Jeson Patel
Founder
Thecoterie
Thecoterie offers Allocate, a full‑stack platform that lets wealth advisory firms, independent practices, and family offices provide institutional‑grade private market investments without building their own back‑office. The solution handles deal sourcing, white‑label fund structuring, fund administration, and real‑time reporting, giving advisors transparent performance data and streamlined LP transaction processing while reducing operational risk and expanding product offerings.
- Enterprise Software
- Financial Technology
- Software Only
Updated 5 months ago
Funding
Raised to date
$40MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Chris Boies
Founder
Ethan Agarwal
Founder
Product
Problem
Wealth advisory firms often lack the operational infrastructure and expertise needed to source, structure, and manage private market investments for their clients, resulting in limited product offerings and increased operational risk.
Solution
Thecoterie’s Allocate platform delivers a full‑stack solution that enables advisory firms to provide institutional‑grade private market opportunities without building their own back‑office. The platform handles deal discovery, white‑label fund structuring, and fund administration, allowing advisors to focus on client relationships. Integrated private‑market reporting and transparent transaction workflows give firms real‑time insight into performance and compliance. By acting as a general partner or providing dedicated fund administration, Allocate consolidates discretionary and non‑discretionary assets under a single, secure system. This reduces operational overhead, enhances due‑diligence rigor, and expands the range of private investments that advisors can offer.
Target Audience
Primary customers are wealth management firms, independent advisory practices, and family offices seeking to expand their private market product suite while minimizing operational complexity.
Features
- End‑to‑end private market deal sourcing and white‑label fund creation
- Centralized fund administration and general‑partner services for both discretionary and non‑discretionary assets
- Integrated reporting dashboard with real‑time performance, valuation, and compliance data
- Automated LP transaction processing and communication tools
- Secure, transparent data handling that supports due‑diligence and audit requirements
- Scalable architecture supporting a wide array of private equity, credit, and alternative strategies