Total Expert Stock
Enterprise-Grade marketing operating system for financial services
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.
Investors
Arthur Ventures
Emergent Ventures
Georgian Partners
Tealium, DISCO, Ritual, Signpost, FreshBooks, Total Expert, Glooko, Stratifyd
Rally Ventures
Funding History
| April 2016 | $14.0M |
|---|---|
| October 2018 | $20.0M |
| October 2019 | $52.0M |
Management
Founder & Chief Executive Officer
Joe Welu
Chief Revenue Officer
Steven Sovik
Chief Technology Officer
Brian Walerius
Chief Financial Officer
Charles Wyatt
Press
Total Expert brings more jobs to MN FinTech Industry
tech - Nov, 7 2019
Stearns Lending Powers Humanized Customer Experiences with Total Expert
marketwatch - Nov, 5 2019
Helping banks refine sales pitches and customer service, Minneapolis-based Total Expert raises $52 million
TechCrunch - Oct, 24 2019
Total Expert pockets $52 mln Series C
pehub - Oct, 24 2019
NAFCU Services Announces Total Expert as Preferred Partner for Marketing Compliance Software
businesswire - Jun, 13 2019
Other Companies
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