The Coterie’s platform joined Allocate, whose private-markets operating system helps wealth advisors manage portfolios spanning more than $5.5 billion in assets.
Cosigns
Team
Funding
- Total raised
- $50M
- Last valuation
- Undisclosed
- Series
- Series A
The Coterie’s platform joined Allocate, whose private-markets operating system helps wealth advisors manage portfolios spanning more than $5.5 billion in assets.