IM Wealth Partners
Offering comprehensive guidance to individuals, families & business owners to help plan for & experience abundant life.
12 employees · est. 2003 · United States
Waterfield Advisors
Independent Multi-Family Office and Wealth Advisory firm, providing holistic advice aligned with the investors' interest
140 employees · est. 2011 · Mumbai, India
IM Wealth Partners is the older company (2003 vs 2011); Waterfield Advisors is the larger of the two.
Side-by-Side Comparison
| Metric | IM Wealth Partners | Waterfield Advisors |
|---|---|---|
| Founded | ||
| Founded | 2003 older | 2011 |
| Headquarters | ||
| Headquarters | United States | Mumbai, India |
| Employees | ||
| Employees | 12 | 140 larger |
| Industry | ||
| Industry | Financial Services, Banking | Finance, Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series B |
| Total Funding | ||
| Total Funding | Not tracked yet | $12.00M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 2 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Investment, Financial Advisory, Independent Advisory, Holistic Financial Planning, Closely-held Business, Financial Growth, Client Empowerment, Financial Complexities, Financial Solutions, Asset Protection, Family Wealth Planning, Financial Risk Management, Investment Advisory | 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 |
| Website | ||
| Website | imwealthpartners.com | waterfieldadvisors.com |
About IM Wealth Partners
IM Wealth Partners is a financial advisory firm founded in 2003 by Ian Meierdiercks, Chief Planner, with its headquarters in the United States. The company's slogan, "Offering comprehensive guidance to individuals, families & business owners to help plan for & experience abundant life," reflects its...
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 o...
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Funding, hiring, leadership and stack changes at IM Wealth Partners and Waterfield Advisors — by email.
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Compiled from the BounceWatch company index. We last looked at IM Wealth Partners on 12 Sep 2024, and Waterfield Advisors on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
