About Waterfield Advisors
Waterfield Advisors is a company based in Mumbai (India) founded in 2011 by Sanjay Teli and Soumya Rajan. Waterfield Advisors has raised $28.34 million across 4 funding rounds from investors including TVS Capital Funds, Gaja Capital and L N Bangur Group. Waterfield Advisors operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
- Headquarter Mumbai, India
- Founders Sanjay Teli, Soumya Rajan
- Stage Minicorn
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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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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$28.34 M (USD)
in 4 rounds
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Latest Funding Round
$14.16 M (USD), Series B
Feb 19, 2025
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Investors
TVS Capital Funds
& 48 more
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Employee Count
Not available
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People of Waterfield Advisors
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Funding Insights of Waterfield Advisors
Waterfield Advisors has successfully raised a total of $28.34M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $14.16 million completed in February 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Waterfield Advisors
Waterfield Advisors has secured backing from 49 investors, including venture fund, angel, and institutional investors. Prominent investors backing the company include TVS Capital Funds, Gaja Capital and L N Bangur Group.
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Venture capital investments in early and growth-stage companies across Southeast Asia and India, focusing on technology sectors.
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Early-stage investments are targeted by Corel Traders venture capital firm.
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Investment advisory, equity financing, and portfolio management in emerging markets.
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Investor details for Waterfield Advisors
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Investments & Acquisitions by Waterfield Advisors
Investment portfolio details for Waterfield Advisors
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Financial Statements - Waterfield Advisors
Detailed financials for Waterfield Advisors
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Waterfield Advisors Comparisons
Peer comparison for Waterfield Advisors
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Competitors of Waterfield Advisors
Waterfield Advisors 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 State Street, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Mutual funds, portfolio management, and retirement planning services are offered.
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of Waterfield Advisors
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Latest news on Waterfield Advisors
Complete news archive for Waterfield Advisors
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Frequently Asked Questions about Waterfield Advisors
Waterfield Advisors was founded in 2011 and raised its 1st funding round 3 years after it was founded.
Waterfield Advisors is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Soumya Rajan is the current CEO of Waterfield Advisors. They have also founded this company.
Waterfield Advisors is a funded company, having raised a total of $28.34M across 4 funding rounds to date.
Waterfield Advisors was founded in 2011 in Mumbai, India, as a provider of diversified investment management services. Operations focus on ultra-high-net-worth individuals, high-net-worth individuals, family-owned businesses, and institutional clients. Services encompass multi-family office support, financial advisory, succession and tax planning, legal assistance, family governance, and wealth management. The firm operates within the financial services sector, emphasizing comprehensive advisory solutions.
Waterfield Advisors's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Waterfield Advisors has 49 investors. Key investors include TVS Capital Funds, Gaja Capital, L N Bangur Group, Zephyr Management, and RAAY Global Investments.
The valuation of Waterfield Advisors is $83.21M as of Feb 2025.