# The Coterie

**Canonical:** https://apis.io/providers/the-coterie/  
**Website:** https://allocate.co/  
**APIs profiled:** 0

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.

## Kin Score — 7.1 / 100 (minimal)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+0.0 from 7.1).

| Facet | Score |
|---|---|
| Discoverability | 50.0 |
| Contract Quality | 0.0 |
| Governance | 0.0 |
| Contract Governance | 0.0 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 0.0 |
| Commercial Clarity | 10.5 |
| Access Clarity | 10.5 |

## Agent readiness — 0.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Unknown — onboarding: unknown, pricing: unknown, trial: no (confidence: low).

## Security (1)

- **The Coterie Domain Security** — TLSv1.3 · HSTS · DMARC

## Tags

Company, Fintech, Private Markets, Wealth Management, Venture Capital, Estate Planning, Investment

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/the-coterie/). Scores are computed from the provider's own public artifacts under a published rubric.