Total Expert

Eden Prairie, United States Founded: 2012 • Age: 14 yrs
Customer engagement platforms for financial institutions are provided.
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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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Artificial Intelligence & Machine Learning
Technology → Enterprise Software & Productivity Solutions
Financial Services → FinTech & Digital Finance
Financial Services → FinTech & Digital Finance
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • 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
    Employee Count
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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.

  • Total Funding
  • Total Rounds 5
  • Last Round Series C — $52.0M
  • First Round

    (01 Jun 2015)

  • Investors Count 4
Date Amount Transaction Name Valuation Lead Investors Investors
Oct, 2019 Amount Series C - Total Expert Valuation Georgian
Oct, 2018 Amount Series B - Total Expert Valuation Emergence Capital
Apr, 2016 Amount Series A - Total Expert Valuation

investors

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

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Early-stage VC firm investing in the US
Founded Year Domain Location
Tech focused Early and growth stage VC firm investing in the US
Founded Year Domain Location
Venture capital is provided to expanding B2B software companies.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Total Expert

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 Expert

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 Expert Comparisons

Employees
+
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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. 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
Marketing analytics platform is utilized for financial services customer engagement.
domain founded_year HQ Location
Market data is analyzed by AI to generate consumer insights.
domain founded_year HQ Location
Retail consumer analytics services are provided for natural products sector.
domain founded_year HQ Location
Cloud-based market intelligence is delivered across closed ecosystems.
domain founded_year HQ Location
Software solutions for relationship banking in financial services are delivered.
domain founded_year HQ Location
CRM solutions for wealth managers
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 Expert

Frequently Asked Questions about Total Expert

When was Total Expert founded?

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

Where is Total Expert located?

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

Is Total Expert a funded company?

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 Series A of $3M, raised on Jun 01, 2015.

What does Total Expert do?

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.

Who are the top competitors of Total Expert?

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

Who are Total Expert's investors?

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

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