Back to directory

The Coterie

thecoterie.co

Website

Country

United States

City

Palo Alto

Founded

2021

Headcount

11-50

California

Description

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.

Funding history

No funding rounds tracked.

Founders

No founders identified yet.