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.



Notable Investors

Arthur 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. 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.


Funding History

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


Chief Executive Officer

Joe Welu

Chief Financial Officer

Charles Wyatt

Chief Technology Officer

Brian Walerius


Join 630,000+ Investors and Shareholders

On our trusted digital marketplace for private companies

EquityZen Recognized As: