Key facts
- Coterie Insurance’s last known valuation is $530.0M (Sep 2025).
- It has raised $205.1M; the latest was Later Stage VC ($50.0M) in Sep 2025.
- Notable investors include Western Technology Investment, Alpha Edison, Allianz X, Weatherford Capital, Gen7 Investments — 17 tracked in total.
- Status: Privately Held (backing).
Leadership
- Allan EgbertChief Platform Officer
- Bobbie ColliesExecutive Officer
- Emily MorganChief Information Security Officer
- Marc FrenkelChief Financial Officer
- ·The complete investor list — 17 names
- ·Watchlist + deal alerts for Coterie Insurance
- ·The full record, as it builds
Funding rounds
No funding rounds for Coterie Insurance are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Coterie Insurance
Operator of a commercial insurance platform intended to remove unwanted risks for businesses. The company's technology uses data-driven automation, and provides accurate coverage, quote, and issue policies, enabling clients to save time and reduce the stress of managing an insurance audit process.
- Sector
- Financial Services
- HQ
- Appleton, WI, United States
- Founded
- 2018
- Employees
- 141
- Website
- coterieinsurance.com/
- Ownership
- Privately Held (backing)
Coterie Insurance doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Coterie Insurance shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Coterie Insurance in its N-PORT filings yet. We sweep new filings monthly.