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Total Expert
Central hub for mortgage and real estate compliance, crm, marketing,co-marketing
About Total Expert
Total Expert is a financial technology startup that provides a customer engagement platform specifically designed for modern financial institutions. The company's platform is aimed at helping these institutions engage and guide their customers through complex financial decisions. It does this by offering tools that combine digital communications and human interactions.
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Unlike traditional CRM platforms that only provide static customer records, Total Expert creates dynamic customer profiles by continuously aggregating relevant behavioral, demographic, and financial data. This allows financial institutions to deliver highly personalized content and product offers at exactly the right time, resulting in increased revenue, wallet share, and customer retention.
Total Expert's business model is based on providing its platform to financial institutions, which includes banks and lenders. The company generates revenue by charging these institutions for the use of its platform. The platform has proven results, with institutions achieving loan retention rates of over 60%, compared to the industry average of 18%. It also helps institutions increase their sales, marketing, and compliance productivity by 20%.
The market Total Expert operates in is the financial technology sector, specifically in the area of customer engagement platforms for financial institutions. The company's platform is used by over 200 financial institutions, demonstrating its significant presence in this market.
In summary, Total Expert is a fintech startup that provides a customer engagement platform for financial institutions, helping them to increase revenue, wallet share, and customer retention by delivering personalized content and product offers.
At a glance
- Status
- Operational
- Founded
- 2012
- Headquarters
- Eden Prairie, United States
- Employees
- 247
- Open positions
- 4
- Dealroom signal
- 69.0/100
- Industry
- Fintech, Marketing
- Sub-industry
- CRM & Sales
- Sector
- Fintech, Real Estate, Market Intelligence, SaaS, Compliance, Platform, Mortgages & Lending, Regtech Compliance
- Client focus
- b2b
Latest news
Press, funding announcements and product moves mentioning Total Expert.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES COther financing | Oct 2019 | $52M | $208M | Georgian · Emergence · Rally Ventures | — |
| SERIES BOther financing | Oct 2018 | $20M | $80M | Emergence · Arthur Ventures · Rally Ventures | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Total Expert is 15K monthly website visits, up 7.1% over the last three months. Total Expert's team declined 3.5% over the past year.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A3 investors entered at this stage
Arthur Ventures
Rally Ventures
Emergence
Series B and later1 investor entered at this stage
Georgian
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Total Expert on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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