United States · Software startup

The Coterie

Elevating private fund management

Funding reportedLast round: Series A

SoftwarePalo Alto, United States

What company datasets say The Coterie raised

Funding, as reported

Reported in all$50Min dollars
Rounds3
Last roundSeries A
Last round dateOct 2022
Investors listed10

Founders and team

From The Coterie's own website: 1 founder, 24 on the team.

Samir KajiCo-Founder, CEO & President
  • Matt DunnChief Revenue Officer
  • Arthur DiochonHead of Investment Research
  • Charlotte MallochHead of Feeder Operations
  • Jeremy CaronHead of Engineering
  • Jon GaudetteHead of AI
  • Owen NilandHead of Fund Solutions
  • Tracy GallagherHead of Investment Strategy
  • Alejandro GutierrezClient Service Associate
  • Erik HansenSenior Counsel
  • Trust AllocatePrivate Asset Manager Relationships
  • Alex JulianTeam
  • Aubrey OesterleTeam
  • Austen McGregorTeam
  • Bobby JordanTeam
  • Cooper ParksTeam
  • David TaylorTeam
  • Jeff RidolfiTeam
  • Jeremy DiemTeam

And 6 more on the team.

On a portfolio page

Investors who name them

Each firm lists The Coterie on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

Software in United States

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