Total Expert Stock
Marketing Operating System (MOS)
Sign up today and learn more about Total Expert Stock
Invest in or value your shares in one or many pre-IPO companies through an EquityZen investment vehicle.
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.
Welltok, Armis Security, Tealium, WorkFusion, DISCO, True Fit, Ritual, Reonomy, Signpost, FreshBooks
Chief Executive Officer
Chief Financial Officer
Chief Technology Officer
globenewswire - Aug, 13 2020Total Expert Welcomes Matt Tippets as its Chief Product Officer
tech - Nov, 7 2019Total Expert brings more jobs to MN FinTech Industry
TechCrunch - Oct, 24 2019Helping banks refine sales pitches and customer service, Minneapolis-based Total Expert raises $52 million
pehub - Oct, 24 2019Total Expert pockets $52 mln Series C
EquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
Some data provided by Crunchbase