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The Coterie logo

The Coterie

Recent Finacing

Series A

Recent Raise

Undisclosed

The Coterie operates an advisor-free wealth management platform that pairs limited allocations to private investment opportunities with scaled tax and estate planning services, initially serving startup founders.

Founded 2021
California, United States
11-50
Private
thecoterie.co

Highlights

Focus Areas

Software

Financials

1

Funding round


Team

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See the team members at The Coterie.