Total Expert
PrivateLast Round
Debt
Sep 29, 2025
Total Funding Raised
$116M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Total Expert is a financial services software company that provides an enterprise-grade marketing automation and customer intelligence platform to help financial institutions drive sales growth and customer loyalty.
Sector
Enterprise Software
Verticals
CRM, Marketing, Lending & Credit, Workflow Automation, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Total Expert Comparables
Compare Total Expert with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Insellerate | 90% | |
| Mobility Market Intelligence | 86% | |
| Lendware | 84% | |
Total Expert Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Sep 29, 2025 | ||||
| Series C | Oct 24, 2019 | ||||
| Series B | Oct 11, 2018 | ||||
| Series A | Apr 26, 2016 |
Total Expert Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Arthur Ventures | Series A, Series B |
| Georgian | Series C |
| Rally Ventures | Series A, Series C, Series B |
| TriplePoint Venture Growth BDC | Debt |
| Emergence Capital | Series C, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 27, 2026
Launched Customer IQ, an AI product for mortgage lending.
- Mar 9, 2026
Partnered with G2 and Scotsman Guide.
Total Expert Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Total Expert's valuation, stock price, and market status.