The Coterie’s platform joined Allocate, whose private-markets operating system helps wealth advisors manage portfolios spanning more than $5.5 billion in assets.
Products & media
White-labeled fund and special-purpose-vehicle infrastructure for formation, subscriptions, administration, compliance, banking, reporting, and investor communications.
An AI-powered portfolio intelligence product that ingests private-market documents, extracts data, consolidates holdings, and supports advisor reporting workflows.
A curated access product offering diligenced venture, growth equity, buyout, and private-credit opportunities through Allocate's asset-manager network.
Team
Founders
2 people
Company history
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Leads
Participating Firms
Angels