Total Expert

Total Expert

Deliver the Perfect Customer Journey across every financial milestone.

Founded 2012

United States 265 employees Series C Total: $86.00M Automation, Financial Services +3

Total Expert is a leading customer engagement platform in the financial industry, serving over 200 enterprises since its establishment in 2012. The company's platform integrates data, marketing, sales, and compliance solutions, enabling financial institutions to provide a seamless customer journey across various milestones. This focus on customer insights translates into actionable strategies to enhance loyalty and foster growth for banks, lenders, credit unions, and insurance companies. Total Expert operates in the Financial Services, Fintech, Real Estate, and SaaS sectors, with its headquarters situated in the United States. The company recently secured a $52.00M Series C investment on 24 October 2019, attracting funding from prominent investors such as Rally Ventures, Georgian Partners, and Emergence Capital. This investment signifies a show of confidence in Total Expert's potential for growth and innovation within the financial technology space, while also indicating the industry's recognition of the importance of a cohesive customer engagement approach. This substantial funding is expected to further propel Total Expert's position as a significant player in the financial customer engagement sphere, potentially leading to expanded offerings and continued market impact.

Funding Stage	Amount	Investors	Lead Investors	Date
Series C	$52.00M	3	Rally Ventures, Georgian Partners +1	24 Oct 2019
Series B	$20.00M	3	Arthur Ventures, Rally Ventures +1	11 Oct 2018
Series A	$14.00M	2	Arthur Ventures, Rally Ventures	12 Apr 2016

Funding Stage

Amount

Investors

Lead Investors

Date

Series C

$52.00M

Rally Ventures, Georgian Partners +1

24 Oct 2019

Series B

$20.00M

Arthur Ventures, Rally Ventures +1

11 Oct 2018

Series A

$14.00M

Arthur Ventures, Rally Ventures

12 Apr 2016

FAQ About Total Expert

Deliver the Perfect Customer Journey across every financial milestone.

Total Expert was founded in 2012.

Total Expert is headquartered in United States.

Total Expert operates in Automation, Financial Services, Fintech, Real Estate and SaaS. Its work centres on customer engagement platform, financial enterprises, unified data solutions and marketing solutions.

Total Expert has approximately 265 employees.

Total Expert has completed 3 funding rounds, raising a total of $86.00M. The latest funding stage is Series C.

Top alternatives and competitors to Total Expert include Flourish Fi, FinLocker, Revio Insight, LendKey Technologies, Inc., Receeve. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Total Expert and Flourish Fi are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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