The Coterie
Palo Alto, US · Founded 2021 · 100 employees on LinkedIn · 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.
Founders & leadership
The Coterie was founded in 2021 by Jeson Patel.
JP
Jeson PatelFounder
Investors · 3
In the news
Frequently asked questions
- What does The Coterie do?
- 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.
- Who founded The Coterie?
- The Coterie was founded by Jeson Patel in 2021.
- Who are The Coterie's investors?
- The Coterie's investors include Andreessen Horowitz, Gradient Ventures, Initialized Capital.
- Where is The Coterie headquartered?
- The Coterie is headquartered in Palo Alto, US.