Total Expert
Eden Prairie, US · Founded 2016 · Delaware corporation · 254 employees on LinkedIn · 3 known investors
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.
JW
Joseph WeluFounder
WF
William FosterExecutive
Board
PM
JH
JK
Investors · 3
Reported raises · per SEC filings
Form D private placements$3M disclosed across 1 round · 2016
▶$3MraisedApr 2016 · 3 investors · Other TechnologyRule 506(b)
▶$3MraisedApr 2016 · 3 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- 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.
Competitors · 3
by search overlap
Netezza22 shared keywordsIBM is a global technology company whose business spans enterprise software (including Red Hat, HashiCorp, and Confluent), IT infrastructure such as mainframes, servers, and storage, and IT consulting services. The company is also investing heavily in quantum computing and AI-based enterprise offerings, including its Lightwell open-source software security clearinghouse and the Anderon quantum wafer foundry.
Blend22 shared keywordsBlend offers a Consumer Banking Suite, a digital platform for banks and financial institutions to originate and process consumer lending and deposit products. The company operates in the financial technology sector, providing software for the U.S. consumer banking market.
Zendesk20 shared keywordsThis is Zendesk's internal belonging/diversity and inclusion program page, not a company profile page for an external company. It describes Zendesk's internal culture initiatives and leadership development programs.
Companies competing with Total Expert for the same Google search keywords, organic and paid, via search-intersection analysis.
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 $3M raised across 1 round.
- Where is Total Expert headquartered?
- Total Expert is headquartered in Eden Prairie, US.