The Coterie

WealthTechEstate

Remarkable access, diversification, liquidity, and estate planning for the world’s exceptional founders. Elevating private fund management

2018
Founded
8y
Age
$50M
Total funding
Estate
Area

Funding timeline

Oct 2022
Series A - The Coterie
$40M
Oct 2022
Debt Financing - The Coterie
$10M
Apr 2021
Seed Round - The Coterie
Undisclosed