The Coterie

The Coterie’s platform joined Allocate, whose private-markets operating system helps wealth advisors manage portfolios spanning more than $5.5 billion in assets.

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A profile about the people, projects and experiences behind their work. Discover their career, contributions and connections.

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A thoughtful collaborator who builds great products and supports the people around them.

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A thoughtful collaborator who builds great products and supports the people around them.

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The Coterie

The Coterie’s platform joined Allocate, whose private-markets operating system helps wealth advisors manage portfolios spanning more than $5.5 billion in assets.

Backed by

Founders

Cosigned by

Featured roles

Team

Funding

All fundraising announcements are based on public sources. Please contact Cosign if you believe there are any discrepancies, or claim the profile to edit.

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The Coterie

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The Coterie

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