About Wheaton Advisors
Wheaton Advisors is a Business Services company founded in 2019. It operates as a financial advisory and management consultancy services focused on modeling and valuation. It operates in the Business Services and Financial Services sectors. Its Indian entity Wheaton Advisors Private Limited reported revenue of ₹1.27 Cr. Wheaton Advisors offers products and services including Financial Modeling and Valuation Services. Its focus areas include Advisory, Financial Modeling, Valuation and Consultancy.
Company details
Wheaton Advisors is identified as a financial advisory and management consultancy firm with offices in Pune, India, and San Francisco, USA. Tailored financial modeling, valuation, and analytics services are delivered to help companies address challenges and achieve scaling. The firm employs dedicated analysts and experts across sectors, offering support for MA, equity research, startup consulting, and special situations like business exits. A global talent pool is utilized to provide offshore support and comprehensive research solutions, ensuring effective decision-making.
- SectorsBusiness ServicesFinancial Services
- Email••••••••
- Legal Name Wheaton Advisors Pvt Ltd
- Date of Incorporation 31 Jan, 2019
- Jurisdiction Pune, Maharashtra, India
- Annual Revenue₹1.27 Cr
FY 2024 · +49% YoY
- Net Profit₹1.3 Lakh
FY 2024 · 1% margin
- EBITDA₹4.7 Lakh
FY 2024 · 4% margin
Associated legal entities of Wheaton Advisors
Wheaton Advisors operates through Wheaton Advisors Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wheaton Advisors Private Limited CIN U93090PN2019PTC181828 | Active | 31 Jan 2019 | Pune, Maharashtra | ₹1.3 Cr | – | 2 | View details |
Products & Services of Wheaton Advisors
Wheaton Advisors offers a comprehensive portfolio of products and services, including Financial Modeling and Valuation Services.
Financial models are developed for mergers, acquisitions, and equity research to support investment decisions.
Business valuations are conducted using methods like DCF and comparables to address valuation needs.
Board of directors of Wheaton Advisors Private Limited (Wheaton Advisors)
Wheaton Advisors Private Limited is the primary company behind Wheaton Advisors. The board of Wheaton Advisors Private Limited currently have 2 directors; the longest-serving is Mayur Bhagvatrao Deshmukh, appointed in 2019. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Mayur Bhagvatrao Deshmukh DIN 08348561 | Director | 31 Jan 2019 | 7 yrs 8 mo | Wheaton Advisors Private Limited |
| Rekha Bhagwantrao Deshmukh DIN 08593275 | Director | 26 Aug 2020 | 6 yrs 1 mo | Wheaton Advisors Private Limited |
Financials of Wheaton Advisors
Figures of Wheaton Advisors Private Limited, the primary company behind Wheaton Advisors, for FY 2024. Revenue was ₹1.27 Cr (+49% year on year). Net profit was ₹1.3 Lakh (1% margin). EBITDA was ₹4.7 Lakh (4% margin). Revenue has grown at a compounded annual rate of +112% over three years.
- ₹1.27 CrRevenue · FY 2024 · +49% YoY
- ₹1.3 LakhNet profit · 1% margin
- ₹4.7 LakhEBITDA · 4% margin
- ₹1 LakhPaid-up capital
- +112%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Wheaton Advisors Private Limited are on its company page.
Detailed financial statements for Wheaton Advisors
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.
Top companies in Finance & Accounting Services
10 companies that operate in the same segment as Wheaton Advisors (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | – | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Business advisory services | 1952 | Atlanta, Georgia, United States | – | – | 762 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | – | – | – |
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Frequently Asked Questions about Wheaton Advisors
Wheaton Advisors was founded in 2019.
The primary company behind Wheaton Advisors, Wheaton Advisors Private Limited, reported revenue of ₹1.27 Cr for FY 2024, up 49% year on year.
Wheaton Advisors is identified as a financial advisory and management consultancy firm with offices in Pune, India, and San Francisco, USA. Tailored financial modeling, valuation, and analytics services are delivered to help companies address challenges and achieve scaling. The firm employs dedicated analysts and experts across sectors, offering support for MA, equity research, startup consulting, and special situations like business exits. A global talent pool is utilized to provide offshore support and comprehensive research solutions, ensuring effective decision-making.
Wheaton Advisors offers Financial Modeling and Valuation Services.
Wheaton Advisors operates through Wheaton Advisors Private Limited.
The legal entities of Wheaton Advisors currently have 2 directors, including Mayur Bhagvatrao Deshmukh, Rekha Bhagwantrao Deshmukh.