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Waterfield Advisors

Waterfield Advisors Revenue

Financial ServicesFlag of INMumbai, Maharashtra, India101-200 Employees

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Waterfield Advisors revenue & valuation

Annual revenue$5,200,000
Revenue per employee$30,000
Estimated valuation?$16,700,000
Total funding$20,100,000

Key Contacts at Waterfield Advisors

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Saurabh Arora

Managing Director

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Swappnna Varun

Director Human Resources

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Prashant Tandon

Executive Director - Listed Investments

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Manisha Khandelwal

Director - Human Resources

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Divij Chopra

Managing Director

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Mathew Vaidyan

Director

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Sahil Grover

Managing Director

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Vipul Bhowar

Senior Director

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Bharat Lakshminarayanan

Director

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Rohan Paranjpey

Managing Director | Head Of Alternates Funds & Advisory

Company overview

HeadquartersMumbai, Maharashtra, India
Phone number+919830586561
Website
NAICS52
SIC628
Keywords
Strategy, Governance, Succession Planning, Administrative Services, Advisory, Financial Planning, Training And Education, Family Office Services, Compliance And Regulatory Assistance, Investment Management Services, Business And Financial Advisory, Philanthropic Management, Risk Management And Insurance Services, Estate And Wealth Transfer, Life Management And Budgeting, Reporting And Record Keeping, Tax And Legal Advisory
Founded2011
Employees101-200
Socials

Waterfield Advisors Email Formats

Waterfield Advisors uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@waterfieldadvisors.com), used 58.8% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@waterfieldadvisors.com
58.8%
{first initial}.{last name}
j.doe@waterfieldadvisors.com
39.5%

About Waterfield Advisors

Waterfield Advisors is a globally recognized independent Indian Multi-Family Office. We are registered with SEBI as Investment Advisors and work with family-owned businesses, trusts and endowments and single-family offices in several investment and non-investment-related areas. Our role is to provide holistic advice without a conflict of interest in all our dealings with our clients. Today, we have 8 offices across the country in New Delhi, Mumbai, Chennai, Pune, Goa, Kochi, and Bangalore. We help clients plan, structure and manage their family wealth, working exclusively on their behalf as their dedicated family office. As an advisory firm on the Investment side, we have an open architecture platform working with all the leading product manufacturers across AMCs, PMS and AIF providers. We believe in transparency and unlike other wealth managers and family offices backed by financial institutions, we are pioneering the concept of being a pure advisory firm and do not receive any distribution fees from any product providers and work solely for our client’s benefit, helping them over time to improve their portfolio returns and lower their cost of investment.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Vice President
Manager
Director

Employees by Department

Waterfield Advisors has 48 employees across 10 departments.

Departments

Number of employees

Funding Data

Explore Waterfield Advisors's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2022-03-035$6,000,000
2025-03-191$14,100,000

Funding Insights

$20,100,000

Total funding amount

$14,100,000

Most recent funding amount

2

Number of funding rounds

Waterfield Advisors Tech Stack

Discover the technologies and tools that power Waterfield Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Redux

Redux

JavaScript frameworks

Vimeo

Vimeo

Video players

lit-element

lit-element

JavaScript libraries

Hotjar

Hotjar

Analytics

lit-html

lit-html

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Google Ads

Google Ads

Advertising

HTTP/3

HTTP/3

Miscellaneous

Materialize CSS

Materialize CSS

UI frameworks

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Waterfield Advisors is located in Mumbai, Maharashtra, IN.
You can reach Waterfield Advisors at +919830586561.
Waterfield Advisors generates an estimated annual revenue of $5,200,000. This revenue figure reflects the company's market position and business performance in its industry.
Waterfield Advisors has an estimated valuation of $16,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Waterfield Advisors was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Waterfield Advisors has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.
Waterfield Advisors has raised a total of $20,100,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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