Upwisery

Hyderabad, India Founded: 2014 • Age: 12 yrs
Provider of bespoke financial strategy and solutions in investment banking and wealth management.

About Upwisery

Upwisery is a Financial Services company based in Hyderabad (India) founded in 2014. Provider of bespoke financial strategy and solutions in investment banking and wealth management. Upwisery offers products and services including Investment Banking and Private Wealth. Its focus areas include Wealth Management, Investment Advisory, Private Wealth Services and Corporate Finance.

Company details

Upwisery is identified as a financial services firm that delivers bespoke strategies across investment banking, family office advisory, and private wealth management, having facilitated transactions worth over 1.1 billion and advised on assets exceeding 1.7 billion. Its multidisciplinary expertise is applied in sectors like real estate and technology, with operations spanning multiple Indian cities. Client testimonials note that ethical and professional advice is consistently provided, emphasizing trust and confidentiality in complex financial dealings. Recognition as a Great Place to Work underscores its internal culture of excellence.

  • Headquarters Hyderabad, India
  • Sectors
    Financial Services
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website upwisery.com
  • Social LinkedIn Instagram YouTube
  • Legal Name Upwisery
Operational Areas

Products & Services of Upwisery

Upwisery offers a comprehensive portfolio of products and services, including Investment Banking and Private Wealth.

Investment Banking
Financial Services

Investment banking services are provided to bring visions to reality through deal advisory and transaction support.

Private Wealth
Wealth Management

Private wealth services are offered to preserve, grow, and transmit wealth wisely for individual and family clients.

Apps and channels of Upwisery

its YouTube channel Upwisery has 1 subscribers.

Upwisery
YouTube 1 subscribers
Open channel

Web traffic of Upwisery

The website of Upwisery (upwisery.com) receives about 2.6K visits a month.

  • Monthly visits
    2.6K

    ▼ 62.7% vs previous month

Similar websites

Websites whose visitors overlap most with Upwisery. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
wealthmunshi.com
100%
4.2K#3,746,355View details

Top companies in Investment Banks

2 companies that operate in the same segment as Upwisery (Investment Banks) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Ambit is recognized as a leading provider of financial advice and capital in India.
1997Mumbai, Maharashtra, IndiaUSD 105.56 MUSD 150.56 M398
Commercial bank
1911Mumbai, Maharashtra, India
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Frequently Asked Questions about Upwisery

Upwisery was founded in 2014.

Upwisery is headquartered in Hyderabad, India. It is registered at Hyderabad, Telangana, India.

Upwisery is identified as a financial services firm that delivers bespoke strategies across investment banking, family office advisory, and private wealth management, having facilitated transactions worth over 1.1 billion and advised on assets exceeding 1.7 billion. Its multidisciplinary expertise is applied in sectors like real estate and technology, with operations spanning multiple Indian cities. Client testimonials note that ethical and professional advice is consistently provided, emphasizing trust and confidentiality in complex financial dealings. Recognition as a Great Place to Work underscores its internal culture of excellence.

Upwisery offers Investment Banking and Private Wealth.

Upwisery operates through Upwisery.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available