The Coterie builds financial products for founders with equity-heavy wealth. It offers investing access, lending, and estate-planning tools for accredited users.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Coterie shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Full offering memoranda and risk disclosures provided before any commitment is required.
Review and sign subscription agreement. All documents handled digitally through the platform.
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
| Date | Round | PPS (split-adj.) | Valuation |
|---|---|---|---|
| Oct 2025 | Acquisition | ||
| Oct 2022 | Series A | $188M |
Coterie said its revenue grew by over 200% in 2023, alongside a $27 million oversubscribed growth-capital raise. The funding announcement also said the company expanded its reinsurance panel during the year.
In its launch announcement, Coterie said it builds financial products for the world's exceptional founders and was starting with a suite of products for founder pain points. The company also said it had raised $50 million, led by Andreessen Horowitz.
CB Insights lists Coterie's latest funding as a $40 million Series A on October 24, 2022. The same dataset shows 10 investors participated, including Gradient Ventures.
Interested in Coterie stock? Fill out the form above or sign up directly. Subject to availability. Accredited investors only.
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No. As of March 2026, Coterie is a private company and does not trade on any public stock exchange. Accredited investors can access Coterie shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Coterie does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Coterie shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered more than $500M in alternative investments since 2019.
Pre-IPO investments carry significant risks. Coterie shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Coterie builds financial products for founders with equity-heavy wealth, serving accredited users with investing, lending, and estate-planning tools and generating $200M+ in 2025 revenue; revenue grew over 200% in 2023 — accredited investors can access Coterie stock through UpMarket.