The Coterie
The Coterie is a fintech company in San Francisco, United States, founded in 2022. It has raised $61.5M across 3 rounds, most recently a Corporate Round in September 2025.
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
- $61.5M
- Last Round
- Corporate RoundSep 2025
- Rounds
- 3
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds for this company. The full record is or through the API.
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.
Summary
It lists 11–50 employees. It has raised $61.5M in total across 3 rounds, most recently a Corporate Round in Sep 2025.
Tech & App Stack
6 technologies & apps tracked
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Funding History
Sep 2025
Sign up to see all 3 events
Funding: Series A through Corporate Round. Amounts, valuations, and investors where available.
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