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
TechnologyFinancial Services
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Uppercrust Wealth Private Limited
- Date of Incorporation 26 Apr, 2021
- Jurisdiction Vadodara, Gujarat, India
-
Annual Revenue
$92.72 K (USD)0as on Mar 31, 2022
-
Net Profit
-$17.49 K (USD)0as on Mar 31, 2022
-
EBITDA
$17.73 K (USD)0as on Mar 31, 2022
-
Latest Funding Round
Not available
-
Investors
Not available
-
Employee Count
15
as on Mar 31, 2022
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
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.
Funding Insights of UpperCrust Wealth
Detailed funding history for UpperCrust Wealth
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by UpperCrust Wealth
Investment portfolio details for UpperCrust Wealth
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - UpperCrust Wealth
Detailed financials for UpperCrust Wealth
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Uppercrust Wealth Comparisons
Peer comparison for UpperCrust Wealth
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
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 |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| Locked | Locked | Locked |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
|
| Locked | Locked | Locked |
Mutual funds, portfolio management, and retirement planning services are offered.
|
|
| Locked | Locked | Locked |
Commercial banking and asset management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Software suites for banks and financial institutions are provided.
|
|
| Locked | Locked | Locked |
Corporate advisory and investment services are provided to clients.
|
Detailed competitors of UpperCrust Wealth
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Uppercrust Wealth
Complete news archive for UpperCrust Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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.