Fundraising Fox

Total Expert

Eden Prairie, US · Founded 2016 · Delaware corporation · 3 known investors

totalexpert.com ↗

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.

Enterprise SoftwareFintechSaaSin /total-expert@totalexpertinc

Founders & leadership

PM
Patrick MeenanDirector
WF
William FosterExecutive Officer
JH
Jeffrey HinckDirector
JW
Joseph WeluExecutive Officer, Director
JK
Justin KaufenbergDirector

Investors · 3

Emergence Capital PartnersSan Francisco · $500K – $10M
Rally Ventures Management, LlcMenlo Park · $100K – $4Mvia Justin Kaufenberg · board
Arthur VenturesreportedMinneapolis · $1M – $10M

Reported raises · per SEC filings

Form D private placements
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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