# Total Expert

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/total-expert

- Industry: Software
- Headquarters: St. Louis, US
- Website: www.totalexpert.com
- Total disclosed funding: $68M
- Latest round: Series C (Oct 24, 2019)
- Investors on record: 4

## About

Total Expert Inc. is a customer engagement and automation platform specifically tailored for the financial services industry, providing tools that enhance customer interactions and streamline compliance processes.Founded in 2012 in St. Louis, US, Total Expert Inc. specializes in creating an integrated platform for financial services. The firm was co-founded by Andrew Kondrup and Joe Welu, with Joe Welu currently serving as CEO. In total, the company has successfully completed three funding deals. The most recent funding round occurred on October 24, 2019, when Total Expert raised USD 45.00 mn in a Series C round led by Georgian Partners, with participation from Emergence Capital Partners and Rally Ventures. The total amount raised by the company to date is USD 45.00 mn, resulting in a current valuation of USD 296.18 mn.Total Expert offers a comprehensive customer engagement and intelligent automation platform designed specifically for the financial services sector. This solution integrates data, marketing, sales, and compliance tools to provide personalized experiences throughout every stage of a customer's financial journey. The platform features dynamic customer profiles that aggregate behavioral, demographic, and financial data, allowing financial institutions to deliver tailored content and product offers. Key use cases include enhancing customer retention, facilitating cross-sell campaigns, and improving satisfaction across mortgage lending, banking, credit unions, and insurance. Total Expert serves over 200 financial institutions in the United States, Canada, and select regions in Europe.Total Expert generates revenue primarily through a subscription-based model, offering its platform to financial institutions on a recurring basis. Clients enter contracts outlining specific service levels and access to various features of the platform. The pricing structure is organized around tiers based on the complexity and volume of features utilized, including advanced customer intelligence tools and compliance management solutions. Revenue is driven by partnerships with banks, credit unions, and lenders that utilize the platform to enhance customer engagement, ensuring a stable revenue stream as clients depend on Total Expert’s services to meet regulatory requirements and improve their customer service capabilities.Total Expert plans to leverage its recent Series C funding of USD 45.00 mn to enhance its product offerings and expand into new markets. Upcoming product launches are aimed at releasing enhanced features targeting improved customer engagement and operational efficiency in early 2023. The company intends to expand its reach into additional regions within Europe and the Asia-Pacific by the end of 2024, focusing on attracting new financial institutions seeking to streamline their customer interactions and compliance processes.

## Funding rounds

- Series C, Oct 24, 2019, $45M — Emergence Capital, Georgian, Rally Ventures
- Series B, Oct 11, 2018, $20M — Emergence Capital, Rally Ventures, Arthur Ventures
- Series A, Apr 12, 2016, $3M — Rally Ventures, Arthur Ventures

## Investors

- Rally Ventures (https://capitalatlas.ai/funds/rally-ventures) — Series A, Series B, Series C
- Arthur Ventures (https://capitalatlas.ai/funds/arthur-ventures) — Series A, Series B
- Emergence Capital (https://capitalatlas.ai/funds/emergence-capital) — Series B, Series C
- Georgian — Series C