The Coterie
Financial products for the world's exceptional founders.
- Headquarters
- San Francisco, California
- Employees
- 11–50
- Founded
- 2022
- Business Model
- B2B
- Website
- thecoterie.co
- Total Funding
- $88.5M
- Last Round
- $27.0M Corporate RoundSep 2025
About
The Coterie is a fintech platform built for exceptional founders and executives, offering financial products that unlock liquidity from illiquid private equity. Its core products include equity-backed lending, tax-advantaged trust structures, and SPV-based asset diversification. The company was founded in 2022 by Ethan Agarwal, Jeson Patel, and Chris Boies, and raised $50 million led by Andreessen Horowitz. The platform has since rebranded and evolved into Allocate, an operating system for private markets wealth advisors.
Sign up to view funding chart
Create a free account to see funding visualizations and detailed round data.
Create Free AccountFunding History
Sign up to view funding details
Create a free account to see full funding history, valuations, and investor participation.
Create Free Account