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Total Expert is purpose-built to help modern financial institutions engage and guide consumers through their biggest financial milestones.

8sub-processors
HeadquartersMinneapolis, United States
Founded2016
Size201-1000
MarketB2B
PublicPrivate
ProductsCustomer Intelligence, Marketing Automation, Sales Productivity, Compliance, AI Sales Assistant
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By Category

Analytics & Monitoring2
Communication2
Cloud Infrastructure1
Data Processing & Storage1
Customer Support1
Payments & Billing1

All Sub-Processors

NameCategory
AltairAnalytics & Monitoring
Amazon Web ServicesCloud Infrastructure
DatabricksAnalytics & Monitoring
DomoData Processing & Storage
FreshworksCustomer Support
HubspotCommunication
StripePayments & Billing
TwilioCommunication

Data Processing Locations

US
8 sub-processors

Frequently Asked Questions

How many sub-processors does Total Expert use?
Total Expert uses 8 sub-processors (third-party data processors) as disclosed on their public sub-processor page.
What are Total Expert's main sub-processors?
Total Expert's sub-processors include Altair (Life event monitoring and alerting), Amazon Web Services (Hosting Provider), Databricks (Used for data warehousing and analytics), Domo (Real time data and platform usage insights), Freshworks (Used for customer support ticketing and case management), and 3 more.
Where does Total Expert process data?
Total Expert's sub-processors are located in US.