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Total Expertrevenue & funding

Security Compliance SoftwareSt. Louis Park, MinnesotaFounded 2012CEO Joe Welu

Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables financial services organizations to create customers or members for life by re-humanizing complex financial decisions.

totalexpert.comLinkedInUpdated Sep 15, 2026
Annual revenue
$40.3M
Oct 2024EST.
Total raised
$86M
3 rounds
Employees
265
Dec 2024
Customers
100

Total Expert revenue

Total Expert has not published its revenue. GetLatka estimates it at about $40.3M a year (October 2024).

$0
$20M
$40M
$19.5M
–
$30.8M
$40.3M
20202021–2220232024
ReportedEstimateOne figure per year; a reported figure wins over an estimate
All 3 revenue readings, with sources
As ofRevenueSource
Aug 2020$19.5M–
Dec 2023$30.8MEST.GetLatka estimate
Oct 2024$40.3MEST.GetLatka estimate

– source not recorded

Total Expert funding rounds & investors

Total Expert has raised $86M across three rounds since 2016. The latest was a $52M Series C in October 2019.

DateRoundRaised
Oct 2019Series C$52M
Oct 2018Series B$20M
Apr 2016Series A$14M
Total raised$86M

Total Expert competitors

Total Expert competes most directly with Blend.

CompanyRevenueFundingEmployeesCustomersFounded
Blend$123.6M$665M5572502012
Total Expert$40.3M$86M2651002012

Total Expert CEO, founders & employees

Joe Welu founded Total Expert in 2012 and runs it as CEO. Total Expert had 265 employees (December 2024, LinkedIn), down from 303 a year earlier.

0
100
200
300
177
210
243
286
318
303
265
2018201920202021202220232024
ReportedOne figure per year; a reported figure wins over an estimate
All 14 headcount readings, with sources
As ofEmployeesSource
Dec 2024265LinkedIn
Oct 2024265LinkedIn
Dec 2023303LinkedIn
Sep 2023300–
2023303–
Dec 2022318LinkedIn
2022318–
Dec 2021286LinkedIn
Aug 2021286–
Dec 2020243–
Aug 2020100–
Jun 2020250–
Dec 2019210–
Dec 2018177–

Total Expert FAQ

What is Total Expert's revenue?

GetLatka estimates Total Expert's revenue at about $40.3M a year (October 2024). The company hasn't published its own figure.

How much funding has Total Expert raised?

Total Expert has raised $86M across three funding rounds. The latest was a $52M Series C in October 2019.

How many employees does Total Expert have?

Total Expert had 265 employees in December 2024, according to LinkedIn.

Who is the CEO of Total Expert?

Joe Welu is the CEO of Total Expert and founded the company in 2012.

Who founded Total Expert?

Joe Welu founded Total Expert in 2012.

How this page is sourced

5 from public sources · 2 estimates. Founder figures link to the second they were said; public figures name their source; estimates are marked EST. and say whose they are. Not financial advice.

Updated Sep 15, 2026Data disclaimerReport a correctionClaim this profileRun Total Expert? Join the podcast