About Credence Family Office
Credence Family Office is a company based in Bengaluru (India) founded in 2010 by Mitesh Shah, Gaurav Dhawan, and Sanjay Gowda was acquired by Equirus Capital in February 2025. The company has 40 employees as of April 07, 2024. Credence Family Office offers products and services including Wealth Management, Estate Planning, Tax Planning, Business Advisory, and Risk Management. Credence Family Office operates in a competitive market with competitors including Client Associates, Alpha Capital, Entrust Family Office, Altamount Capital Management and Cervin Family Office & Advisors, among others.
- Headquarter Bengaluru, India
- Employees 40 as on 07 Apr, 2024
- Founders Mitesh Shah, Gaurav Dhawan, Sanjay Gowda
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Credence Family Office Private Limited
- Jurisdiction Bangalore, Karnataka, India
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Annual Revenue
$2.45 M (USD)35.03as on Mar 31, 2023
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Net Profit
$191.25 K (USD)197.37as on Mar 31, 2023
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EBITDA
$404.08 K (USD)68.74as on Mar 31, 2023
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Latest Funding Round
Not available
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Investors
Equirus Capital
& 1 more
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Employee Count
40
as on Apr 07, 2024
- Acquired by
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Products & Services of Credence Family Office
Credence Family Office offers a comprehensive portfolio of products and services, including Wealth Management, Estate Planning, Tax Planning, Business Advisory, and Risk Management.
Advisory services for managing and growing investments for high-net-worth clients
Services for asset distribution and inheritance planning
Strategic planning to optimize taxes for individuals and businesses
Guidance on business growth and risk management strategies
Assessment and mitigation of financial risks for clients
Funding Insights of Credence Family Office
Detailed funding history for Credence Family Office
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Investors in Credence Family Office
Credence Family Office has secured backing from 2 investors, including institutional and venture fund investors. Prominent investors backing the company include Equirus Capital and TIW Private Equity.
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Private equity investments and growth acceleration in various sectors.
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Corporate financial advisory services are provided to middle-market companies.
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Investor details for Credence Family Office
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Investments & Acquisitions by Credence Family Office
Investment portfolio details for Credence Family Office
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Financial Statements - Credence Family Office
Detailed financials for Credence Family Office
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Credence Family Office Comparisons
Peer comparison for Credence Family Office
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Competitors of Credence Family Office
Credence Family Office operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Client Associates, Alpha Capital, Entrust Family Office, Altamount Capital Management and Cervin Family Office & Advisors, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Private wealth management and investment advisory services are provided.
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Tailored financial solutions are offered to high-net-worth individuals and families.
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Multi Family Office
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Boutique financial services are specialized in for high-net-worth clients.
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Provider of family office advisory services
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Detailed competitors of Credence Family Office
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Latest news on Credence Family Office
Complete news archive for Credence Family Office
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Frequently Asked Questions about Credence Family Office
Credence Family Office was founded in 2010.
Credence Family Office is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Mitesh Shah is the current CEO of Credence Family Office. They have also founded this company.
As of Apr 07, 2024, the latest employee count at Credence Family Office is 40.
Annual revenue of Credence Family Office is $2.45M as on Mar 31, 2023.
Credence Family Office was established in 2010 in Bengaluru, India, as a multi-family office within the financial services sector. Wealth management, estate planning, and statutory compliance are handled for high-net-worth families. Operations focus on comprehensive advisory and administrative support, with co-founders Mitesh Shah, Gaurav Dhawan, and Sanjay Gowda leading the firm. The domain credencefamilyoffice.com serves as the primary online presence.
Credence Family Office's top competitors include Client Associates, Alpha Capital and Entrust Family Office.
Credence Family Office offers Wealth Management, Estate Planning, Tax Planning, Business Advisory, and Risk Management.
Credence Family Office has 2 investors. Key investors include Equirus Capital, and TIW Private Equity.