Coterie

Coterie

Private
Appleton, WisconsinFinTechwww.coterieinsurance.com

Last Round

Series C

Sep 11, 2025

Total Funding Raised

$73.15M

Company Overview

Coterie Insurance is a commercial insurance company that leverages data-driven automation to streamline the coverage process, providing accurate quotes and policy issuance to help businesses minimize risks and simplify insurance management.

Sector

FinTech

Verticals

InsurTech, Workflow Automation, API Management, Vertical SaaS

Business Model

B2B2C

Customer Profile

Marketplace Commission, Usage-Based SaaS

AI Layer

Application

Keywords

small business insuranceinsurance APIinsurtech MGASMB insurancemanaging general agencyMGAembedded insuranceautomated underwritinginstant insurance quoteinsurance for agentsbusiness owners policyBOPgeneral liability insuranceprofessional liability insuranceE&O insuranceB2B2C insurancecommercial cyber insurance

Historical Pricing

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Caplight Momentum Score

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Coterie Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Coterie Funding Rounds

Historical fundraising activity

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 Investors

Notable investors and investment history

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 Filings

SEC and related filings with document metadata.

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Coterie Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersAppleton, Wisconsin
Employee Range153
Year Founded2018
Last FundingSep 11, 2025

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