Trenton Berry
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EducationFinancial Services
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- Legal Name Total Csr, Inc.
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Annual Revenue
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Products & Services of Total CSR
Total CSR offers a comprehensive portfolio of products and services, including Training Solution, Hiring Solution, Skills Assessment Solution, and Ask Ellie AI. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for structured training of insurance agency staff
Tools for smarter hiring and assessment in agencies
System to assess employee skills and knowledge
AI chatbot for insurance-related queries and support
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Funding Insights of Total CSR
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Total CSR
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Total CSR
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Total Csr Comparisons
Competitors of Total CSR
Total CSR operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investview, Nearpeer, WealthyLife, FundSeeder and Proformative, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Online financial management training and resources are provided.
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Student engagement solutions are delivered via an online platform.
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Financial literacy is delivered via Edtech games and adaptive testing.
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Educational content and research platform for traders are provided.
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Online platform for professional development of finance professionals.
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Certification preparation courses for Accounting, Finance and Business Leadership
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Total CSR
When was Total CSR founded?
Total CSR was founded in 2018.
Where is Total CSR located?
Total CSR is headquartered in Lake Forest, United States. It is registered at Lake Forest, California, United States.
What does Total CSR do?
Total CSR is a platform designed to assist insurance agencies with structured onboarding, hiring assessments, and ongoing training programs. It uses tools like AI chatbots and interactive exercises to reduce training time and improve efficiency. Based in Ladera Ranch, California, it serves over 2,000 agencies by modernizing processes and supporting staff development through subscription-based solutions.
Who are the top competitors of Total CSR?
Total CSR's top competitors include Investview, Surgent CPE and FundSeeder.
What products or services does Total CSR offer?
Total CSR offers Training Solution, Hiring Solution, Skills Assessment Solution, and Ask Ellie AI.