Total CSR

Lake Forest, United States Founded: 2018 • Age: 8 yrs
Provides hiring, training, and assessment tools for insurance agencies worldwide.

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
  • Sectors
    Education
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Total Csr, Inc.
Operational Areas
Education → Higher & Professional Education
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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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.

Primary

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

People of Total CSR
Headcount 10-50
Employee Profiles 1
Employee Profiles
People
Jordan Goodman
Co-Founder & CFO

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Teams

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Funding Insights of Total CSR

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Total CSR

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Total CSR

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Total Csr Comparisons

Employees
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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
domain founded_year HQ Location
Online financial management training and resources are provided.
domain founded_year HQ Location
Student engagement solutions are delivered via an online platform.
domain founded_year HQ Location
Financial literacy is delivered via Edtech games and adaptive testing.
domain founded_year HQ Location
Educational content and research platform for traders are provided.
domain founded_year HQ Location
Online platform for professional development of finance professionals.
domain founded_year HQ Location
Certification preparation courses for Accounting, Finance and Business Leadership
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Total Csr

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.

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