Venture startup

Who invested in Waterfield Advisors

One round we have observed, with the one investor named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Asset Management

Funding summaryUpdated 26 Oct 2026

$14Mraised across 1 round since 2025, from 1 source

Latest round
Venture, $14MFeb 2025
Investors
1
See who backed them

The rounds

  1. Feb 2025
    Venture$14M

    Source recorded

Founders and team

From Waterfield Advisors's own website: 1 founder, 8 on the team.

Soumya RajanFounder and CEO
  • Apoorva RaiManaging Director & Head – Strategy and Planning
  • Himanshu MaheshwariExecutive Director and Head – Operations & Technology
  • Nita ShivdasaniManaging Director & Head – HERitage
  • Tanvi SavlaManaging Director & Head – Family Governance
  • Amarendra PhatakManaging Director – Origination & Client Coverage
  • Mukund RajanDirector
  • Peter FlavelDirector
  • S R IyerChairman

AdvisersSamina Nalwala

Everyone who backed them

Jungle VenturesVC firm1round

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Quick answers about Waterfield Advisors

Who invested in Waterfield Advisors?

Waterfield Advisors's investors include Jungle Ventures.

How much has Waterfield Advisors raised?

Waterfield Advisors has raised $14M across 1 round since 2025.

When did Waterfield Advisors last raise?

Waterfield Advisors's most recent round was a Venture of $14M in Feb 2025.

What was Waterfield Advisors's biggest round?

Its most recent round, $14M in Feb 2025, is also its largest on record.

Who backed Waterfield Advisors first?

Waterfield Advisors's first round on record, in Feb 2025, was backed by Jungle Ventures.

What stage is Waterfield Advisors at?

Waterfield Advisors's latest named round is a Venture, in Feb 2025.

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