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 ₹61.7Cr as on Mar 31, 2025.

Where does Waterfield Advisors rank among its competitors?

Waterfield Advisors ranks 2nd amongst 837 active competitors, of which 19 are funded. It stands 4th 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

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 837 active competitors

Annual Revenue

₹61.7Cr as on Mar 31, 2025

Employee Count

133 as on Aug 31, 2025

Investment & Acquisitions

Akshayakalpa & 1 more

Similar Companies

Stonehage Fleming Family & Partners & 879 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 (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	$921K (As on Mar 31, 2025)	31 (As on Aug 31, 2025)
WATERFIELD ADVISORS PRIVATE LIMITED CIN: U74120MH2011PTC220601 , India, Active	Aug 05, 2011	$7.3M (As on Mar 31, 2025)	87 (As on Aug 31, 2025)
WATERFIELD FOUNDATION CIN: U85300MH2023NPL397067 , India, Active	Jan 06, 2023	$1.93K (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	$5.57M (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	7263050	Series B	3597664	4965816	1754050	3182042
Jan 19, 2022	6463839	Series B	1657960	7680727	7176181	Zephyr Management & 19 more
Dec 04, 2019	6564077	Series A	9222331	8528196	TVS Capital Funds & 2 more	Gaurav Dalmia & 20 more

Access funding benchmarks and valuations. Sign up today!

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 2 active members. Sanjay Teli is 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 8m
Soumya Rajan	Team	-	Current	14y 5m
Subramaniam Ramachandran Iyer	Investor	-	Current	13y 6m
Ramakrishnan Sivaswamy Iyer	Investor	-	Current	3y 2m
zkfimph	Investor	qvwsdbr	Current	4y 4m
hojfuab	Investor	olbwhqw	Current	7y 5m
rwinnfq	Investor	nl{aqxo	Current	5y 6m
Thomas Corcoran Barry	Independent board member	-	Current	4y 1m
wzlntq{	Independent board member	-	Past	2y 2m

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

Uncover Waterfield Advisors' growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Waterfield Advisors include Stonehage Fleming Family & Partners, Client Associates and Silvercrest Asset Management Group. 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, RAAY Global Investments ... & 61 others	63/100
3rd	Client Associates 2002, Gurugram (India), Seed	Single family office	$991K	-	60/100
4th	Silvercrest Asset Management Group 2001, New York City (United States), Public	Multi family office	-	Vulcan Capital, Rosemont Investment Group	60/100
5th	Cresset Capital Management 2017, Chicago (United States), Unfunded	Venture capital firm focused on multiple sectors	-	-	59/100
6th	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	57/100
7th	Wildcat Capital Management 2011, New York City (United States), Unfunded	Provider of wealth management and family office services	-	-	53/100
8th	Pathstone Federal Street 2010, Fort Lee (United States), Series A	Provider of multi family office services	-	Kelso & Company, Lovell Minnick Partners & 1 others	52/100
9th	Bessemer Trust 1907, New York City (United States), Unfunded	Provider of wealth management services	-	-	51/100
10th	Foster Denovo 2005, London (United Kingdom), Series D	Provider of financial planning & advisory services	$131M	Crestline	49/100

Get insights and benchmarks for competitors of 2M+ companies! Sign up today!

Looking for more details on Waterfield Advisors's competitors? Click here to see the top ones

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	8794405	2248104	6870289	5767161
Soumya Rajan	3838976	7810796	5182099	1415876	6717660	7663733
Sanjay Teli	2023130	6452076	4704225	5809282	4166337	6020371
Fund	23.69%	171Cr	9227246	3720088	7304829	5556020
Jungle Ventures	9361308	5306001	8223892	2474983	8217292	3343911
RAAY Global Investments	64516	65359	84079	49689	48899	72724
TVS Capital Funds	0	0	0	0	0	0
Zephyr Management	0	0	0	0	0	0
Enterprise	2.60%	18.8Cr	81	32	97	67
Angel	17.77%	129Cr	9619162	7574428	6559059	6721870
Bharat Dhirajlal Shah	97	70	72	54	25	81
Arihant Patni	40866	43876	67137	63335	66436	60064
Other People	1.02%	7.43Cr	6	8	2	6
ESOP Pool	13.92%	101Cr	9556600	3986946	7891116	7793143
Other Investors	0.33%	2.42Cr	0	0	0	0
Total	97.60%	706Cr	7594625	1148653	3714065	5253042

To unlock detailed Cap Table of Waterfield Advisors Sign up today!

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:

Free

Asset Management - Sector Report

Edition: November, 2025 (67 Pages)

View all reports related to Waterfield Advisors

Media has covered Waterfield Advisors for a total of 6 events in the last 1 year, 2 of them have been about company updates and 2 about people movement.