Total Expert Stock
Marketing Operating System (MOS)
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About Total Expert Stock
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables financial services organizations to create customers or members for life by re-humanizing complex financial decisions. The company's system aligns marketing, sales and compliance in a single system of record, allowing salespeople to grow their marketing and sales efforts while ensuring they stay compliant with complex regulations and marketing content and brand assets can be developed at the community level and every asset ever created, downloaded or deployed is tracked with on-demand audit-level reporting, enabling businesses and mortgage related businesses to have settings for endless custom reporting and analytics options based on the unique preferences of the organization and manage their financial lives in the digital, social era.
Investors
Arthur Ventures
Emergent Ventures
Georgian Partners
Welltok, Armis Security, Tealium, WorkFusion, DISCO, True Fit, Ritual, Reonomy, Signpost, FreshBooks
Rally Ventures
Funding History
April 2016 | $14.0M |
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October 2018 | $20.0M |
October 2019 | $52.0M |
Management
Chief Executive Officer
Joe Welu
Chief Financial Officer
Charles Wyatt
Chief Technology Officer
Brian Walerius
Press
businesswire - Feb, 18 2024
Total Expert Introduces the Next Generation of Customer Intelligencecutimes - Jan, 25 2024
CU Times LUMINARIES 2023 Finalists: Product Innovation ...housingwire - Dec, 23 2023
Nearly 40 housing tech firms make the 2023 Inc. 5000 listbusinesswire - Dec, 23 2023
Lake Michigan Credit Union Adopts Total Expert to Fuel ...businesswire - Oct, 31 2023
Total Expert Joins AWS ISV Accelerate Program