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Finance & Blockchain

The Coterie

United Stateswww.thecoterie.co/

The Coterie is a Finance & Blockchain startup based in the United States, most recent round Series B, 1 tracked investor.

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Stage
1
Investors

About The Coterie

The Coterie is a startup based in the United States. Its most recent tracked round is Series B. Brouky classifies it under Finance & Blockchain. Brouky records 1 investor associated with the company.

The Coterie operates Allocate, a SaaS platform that helps wealth advisors and asset managers efficiently manage private market programs by providing AI-powered portfolio tracking, white-labeled private market fund structures, and access to curated institutional-quality investment opportunities.

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