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Waterfield Advisors Bags $6 Million In Series-B Funding

Moreover, post the funding raise the firm aims to build its presence in Singapore, the UK, the US and the Middle East to become the preferred wealth partner for global Indian clients

Photo Credit : cloudfront.net,

A wealth advisory startup, Waterfield Advisors, a multi-family office on Thursday said it has closed a $6 million funding round, from single-family offices, ultra-high net worth individuals and existing investors.

The company plans to invest the funding capital in expanding teams across the organisation, investing in technology, reinforcing the investment advisory platform across listed as well as unlisted investments, to accelerate its growth. As part of the raise, Waterfield Advisors is also expanding its board of directors. Moreover, the firm aims to build its presence in Singapore, UK, US and the Middle East to become the preferred wealth partner for global Indian clients. 

Waterfield’s total assets under advisory stand at over $4 billion at the moment. 

India is at a very exciting stage in terms of wealth creation and we will see unprecedented growth in the number of wealthy individuals over the next few years believes Soumya Rajan, Founder and CEO, Waterfield Advisors.



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