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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...

a16zActive

What they do

Problem

Builders and investors lack convenient access to financial products for unlocking illiquid equity, optimizing taxes, and diversifying assets.

Solution

A digital platform offering equity-backed lending, trust-based tax planning, and SPV investment products.

Who it's for

Builders and investors (e.g., startup employees, founders, and high-earning individuals) seeking modern digital wealth tools.

Founders

Ethan Agarwal
Jeson Patel
Christopher Boies

Company timeline

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