Waterfield Advisors: Funding, Investors & Team (Aug 2026)
Waterfield Advisors is a firm that offers wealth advisory services and serves multiple family offices.
Waterfield Advisors has raised $20.1M across 2 funding rounds on record, the most recent an undisclosed round of $14.1M announced in Feb 2025.
That round is in line with the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Waterfield Advisors Company Profile and Key Stats
Latest funding round on record: Feb 2025.
Waterfield Advisors Funding Rounds
Waterfield Advisors raised $6.0M in a Series B announced in Feb 2022.
3 years later, an undisclosed round of $14.1M was announced in Feb 2025.
Waterfield Advisors Founders and Leadership Team
Contact details for the Waterfield Advisors team: 1 of 2 have an email address on file.
Start 14-day free trial →Waterfield Advisors Funding Compared to Other Financial Services Startups
Waterfield Advisors' latest round of $14.1M is in line with the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Waterfield Advisors Funding FAQs
What does Waterfield Advisors do?
Waterfield Advisors is a firm that offers wealth advisory services and serves multiple family offices.
How much funding has Waterfield Advisors raised?
Waterfield Advisors has raised $20.1M across 2 rounds on record. The most recent is an undisclosed round of $14.1M announced in Feb 2025.
When did Waterfield Advisors last raise funding?
Waterfield Advisors' most recent funding round on record is an undisclosed round of $14.1M, announced in Feb 2025.
Who founded Waterfield Advisors?
FundedIQ lists Soumya Rajan (Founder) at Waterfield Advisors.
Who is the CEO of Waterfield Advisors?
Mathew Vaidyan is listed as CEO at Waterfield Advisors.
Where is Waterfield Advisors headquartered?
Waterfield Advisors is based in Mumbai, Maharashtra, India.
How many employees does Waterfield Advisors have?
Waterfield Advisors is in the 11-50 employee band.
How does Waterfield Advisors' funding compare to other Financial Services startups?
Waterfield Advisors' latest round of $14.1M is in line with the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.
About FundedIQ's Waterfield Advisors Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Waterfield Advisors is left off this page rather than filled in.
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