Market Leadership Total Expert has been recognized as a Mortgage CRM Leader in G2's 2025 Summer Report, demonstrating its strong position in the financial services customer engagement sector, which can be leveraged to attract new clients looking for proven solutions.
Expanding Ecosystems Recent launches such as the Empower loan origination system integration and Engage SMS enhance the platform's capabilities, creating opportunities to cross-sell these innovative features to existing clients and target new financial institutions seeking comprehensive engagement tools.
Strategic Partnerships Collaborations with Evocalize and Dark Matter Technologies indicate a focus on digital marketing and technology integration, suggesting potential sales opportunities with financial firms aiming to modernize their marketing and operational stacks.
Growth Investment With a revenue range of 250 to 500 million dollars and recent funding of 52 million, Total Expert is positioned for expansion, making it a compelling partner for financial institutions seeking scalable, well-funded customer engagement platforms.
Technology Stack Utilization of modern tech frameworks and strategic partners points to a flexible, innovative platform that appeals to forward-thinking lenders, credit unions, and insurance companies seeking to upgrade their customer engagement strategies.
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$1B$10BTotal Expert uses 8 technology products and services including Unpkg, jsDelivr, Swiper, and more. Explore Total Expert's tech stack below.
| Total Expert Email Formats | Percentage |
| First@totalexpertinc.com | 51% |
| First.Last@totalexpertinc.com | 34% |
| FirstLast@totalexpertinc.com | 9% |
| Last@totalexpertinc.com | 5% |
| LastFirst@totalexpertinc.com | 1% |
| First.Last@totalexpert.com | 96% |
| First@totalexpert.com | 2% |
| FLast@totalexpert.com | 2% |
Financial ServicesMinnesota, United States201-500 Employees
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.
Company Overview
Media & News
Funding & FinancialsTotal Expert has raised a total of $52M of funding over 3 rounds. Their latest funding round was raised on Oct 24, 2019 in the amount of $52M.
Total Expert's revenue is estimated to be in the range of $250M$500M
Funding & FinancialsTotal Expert has raised a total of $52M of funding over 3 rounds. Their latest funding round was raised on Oct 24, 2019 in the amount of $52M.
Total Expert's revenue is estimated to be in the range of $250M$500M
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