Total Expert Information

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.

Website	http://totalexpert.com
Revenue	$61.5 million
Funding	$75.5 million
Employees	255 (201 on RocketReach)
Founded	2012
Address	1600 Utica Ave S Suite 800, St. Louis Park, Minnesota 55416, US
Phone	+1 800-830-9085
Technologies	JavaScript , HTML , PHP +79 more (view full list)
Industry	Financial Services, Business Services General, Real Estate Software, Business Services, FinTech, Mortgage Software, Marketing Automation, Sales and Marketing, Software, Real Estate, SaaS
Keywords	Customer Engagement Platform, Customer Journey Mapping, Customer Experience Platform, Financial Services Software, Customer Relationship Management Crm, Financial Services Technology, Marketing Automation, Financial Technology, Digital Marketing Platform, Marketing Technology Martech, Omnichannel Marketing, Sales Automation, Enterprise Software, Sales Enablement Platform, Compliance Solutions, Integrated Marketing Solutions, Regulatory Compliance Software, Data Analytics Platform, Data Unification, Financial Data Platform
Competitors	Salesforce, HubSpot, Zendesk Sell, Pipedrive, Zoho, ActiveCampaign, Keap, Intuit Mailchimp, monday.com, Nimble +46 more (view full list)
SIC	SIC Code 737 Companies, SIC Code 73 Companies
NAICS	NAICS Code 511 Companies, NAICS Code 513 Companies, NAICS Code 51 Companies, NAICS Code 5112 Companies

Total Expert Questions

What is the annual revenue of Total Expert?

The Total Expert annual revenue was $61.5 million in 2026.

Who is the CEO and Founder of Total Expert?

Joe Welu is the CEO and Founder of Total Expert.

How many people are employed at Total Expert?

201 people are employed at Total Expert.

Where is Total Expert based?

Total Expert is based in St. Louis Park, Minnesota.

What is the NAICS code for Total Expert?

The NAICS codes for Total Expert are [511, 513, 51, 5112].

What is the SIC code for Total Expert?

The SIC codes for Total Expert are [737, 73].

Top Total Expert Employees

Joe Welu

CEO and Founder at Total Expert

Texas, United States
3
- totalexpert.com
- gmail.com
- hotmail.com
5+
- +1 952-977-XXXX
- +1 952-977-XXXX
- +1 620-221-XXXX
- +1 316-650-XXXX
- +1 785-776-XXXX
- +1 952-943-XXXX
Anthony Barbone

Chief Revenue Officer (CRO) at Total Expert

United States
1
- comcast.net
5+
- +1 360-945-XXXX
- +1 707-573-XXXX
- +1 707-477-XXXX
- +1 650-320-XXXX
- +1 352-264-XXXX
- +1 650-849-XXXX
Peter Paperno

Vice President of Engineering at Total Expert

Boston, MA, US
2
- gmail.com
- totalexpert.com
3
- +1 717-535-XXXX
- +1 617-899-XXXX
- +1 617-535-XXXX
Donnie Kenneth

Vice President, Marketing at Total Expert

Minneapolis, MN, US
2
- gmail.com
- totalexpert.com
4
- +1 732-247-XXXX
- +1 404-755-XXXX
- +1 202-251-XXXX
- +1 202-420-XXXX
Dan Shiel

Vice President of Sales at Total Expert

Saint Paul, MN, US
3
- gmail.com
- totalexpert.com
- worldnet.att.net
2
- +1 952-855-XXXX
- +1 949-910-XXXX
Lauren Amundson

Senior Vice President of Engineering at Total Expert

Indianapolis, IN, US
2
- gmail.com
- totalexpert.com
5
- +1 312-428-XXXX
- +1 317-840-XXXX
- +1 312-506-XXXX
- +1 312-506-XXXX
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Ryan Jenson

VP of Finance at Total Expert

Texas, United States
1
- totalexpert.com
5
- +41 21 732 0XXXX
- +1 612-916-XXXX
- +1 763-292-XXXX
- +1 763-424-XXXX
- +1 651-491-XXXX
Louise Carrane

Vice President of Revenue Operations at Total Expert

Eden Prairie, MN, US
1
- totalexpert.com
4
- +1 651-483-XXXX
- +1 651-483-XXXX
- +1 651-246-XXXX
- +1 312-482-XXXX
Patrick Hanley

Vice President of Partner Ecosystems at Total Expert

San Francisco, CA, US
3
- gmail.com
- hotmail.com
- totalexpert.com
5+
- +1 510-303-XXXX
- +1 650-231-XXXX
- +1 408-456-XXXX
- +1 269-429-XXXX
- +1 650-684-XXXX
- +1 650-231-XXXX
Allison Stevens

Vice President, People Operations at Total Expert

Minneapolis, MN, US
2
- totalexpert.com
- comcast.net
5
- +1 612-309-XXXX
- +1 952-836-XXXX
- +1 612-836-XXXX
- +1 952-977-XXXX
- +1 612-210-XXXX