Lattice Engines
The Customer Data Platform built for ABM. Visit our website to learn how to take your ABM programs to the next level.
21 employees · est. 2006 · San Mateo, United States
Total Expert
Deliver the Perfect Customer Journey across every financial milestone.
265 employees · est. 2012 · United States
Lattice Engines is the older company (2006 vs 2012); Total Expert is the larger of the two.
Side-by-Side Comparison
| Metric | Lattice Engines | Total Expert |
|---|---|---|
| Founded | ||
| Founded | 2006 older | 2012 |
| Headquarters | ||
| Headquarters | San Mateo, United States | United States |
| Employees | ||
| Employees | 21 | 265 larger |
| Industry | ||
| Industry | AI, Analytics, Data Analytics | Automation, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Series D | Series C |
| Total Funding | ||
| Total Funding | $67.70M | $86.00M |
| Funding Rounds | ||
| Funding Rounds | 5 | 3 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | ABM Solutions, AI-based Marketing, Sales Solutions, Personalization, Digital Experiences, Lead Prioritization, Account-based Marketing, Omni-channel Campaigns, Customer Lifetime Value, B2B Marketing, Predictive Analytics, Data Integration, CRM Enhancement, Salesforce Integration, Marketo Integration | Customer Engagement Platform, Financial Enterprises, Unified Data Solutions, Marketing Solutions, Sales Solutions, Compliance Solutions, Customer Insights, Loyalty, Growth, Banks, Lenders, Credit Unions, Insurance Companies |
| Website | ||
| Website | lattice-engines.com | totalexpert.com |
About Lattice Engines
Lattice Engines, founded in 2006, is a leader in providing AI-enabled Account-Based Marketing (ABM) solutions. The company's advanced suite of AI-based marketing and sales solutions aims to deliver personalized 1-to-1 experiences throughout the buyer’s journey. Lattice's platform helps customers enh...
About Total Expert
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 a...
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Funding, hiring, leadership and stack changes at Lattice Engines and Total Expert — by email.
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Compiled from the BounceWatch company index. We last looked at Lattice Engines on 24 Jun 2025, and Total Expert on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.