We are Total Expert

Empowering Financial Wellness

We believe that empowering banks, credit unions, lenders, insurance agencies, and other financial services firms to create deeper, human-first connections with modern consumers will create a financially healthier world.

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Our Story

Creating the customer-for-life company

Our experts spent years studying banking and lending to create a platform based on real needs. The result? The most innovative, integrated technology in the industry—and the only one that puts customer experience first.

Company achievements

G2 Leader Summer 2024

Leader on G2

As Total Expert grows, we continue to seek out customer feedback so that we can act on it and provide the technology solutions they need to grow their businesses. That’s why we’re so proud to be recognized as an industry leader on G2, the most trusted independent user review site in the tech world!

Our Values

Driving us to go further

Behind every decision made, our employees and our business are guided by six core values. We stand by these principles in every step we take toward reimagining financial relationships and promoting financial wellness for all.

Company News

Keep up to date with Total Expert

Read the latest news headlines and company updates to see how we’re driving innovation in financial services technology.


Forging financial futures

We’re changing how financial institutions engage with consumers, starting with the people behind our platform. To do that, we need passionate people who want to grow with us as we continue to empower leading financial brands to form deeper customer relationships.

Careers with benefits

401(k) match

Invest in your most important asset: yourself. We stand as your partner to help you prepare for retirement.

Flexible time off

We believe time away from work allows employees to refresh, recharge, and return ready to make more innovative and creative contributions.

Benefits plan

The peace of mind you need, all under one roof: health, dental, vision, and short- and long-term disability insurance; 401(k) plans; and other voluntary benefit options.

Paid parental leave

We support and value the time new families deserve when welcoming a new child, which is why we offer paid leave for all new parents.

Community involvement

We encourage our employees to give back to the communities where they live and work through monetary contributions, company matches, and sponsored time off for volunteer opportunities.

Pet insurance

We work with PetPartners to offer a selection of pet insurance plans. PetPartners helps keep your pets safe and healthy with affordable, comprehensive coverage for both dogs and cats.

Current openings

We’re always looking for talented people who want to help us continue building a platform that brings human connections back to the digital world.