Executive Overview
Jeson Patel is the Co-Founder & Chief Technology Officer (CTO) of The Coterie, a San Francisco-based financial technology startup. The company develops advanced financial software, particularly serving clients whose wealth is tied more to assets than to salary, with a focus on the needs of tech founders, early employees, and high-net-worth individuals. Patel co-founded The Coterie alongside Ethan Agarwal and Chris Boies.
Professional Role & Responsibilities
At The Coterie, Jeson Patel is responsible for technology leadership and product innovation. As CTO, he has played a central role in architecting the company’s financial software platform, which coordinates access to venture capital investments, estate planning services, and, in forthcoming developments, lending products. Industry coverage by InvestmentNews and partner announcements from Andreessen Horowitz highlight The Coterie’s ambition to redefine digital wealth management for a younger, asset-rich clientele, providing automation and sophisticated tax and estate-planning tools typically reserved for traditional private banks.
Career Background
Jeson Patel has a track record in product and technology leadership across multiple high-profile technology organizations:
- Credit Karma – Previous leadership role, contributing to products in the financial services sector.
- Google and Microsoft – Held engineering and/or technology positions at two of the world’s largest technology firms, gaining deep experience in scalable systems and consumer technology products.
- Doji and Snowball App – Played critical roles in startup/scale-up environments, serving as founder and CTO.
- SocialDeck (Founder & CTO/VP Products), Google Ventures, Sun Microsystems Research, and SOMA Networks are also listed on his career history, reflecting a combination of early-stage entrepreneurial and large-scale innovation work.
He is recognized for founding and operating several technology businesses, with significant involvement in consumer fintech, mobile, and software sectors.
Education
- Bachelor of Applied Science, Computer Engineering – University of Waterloo
The University of Waterloo is recognized for its rigorous engineering programs and for producing leading technology talent.
Public Profile & Network
- LinkedIn Profile: [linkedin.com/in/jepatel](https://www.linkedin.com/in/jepatel) — 500+ connections, indicating a substantial professional network.
- Twitter/X: [@jepatel](https://x.com/jepatel) — Listed as Co-Founder & CTO at The Coterie, based in San Francisco.
Company Overview: The Coterie
- Industry: Finance, SaaS/Software for Wealth Management
- Headquarters: San Francisco, United States; references to Palo Alto are also present.
- Employees: 11-50
- Core Offering:
- Financial software targeting those with complex, asset-driven wealth
- Access to differentiated investment opportunities (e.g., venture capital)
- Estate planning and tax optimization tools
- Announced plans to add lending products tailored for founder liquidity
- Market Position: Serving a niche market of tech entrepreneurs and wealthy millennials, addressing complex financial needs traditionally unmet by standard financial advisors.
- Growth/Credibility: Backed by venture capital (including Andreessen Horowitz); recognized in external press (InvestmentNews, A16z blog) as an innovator in client experience for affluent innovators and startup founders.
Leadership & Team
The Coterie’s founding team (Ethan Agarwal, Jeson Patel, Chris Boies) brings together serial entrepreneurial experience. Reports suggest that all three founders have previously built and exited companies. Jeson Patel is described as both a founder and product/technology leader, indicating hands-on involvement with architecture, engineering, and product development.
Other key team members include Raj Patel (Head of Engineering).
Location
- San Francisco, CA, United States
Professional Strengths & Industry Impact
- Deep Experience in Technology Leadership: Notably, Patel’s background in both large-scale technology (Microsoft, Google) and startup environments (Credit Karma, SocialDeck) positions him as an expert in building scalable financial technologies for demanding and regulated markets.
- Product Innovation & User Experience: Track record of developing user-centered financial products, with emphasis on automation and digital transformation in wealth management.
- Network and Credibility: Connectivity with influential investors and product leaders, evident through high-profile investments and large professional network.
Additional Recognition
- Media mentions include features in InvestmentNews and Andreessen Horowitz’s official channels, underlining industry attention to The Coterie’s approach and technology stack.
Actionable Insights:
Contact with Jeson Patel should be approached as an engagement with a highly technical, entrepreneurially minded executive working at the intersection of finance and scalable software. Discussion points that align with innovative fintech solutions, developer-friendly infrastructure, and products for the asset-rich entrepreneur are likely to resonate. His experience in both big tech and startup environments suggests a receptiveness to advanced technologies, integration opportunities, and solutions that can advance The Coterie’s mission of reimagining wealth management for a new generation of founders and high-net-worth individuals.
