Total Expert - About the company
Total Expert is a series C company based in Eden Prairie (United States), founded in 2012 by Andrew Kondrup and Joe Welu. It operates as a Provider of customer engagement platforms for financial institutions. Total Expert has raised $86M in funding from Emergence Capital and Georgian. The company has 3886 active competitors, including 422 funded and 233 that have exited. Its top competitors include companies like HubSpot, Salesforce and Freshworks.
Company Details
Provider of customer engagement platforms for financial institutions. This platform unifies data, marketing, sales, and compliance solutions to support the entire customer journey. It offers tools to improve lead generation, conversion, onboarding, cross-selling, and retention. The platform helps financial institutions create personalized customer experiences and increase loyalty. Services include onboarding, professional services, and expert content partnerships. The technology integrates with other leading providers.
- Website
- www.totalexpert.com/
- Email ID
- *****@totalexpertinc.com
- Phone Number
- +1 **********
- Registered Address
- St. Louis Park, Minnesota
Key Metrics
Founded Year
2012
Location
Eden Prairie, United States
Stage
Series C
Total Funding
$86M in 4 rounds
Latest Funding Round
Investors
Ranked
72nd among 3886 active competitors
Employee Count
248 as on May 31, 2026
Legal entities associated with Total Expert
Total Expert is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
TOTAL EXPERT, INC. CIN: 812229221 , United States, Active | Apr 10, 2016 | - | 377 (As on Dec 31, 2024) | - |
TOTAL EXPERT, INC. CIN: 32066970545 , United States, Active | Apr 25, 2018 | - | - | - |
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Total Expert's funding and investors
Total Expert has raised a total funding of $86M over 4 rounds. Its first funding round was on 2015. Its latest funding round was a Series C round on Oct 24, 2019 for $*****. 3 investors participated in its latest round. Total Expert has 4 institutional investors.
Here is the list of recent funding rounds of Total Expert:
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Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Oct 24, 2019 | 2143882 | Series C | 1844556 | 1710532 | 4932915 | 9703801 |
Oct 11, 2018 | 8915046 | Series B | 5092302 | 6705170 | 5621250 | |
Apr 26, 2016 | 9144836 | Series A | 8225617 | 5959406 | 5195681 |
View details of Total Expert's funding rounds and investors
Total Expert's founders and board of directors
Founder? Claim ProfileThe founders of Total Expert are Andrew Kondrup and Joe Welu.
Here are the details of Total Expert's key team members:
- Andrew Kondrup: Co-Founder of Total Expert and founder of 1 other company. Contact Info: 1 email address
- Joe Welu: Co-Founder & CEO of Total Expert and founder of 1 other company. Contact Info: 1 email address
View details of Total Expert's Founder profiles and Board Members
Total Expert's employee count trend
Total Expert has 248 employees as of May 26. Here is Total Expert's employee count trend over the years:
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Total Expert's Competitors and alternates
Top competitors of Total Expert include HubSpot, Salesforce and Freshworks. Here is the list of Top 10 competitors of Total Expert, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | HubSpot 2005, Cambridge (United States), Public | Provider of a platform offering marketing, sales, and customer service software | $101M | 88/100 | |
2nd | Salesforce 1999, San Francisco (United States), Public | Provider of a platform delivering customer relationship management and cloud solutions | $52M | 87/100 | |
3rd | Freshworks 2010, Chennai (India), Public | Provider of IT service management and customer support solutions | $400M | 84/100 | |
4th | Provider of cloud-based business software suite for diverse operational requirements | - | - | 76/100 | |
5th | Outreach 2014, Seattle (United States), Series G | Provider of an AI revenue workflow platform for sales teams | $489M | 74/100 | |
6th | Platform offering revenue intelligence solutions | $584M | 74/100 | ||
7th | SugarCRM 2004, Cupertino (United States), Acquired | AI-based open-source CRM software | $152M | 73/100 | |
8th | Clari 2013, Sunnyvale (United States), Series F | Provider of revenue operations platform | $510M | 70/100 | |
9th | LeadSquared 2011, Bengaluru (India), Series C | Developer of a platform providing sales, marketing, field, and service solutions | $204M | 70/100 | |
10th | Poly 2017, London (United Kingdom), Series D | Developer of conversational voice artificial intelligence agents for customer service | $206M | 69/100 | |
72nd | Total Expert 2012, Eden Prairie (United States), Series C | Provider of customer engagement platforms for financial institutions | $86M | 57/100 |
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Total Expert's Investments and acquisitions
Total Expert has made no investments or acquisitions yet.
News related to Total Expert
Media has covered Total Expert for a total of 4 events in the last 1 year, 3 of them have been about company updates.
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Total Expert Launches Customer IQ to Power Agentic Era in Mortgage Banking and Consumer LendingGlobal Fintech Series•Apr 27, 2026•Total Expert
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Total Expert Unveils AI Voice Sales Assistant Tailored for Mortgage LendingGlobal Fintech Series•Jun 10, 2025•Total Expert
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Selectsys Acquires Expert Insured, with AI for Carriers, MGAsInsurance Journal•Feb 28, 2025•Selectsys India, Total Expert
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Selectsys buys AI-based insurance management platform Expert InsuredLife Insurance International•Feb 27, 2025•Selectsys, Total Expert
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