Waterfield Advisors
Waterfield Advisors is a wealth management company in Mumbai, India, founded in 2011. It has raised $21.0M across 2 rounds, most recently a $15.0M Series A in February 2025.
Pioneers of Wealth Management & Family Office Advisory in India
- Headquarters
- Mumbai
- Employees
- 11–50
- Founded
- 2011
- Business Model
- B2B
- Website
- waterfieldadvisors.com
- Total Funding
- $21.0M
- Last Round
- $15.0M Series AFeb 2025
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 1 investor for this company. The full record is or through the API.
About
Waterfield Advisors operates an independent multi-family office and wealth advisory service for prominent Indian business families. Its approach combines family office services with wealth advice, emphasizing holistic support for clients and the delivery of financial advisory services without conflicts of interest.
Summary
It lists 11–50 employees. It has raised $21.0M in total across 2 rounds, most recently a $15.0M Series A round in Feb 2025. Investors include Jungle Ventures.
Tech & App Stack
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Funding History
Feb 2025
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Funding: Series B through Series A. Amounts, valuations, and investors where available.
Investors
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