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Waterfield Advisors logo — Independent Multi-Family Office and Wealth Advisory firm, pr...

Waterfield Advisors

Independent Multi-Family Office and Wealth Advisory firm, providing holistic advice aligned with the investors' interest

Founded 2011 India Mumbai, India 140 employees Series B Total: $12.00M Finance, Financial Services +1

General Information

Company Name Waterfield Advisors
Founded Year 2011
Location India Mumbai, India
Employees 140
Industries Finance, Financial Services, Wealth Management
Funding Stage Series B
Social

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About Waterfield Advisors

Waterfield Advisors is a globally recognized independent Indian Multi-Family Office that focuses on providing holistic advice without a conflict of interest for family-owned businesses, trusts, endowments, and single-family offices. The firm is registered with SEBI as Investment Advisors and has 8 offices across India, including New Delhi, Mumbai, Chennai, Pune, Goa, Kochi, and Bangalore. Founded in 2011, Waterfield Advisors operates in the Financial Services and Wealth Management industries. The company specializes in helping clients plan, structure, and manage their family wealth, acting exclusively on their behalf as their dedicated family office. Waterfield Advisors operates an open architecture platform, collaborating with leading product manufacturers across AMCs, PMS, and AIF providers. Notably, the firm stands out due to its transparency and commitment to being a pure advisory firm, refraining from receiving any distribution fees from product providers, which allows them to work solely for the client's benefit. In February 2022, Waterfield Advisors secured a $6.00M Series B investment, signifying confidence in its approach. This investment further highlights the firm as a prominent player in the wealth advisory space, emphasizing its potential to continue improving clients' portfolio returns and lowering their investment costs. Overall, Waterfield Advisors' dedication to client-centric, conflict-free advisory services positions it as a significant player in the Wealth Management sector.

Business keywords: Wealth Management, Investment Advisory, Multi-Family Office, Holistic Financial Planning, Transparent Advisory, Family Wealth Management, Compliance Regulation, Tax Advisory, Estate Planning, Financial Education, Philanthropy Management, Succession Planning

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series B $6.00M -
03 Feb 2022
Series A $6.00M 3
TVS Capital Funds Zephyr Acorn
TVS Capital Funds, Zephyr Acorn +1
19 Dec 2019

Waterfield Advisors Alternatives & Competitors

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Waterfield Advisors vs
Maridea Wealth Management
Maridea Wealth Management United States

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Waterfield Advisors vs
ASI Wealth Management
ASI Wealth Management United States

Since 1998, ASI has been serving clients throughout the Pacific Northwest - individuals, families an...

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Waterfield Advisors vs
MGD Wealth
MGD Wealth Australia

Boutique financial advisory that helps you achieve financial clarity so you can focus on your family...

93 employees
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Compare Waterfield Advisors vs MGD Wealth
Also compare with: Waterfield Advisors vs Sebold Capital Management, Inc. Sebold Capital Management, Inc. Waterfield Advisors vs Allium Financial Advisors, LLC Allium Financial Advisors, LLC View all alternatives

FAQ About Waterfield Advisors

Independent Multi-Family Office and Wealth Advisory firm, providing holistic advice aligned with the investors' interest
Waterfield Advisors was founded in 2011.
Waterfield Advisors is headquartered in Mumbai, India.
Waterfield Advisors operates in Finance, Financial Services and Wealth Management. Its work centres on Wealth Management, Investment Advisory, Multi-Family Office and Holistic Financial Planning.
Waterfield Advisors has approximately 140 employees.
Waterfield Advisors has completed 2 funding rounds, raising a total of $12.00M. The latest funding stage is Series B.
Top alternatives and competitors to Waterfield Advisors include Maridea Wealth Management, ASI Wealth Management, MGD Wealth, LINVO AG - Life Investment Office, Sebold Capital Management, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Waterfield Advisors and Maridea Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Waterfield Advisors, https://bouncewatch.com/company/waterfield-advisors, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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