About UpperCrust Wealth
UpperCrust Wealth is a Technology company based in Vadodara (India) founded in 2020 by Durgesh Pandya, Yash Joshi, and Manish Shah. It provides financial planning, wealth advisory, and global investment services. It operates on a B2C and D2C model in Technology and Financial Services sectors. The company has 15 employees. Its chief executive is Durgesh Pandya. Its Indian entity Uppercrust Wealth Private Limited reported revenue of ₹4.96 Cr. UpperCrust Wealth offers products and services including Private Wealth Advisory and Global Investment Services. Its focus areas include Finance, FinTech, Investment Tech and Global Investments. Similar companies include Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and FIS and 5 more; 4 of its 10 listed similar companies have raised funding.
Company details
UpperCrust Wealth specializes in financial and succession planning for ultra-high net worth individuals, helping them grow and manage assets through personalized advisory services. The company operates in India and the UAE, focusing on private wealth management and global investments to achieve long-term financial goals. It builds trust as a trusted partner in wealth creation and protection, serving clients with tailored strategies for asset growth and inheritance.
- Headquarters Vadodara, India
- Employees 15
- Founders Durgesh Pandya, Yash Joshi, Manish Shah
- SectorsTechnologyFinancial Services
- Email••••••••
- Phone•••• ••••
- Website uppercrustwealth.com
- Social LinkedIn Instagram YouTube
- Legal Name Uppercrust Wealth Private Limited
- Date of Incorporation 26 Apr, 2021
- Jurisdiction Vadodara, Gujarat, India
- Annual Revenue₹4.96 Cr
FY 2025 · +44% YoY
- Net Profit₹86.6 Lakh
FY 2025 · 17% margin
- EBITDA₹1.22 Cr
FY 2025 · 25% margin
- Employee Count15
Associated legal entities of UpperCrust Wealth
UpperCrust Wealth operates through Uppercrust Wealth Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Uppercrust Wealth Private Limited CIN U67100GJ2021PTC122268 | Active | 26 Apr 2021 | Vadodara, Gujarat | ₹5.0 Cr | 15 | 5 | View details |
Products & Services of UpperCrust Wealth
UpperCrust Wealth offers a comprehensive portfolio of products and services, including Private Wealth Advisory and Global Investment Services.
Advisory for wealth growth and management for high-net-worth individuals.
Platform for global stock investments and asset class diversification.
Apps and channels of UpperCrust Wealth
its YouTube channel UpperCrust Wealth has 236 subscribers and 30 videos.
Videos from UpperCrust Wealth
The most watched videos on UpperCrust Wealth's YouTube channel, UpperCrust Wealth (236 subscribers). Click a video to play it here.
More on UpperCrust Wealth.
Board of directors of Uppercrust Wealth Private Limited (UpperCrust Wealth)
Uppercrust Wealth Private Limited is the primary company behind UpperCrust Wealth. The board of Uppercrust Wealth Private Limited currently have 5 directors; the longest-serving is Shaily D Pandya, appointed in 2021. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Shaily D Pandya DIN 09147189 | Director | 26 Apr 2021 | 5 yrs 5 mo | Uppercrust Wealth Private Limited |
| Falguni Manish Shah DIN 09147107 | Director | 26 Apr 2021 | 5 yrs 5 mo | Uppercrust Wealth Private Limited |
| Manish Hasmukhlal Shah DIN 00085683 | Director | 26 Apr 2021 | 5 yrs 5 mo | Uppercrust Wealth Private Limited |
| Durgesh Pandya DIN 02939283 | Director | 26 Apr 2021 | 5 yrs 5 mo | Uppercrust Wealth Private Limited |
| Yash Joshi DIN 09459697 | Director | 01 Sep 2022 | 4 yrs 1 mo | Uppercrust Wealth Private Limited |
People of UpperCrust Wealth
3 people are tracked at UpperCrust Wealth (3 in leadership); the tracked headcount is 15.
| Name | Role | Group |
|---|---|---|
| Founder, CEO | Leadership | |
| Co-Founder | Leadership | |
| Co-Founder | Leadership |
Complete people profiles for UpperCrust Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of UpperCrust Wealth
Figures of Uppercrust Wealth Private Limited, the primary company behind UpperCrust Wealth, for FY 2025. Revenue was ₹4.96 Cr (+44% year on year). Net profit was ₹86.6 Lakh (17% margin). EBITDA was ₹1.22 Cr (25% margin). Revenue has grown at a compounded annual rate of +86% over three years.
- ₹4.96 CrRevenue · FY 2025 · +44% YoY
- ₹86.6 LakhNet profit · 17% margin
- ₹1.22 CrEBITDA · 25% margin
- ₹90 LakhPaid-up capital
- 15Employees (provident fund records)
- +86%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Uppercrust Wealth Private Limited are on its company page.
Detailed financial statements for UpperCrust Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Similar companies to UpperCrust Wealth
UpperCrust Wealth has 10 listed similar companies in our database, 4 of them funded. They include Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| sundaramfinance.in | 1954 | Chennai, India | – | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed similar companies of UpperCrust Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as UpperCrust Wealth (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about UpperCrust Wealth
UpperCrust Wealth was founded in 2020.
UpperCrust Wealth is headquartered in Vadodara, India. It is registered at Vadodara, Gujarat, India.
Durgesh Pandya is the current CEO of UpperCrust Wealth. They have also founded this company.
UpperCrust Wealth has 15 employees.
The primary company behind UpperCrust Wealth, Uppercrust Wealth Private Limited, reported revenue of ₹4.96 Cr for FY 2025, up 44% year on year.
UpperCrust Wealth specializes in financial and succession planning for ultra-high net worth individuals, helping them grow and manage assets through personalized advisory services. The company operates in India and the UAE, focusing on private wealth management and global investments to achieve long-term financial goals. It builds trust as a trusted partner in wealth creation and protection, serving clients with tailored strategies for asset growth and inheritance.
UpperCrust Wealth's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
UpperCrust Wealth offers Private Wealth Advisory and Global Investment Services.
UpperCrust Wealth operates through Uppercrust Wealth Private Limited.
The legal entities of UpperCrust Wealth currently have 5 directors, including Shaily D Pandya, Falguni Manish Shah, Manish Hasmukhlal Shah and others.