Waterfield Advisors
Overview
Waterfield Advisors is an Indian multi-family office and wealth advisory firm that provides investment advisory, succession planning, and philanthropic guidance to ultra-high-net-worth families, trusts, and entrepreneurs.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Aye Finance | Dec 2023 | Series F | Co-investor |
| Blue Tokai Coffee Roasters | May 2026 | Series D Extension | Co-investor |
| Akshayakalpa Organic | Mar 2026 | Series D | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Waterfield Advisors based?
Waterfield Advisors is headquartered in Mumbai, Maharashtra, India.
When was Waterfield Advisors founded?
Waterfield Advisors was founded in 2011.
How many portfolio companies does Waterfield Advisors have?
Waterfield Advisors has 3 portfolio companies in Caplight's dataset.
What are some companies in Waterfield Advisors's portfolio?
Portfolio companies visible on Caplight include Aye Finance, Blue Tokai Coffee Roasters, Akshayakalpa Organic.
What was Waterfield Advisors's most recent investment shown here?
Waterfield Advisors's most recent investment in this portfolio sample was in Blue Tokai Coffee Roasters in 2026.
What sectors does Waterfield Advisors focus on?
Waterfield Advisors focuses on Consumer & Commerce, FinTech, Consumer & Commerce, Energy & Sustainability.
What company stages does Waterfield Advisors focus on?
Waterfield Advisors typically invests at the Late stage.
What is Waterfield Advisors's AUM?
Waterfield Advisors's assets under management are estimated between $5.0B and $5.3B.