Insights

Affordable Care Trend Coterie’s focus on Affordability-Based Medical Plans and recent Fundamental Care Value Plan launch positions them to target employers seeking cost-effective healthcare solutions for small to mid-sized teams.

Product Expansion Frequent product introductions and plan innovations since 2019, including Bronze-Level Minimum Value Plan and Fundamental Care lines, indicate opportunities to upsell or cross-sell enhanced benefit designs to existing broker partners.

Leadership Depth Experienced leadership and senior hires in operations and national sales suggest stability and a strong client-service orientation, which can be leveraged to pursue larger employer clients and complex benefit programs.

Market Positioning As an Arizona-based program manager with a national focus on affordability, Coterie can partner with brokers handling variable hour workforces and seasonal staffing, offering tailored plans for labor-intensive industries.

Strategic Partnerships Past collaborations in financial wellness (FinFit) and student loan relief (StuLo Wellness) open doors for bundled employer wellness ecosystems, enabling cross-sell to benefit brokers seeking holistic employee well-being solutions.

Coterie Advisory Group, Inc. Tech Stack

Coterie Advisory Group, Inc. uses 8 technology products and services including Linkedin Insight Tag, Wix, WordPress, and more. Explore Coterie Advisory Group, Inc.'s tech stack below.

Linkedin Insight Tag

Analytics

Wix

Content Management System

WordPress

Content Management System

Zoho

Customer Relationship Management

Wix eCommerce

E-commerce

Microsoft 365

Google Cloud

Infrastructure As A Service

HubSpot

Marketing Automation

Coterie Advisory Group, Inc. Email Formats	Example	Percentage
First.Last@coterieadvisors.com	John.Doe@coterieadvisors.com	89%
FLast@coterieadvisors.com	JDoe@coterieadvisors.com	7%
First@coterieadvisors.com	John@coterieadvisors.com	4%

Coterie Advisory Group, Inc. Email Formats

Example

Percentage

First.Last@coterieadvisors.com

John.Doe@coterieadvisors.com

89%

FLast@coterieadvisors.com

JDoe@coterieadvisors.com

First@coterieadvisors.com

John@coterieadvisors.com

Frequently Asked Questions

What is Coterie Advisory Group, Inc.'s official website and social media links?

Coterie Advisory Group, Inc.'s official website is coterieadvisors.com and has social profiles on LinkedIn.

How much revenue does Coterie Advisory Group, Inc. generate?

As of September 2026, Coterie Advisory Group, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Coterie Advisory Group, Inc.'s NAICS code?

Coterie Advisory Group, Inc.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Coterie Advisory Group, Inc. have currently?

As of September 2026, Coterie Advisory Group, Inc. has approximately 19 employees across 2 continents, including North America and Europe. Key team members include Partner: T. C. Explore Coterie Advisory Group, Inc.'s employee directory with LeadIQ.

What industry does Coterie Advisory Group, Inc. belong to?

Coterie Advisory Group, Inc. operates in the Insurance industry.

What technology does Coterie Advisory Group, Inc. use?

Coterie Advisory Group, Inc.'s tech stack includes Linkedin Insight Tag, Wix, WordPress, Zoho, Wix eCommerce, Microsoft 365, Google Cloud and HubSpot.

What is Coterie Advisory Group, Inc.'s email format?

Coterie Advisory Group, Inc.'s email format typically follows the pattern of First.Last@coterieadvisors.com. Find more Coterie Advisory Group, Inc. email formats with LeadIQ.

When was Coterie Advisory Group, Inc. founded?

Coterie Advisory Group, Inc. was founded in 2016.

Coterie Advisory Group, Inc.

Q: How many employees does Coterie Advisory Group, Inc. have currently?

Coterie Advisory Group, Inc. has approximately 19 employees.

Q: What technology does Coterie Advisory Group, Inc. use?

Coterie Advisory Group, Inc.'s tech stack includes WordPress.com, Google Cloud CDN, Cloudflare, Google Tag Manager, MySQL.

Q: What is Coterie Advisory Group, Inc.'s NAICS code?

Coterie Advisory Group, Inc.'s NAICS code is 524 (Insurance Carriers and Related Activities).

InsuranceArizona, United States11-50 Employees

Coterie Advisory Group, Inc. is an Arizona-based insurance program manager and consultative advisor focused on affordability-based medical plan strategies for benefit brokers and employers in the benefits space. Its offerings include Fundamental Care plans, such as fully-insured limited-benefit indemnity options, level-funded limited-day plans, MEC, and MVP, which aim to address practical coverage needs for a variable hour workforce and improve access to affordable care for employees.
The company serves employers and benefit brokers seeking cost-effective medical coverage solutions and has developed a track record of working with large service industry employers to understand the needs of part-time, hourly, and seasonal staff. Founded and led by a team with decades of experience in insurance and benefits, Coterie Advisory Group operates from Phoenix, Arizona, and has established a portfolio that includes partnerships and product launches, notably the introduction of the Fundamental Care Value Plan in 2024.

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