Total Expert Raises $52M in Series C Funding

total expertTotal Expert, a Minneapolis-based marketing and customer engagement technology platform for banks, lenders and financial services, raised $52m in Series C funding.

The round, which brought Total Expert’s total funding to $86m, was led by Georgian Partners with participation from Emergence and Rally Ventures.

The company intends to use the funds to expand on its current team of 218 employees hiring additional data scientists, designers and industry experts, in addition to accelerating the development of its APIs, machine learning and AI capabilities.

Led by Joe Welu, Founder and Chief Executive Officer, Total Expert is a fintech software company that has built an enterprise-grade Marketing Operating System (MOS) purpose built for the modern financial services industry.
The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life.
Total Expert has increased its customer base by 8.5 times to over 100 enterprise customers.



Join the discussion