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.
AI & Machine LearningFintechSaaS
Investors · 3
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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 are The Coterie's investors?
- The Coterie's investors include Andreessen Horowitz, Gradient Ventures, Initialized Capital.