Total Expert
Purpose-Built Customer Engagement Platform
Minneapolis, United States · Founded 2012 · $86.0M raised
- Headquarters
- Minneapolis, Minnesota
- Employees
- 201–500
- Founded
- 2012
- Business Model
- B2B
- Website
- totalexpert.com
- Total Funding
- $86.0M
- Last Round
- $52.0M Series COct 2019
- Rounds
- 4
About
Total Expert is purpose-built to help modern financial institutions engage and guide consumers through their biggest financial milestones. The platform unites teams with customer insights, intelligent automation, and sales productivity tools that drive better financial outcomes. Its Customer Operating System includes Customer IQ for intent signals and enriched profiles, an AI Sales Assistant trained on mortgage conversations, plus Sales Center and Marketing Center for workflow and campaign automation. More than 200 financial institutions use Total Expert to deliver personalized customer journeys across lending, marketing, and compliance.
Summary
Total Expert is a Fintech company based in Minneapolis, United States, founded in 2012. It has raised $86.0M in total across 4 rounds, most recently a $52.0M Series C round in Oct 2019. Investors include Emergence Capital, Georgian and Rally Ventures.
Tech & App Stack
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Funding History
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Oct 2019
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Seed through Series C — per-round amounts, valuations, and who invested in each round.
Investors
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