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Total Expert Stock

Enterprise-Grade marketing operating system for financial services



Notable Investors

Rally Ventures


Saint Louis Park MN, US

Total Funding


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. Total Expert was founded by Joe Welu in 2012. It is based in St. Louis Park, Minnesota.


Funding History

April 2016$14.0M
October 2018$20.0M
October 2019$52.0M


Founder & Chief Executive Officer

Joe Welu

Chief Revenue Officer

Steven Sovik

Chief Technology Officer

Brian Walerius

Chief Financial Officer

Charles Wyatt


Other Companies

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