# Waterfield Advisors funding: rounds and investors

> Waterfield Advisors has raised $14M across 1 round since 2025. Investors include Jungle Ventures. Every round with its source.

Source: https://millionrounds.com/company/waterfield-advisors (Millionrounds; every figure on the page links to its filing or article)

[Venture startup](https://millionrounds.com/companies)

# 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 summary Updated 26 Oct 2026

**$14M** raised across 1 round since 2025, from 1 source

- **Latest round:** Venture, $14M Feb 2025
- **Investors:** 1

See who backed them

## The rounds

- **Feb 2025** Venture **$14M** [Jungle Ventures](https://millionrounds.com/fund/jungle-ventures) Source recorded

## Founders and team

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

**Soumya Rajan** Founder and CEO

- **Apoorva Rai** Managing Director & Head – Strategy and Planning
- **Himanshu Maheshwari** Executive Director and Head – Operations & Technology
- **Nita Shivdasani** Managing Director & Head – HERitage
- **Tanvi Savla** Managing Director & Head – Family Governance
- **Amarendra Phatak** Managing Director – Origination & Client Coverage
- **Mukund Rajan** Director
- **Peter Flavel** Director
- **S R Iyer** Chairman

Advisers *Samina Nalwala*

## Everyone who backed them

[Jungle Ventures](https://millionrounds.com/fund/jungle-ventures) VC firm **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=waterfield-advisors).

## 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.

## Companies like Waterfield Advisors

In the same sector, and raised in the last eighteen months.

[**MetYa** $56M · Dec 2025](https://millionrounds.com/company/metya)[**Meanwhile** $120M · Oct 2026](https://millionrounds.com/company/meanwhile)[**PlannerPal** $6.0M · Oct 2026](https://millionrounds.com/company/plannerpal)[**MidOcean Energy** $5.4B · Oct 2026](https://millionrounds.com/company/midocean-energy)[**Wealthcome** $25M · Sept 2026](https://millionrounds.com/company/wealthcome)[**Kelso Group Holdings** $19M · Sept 2026](https://millionrounds.com/company/kelso-group-holdings)

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