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Coterie Insurance

Appleton, WI · Founded 2018 · Privately Held (backing)

Operator of a commercial insurance platform intended to remove unwanted risks for businesses. Coterie Insurance is based in Appleton, WI and was founded in 2018. Its last reported valuation was $530 million in Sep 2025. It has raised $205 million.

Last reported valuation
$530.0M
Oct 2026
Priced at
—
Total raised
$205.1M
Last round
—

Coterie Insurance key facts

as of Oct 2026
  • Operator of a commercial insurance platform intended to remove unwanted risks for businesses.
  • Coterie Insurance is valued at approximately $530.0M as of Oct 2026 (last reported valuation).
  • It has raised $205.1M; the latest was Later Stage VC ($50.0M) in Sep 2025.
  • Notable investors include Western Technology Investment, Alpha Edison, Allianz X, Weatherford Capital, Gen7 Investments — 17 tracked in total.
  • Status: Privately Held (backing).
Last reported valuation
LOW confidence
$530.0M

Coterie Insurance's last reported valuation, Sep 2025. Nothing priced has surfaced since.

set by last reported valuationas of Oct 2026question about this number?
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Coterie Insurance funding rounds

No rounds on record

No funding rounds for Coterie Insurance are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.

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Coterie Insurance leadership

Coterie Insurance valuation

Coterie Insurance's last reported valuation was $530 million in Sep 2025. No priced round, secondary trade or fund mark has surfaced since.

Coterie Insurance investors

17 investors are on record for Coterie Insurance, including Western Technology Investment, Alpha Edison, Allianz X and Weatherford Capital.

Who runs Coterie Insurance

8 people are listed on the Coterie Insurance team: 6 executives and 2 board members, including Marc Frenkel (Chief Financial Officer) and Allan Egbert (Chief Platform Officer). 8 of them have a verified direct contact on file.

About Coterie Insurance

Operator of a commercial insurance platform intended to remove unwanted risks for businesses. The company's technology uses data-driven automation, and provides accurate coverage, quote, and issue policies, enabling clients to save time and reduce the stress of managing an insurance audit process.

Sector
Financial Services
HQ
Appleton, WI, United States
Founded
2018
Employees
141
Ownership
Privately Held (backing)

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