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Total Expert Stock

Marketing Operating System (MOS)

Founded

2012

Notable Investors

Rally Ventures

Headquarters

Saint Louis Park MN, US

Total Funding

$86.0M

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

Funding History

April 2016$14.0M
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

Other Companies

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