The Coterie opens access to investing, lending, and estate planning for founders, executives and younger professionals.
Everyone should have access to products to build financial freedom and wealth, but private markets, loans and legal tools have been inaccessible to most. The Coterie is intuitive, beautiful, and transformative in how it unlocks access to investing, lending, and estate planning. I sat down with CEO and cofounder Ethan Agarwal ahead of today’s launch to discuss the unique problem they’re solving for founders and their employees to diversify their risk, receive liquidity, and plan for future taxes.
