The Coterie

The Coterie is a financial technology company founded in 2022 by Ethan Agarwal, Jeson Patel, and Chris Boies to give startup founders access to venture capital investments, estate-planning strategies (including its ATOM Trust product), and lending. Backed by Andreessen Horowitz, the company has since rebranded and now operates as Allocate (allocate.co), positioning itself as "an operating system for private markets" serving wealth advisors and asset managers with deal sourcing, white-labeled fund creation, AI-powered portfolio management, and unified reporting. The company publishes no public API, developer portal, or SDKs; this profile captures its identity and public web surface for the API Evangelist network.

The Coterie is profiled on the APIs.io network. Tagged areas include Company, Fintech, Private Markets, Wealth Management, and Venture Capital.

🌐 Visit website 📡 Source on GitHub
8.9/100 minimal ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-07-27 · rubric v0.5
0 APIs
CompanyFintechPrivate MarketsWealth ManagementVenture CapitalEstate PlanningInvestment

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5
Composite quality — 8.9/100 · minimal
Contract Quality 0.0 / 25
Developer Ergonomics 0.0 / 20
Commercial Clarity 2.1 / 20
Operational Transparency 0.0 / 13
Governance 0.0 / 12
Discoverability 6.8 / 10
Agent readiness — 0/100 · human only
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 15
MCP Server 0 / 12
Machine-Readable Auth 0 / 10
Idempotency 0 / 9
Stable Error Semantics 0 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 0 / 4
Consent & Bot Identity 0 / 3
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Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals.

The Coterie Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Resources

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity
DomainSecurity

Commercial 1

Pricing, plans, and the legal terms of use

PrivacyPolicy
PrivacyPolicy

Company 1

The organization behind the API

Website
Website

Source (apis.yml)

apis.yml Raw ↑ 
aid: the-coterie
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/the-coterie.png
name: The Coterie
description: The Coterie is a financial technology company founded in 2022 by Ethan Agarwal, Jeson Patel, and Chris Boies
  to give startup founders access to venture capital investments, estate-planning strategies (including its ATOM Trust product),
  and lending. Backed by Andreessen Horowitz, the company has since rebranded and now operates as Allocate (allocate.co),
  positioning itself as "an operating system for private markets" serving wealth advisors and asset managers with deal sourcing,
  white-labeled fund creation, AI-powered portfolio management, and unified reporting. The company publishes no public API,
  developer portal, or SDKs; this profile captures its identity and public web surface for the API Evangelist network.
url: https://raw.githubusercontent.com/api-evangelist/the-coterie/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- a16z
x-tier: stub
x-tier-reason: portfolio-lead
x-rebranded-to: Allocate (https://allocate.co)
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-21'
tags:
- Company
- Fintech
- Private Markets
- Wealth Management
- Venture Capital
- Estate Planning
- Investment
apis: []
common:
- type: Website
  url: https://allocate.co/
- type: PrivacyPolicy
  url: https://allocate.co/privacy-policy
- type: DomainSecurity
  url: security/the-coterie-domain-security.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
x-enrichment:
  date: '2026-07-21'
  status: minimal
  artifacts_added: 2
  pass: local-v1