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Coterie Insurance

Coterie Insurance

Private
Appleton, WisconsinFinTechhttps://coterieinsurance.com

Last Round

Series C

Sep 11, 2025

Total Funding Raised

$103.3M

Company Overview

Coterie Insurance operates in FinTech and is based in Appleton, Wisconsin. Its latest recorded funding round was a Series C round in September 2025.

Coterie Insurance is a fintech company that provides a digital-first commercial insurance platform designed to streamline the coverage process for small businesses through data-driven automation.

Sector

FinTech

Verticals

InsurTech, API Management, Workflow Automation

Business Model

B2B2C

Customer Profile

Payment Processing Fee

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Coterie Insurance Comparables

Compare Coterie Insurance with similar companies based on industry and business-model similarity.

Coterie Insurance comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Foxquilt
83%
Embroker
80%
Rainbow
77%
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Coterie Insurance Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CSep 11, 2025
Growth EquityMar 19, 2024
Series BOct 26, 2021
Series A ExtensionFeb 5, 2021
Series AMar 20, 2020
Seed
Sep 19, 2019
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Key People

Founding team and executive leadership

Michael Albert

Chief Technology Officer

Executive Team

Marc Frenkel

Chief Financial Officer

Executive Team

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Coterie Insurance Investors

Notable investors and investment history

Coterie Insurance investors
InvestorRounds
Intact Private CapitalSeries B, Growth Equity, Series A Extension
Weatherford CapitalGrowth Equity, Series B
Intact VenturesSeries B, Growth Equity, Series A Extension
RPM VenturesSeries A Extension, Series A, Series B, Growth Equity
Group 1001Series B, Series A Extension
Greenlight Re InnovationsSeed
Intercept VenturesSeries A
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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.

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Recent news

Latest coverage and updates

  • adopts_technologyAug 31, 2026

    Coterie Insurance used BlinkOps to scale security operations, reducing SOC incident resolution time by about 50% and triaging 600 vulnerability alerts weekly without adding headcount in Aug '26.

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Coterie Insurance Filings

Explore SEC and related filing metadata, where available.

Coterie Insurance filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Coterie Insurance a public or private company?

Coterie Insurance is a private company.

What is the current stock price of Coterie Insurance?

Coterie Insurance is a private company, so its shares have no public market price. Caplight tracks Coterie Insurance's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Coterie Insurance worth (valuation)?

Valuation information for Coterie Insurance is not publicly available.

Can I buy Coterie Insurance stock?

Coterie Insurance shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Coterie Insurance's last funding round?

Coterie Insurance's most recent funding round was Series C on September 11, 2025.

Who are the main investors in Coterie Insurance?

Key investors in Coterie Insurance include Intact Private Capital, Weatherford Capital, Intact Ventures, RPM Ventures, Allianz X.

Will Coterie Insurance IPO soon?

No public IPO plans have been announced for Coterie Insurance.

How can I track Coterie Insurance secondary market activity?

Caplight tracks bids, offers, and trades in Coterie Insurance's shares on secondary markets.

Firmographic Details

HeadquartersAppleton, Wisconsin
Employee Range141
Year Founded2018
Last FundingSep 11, 2025

Institutional Data Access

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