Total Expert is a technology company.
Total Expert has raised $86.0M across 3 funding rounds.
Total Expert has raised $86.0M in total across 3 funding rounds.
Total Expert has raised $86.0M in total across 3 funding rounds.
Total Expert's investors include Company Capital, Emergence Capital, H.I.G. Capital, High Alpha, Insight Partners, Owl Rock Capital Partners, Rally Ventures, Storm Ventures, Kyle Porter, Arthur Ventures.
Total Expert is a fintech software company providing a purpose-built customer engagement platform for modern financial institutions, including banks, lenders, credit unions, and insurance brokers.[1][2][4] It unifies customer data, intelligence, marketing automation, sales productivity tools, and compliance features to deliver personalized experiences across the customer lifecycle, powering over 200 institutions and 25% of U.S. mortgage production, including 15 of the top 25 banks and lenders.[1][2] The platform helps financial firms turn data into actionable insights, fostering deeper relationships, boosting engagement, and driving revenue growth by addressing customers' financial milestones like mortgages.[1][2][4]
Serving primarily loan origination and mortgage lending markets from its HQ in St. Louis Park, Minnesota, Total Expert solves the problem of underutilized customer data by enabling personalized, compliant communications and workflows that restore relationships and capitalize on leads amid economic uncertainty.[2][3]
Total Expert emerged from the observation that financial institutions were not leveraging their vast customer data, missing opportunities to build meaningful relationships—particularly in mortgage lending where CMOs and loan officers drive sales.[2] Launched around 2015, the company developed the first customer experience platform tailored for modern financial institutions, focusing on CRM, marketing, and engagement tools.[5] Under leadership like Joe (noted for steering vision since 2015), it quickly gained traction, now serving over 150-200 companies from community banks to national players like Guaranteed Rate, loanDepot, and U.S. Bank.[2][5] Early pivotal moments included recognizing post-COVID priorities for digital customer experiences, expanding to unify data, sales, and compliance in an open API platform.[2][5]
Total Expert stands out in the fintech CRM space through purpose-built features for financial services:
Total Expert rides the wave of fintech personalization and AI-driven customer engagement, where financial institutions increasingly prioritize data unification amid digital transformation and economic volatility.[1][2][4] Timing is ideal post-COVID, as lenders seek to restore relationships through compliant, automated tools rather than siloed systems—Total Expert's open API and marketplace fill gaps in legacy tech stacks.[3][5] Market forces like rising demand for mortgage analytics, reputation management, and conversational AI (via partners) favor its growth, influencing the ecosystem by enabling 25% of U.S. mortgage production and setting standards for human-digital hybrid experiences in lending.[2][3] It empowers smaller institutions to compete with nationals via accessible, scalable tech.
Total Expert is poised for expansion as fintech consolidates around compliant, AI-enhanced platforms amid regulatory scrutiny and AI adoption in finance. Upcoming trends like advanced AI for lead conversion (e.g., deeper Verse.AI integrations) and reputation tools will shape its trajectory, potentially growing its marketplace and client base beyond mortgages into broader financial wellness.[3][6] Its influence may evolve toward ecosystem leadership, fostering pre-IPO liquidity via private markets while maintaining high standards of grit, action, and customer ROI.[6][7] This positions Total Expert to keep delivering the perfect customer journey, turning data into lasting financial relationships.
Total Expert has raised $86.0M across 3 funding rounds. Most recently, it raised $52.0M Series C in October 2019.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Oct 1, 2019 | $52.0M Series C | Company Capital, Emergence Capital, H.I.G. Capital, High Alpha, Insight Partners, Owl Rock Capital Partners, Rally Ventures, Storm Ventures, Kyle Porter | |
| Oct 1, 2018 | $20.0M Series B | Arthur Ventures, Company Capital, Emergence Capital, H.I.G. Capital, High Alpha, Insight Partners, Owl Rock Capital Partners, Rally Ventures, Storm Ventures, Kyle Porter | |
| Apr 1, 2016 | $14.0M Series A | Arthur Ventures, Company Capital, Rally Ventures |