The Coterie
3 known investors
Allocate is a technology platform that enables wealth advisory firms and asset managers to manage private markets investments at scale, offering AI-powered diligence workflows, white-labeled investment vehicles, and unified portfolio tracking. The platform serves registered investment advisors (RIAs) and asset managers seeking efficient capital flows and operational streamlining in private markets.
Investors · 3
In the news
- The Coterie - 2025 Funding Rounds & List of Investors - Tracxntracxn.com · 2023
- The Coterie eyes tech's young and wealthy - InvestmentNewsinvestmentnews.com · 2022
- Investing in The Coterie | Andreessen Horowitza16z.com · 2022
- Estate planning startup The Coterie raises $40Maxios.com · 2022