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The Coterie

Full company profile

uuid0003lgh

Namestring
The Coterie
Websiteurl
thecoterie.co
Company typeenum
Private
Founded yearint
2021
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersPalo Alto, United States
HQ citystring
Palo Alto
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
private markets platform, wealth advisory technology, fund management infrastructure, SPV solutions, alternative investment software
Industry3 codes
1Managed Account / SMA Multi-Manager Platforms
CodeFSANAGALPrimaryYes
2Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs)
CodeFSAAABAMPrimaryNo
3Venture Capital Fund-of-Funds / Multi-Manager Platforms
CodeFSANAAAJPrimaryNo
NAICS code3 codes
  • Portfolio Management and Investment Advice52394
  • Other Investment Pools and Funds5259
  • Funds, Trusts, and Other Financial Vehicles525
SIC code1 code
  • Investment Advice6282
Product category
Private Markets Investment Platform
Social media profiles2 records
Cost components5 values
Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

The Coterie operates the Allocate platform, an operating system for private markets that connects wealth advisors with asset managers. It enables efficient capital flows by providing white-labeled custom fund and SPV (special purpose vehicle) solutions, AI-powered portfolio management and tracking, and curated access to institutional-quality private investment opportunities across venture capital, growth equity, buyout, and private credit.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Allocate is a single unified platform (Operating System for Private Markets) that serves both wealth advisors and asset managers. The core platform integrates three main components: (1) Custom Fund & SPV Solutions for launching white-labeled private markets vehicles, (2) AI-Powered Management & Portfolio Tracking for comprehensive portfolio data and AI-assisted insights, and (3) Curated Investment Offerings providing access to institutional-quality opportunities across venture capital, growth equity, buyout, and private credit. All components share a unified infrastructure with $4.5B+ in assets on platform, 370+ wealth advisory firm relationships, and 1,500+ private asset manager relationships.

Product and service5 records
1Allocate – Operating System for Private Markets
CategoryPrivate Markets Platform
Description

A unified SaaS platform connecting wealth advisors with private markets opportunities, enabling efficient capital flows between the wealth advisory channel and asset managers through AI-powered tools, portfolio tracking, and white-labeled fund structures. Holds $4.5B+ in assets on platform with 370+ wealth advisory firm relationships and 1,500+ private asset manager relationships.

2Custom Fund & SPV Solutions
CategoryFund Structuring Service
Description

Enables wealth advisory firms to launch firm-branded white-labeled private markets vehicles with minimized operational hassle; solutions can be launched in as little as 30 days.

3AI-Powered Management & Portfolio Tracking
CategoryPortfolio Management Software
Description

Centralized private markets portfolio data and documents aggregated across diverse sources, with AI-assisted insights, summaries, and workflow tools supporting operational processes.

4Curated Investment Offerings
CategoryInvestment Access Platform
Description

Provides wealth advisors access to institutional-quality private market opportunities across venture capital, growth equity, buyout, and private credit, built on Allocate's network of 1,500+ fund managers.

5Fund & SPV Infrastructure (for Asset Managers)
CategoryAsset Manager Infrastructure
Description

Enables asset managers to accept sub-minimum commitments without operational burden by aggregating smaller tickets into a single LP position; Allocate handles operational, legal, and administrative work.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
1Yieldstreet
TypeEmerging player
Description

Alts platform offering access to private credit, real estate, and other private market products via structured vehicles. Comparable in product breadth and end-investor access model, though more retail-skewed.

2Moonfare
TypeDirect peer
Description

Digital private-markets platform offering feeder fund and SPV access to private equity and private credit — overlaps with Allocate's curated offerings and SPV solutions for wealth and qualified individuals.

3Fundrise
TypeEmerging player
Description

Direct-to-investor private real estate and private credit platform using SPV and interval fund structures. Comparable on the SPV/feeder mechanics and on bringing alts access to non-institutional investors.

4Carta
TypeBroad incumbent
Description

Cap table, fund administration, and private-markets data infrastructure. Compares on the GP-side and LP-side data/admin tooling, with growing but indirect wealth-advisor offerings.

5CAIS
TypeDirect peer
Description

Alternatives platform powering wealth advisors with curated alts access and operational infrastructure. Directly competes with Allocate on the RIA channel and on curated fund/feeder structures.

6TIFIN
TypeEmerging player
Description

AI-driven wealth and asset management platform building AI-native distribution and personalization for advisors. Comparable on the AI-for-advisor thesis and on infrastructure for alts distribution.

7Juniper Square
TypeBroad incumbent
Description

Fund administration and investor reporting software for GPs and the investors who hold their funds. Overlaps with Allocate on the GP-facing infrastructure and investor reporting side of the stack.

8Addepar
TypeBroad incumbent
Description

Wealth-tech platform with private-markets data, reporting, and analytics capabilities serving large RIAs and family offices. Overlaps with Allocate on portfolio tracking and advisor workflows, though Addepar is broader portfolio analytics rather than alts-native.

9iCapital
TypeDirect peer
Description

Largest B2B private-markets platform serving wealth advisors, with fund formation, feeder funds, and an analog of Allocate's white-label and admin capabilities. Most directly comparable on product, customer (RIAs/banks), and business model.

10iConnections
TypeEmerging player
Description

Platform connecting GPs and allocators (fund-of-funds, RIAs, family offices) for private-markets sourcing and reporting. Overlaps with Allocate on the GP-to-wealth distribution and marketplace model.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI capability2 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds3 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors7 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

The Coterie

Private Markets Investment Platformthecoterie.co

The Coterie firmographics

Firmographics
Name
The Coterie
Website
https://thecoterie.co
Company type
Private
Founded year
2021
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

The Coterie industry classification

Industry
Product category
Private Markets Investment Platform
NAICS
Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)
SIC
Investment Advice (6282)
akta.pro primary industry
Managed Account / SMA Multi-Manager Platforms (FSANAGAL)
akta.pro secondary industries
Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Venture Capital Fund-of-Funds / Multi-Manager Platforms (FSANAAAJ)

Keywords

  • Private markets platform
  • Wealth advisory technology
  • Fund management infrastructure
  • SPV solutions
  • Alternative investment software

Where The Coterie is headquartered

Location

Headquarters

HQ city
Palo Alto
HQ country
United States
HQ region
North America

Markets served

The Coterie business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

The Coterie product offering

Product offering

Core offering

The Coterie operates the Allocate platform, an operating system for private markets that connects wealth advisors with asset managers. It enables efficient capital flows by providing white-labeled custom fund and SPV (special purpose vehicle) solutions, AI-powered portfolio management and tracking, and curated access to institutional-quality private investment opportunities across venture capital, growth equity, buyout, and private credit.

Product overview

Allocate is a single unified platform (Operating System for Private Markets) that serves both wealth advisors and asset managers. The core platform integrates three main components: (1) Custom Fund & SPV Solutions for launching white-labeled private markets vehicles, (2) AI-Powered Management & Portfolio Tracking for comprehensive portfolio data and AI-assisted insights, and (3) Curated Investment Offerings providing access to institutional-quality opportunities across venture capital, growth equity, buyout, and private credit. All components share a unified infrastructure with $4.5B+ in assets on platform, 370+ wealth advisory firm relationships, and 1,500+ private asset manager relationships.

Differentiator

Problem solved

Functional benefit

Products and services

  • Allocate – Operating System for Private Markets A unified SaaS platform connecting wealth advisors with private markets opportunities, enabling efficient capital flows between the wealth advisory channel and asset managers through AI-powered tools, portfolio tracking, and white-labeled fund structures. Holds $4.5B+ in assets on platform with 370+ wealth advisory firm relationships and 1,500+ private asset manager relationships.
  • Custom Fund & SPV Solutions Enables wealth advisory firms to launch firm-branded white-labeled private markets vehicles with minimized operational hassle; solutions can be launched in as little as 30 days.
  • AI-Powered Management & Portfolio Tracking Centralized private markets portfolio data and documents aggregated across diverse sources, with AI-assisted insights, summaries, and workflow tools supporting operational processes.
  • Curated Investment Offerings Provides wealth advisors access to institutional-quality private market opportunities across venture capital, growth equity, buyout, and private credit, built on Allocate's network of 1,500+ fund managers.
  • Fund & SPV Infrastructure (for Asset Managers) Enables asset managers to accept sub-minimum commitments without operational burden by aggregating smaller tickets into a single LP position; Allocate handles operational, legal, and administrative work.

Companies that use The Coterie

Customer profile

Ideal customer profiles2 records

The Coterie technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AI capability2 records

The Coterie partnerships and signals

Strategic signal

Recent moves6 records

Expansion highlights5 records

The Coterie competitors and assessment

Company assessment

Emerging players

  • Yieldstreet: Alts platform offering access to private credit, real estate, and other private market products via structured vehicles. Comparable in product breadth and end-investor access model, though more retail-skewed.
  • Fundrise: Direct-to-investor private real estate and private credit platform using SPV and interval fund structures. Comparable on the SPV/feeder mechanics and on bringing alts access to non-institutional investors.
  • TIFIN: AI-driven wealth and asset management platform building AI-native distribution and personalization for advisors. Comparable on the AI-for-advisor thesis and on infrastructure for alts distribution.
  • iConnections: Platform connecting GPs and allocators (fund-of-funds, RIAs, family offices) for private-markets sourcing and reporting. Overlaps with Allocate on the GP-to-wealth distribution and marketplace model.

Direct peers

  • Moonfare: Digital private-markets platform offering feeder fund and SPV access to private equity and private credit — overlaps with Allocate's curated offerings and SPV solutions for wealth and qualified individuals.
  • CAIS: Alternatives platform powering wealth advisors with curated alts access and operational infrastructure. Directly competes with Allocate on the RIA channel and on curated fund/feeder structures.
  • iCapital: Largest B2B private-markets platform serving wealth advisors, with fund formation, feeder funds, and an analog of Allocate's white-label and admin capabilities. Most directly comparable on product, customer (RIAs/banks), and business model.

Broad incumbents

  • Carta: Cap table, fund administration, and private-markets data infrastructure. Compares on the GP-side and LP-side data/admin tooling, with growing but indirect wealth-advisor offerings.
  • Juniper Square: Fund administration and investor reporting software for GPs and the investors who hold their funds. Overlaps with Allocate on the GP-facing infrastructure and investor reporting side of the stack.
  • Addepar: Wealth-tech platform with private-markets data, reporting, and analytics capabilities serving large RIAs and family offices. Overlaps with Allocate on portfolio tracking and advisor workflows, though Addepar is broader portfolio analytics rather than alts-native.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

The Coterie social profiles

Digital presence

The Coterie compliance and trust

Trust signal

Compliance1 record

The Coterie financial estimates

Financial estimate

Revenue estimate

Valuation estimate

The Coterie leadership team

Management profile

Number of profiles

Profiles1 record

The Coterie funding detail

Funding detail

Funding overview

Funding rounds3 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

The Coterie M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Coterie

What does The Coterie do?

The Coterie operates the Allocate platform, an operating system for private markets that connects wealth advisors with asset managers. It enables efficient capital flows by providing white-labeled custom fund and SPV (special purpose vehicle) solutions, AI-powered portfolio management and tracking, and curated access to institutional-quality private investment opportunities across venture capital, growth equity, buyout, and private credit.

Is The Coterie a public or private company?

The Coterie is a private company. It is classified as venture growth investor backed and is currently operating.

When was The Coterie founded?

The Coterie was founded in 2021. It employs 11 to 50 people.

Where is The Coterie based?

The Coterie is headquartered in Palo Alto, United States, in the North America region.

Who are The Coterie's main competitors?

Emerging players on record are Yieldstreet, Fundrise, TIFIN and iConnections. Direct peers are Moonfare, CAIS and iCapital. Broad incumbents are Carta, Juniper Square and Addepar.

Does The Coterie have an API?

No public API is recorded for The Coterie.

What industry is The Coterie in?

The Coterie's product category is Private Markets Investment Platform. Its primary akta.pro industry code is FSANAGAL, Managed Account / SMA Multi-Manager Platforms, with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 52394 and its SIC code is 6282.

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Live signals
Business Wire BlogAllocate Announces Strategic Asset Acquisition of The Coterie’s Platform, Advancing the Vision for the Operating System of Private MarketsAllocate acquired The Coterie's platform assets, expanding its private market infrastructure. The deal enhances Allocate's capabilities in digital onboarding, fund administration, and reporting. It aims to unify tools for wealth advisors, family offices, and investors.YahooAllocate Announces Strategic Asset Acquisition of The Coterie’s Platform, Advancing the Vision for the Operating System of Private MarketsAllocate announced the acquisition of The Coterie's platform assets to enhance its private market investment operating system. This move broadens Allocate's capabilities in digital onboarding, fund administration, and real-time reporting, aiming to improve private market efficiency and transparency.PR NewswireThe Coterie announces the achievement of SOC 2 Type 2 complianceThe Coterie, a fintech company providing software for alternative asset investors and managers, announced it has achieved SOC 2 Type 2 compliance following an audit by Insight Assurance. The compliance framework, established by the AICPA, evaluates an organization's security, availability, processing integrity, confidentiality, and privacy over a period of time. The achievement reflects The Coterie's commitment to maintaining rigorous security standards and protecting customer data.AxiosThe Coterie raises $40M from a16zThe Coterie, a Palo Alto-based liquidity and estate planning firm for startup founders, raised $40 million in a funding round led by Andreessen Horowitz. The firm aims to provide an alternative to traditional banking, which values income over assets when evaluating founders for mortgages and lending.A16zInvesting in The CoterieThe Coterie, a wealth management platform founded by Ethan Agarwal, Jeson Patel, and Christopher Boies, has launched publicly following a Series A funding round led by the article's author. The company differentiates itself by offering scalable, advisor-free services that include access to exclusive private investment opportunities alongside tax and estate planning for founders and entrepreneurs. This model aims to replicate the high-value experience of traditional firms like Goldman Sachs while leveraging technology for greater efficiency.