Waterfield Overview

  • Year Founded
  • 2011

Year Founded

  • Status
  • Private

  • Employees
  • 147

Employees

  • Latest Deal Type
  • Later Stage VC
  • (In Progress)

  • Latest Deal Amount
  • $14.2M

  • Investors
  • 15

Waterfield General Information

Description

Operator of a multi-family office advisory platform intended to deliver advice on wealth and investment management. The company offers include family office advisory, wealth management, corporate financial planning and alternative asset management services, enabling its clients to make informed decisions while transferring wealth and investing capital in real estate and related projects.

Contact Information

Website
www.waterfieldadvisors.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 142, 14th Floor, Maker Chambers VI
  • Nariman Point
  • Mumbai, Maharashtra 400021
  • India
+91 022
Primary Industry
Other Financial Services
Other Industries
Asset Management
Consulting Services (B2B)
Corporate Office
  • 142, 14th Floor, Maker Chambers VI
  • Nariman Point
  • Mumbai, Maharashtra 400021
  • India
+91 022

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Waterfield Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC 19-Feb-2025 $14.2M In Progress Generating Revenue
3. Later Stage VC (Series B) 03-Feb-2022 Completed Generating Revenue
2. Later Stage VC (Series A) 19-Dec-2019 $5.98M $5.98M Completed Generating Revenue
1. Angel (individual) 27-Mar-2014 Completed Generating Revenue
To view Waterfield’s complete valuation and funding history, request access »

Waterfield Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Ordinary
To view Waterfield’s complete cap table history, request access »

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Waterfield Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a multi-family office advisory platform intended to deliver advice on wealth and investment management. The
Other Financial Services
Mumbai, India
147 As of 2025

Mumbai, India
 
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Waterfield Competitors (1)

One of Waterfield’s competitors is Sanctum Wealth, a Private Equity-Backed company based in Mumbai, India.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sanctum Wealth Private Equity-Backed Mumbai, India
You’re viewing 1 of 1 competitors. Get the full list »

Waterfield Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

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Waterfield Investors (15)

Investor Name Investor Type Holding Investor Since Participating Rounds
Gaja Capital PE/Buyout Minority
Angel (individual) Minority
Angel (individual) Minority
Maheshwari Investors Venture Capital Minority
RAAY Global Investments Family Office Minority
You’re viewing 5 of 15 investors. Get the full list »

Waterfield Investments (1)

Waterfield’s most recent deal was a Later Stage VC with Aye Finance for . The deal was made on 13-Dec-2023.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Aye Finance 13-Dec-2023 Later Stage VC Specialized Finance
To view Waterfield’s complete investments history, request access »

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Waterfield FAQs

  • When was Waterfield founded?

    Waterfield was founded in 2011.

  • Where is Waterfield headquartered?

    Waterfield is headquartered in Mumbai, India.

  • What is the size of Waterfield?

    Waterfield has 147 total employees.

  • What industry is Waterfield in?

    Waterfield’s primary industry is Other Financial Services.

  • Is Waterfield a private or public company?

    Waterfield is a Private company.

  • What is the current valuation of Waterfield?

    The current valuation of Waterfield is .

  • What is Waterfield’s current revenue?

    The current revenue for Waterfield is .

  • How much funding has Waterfield raised over time?

    Waterfield has raised $26.1M.

  • Who are Waterfield’s investors?

    Gaja Capital, , , Maheshwari Investors, and RAAY Global Investments are 5 of 15 investors who have invested in Waterfield.

  • Who are Waterfield’s competitors?

    Sanctum Wealth is a competitor of Waterfield.

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