Last deal

Amount

Venture - Series Unknown

Stage

01.04.2021

Date

1

all rounds

General

About Company
The Coterie builds financial software for asset-focused individuals.

Industry

Sector :

Subsector :

Keywords :

Also Known As

The Coterie

founded date

2021

Number of employees

Last funding type

Venture - Series Unknown

IPO status

Private

Description

The Coterie offers founders access to venture capital investments, estate planning strategies, and upcoming lending products. Founded by Ethan Agarwal, Jeson Patel, and Chris Boies, who have previous experience in building and selling companies, The Coterie aims to address the need for these financial products. With $50M in funding led by Andreessen Horowitz and other notable investors, the company's platform covers the entire financial life cycle, providing services such as lending, investments, estate planning, pre-IPO company investing, and mortgages based on assets rather than income.
Contacts