About Total Expert
Total Expert is a Technology company based in Eden Prairie (United States) founded in 2012. Customer engagement platforms for financial institutions are provided. It operates in the Technology and Financial Services sectors. Total Expert has raised $79.4 million across 5 funding rounds from investors including Georgian, Rally Ventures and Emergence Capital. Its website totalexpert.com draws about 15 thousand monthly visits. Its focus areas include Enterprise Applications, Sales Force Automation, CRM and Enterprise Suite. Its competitors include Hearsay Systems, data.ai and SPINS; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Eden Prairie, United States
- SectorsTechnologyFinancial Services
- Website category Business and Consumer Services · Real Estate
- Email••••••••
- Phone•••• ••••
- Website totalexpert.com
- Social LinkedIn X Facebook YouTube
- Total Equity Funding$79.4M (USD)
in 5 rounds
- Latest Funding Round$52M (USD), Series C
Oct 2019
- InvestorsGeorgian
& 3 more
Apps and channels of Total Expert
its YouTube channel Total Expert has 11 subscribers and 30 videos.
Videos from Total Expert
The most watched videos on Total Expert's YouTube channel, Total Expert (11 subscribers). Click a video to play it here.
More on Total Expert.
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.
- Total Funding $79.4M
- Total Rounds 5
- Last Round Series C — $52M
- First Round $1.4M
(Jun 2015)
- Investors Count 4
All 5 funding rounds of Total Expert with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2019 | $52M | Series C | – | Georgian | |
| Oct 2018 | $20M | Series B | – | Emergence Capital | |
| Apr 2016 | $3M | Series A | – | – | |
| Apr 2016 | $3M | Series A | – | – | |
| Jun 2015 | $1.4M | Seed | – | – | – |
4 investors in total: 4 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage VC firm investing in the US | rallyventures.com | Menlo Park, United States | ||
Tech focused Early and growth stage VC firm investing in the US | emcap.com | San Francisco, United States | ||
Venture capital is provided to expanding B2B software companies. | 2008 | georgian.io | Toronto, Canada | |
US focused seed & early stage VC firm | arthurventures.com | Minneapolis, United States |
Investor details for Total Expert
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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People of Total Expert
25 people are tracked at Total Expert (13 in leadership, 5 in board & advisors, 7 in team).
| Name | Role | Group |
|---|---|---|
Joe Welu | Founder & CEO | Leadership |
Tony Barbone | Chief Revenue Officer | Leadership |
Claire Koehler | Director Of Revenue Operations | Leadership |
Ilene Vogt | Chief Revenue Officer (cro) | Leadership |
John Emerick | CFO | Leadership |
Dan Catinella | Chief Lending Officer | Leadership |
J.j. Slygh | Director | GTM Strategy | Leadership |
Jessica Milewski | Senior Partner Program Manager | Leadership |
Mark Wick | Director, Software Engineering | Leadership |
Stephen Scansaroli | Sr. Director Of User Experience | Leadership |
Chris Rossi | Vice President Of Information Security & Technology | Leadership |
Andrew Jenkins | R&d Operations Director | Leadership |
Lauren Amundson | Senior Vice President Of Engineering | Leadership |
Jeff Hinck | Board Member | Board & advisors |
Patrick Meenan | Board Member | Board & advisors |
Joe Floyd | Board Member | Board & advisors |
Justin Kaufenberg | Board Member | Board & advisors |
Simon Chong | Director | Board & advisors |
Heide Antholz | SVP, Professional Services | Team |
Chase Conner | Account Executive | Team |
5 more people are available in the full profile.
Complete people profiles for Total Expert
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Total Expert
3 dated milestones of Total Expert across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Total Expert is founded.
- Funding First funding round of $1.4M.
- Funding Latest funding round, Series C, of $52.0M.
Competitors of Total Expert
Total Expert has 3 listed competitors in our database, 2 of them funded. They include Hearsay Systems, data.ai and SPINS.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hearsaysystems.com | 2009 | San Francisco, United States | $81M | 168 | Marketing analytics platform is utilized for financial services customer engagement. | |
| data.ai | 2010 | San Francisco, United States | $157M | 123 | Market data is analyzed by AI to generate consumer insights. | |
| spins.com | 1995 | Chicago, United States | 328 | Retail consumer analytics services are provided for natural products sector. |
Detailed competitors of Total Expert
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Total Expert
The website of Total Expert (totalexpert.com) receives about 15K visits a month and ranks #1,673,336 among all websites worldwide, #12,678 in Real Estate.
- Monthly visits15K
▼ 9.6% vs previous month
- Unique visitors5.9K
per month
- Global rank#1,673,336
among all websites
- Category rank#12,678
Business and Consumer Services · Real Estate
- Bounce rate59%
- Pages per visit1.7
- Average visit1 min 29 sec
- DevicesDesktop 16% · Mobile 84%
Websites whose visitors overlap most with Total Expert. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| lendingwise.com | 100% | 680.7K | #239,085 | View details | |
| setshape.com | 66% | #1,150,561 | View details | ||
cumanagement.com | cumanagement.com | 28% | #3,221,458 | – |
Top companies in Chatbots
3 companies that operate in the same segment as Total Expert (Chatbots) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based omnichannel communication and customer engagement platform is utilized. | 2008 | San Francisco, California, United States | USD 239.77 M | USD 5.07 B | 5,540 | |
Cloud-based business process management suite solutions are delivered. | 2010 | San Mateo, California, United States | USD 400.05 M | USD 838.81 M | 4,500 | |
AI-based conversational solutions are provided for user interactions and learning. | 2021 | Menlo Park, California, United States | USD 193 M | 325 |
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Related news about Total Expert
Complete news archive for Total Expert
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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. The company's 1st funding round was a Seed of $1.4M, raised on Jun 2015.
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 Hearsay Systems, SPINS and data.ai.
Total Expert has 4 investors. Key investors include Georgian, Rally Ventures, Emergence Capital, and Arthur Ventures.