Sign Up Today and Learn More About Coterie Insurance Stock
Invest in or calculate the value of your shares in Coterie Insurance or other pre-IPO companies through EquityZen's platform.
Coterie Insurance Stock
Coterie Insurance provides small business insurance solutions that streamline coverage and underwriting for agents, brokers, and owners.
About Coterie Insurance Stock
Founded
2018
Headquarters
Appleton, WI, US
Industries
Software, Artificial Intelligence, Data and Analytics
Coterie Insurance Press Mentions
Stay in the know about the latest news on Coterie Insurance
Coterie Insurance Strengthens Executive Leadership with Appointment of Chief Revenue Officer
globenewswire • Jan 22, 2026
Coterie Insurance BOP and GL Products Now Available Through Collaboration with Progressive Insurance®
globenewswire • Nov 20, 2025
Coterie Announces Expansion of Coterie Applications’ “Manage My Risk” Program
globenewswire • Oct 31, 2025
CORRECTION - Coterie Insurance Partners with SIAA – Expands Access to Innovative SMB Insurance Solutions
globenewswire • Oct 28, 2025
Coterie Insurance Partners with SIAA to Expand Access to Innovative SMB Insurance Solutions
globenewswire • Oct 17, 2025
Coterie Insurance Management
Leadership team at Coterie Insurance
Founder & CEO
David McFarland
Co-founder and Chief Strategy Officer
Tim Metzner
Join now and verify your accreditation status to gain access to:
- Coterie Insurance Current Valuation
- Coterie Insurance Stock Price
- Coterie Insurance Management
- Available deals in Coterie Insurance and all other companies with relevant Deal Offering documents
- EquityZen's proprietary data and insights, which may include
- Coterie Insurance Cap Table and Funding History by Share Class and Liquidity Preferences
- Coterie Insurance Revenue and Financials
- Coterie Insurance Highlights
- Coterie Insurance Business Model
- Coterie Insurance Risk Factors
- Coterie Insurance Research Report from SACRA Research
Trading Coterie Insurance Stock
How to invest in Coterie Insurance stock?
Accredited investors can buy pre-IPO stock in companies like Coterie Insurance through EquityZen funds. These investments are made available by existing Coterie Insurance shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process for buying Pre-IPO Shares.
How to sell Coterie Insurance stock?
Shareholders can sell their Coterie Insurance stock through EquityZen's private company marketplace. EquityZen's network includes over 440K accredited investors interested in buying private company stock. Learn more about the Shareholder liquidity process.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. See more information on Express Deals and pre-IPO exit information.
Why choose EquityZen?
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 52K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."