When was Waterfield Advisors founded?

Waterfield Advisors was founded in 2011 and raised its 1st funding round 3 years after it was founded.

Where is Waterfield Advisors located?

Waterfield Advisors is headquartered in Mumbai, India. It is registered at 142, MAKER CHAMBER VI, 220 JAMNALAL BAJAJ MARG, NARIMAN POINT, MUMBAI, Maharashtra, India, 400021.

Who is the current CEO of Waterfield Advisors?

Soumya Rajan and Allison Rodricks s of Waterfield Advisors. Soumya Rajan has also founded 1 company and is an angel investors in 1 startup.

Which legal entities is Waterfield Advisors associated with?

Waterfield Advisors is associated with WATERFIELD ADVISORS PRIVATE LIMITED and 5 others.

How many employees does Waterfield Advisors have?

As of Aug 31, 2025, Waterfield Advisors has 133 employees, reflecting a 26% year-over-year decline in headcount.

Is Waterfield Advisors a funded company?

Waterfield Advisors is a funded company, having raised a total of $29.2M across 4 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Mar 19, 2014.

How much is Waterfield Advisors worth?

The latest valuation of Waterfield Advisors is $***** as of Feb 20, 2025.

When was the latest funding round of Waterfield Advisors?

Waterfield Advisors' latest funding was a $***** Series B round on Feb 19, 2025, with participation from 9 investors. Its primary sector is Asset Management. In India, the Asset Management sector has seen $96.7M in funding in 2026 to date.

What is the annual revenue of Waterfield Advisors?

Annual revenue of Waterfield Advisors is between ₹50 Cr and ₹100 Cr as on Mar 31, 2025

Where does Waterfield Advisors rank among its competitors?

Waterfield Advisors ranks 1st amongst 46 active competitors, of which 6 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was Waterfield Advisors, which secured $15M in Feb, 2025.

Who are the top competitors of Waterfield Advisors?

Waterfield Advisors' top competitors include Client Associates, Entrust Family Office and LGT Wealth India. Among them, Waterfield Advisors secured the most recent funding round in February, 2025.

Waterfield Advisors - 2026 Company Profile, Team, Funding, Competitors & Financials

Waterfield Advisors is a series B company based in Mumbai (India), founded in 2011 by Sanjay Teli, Soumya Rajan and Allison Rodricks. It operates as a Provider of wealth management and financial advisory strategic consulting services. Waterfield Advisors has raised $29.2M in funding from investors like TVS Capital Funds, RAAY Global Investments and Zephyr Management, with a current valuation of $*****. The company has 46 active competitors, including 6 funded and 1 that has exited. Its top competitors include companies like Client Associates, Entrust Family Office and LGT Wealth India.

Company Details

Provider of wealth management and financial advisory strategic consulting services. Services include investment planning, portfolio management, retirement planning, estate considerations, and financial decision support for individuals and institutions. Advisory offerings focus on evaluating financial goals, managing assets, and supporting informed long term planning through professional financial guidance.

Website: waterfieldadvisors.com
Social
Email ID: *****@waterfieldadvisors.com
Phone Number: +91 **********
Registered Address: 142, MAKER CHAMBER VI, 220 JAMNALAL BAJAJ MARG, NARIMAN POINT, MUMBAI, Maharashtra, India, 400021

Key Metrics

Founded Year

2011

Location

Mumbai, India

Stage

Series B

Total Funding

$29.2M in 4 rounds

Latest Funding Round

Series B, Feb 19, 2025, $*****

Post Money Valuation

$***** as on Feb 20, 2025

Investors

Bharat Dhirajlal Shah & 62 more

Ranked

1^st among 46 active competitors

Annual Revenue

₹50 - ₹100 Cr as on Mar 31, 2025

Employee Count

133 as on Aug 31, 2025

Investment & Acquisitions

Blue Tokai Coffee Roasters & 2 more

Similar Companies

Stonehage Fleming Family & Partners & 732 more

View Waterfield Advisors' full profile

Waterfield Advisors is associated with 6 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count
WATERFIELD INTERNATIONAL IFSC PRIVATE LIMITED CIN: U66190GJ2023PTC146493 , India, Active	Nov 28, 2023	0 - ₹10 Cr (As on Mar 31, 2025)	2 (As on May 01, 2026)
Waterfield Sponsor Llp CIN: ABZ-9314 , India, Active	Jan 28, 2023	0 - ₹10 Cr (As on Mar 31, 2025)	5 (As on Aug 31, 2025)
WATERFIELD FUND MANAGERS PRIVATE LIMITED CIN: U65990MH2020PTC340389 , India, Active	Jun 07, 2020	0 - ₹10 Cr (As on Mar 31, 2025)	31 (As on Aug 31, 2025)
WATERFIELD ADVISORS PRIVATE LIMITED CIN: U74120MH2011PTC220601 , India, Active	Aug 05, 2011	₹50 - ₹100 Cr (As on Mar 31, 2025)	87 (As on Aug 31, 2025)
WATERFIELD FOUNDATION CIN: U85300MH2023NPL397067 , India, Active	Jan 06, 2023	0 - ₹10 Cr (As on Mar 31, 2025)	87 (As on Aug 31, 2025)
WATERFIELD FINANCIAL AND INVESTMENT ADVISORS PRIVATE LIMITED CIN: U74900MH2012PTC234921 , India, Active	Aug 24, 2012	₹10 - ₹50 Cr (As on Mar 31, 2025)	102 (As on Jun 01, 2025)

Waterfield Advisors has raised a total funding of $29.2M over 4 rounds. Its first funding round was on Mar 19, 2014. Its latest funding round was a Series B round on Feb 19, 2025 for $*****. 9 investors participated in its latest round. Waterfield Advisors has 15 institutional investors and 48 angel investors.

Here is the list of recent funding rounds of Waterfield Advisors:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Feb 19, 2025	5789028	Series B	3938006	1195532	5386196	1891739
Jan 19, 2022	8208629	Series B	2476367	4272858	8057478	Zephyr Management & 19 more
Dec 04, 2019	3595756	Series A	7688605	1670186	TVS Capital Funds & 2 more	Gaurav Dalmia & 20 more

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View details of Waterfield Advisors's funding rounds and investors

The founders of Waterfield Advisors are Sanjay Teli, Soumya Rajan and Allison Rodricks. Soumya Rajan is the CEO of Waterfield Advisors.

Here are the details of Waterfield Advisors' key team members:

Sanjay Teli: Co-Founder & Director of Waterfield Advisors and founder of 1 other company. They are also an angel investor in 3 startups and serve on the board of 1 company.
Contact Info: 1 phone number
Soumya Rajan: Founder & CEO of Waterfield Advisors. They are also an angel investor in 1 startup and serve on the board of 1 company.
Contact Info: 1 phone number
Allison Rodricks: Former ecutive Assistant To Founder & Ceo of Waterfield Advisors.

Waterfield Advisors' Board of Directors

Waterfield Advisors's board has 8 active members. Sanjay Teli, Soumya Rajan, Subramaniam Ramachandran Iyer, Ramakrishnan Sivaswamy Iyer, Mukund Govind Rajan, Amitkumar Gajendrakumar Patni and Peter Flavel are part of team and Thomas Corcoran Barry is independent board member.

Here is the list of Waterfield Advisors' board of directors:

Name	Type	Representing	Status	Duration
Sanjay Teli	Team	-	Current	14y 10m
Soumya Rajan	Team	-	Current	14y 7m
Subramaniam Ramachandran Iyer	Investor	-	Current	13y 9m
Ramakrishnan Sivaswamy Iyer	Investor	-	Current	3y 5m
{kzklcd	Investor	nsld{nb	Current	5y 1m
ehbmpiu	Investor	uqpyumi	Current	7y 7m
xzmrrj{	Investor	ybekjii	Current	9y 6m
Thomas Corcoran Barry	Independent board member	-	Current	4y 4m
xdlfsfe	Independent board member	-	Past	9y 1m

View details of Waterfield Advisors's Founder profiles and Board Members

Waterfield Advisors' employee count trend

Waterfield Advisors has 133 employees as of Aug 25. The total employee count is 27.0% lower than what it was in Aug 24. Here is Waterfield Advisors's employee count trend over the years:

Employee count trend for Waterfield Advisors

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Top competitors of Waterfield Advisors include Client Associates, Entrust Family Office and LGT Wealth India. Here is the list of Top 10 competitors of Waterfield Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Waterfield Advisors 2011, Mumbai (India), Series B	Provider of wealth management and financial advisory strategic consulting services	$29.2M	Chiratae Ventures, L N Bangur Group & 61 others	63/100
2nd	Client Associates 2002, Gurugram (India), Seed	Provider of private wealth management and family office advisory services	$991K	-	61/100
3rd	Entrust Family Office 2013, Bengaluru (India), Series A	Provider of family office advisory and wealth management services	$5.59M	Connect India, Olivaclinic	56/100
4th	LGT Wealth India 2021, Mumbai (India), Unfunded	Provider of multi family offices investments services	-	-	46/100
5th	Equirus Family Office 2010, Bengaluru (India), Acquired	Multi Family Office	-	-	46/100
6th	Alpha Capital 2009, Mumbai (India), Seed	Multi-family office	$2.43M	-	45/100
7th	Valtrust 2018, Chennai (India), Seed	Provider of asset management solutions for families and institutions	$12.5K	Third Axis Partner, Metlloy & 2 others	45/100
8th	Cervin Family Office & Advisors 2019, Mumbai (India), Seed	Provider of family office advisory services	$1.11M	Manipal Group, Meridian Investments & 2 others	39/100
9th	Blue Ocean 2013, Hyderabad (India), Unfunded	Digital wealth advisory and management platform for individuals and families	-	-	38/100
10th	Nrups Consultants 2013, Ahmedabad (India), Unfunded	Provider of investment banking and family office corporate advisory services	-	-	34/100

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Founders (largest shareholder) own 38.27%, Funds own 23.69%, Enterprises own 2.60% and Angels own 17.77%. The net worth of Waterfield Advisors's founders is INR 277Cr as of Feb 20, 2025.

Shareholders Name	Post Round Holding %	Net worth	Cumulative Investment	Realised Returns	Unrealised Returns	Return Multiple
Founder	38.27%	277Cr	9797824	9369244	4142446	9919400
Soumya Rajan	9555841	7020439	3054864	4387368	9988351	7800092
Sanjay Teli	8224533	8434029	2512241	7396585	6892581	8424933
Fund	23.69%	171Cr	6024284	7075983	6854103	9324181
Jungle Ventures	6485450	9840462	6831193	9312759	1600393	7164594
RAAY Global Investments	63069	40825	70061	55538	98090	78957
TVS Capital Funds	0	0	0	0	0	0
Zephyr Management	0	0	0	0	0	0
Enterprise	2.60%	18.8Cr	18	97	72	43
Angel	17.77%	129Cr	8963786	2820098	9093053	2982013
Arihant Patni .	38505	86062	30688	57142	47348	57983
Bharat Dhirajlal Shah	64	70	61	60	48	90
Other People	1.02%	7.43Cr	8	3	6	2
ESOP Pool	13.92%	101Cr	7665681	1819657	6355755	7098778
Other Investors	0.33%	2.42Cr	0	0	0	0
Total	97.60%	706Cr	7881567	4331289	3054588	1082352

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Notes: The column Net Worth represents the net worth of investments made by that entity, as per the latest cap table.

Disclaimer

View more details of Waterfield Advisors's Shareholding

Waterfield Advisors has made 3 investments including Blue Tokai Coffee Roasters, Akshayakalpa and AYEFin. Waterfield Advisors has not made any acquisitions as of now.

Here is the list of its investments:

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Jun 23, 2026	Investments	Blue Tokai Coffee Roasters	2013	Gurugram (India)
Feb 07, 2026	Investments	Akshayakalpa	2010	Tiptur (India)
Dec 13, 2023	Investments	AYEFin	2014	Gurugram (India)

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Here is the latest report on Waterfield Advisors's geography:

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India Tech Semi Annual Funding Report

Edition: 2026 (43 Pages)

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Media has covered Waterfield Advisors for a total of 5 events in the last 1 year, 2 of them have been about people movement and 1 about company updates.