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Coterie Insurance

Coterie Insurance

Private
Appleton, WisconsinFinTechhttps://coterieinsurance.com/

Last Round

Series C

Sep 11, 2025

Total Funding Raised

$76.3M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Coterie Insurance is a fintech company that provides a digital-first commercial insurance platform designed to streamline the coverage process for small businesses through data-driven automation.

Sector

FinTech

Verticals

InsurTech, Compliance & Risk

Business Model

B2B2C

Customer Profile

Payment Processing Fee

AI Layer

Application

Keywords

insurtechcommercial insuranceembedded insurancemanaging general agentMGAautomated underwritinginsurance APIsmall business insurancedigital insurancebusiness owner's policyBOPgeneral liabilityGLmicro-business insuranceinstant quotinginsurance-as-a-serviceside hustle insurance

Historical Pricing

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Caplight Momentum Score

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Coterie Insurance Comparables

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Coterie Insurance comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Foxquilt
83%
Embroker
80%
Rainbow
77%

Coterie Insurance Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CSep 11, 2025
VC RoundMar 19, 2024
Series BOct 26, 2021
Series A ExtensionFeb 5, 2021
Series AMar 20, 2020
Seed
Sep 19, 2019

Key People

Founding team and executive leadership

Michael Albert

Chief Technology Officer

Executive Team

Marc Frenkel

Chief Financial Officer

Executive Team

Coterie Insurance Investors

Notable investors and investment history

Coterie Insurance investors
InvestorRounds
Intact VenturesSeries B, VC Round, Series A Extension
Weatherford CapitalVC Round, Series B
NYCA PartnersSeries A Extension
Intact VenturesSeries B, VC Round, Series A Extension
RPM VenturesSeries A Extension, Series A, Series B, VC Round
Group 1001Series B
Greenlight Re InnovationsSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 1, 2026

    Leveraging IVANS for insurance connectivity and distribution.

  • Jan 1, 2026

    Stripe listed as key technology partner for payments.

Coterie Insurance Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Coterie Insurance Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Coterie Insurance's valuation, stock price, and market status.

Firmographic Details

HeadquartersAppleton, Wisconsin
Employee Range162
Year Founded2018
Last FundingSep 11, 2025

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