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About Total Expert Stock
Founded
2012
Headquarters
Saint Louis Park, MN, US
Total Funding
86.0M
Industries
Software, Financial Services, Sales and Marketing
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.
Total Expert Press Mentions
Stay in the know about the latest news on Total Expert
FINTECHS UNITE TO CONVERT UNQUALIFIED MORTGAGE APPLICANTS INTO CLOSINGS
einpresswire • Jun 26, 2025
Total Expert Announces Voice AI Sales Assistant Purpose Built for Mortgage Lending
globalfintechseries • Jun 10, 2025
Total Expert Announces Voice AI Sales Assistant Purpose Built for Mortgage Lending
morningstar • Jun 09, 2025
Total Expert Launches Empower LOS Integration
globalfintechseries • Apr 21, 2025
Total Expert Names Pete Karns as Chief Product Officer
morningstar • Feb 12, 2025
Investors in Total Expert
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Total Expert Management
Leadership team at Total Expert
Chief Executive Officer
Joe Welu
Chief Financial Officer
Charles Wyatt
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