Investment services for tech millennials

The Coterie delivers founders in the tech industry a transformative platform to unlock the full potential of their financial resources. Departing from conventional banking norms, The Coterie stands as a pioneering force, enabling investors to diversify risks, access capital through loans, strategize estate planning, and engineer tax-efficient exits with unprecedented ease. With a laser focus on a niche market primarily comprising millennials boasting assets ranging from $1–10 million, The Coterie taps into the aspirations of individuals often entangled in privately held companies. The Coterie steps in to cater to the self-directed financial planning needs of a generation that demands bespoke solutions.

Brand identity firm, Pentagram undertook a thorough analysis to craft a brand identity that resonates deeply with the target audience. At the heart of this identity lies the iconic “C,” exuding an aura of trust and approachability. Symbolizing exclusivity yet inviting participation, the circular motif with a single gap serves as a visual metaphor for The Coterie’s commitment to fostering an inclusive community of forward-thinkers. Elevating the visual experience to new heights, The Coterie showcases captivating member portraits, meticulously crafted with cutting-edge technology. Each portrait seamlessly transitions from a myriad of chrome spheres to the iconic emblem of The Coterie, encapsulating the essence of our esteemed community.