Where are Coterie Advisory Group, Inc. employees located globally?

Coterie Advisory Group, Inc. has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Coterie Advisory Group, Inc.'s team size changed over time?

Coterie Advisory Group, Inc.'s team has decreased from approximately 13 to 11 employees based on available data.

Coterie Advisory Group, Inc. Employee Directory

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.

Coterie Advisory Group, Inc. Global Highlights

North America
17

United States Of America
17

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Coterie Advisory Group, Inc.'s Leadership

T. C.
Partner
Mobile Phone
Email

Coterie Advisory Group, Inc. Employee Metrics

100%

50%

0%

2026

2025

Business
Product Management
Accounting
Administrative
Analytics
Other
Sales

Contact profiles from Coterie Advisory Group, Inc.

Name

Title

Contact Info

Location

Last Update

T. C.
Partner
Mobile Phone
Email
Jul 31, 2026

Frequently Asked Questions

What is Coterie Advisory Group, Inc. known for?

Coterie Advisory Group, Inc. was founded in 2016 operates in the Insurance industry. Explore Coterie Advisory Group, Inc.'s company overview page for more information.

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

Coterie Advisory Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coterie Advisory Group, Inc. email formats with LeadIQ.

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

Coterie Advisory Group, Inc. has approximately 20 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Coterie Advisory Group, Inc.'s key employees and leadership?

As of August 2026, Coterie Advisory Group, Inc.'s key employees include:

Partner: T. C.

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Coterie Advisory Group, Inc. Employee Directory

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