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, the latest employee count at Waterfield Advisors is 133.

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.

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 2nd amongst 679 active competitors, of which 19 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was Waterfield Advisors, which secured $15M in Feb, 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 679 active competitors, including 19 funded and 37 that have exited. Its top competitors include companies like Stonehage Fleming Family & Partners, Cresset Capital Management and Client Associates.

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

2^nd among 679 active competitors

Annual Revenue

₹50 - ₹100 Cr as on Mar 31, 2025

Employee Count

133 as on Aug 31, 2025

Investment & Acquisitions

Akshayakalpa & 1 more

Similar Companies

Stonehage Fleming Family & Partners & 716 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)	5 (As on Aug 31, 2025)
Waterfield Sponsor Llp CIN: ABZ-9314 , India, Active	Jan 28, 2023	-	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	1232858	Series B	6095426	7621452	9129845	3960162
Jan 19, 2022	6384940	Series B	5936723	9226826	4643974	Zephyr Management & 19 more
Dec 04, 2019	9672674	Series A	9393122	8993003	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.
Soumya Rajan: Founder & CEO of Waterfield Advisors. They are also an angel investor in 1 startup and serve on the board of 1 company.
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 9m
Soumya Rajan	Team	-	Current	14y 6m
Subramaniam Ramachandran Iyer	Investor	-	Current	13y 7m
Ramakrishnan Sivaswamy Iyer	Investor	-	Current	3y 3m
lt{stsu	Investor	hdfduqb	Current	7y 7m
mugzezd	Investor	pwgmkbv	Current	6y 2m
galhwjg	Investor	qjdnxjo	Current	5y 3m
Thomas Corcoran Barry	Independent board member	-	Current	4y 2m
kynezep	Independent board member	-	Past	1y 8m

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 Stonehage Fleming Family & Partners, Cresset Capital Management and Client Associates. 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	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
2nd	Waterfield Advisors 2011, Mumbai (India), Series B	Provider of wealth management and financial advisory strategic consulting services	$29.2M	Jungle Ventures, L N Bangur Group & 61 others	63/100
3rd	Cresset Capital Management 2017, Chicago (United States), Unfunded	Venture capital firm focused on multiple sectors	-	-	59/100
4th	Client Associates 2002, Gurugram (India), Seed	Provider of private wealth management and family office advisory services	$991K	-	57/100
5th	Rockefeller Capital Management 1882, New York City (United States), Late Stage	Provider of multi-family office services	$622M	Viking Global Investors, IGM Financial & 2 others	56/100
6th	Entrust Family Office 2013, Bengaluru (India), Series A	Multi Family Office	$5.59M	Connect India, Olivaclinic	56/100
7th	Silvercrest Asset Management Group 2001, New York City (United States), Public	Multi family office	-	Vulcan Capital, Rosemont Investment Group	55/100
8th	Bessemer Trust 1907, New York City (United States), Unfunded	Provider of wealth management services	-	-	51/100
9th	Pathstone Federal Street 2010, Fort Lee (United States), Series A	Provider of multi family office services	-	Kelso & Company, Lovell Minnick Partners & 1 others	49/100
10th	Whittier Trust Company 1989, South Pasadena (United States), Unfunded	Provider of multi family office services	-	-	45/100

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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	4807196	6855775	2234077	1041132
Soumya Rajan	2681882	5786887	2368592	5042030	6753634	6969292
Sanjay Teli	1310619	4753566	9643250	7171650	4225715	2690852
Fund	23.69%	171Cr	5207382	9756810	7688641	8195053
Jungle Ventures	2386203	9378458	4152402	8934739	7349608	5213316
RAAY Global Investments	68955	62188	42249	66770	32097	73639
TVS Capital Funds	0	0	0	0	0	0
Zephyr Management	0	0	0	0	0	0
Enterprise	2.60%	18.8Cr	29	34	75	36
Angel	17.77%	129Cr	4275606	3790475	5545979	7010797
Bharat Dhirajlal Shah	97	68	11	88	64	36
Arihant Patni .	14757	68572	34382	51714	11919	13870
Other People	1.02%	7.43Cr	5	1	8	6
ESOP Pool	13.92%	101Cr	2845748	3372843	8073439	9585113
Other Investors	0.33%	2.42Cr	0	0	0	0
Total	97.60%	706Cr	2313020	2857400	3153199	4780379

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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 2 investments in Akshayakalpa and AYEFin. Waterfield Advisors has not made any acquisitions as of now.

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

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Asset Management - Sector Report

Edition: November, 2025 (67 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.