COMPANY PROFILE · UPDATED 18 NOV 2025
The Coterie
The Coterie builds financial software for people who may make more from assets than salary. They offer founders access to venture capital investments, estate planning strategies and, coming soon, lending products.

Palo Alto, CA
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- 2021
- Headcount
- 11
- Open roles
- 0
- Last raised
- Series A
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