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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 4554 active competitors, including 419 funded and 238 that have exited. Its top competitors include companies like Salesforce, HubSpot 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.
Social
X
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
Ranked
Employee Count
253 as on Aug 31, 2026
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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:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Oct 24, 2019
7617808
Series C
4257595
3964682
3749847
5359916
Oct 11, 2018
4979505
Series B
5194617
7872176
5799587
Apr 26, 2016
8089209
Series A
7206231
3224390
2221665
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Total Expert's founders and board of directors

Founder? Claim Profile
The founders of Total Expert are Andrew Kondrup and Joe Welu.
Here are the details of Total Expert's key team members:

Total Expert's employee count trend

Total Expert has 253 employees as of Aug 26. Here is Total Expert's employee count trend over the years:
Employee count trend for Total Expert
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Total Expert's Competitors and alternates

Top competitors of Total Expert include Salesforce, HubSpot and Freshworks. Here is the list of Top 10 competitors of Total Expert, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Salesforce
Salesforce
1999, San Francisco (United States), Public
Provider of a platform delivering customer relationship management and cloud solutions
$52M
87/100
2nd
Logo for HubSpot
HubSpot
2005, Cambridge (United States), Public
Provider of a platform offering marketing, sales, and customer service software
$101M
87/100
3rd
Logo for Freshworks
Freshworks
2010, Chennai (India), Public
Provider of IT service management and customer support solutions
$400M
84/100
4th
Logo for Zoho
Zoho
1996, Chennai (India), Unfunded
Provider of cloud-based business software suite for diverse operational requirements
-
-
76/100
5th
Logo for Outreach
Outreach
2014, Seattle (United States), Series G
Provider of an AI revenue workflow platform for sales teams
$489M
74/100
6th
Logo for Clari
Clari
2013, Sunnyvale (United States), Series F
Developer of a predictive revenue platform for managing sales pipelines
$510M
73/100
7th
Logo for SugarCRM
SugarCRM
2004, Cupertino (United States), Acquired
AI-based open-source CRM software
$152M
72/100
8th
Logo for Gong
Gong
2016, Israel, Series E
Platform offering revenue intelligence solutions
$584M
71/100
9th
Logo for Attio
Attio
2017, London (United Kingdom), Series B
Cloud based platform offering CRM software to enterprises
$141M
71/100
10th
Logo for LeadSquared
LeadSquared
2011, Bengaluru (India), Series C
Developer of a platform providing sales, marketing, field, and service solutions
$204M
69/100
62nd
Logo for Total Expert
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.

Reports related to Total Expert

Here is the latest report on Total Expert's sector:

News related to Total Expert

lockFilter this list
Media has covered Total Expert for a total of 5 events in the last 1 year, 4 of them have been about company updates.
•
Total Expert Declares End of CRM Era, Introduces Customer Operating SystemGlobal Fintech Series•Aug 04, 2026•Total Expert
•
Total Expert Announces Enhanced Lead Management CapabilitiesBusiness Wire•May 14, 2026•Total Expert
•
Total Expert Unveils AI Voice Sales Assistant Tailored for Mortgage LendingGlobal Fintech Series•Jun 10, 2025•Total Expert
•
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Selectsys buys AI-based insurance management platform Expert InsuredLife Insurance International•Feb 27, 2025•Selectsys, Total Expert
•
Total Expert Names Pete Karns as Chief Product OfficerMarTech Series•Feb 12, 2025•Total Expert
•
Total Expert Names Pete Karns as Chief Product OfficerBusiness Wire•Feb 12, 2025•Total Expert, IBM
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FAQs about Total Expert

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