Basic info
Industry
financial services
Sectors
Wealth Management
Asset Management
Financial Planning
Advisory
Risk Management and Insurance Services
Family Office Services
Investment Management Services
Administrative Services
Succession Planning
Life Management and Budgeting
Compliance and Regulatory Assistance
Training and Education
Governance
Consulting
Financial Services
Business and Financial Advisory
Tax and Legal Advisory
Estate and Wealth Transfer
Strategy
Philanthropic Management
Reporting and Record Keeping
Date founded
2011
Funding rounds raised
Total raised
$6M
from 2 investors over 2 rounds
W
Waterfield Advisors raised $6M on December 19, 2019
Investors: TVS Capital Funds and Zephyr Management, L.P.