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The Coterie

Our mission is to use technology to build innovative financial products and revolutionize access for a new generation of builders and investors. Our first set of products include unlocking illiquid equity through lending, tax planning through trusts, and asset diversification through investments in SPVs. All our products are delivered digitally, which allows for a better user experience, better margins, and better scale.

4 people
Latest roundFunding roundJun 8, 2021
Listed Jun 2021FintechSeed

Team4

NameLocationLinksContact
Christopher Boies
Founder
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Ethan Agarwal
Founder
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Jeson Patel
Founder
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Michael Goldman
General Counsel
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