Total Expert

Eden Prairie, United States Founded: 2012 • Age: 14 yrs
Customer engagement platforms for financial institutions are provided.
Annual revenue - Latest available
Total funding $79.4M 5 rounds
Employees - Tracked headcount
Investors 4 Known backers
Products - Services tracked
Competitors 10 Brand Intelligence

About Total Expert

Total Expert is a company based in Eden Prairie (United States) founded in 2012. Total Expert has raised $79.4 million across 5 funding rounds from investors including Georgian, Rally Ventures and Emergence Capital. Total Expert operates in a competitive market with competitors including Hearsay Systems, data.ai, SPINS, 4C Insights and Zafin, among others.

  • Headquarter Eden Prairie, United States
  • Sectors
    Technology
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Technology → Artificial Intelligence & Machine Learning Unlock Sub-Sector Unlock Segment
Technology → Enterprise Software & Productivity Solutions Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $79.4 M (USD)

    in 5 rounds

  • Latest Funding Round
    $52 M (USD), Series C

    Oct 24, 2019

  • Investors
    Georgian

    & 3 more

  • Employee Count
    Not available
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People of Total Expert

Headcount 200-500
Employee Profiles 20
Board Members and Advisors 5
Employee Profiles
People
Heide Antholz
SVP, Professional Services
People
Joe Welu
Founder & CEO
People
Tony Barbone
Chief Revenue Officer
People
Claire Koehler
Director Of Revenue Operations

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Board Members and Advisors
people
Jeff Hinck
Board Member
people
Patrick Meenan
Board Member
people
Joe Floyd
Board Member
people
Justin Kaufenberg
Board Member

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Funding Insights of Total Expert

Total Expert has successfully raised a total of $79.4M across 5 strategic funding rounds. The most recent funding activity was a Series C round of $52 million completed in October 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Total Expert

Total Expert has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include Georgian, Rally Ventures and Emergence Capital.

All
Venture Fund
Investor Description Founded Year Domain Location
Early-stage VC firm investing in the US
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Tech focused Early and growth stage VC firm investing in the US
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Venture capital is provided to expanding B2B software companies.
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Investor details for Total Expert

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Total Expert

Investments
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Investment portfolio details for Total Expert

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  • Portfolio identities
  • Transaction dates
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Financial Statements - Total Expert

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Detailed financials for Total Expert

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  • Profit trends
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Total Expert Comparisons

Total Expert Primary company
Description
Customer engagement platforms for financial institutions are...
Location
Eden Prairie, United States
Founded Year
2012
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Total Expert

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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  • Headcount comparison
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Competitors of Total Expert

Total Expert 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 Hearsay Systems, data.ai, SPINS, 4C Insights and Zafin, among others.

Company Name Domain Founded year HQ Location Description
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Marketing analytics platform is utilized for financial services customer engagement.
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Market data is analyzed by AI to generate consumer insights.
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Retail consumer analytics services are provided for natural products sector.
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Cloud-based market intelligence is delivered across closed ecosystems.
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Software solutions for relationship banking in financial services are delivered.
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CRM solutions for wealth managers
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Detailed competitors of Total Expert

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
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Latest news on Total Expert

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Complete news archive for Total Expert

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  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Total Expert

Total Expert was founded in 2012 and raised its 1st funding round 3 years after it was founded.

Total Expert is headquartered in Eden Prairie, United States. It is registered at Eden Prairie, Minnesota, United States.

Total Expert is a funded company, having raised a total of $79.4M across 5 funding rounds to date.

Provider of customer engagement platforms for financial institutions. This platform unifies data, marketing, sales, and compliance solutions to support the entire customer journey. It offers tools to improve lead generation, conversion, onboarding, cross-selling, and retention. The platform helps financial institutions create personalized customer experiences and increase loyalty. Services include onboarding, professional services, and expert content partnerships. The technology integrates with other leading providers.

Total Expert's top competitors include 4C Insights, EDO and Hearsay Systems.

Total Expert has 4 investors. Key investors include Georgian, Rally Ventures, Emergence Capital, and Arthur Ventures.

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