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Total Expert
Eden Prairie, US · Founded 2016 · Delaware corporation · 254 employees on LinkedIn · 3 known investors
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Total Expert is a platform for financial services firms that helps financial leaders deliver customer experiences and drive business outcomes. The company serves financial institutions and advisors in the financial services industry.
Founders & leadership
Total Expert was founded in 2016 by Joseph Welu.
Board
Investors · 3
How we know: Emergence Capital Partners's portfolio page · open dataset · 5k.vc investor directory · Not right? Tell us
How we know: Rally Ventures Management, Llc's portfolio page · a partner's Signal profile · board seat on SEC Form D · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us
How we know: the VCSheet dataset · Not right? Tell us
Funding
SEC filings, press & company announcements$107M disclosed across 3 of 4 rounds · 2016–2019
- $52MSeries COct 2019 · 3 sourcesSource ↗
- $52MraisedOct 2019 · 2 sourcesSource ↗
- Undisclosed amountSeries BOct 2018Source ↗
▶$3MraisedApr 2016 · 3 investors · Other TechnologyRule 506(b)
- Patrick MeenanDirector
- William FosterExecutive Officer
- Jeffrey HinckDirector
- Justin KaufenbergDirector
- Joseph WeluExecutive Officer, Director
- Offering amount
- $3M
- Amount sold
- $3M
- First sale
- Apr 2016
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through Total Expert went on to found or lead other companies.
Related companies · 2
Companies working in the same space as Total Expert.
In the news
Frequently asked questions
- What does Total Expert do?
- Total Expert is a platform for financial services firms that helps financial leaders deliver customer experiences and drive business outcomes. The company serves financial institutions and advisors in the financial services industry.
- Who founded Total Expert?
- Total Expert was founded by Joseph Welu in 2016.
- Who are Total Expert's investors?
- Total Expert's investors include Emergence Capital Partners, Rally Ventures Management, Llc, Arthur Ventures.
- How much funding has Total Expert raised?
- Total Expert has disclosed $107M raised across 3 of its 4 known rounds.
- Where is Total Expert headquartered?
- Total Expert is headquartered in Eden Prairie, US.