Upwisery
Upwisery is a privately held Indian financial advisory firm offering investment banking, M&A tax and regulatory, valuations, private wealth, multi-client family office, and IRDAI-accredited corporate insurance broking services to mid-market enterprises, family offices, and UHNIs across India.
- Company typePrivate
- Founded2014
- HeadquartersMadhapur, India
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Upwisery does
Upwisery is a privately held, multi-disciplinary financial advisory firm headquartered in Hyderabad, India, operating as Upwisery Growth Partners LLP. The firm offers six interconnected service lines — Investment Banking (M&A, capital raising, private equity, structured credit, real estate advisory), Corporate Insurance (IRDAI-accredited direct broking), Multi-Client Family Office advisory, M&A Tax & Regulatory, Private Wealth, and Valuations. It serves mid-market enterprises, large corporates, family offices, and ultra-high-net-worth individuals, with disclosed scale of $1.2Bn+ in deals closed, $1.9Bn+ in wealth assets advised and transacted, 500+ enterprise clients, 100+ transactions completed, and 40+ family offices advised.
The firm is sales-led and relationship-driven, with no proprietary technology platform disclosed; service delivery runs through senior partners and relationship managers across six Indian offices, the most recent being Chennai opened in September 2024. Revenue is generated through a mix of transaction-based success fees for M&A and capital raising mandates, retainer arrangements for ongoing advisory, commission-based earnings from insurance carriers, and professional services fees for valuations and tax/regulatory advisory. Pricing is custom and quote-based, not publicly disclosed, with contract durations spanning multi-year engagements.
The firm traces its origins to a 2014 founding by Anuj Kapoor and was reconstituted in November 2022 through the merger of StratCap Advisory and Fintrust Advisors. Ownership remains with founders and partners; no institutional investor, PE, or parent company backing is evidenced. Co-founders include Abhijeet Banerjee, Prashanth Menon, and Vikas Khaitan (who separately co-founded Upwisery Private Wealth and Upwisery Insurance Brokers in 2017). Operations are entirely domestic to India.
Upwisery firmographics
Firmographics- Name
- Upwisery
- Legal name
- Upwisery Growth Partners LLP
- Website
- https://upwisery.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Upwisery is a privately held Indian financial advisory firm offering investment banking, M&A tax and regulatory, valuations, private wealth, multi-client family office, and IRDAI-accredited corporate insurance broking services to mid-market enterprises, family offices, and UHNIs across India.
- Ownership category
- akta.pro rank
Upwisery industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (523940), Offices of Real Estate Appraisers (53132), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
- akta.pro secondary industries
- Divestitures, Carve-Outs & Spin-Off Advisory (FSAEAGAL), Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Client/High-Net-Worth Advisory (FSAEAAAN), ESOP & Equity Compensation Valuation (ESOP, options, warrants) (FSAEAHAN)
Keywords
Where Upwisery is headquartered
LocationHeadquarters
- HQ city
- Madhapur
- HQ country
- India
- HQ region
- Asia
Offices2 records
Markets served
Upwisery business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Banking Advisory: Fee-based advisory services for M&A transactions, capital raising, and strategic advisory mandates. Revenue is generated through success fees and retainer arrangements for mid-market deal transactions.
- Corporate Insurance Broking: IRDAI-accredited insurance broker earning commissions from insurance carriers for placing corporate insurance policies. Services include risk assessment, coverage placement, and claims support for 100+ corporate clients.
- Private Wealth & Family Office Advisory: Wealth management and family office advisory services for UHNIs and family offices, including investment advisory, succession planning, and portfolio management.
- Valuation & Tax Advisory: Transaction support services including company valuations, financial modeling, and tax/regulatory advisory for corporate clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Enterprise Advisory Mandates |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels8 records
Upwisery product offering
Product offeringCore offering
Upwisery is a multidisciplinary financial advisory firm providing investment banking (M&A, capital raising, structured credit, real estate advisory), corporate insurance broking (IRDAI-accredited for Life and Non-Life insurance), multi-client family office advisory, M&A tax and regulatory advisory, private wealth management for UHNIs, and valuation services (company, intangible, impairment, FDI, and ESOP valuations). The firm serves mid-to-large enterprises, family offices, and ultra-high-net-worth individuals primarily in India, with a track record of $1.2Bn+ in deals closed and $1.9Bn+ in wealth assets advised.
Product overview
Upwisery is a multidisciplinary financial advisory firm offering a unified platform of six interconnected service lines. The core offerings include Investment Banking (M&A, capital raising, structured credit), Corporate Insurance (IRDAI-accredited broking), Multi-Client Family Office advisory, M&A Tax & Regulatory services, Private Wealth management, and Valuations. These services are designed to serve mid-market enterprises, family offices, and ultra-high-net-worth individuals (UHNIs), with a track record of $1.2Bn+ in deals closed, $1.9Bn+ in wealth assets advised, 500+ enterprise clients, and 400+ institutional investor relationships.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Banking Investment Banking services for mergers and acquisitions, capital raising, private equity, structured credit solutions, transaction support, and real estate advisory targeting mid-to-large enterprises. The practice supports the firm in generating advisory fees through success fees and retainers.
- Corporate Insurance IRDAI-accredited Direct Insurance Broker for Life and Non-Life insurance serving 100+ corporate clients with risk assessment, mitigation strategies, cost-effective coverage placement, and claims support. The practice offers corporate insurance broking services across Marine, Industrial All Risk, and Project Insurance specialty lines.
- Multi-Client Family Office Comprehensive wealth management and advisory services for single and multi-family offices providing investment frameworks, risk management, and multidisciplinary financial guidance. The practice delivers wealth preservation, growth, succession planning, and portfolio advisory services.
- M&A Tax & Regulatory Advisory services for mergers, acquisitions, joint ventures, divestitures, and strategic alliances with tax and regulatory compliance guidance. The practice supports transaction support including company valuations, financial modeling, and tax/regulatory advisory for corporate clients.
- Private Wealth Wealth preservation, growth, and transmission advisory services for high-net-worth and ultra-high-net-worth individuals including investment strategy and succession planning. The practice serves UHNIs with bespoke financial advisory, investment structuring, and tax planning.
- Valuations Expert valuation advisory services including company valuations, intangible asset valuations, impairment testing, FDI and ESOP valuations for various transaction and compliance purposes. The practice serves clients such as LGT Wealth India and Hamleys for valuation and purchase price allocation for tax benefits.
Quantifiable outcome
- $1.2Bn+ worth of deals closed across sectors
- +6 more outcomes
Companies that use Upwisery
Customer profileNamed customers10 records
Segments4 records
Ideal customer profiles3 records
Upwisery technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Upwisery partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- TiE HyderabadcoreUpwisery partnered with TiE Hyderabad to honor 'Entrepreneurs of Distinction' in the Hyderabad entrepreneurial ecosystem at the TiE Hyderabad Entrepreneur Summit 2025. This partnership enhances Upwisery's visibility among the startup and enterprise community in the region.
Scale indicators9 records
Recent moves8 records
Expansion highlights5 records
Upwisery competitors and assessment
Company assessmentDirect peers
- IndigoEdge: Indian investment bank focused on M&A, capital raising, and private equity advisory for mid-market companies. Highly comparable on size, target segment, and transaction profile.
- Singhi Advisors: India-based M&A advisory boutique serving mid-market clients across sectors. Directly comparable in transaction size, advisory mandate type, and Indian focus.
- Veda Corporate Advisors: Indian corporate advisory firm providing M&A, capital raising, and strategic advisory to mid-market companies. Overlaps closely with Upwisery's investment banking service line.
- Avendus Capital: India-headquartered investment bank and advisory firm covering M&A, capital markets, and wealth management for mid-market and large-cap clients. Most direct comparable on business mix, target segments, and Indian geography, though larger in scale than Upwisery.
- Equirus Capital: Mumbai-based full-service investment bank offering M&A advisory, capital markets, and wealth management. Overlaps directly with Upwisery across mid-market M&A, private wealth, and structured finance.
- Spark Capital Advisors: Indian investment bank specializing in M&A, private equity, and capital raising for mid-market companies. Closely comparable by transaction size band and advisory-only positioning.
- MAPE Advisory Group: Boutique investment bank focused on mid-market M&A, private equity, and strategic advisory in India. Directly comparable mid-market positioning and similar service line breadth.
Broad incumbents
- Centrum Capital: Diversified Indian financial services group with investment banking, wealth management, and insurance broking arms. Broader incumbent with overlapping service lines but wider portfolio than Upwisery's mid-market focus.
- JM Financial: Established Indian financial services group offering investment banking, wealth management, and asset management. Operates in the same sector with much larger scale and balance sheet than Upwisery.
- Ernst & Young (India): Global Big 4 advisory firm with strong transaction advisory, valuation, and tax practices in India. Two of Upwisery's founders (Anuj Kapoor, Abhijeet Banerjee) are EY alumni, and EY is a frequent competitor and collaborator on mid-market mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Upwisery social profiles
Digital presenceUpwisery compliance and trust
Trust signalCompliance2 records
Upwisery financial estimates
Financial estimateRevenue estimate
Valuation estimate
Upwisery leadership team
Management profileNumber of profiles
Profiles7 records
Upwisery funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Upwisery M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Upwisery
What does Upwisery do?
Upwisery is a multidisciplinary financial advisory firm providing investment banking (M&A, capital raising, structured credit, real estate advisory), corporate insurance broking (IRDAI-accredited for Life and Non-Life insurance), multi-client family office advisory, M&A tax and regulatory advisory, private wealth management for UHNIs, and valuation services (company, intangible, impairment, FDI, and ESOP valuations). The firm serves mid-to-large enterprises, family offices, and ultra-high-net-worth individuals primarily in India, with a track record of $1.2Bn+ in deals closed and $1.9Bn+ in wealth assets advised.
Is Upwisery a public or private company?
Upwisery is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Upwisery founded?
Upwisery was founded in 2014. It employs 11 to 50 people.
Where is Upwisery based?
Upwisery is headquartered in Madhapur, India, in the Asia region.
How does Upwisery make money?
Four revenue lines are on record. Investment Banking Advisory is the primary driver. The others are corporate Insurance Broking, private Wealth & Family Office Advisory and valuation & Tax Advisory.
Who are Upwisery's main competitors?
Direct peers on record are IndigoEdge, Singhi Advisors, Veda Corporate Advisors, Avendus Capital, Equirus Capital, Spark Capital Advisors and MAPE Advisory Group. Broad incumbents are Centrum Capital, JM Financial and Ernst & Young (India).
Does Upwisery have an API?
No public API is recorded for Upwisery.
What industry is Upwisery in?
Upwisery's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked), with a secondary code of FSAEAGAL, Divestitures, Carve-Outs & Spin-Off Advisory. Its NAICS code is 52315 and its SIC code is 6282.