We use cookies to improve the performance of our site and optimize it for our users. Customize Cookie Preferences

Sign Up Today and Learn More About Total Expert Stock

Invest in or calculate the value of your shares in Total Expert or other pre-IPO companies through EquityZen's platform.

Get Started

Total Expert Stock (TOEX)

Marketing Operating System (MOS)

About Total Expert Stock

Founded

2012

Headquarters

Saint Louis Park, MN, US

Total Funding

86.0M

Industries

Software, Artificial Intelligence, Data and Analytics

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 in Total Expert

Discover investors in Total Expert stock and explore their portfolio companies

Total Expert Management

Leadership team at Total Expert

Chief Executive Officer

Joe Welu

Chief Financial Officer

Charles Wyatt

Locked Features

Join now and verify your accreditation status to gain access to:

  • Total Expert current valuation
  • Total Expert stock price
  • Available deals in Total Expert and all other companies
  • Deal offering documents
  • EquityZen's proprietary data and insights, including
    • Cap tables, which include funding history by Share Class and Liquidity Preferences
    • Company Highlights
    • Business Model
    • Risk Factors
Join Now

How to invest in Total Expert stock?

Accredited investors can buy pre-IPO stock in companies like Total Expert through EquityZen funds. These investments are made available by existing Total Expert shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

How to sell Total Expert stock?

Shareholders can sell their Total Expert stock through EquityZen's private company marketplace. EquityZen's network includes over 320K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.

If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.

Why choose EquityZen?

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 43K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."

More Like Total Expert