UpperCrust Wealth

Vadodara, India Founded: 2020 • Age: 6 yrs
Provides financial planning, wealth advisory, and global investment services.
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Annual revenue $92,720 Latest available
Total funding - Funding intelligence
Employees 15 Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 11 Brand Intelligence

About UpperCrust Wealth

UpperCrust Wealth is a company based in Vadodara (India) founded in 2020 by Durgesh Pandya, Yash Joshi, and Manish Shah. It operates as a B2C and D2C. The company has 15 employees as of March 31, 2022. UpperCrust Wealth offers products and services including Private Wealth Advisory and Global Investment Services. UpperCrust Wealth operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and FIS, among others.

  • Headquarter Vadodara, India
  • Employees 15 as on 31 Mar, 2022
  • Founders Durgesh Pandya, Yash Joshi, Manish Shah
  • Sectors
    Technology
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Uppercrust Wealth Private Limited
  • Date of Incorporation 26 Apr, 2021
  • Jurisdiction Vadodara, Gujarat, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology → →
Financial Services → Banking & Financial Institutions → →
Key Metrics
  • Annual Revenue
    $92.72 K (USD)
    0
    as on Mar 31, 2022
  • Net Profit
    -$17.49 K (USD)
    0
    as on Mar 31, 2022
  • EBITDA
    $17.73 K (USD)
    0
    as on Mar 31, 2022
  • Latest Funding Round
  • Investors
  • Employee Count
    15

    as on Mar 31, 2022

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Products & Services of UpperCrust Wealth

UpperCrust Wealth offers a comprehensive portfolio of products and services, including Private Wealth Advisory and Global Investment Services.

Primary

Advisory for wealth growth and management for high-net-worth individuals.

Platform for global stock investments and asset class diversification.

Funding Insights of UpperCrust Wealth

Investments & Acquisitions by UpperCrust Wealth

Investments

Financial Statements - UpperCrust Wealth

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Competitors of UpperCrust Wealth

UpperCrust Wealth 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 Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and FIS, among others.

Company Name Domain Founded year HQ Location Description
Fidelity Investments
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
S&P Global
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
UTI Mutual Fund
domain founded_year HQ Location
Mutual funds, portfolio management, and retirement planning services are offered.
Bank of America
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
FIS
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
Avendus
domain founded_year HQ Location
Corporate advisory and investment services are provided to clients.

Latest news on Uppercrust Wealth

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.

As of Mar 31, 2022, the latest employee count at UpperCrust Wealth is 15.

Annual revenue of UpperCrust Wealth is $92.72K as on Mar 31, 2022.

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.

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