Company
Coterie
A small business insurance company putting agents first
Also known as Coterie Applications Inc.
- Status
- Operatingas of 2026-09-18
- Business model
- B2B2C
- Headquarters
- Appleton, WI, United States
- Founded
- 2018
- Customers
- agents and brokers
- Legal name
- Coterie Applications Inc.
- coterieinsurance.com (opens in a new tab)
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Record updated 28 September 2026
About
Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. With an innovative quoting platform that delivers accurate pricing and bindable quotes in less than one minute, Coterie makes small business insurance effortless.
Funding snapshot
- Total raised
- $69.8MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $48.3M2021-10-22
Funding rounds
- Round, 2021
- $48.3M2021-10-22, SEC form D sold, 18 investors
- Round, 2021
- $11.5M2021-01-22, SEC form D sold, 12 investors
- Round, 2020
- $7.7M2020-02-26, SEC form D sold, 12 investors
- Round, 2019
- $1.7M2019-06-24, SEC form D sold, 5 investors
- Round, 2018
- $550K2018-10-22, SEC form D sold, 2 investors
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