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VerifiedFinancial Services· Founded 2014

Upwisery

Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm. Upwisery provides bespoke solutions in Investment banking, Private wealth, M&A Tax & Regulatory, and Corporate Insurance to mid-market enterprises, family offices, and Ultra HNIs. We ensure you receive the best-in-class solutions by leveraging our diverse collective experience through our unique value proposition: We help you:> NAVIGATE through uncertainties with our valuable insights > ACCELERATE your growth with our expert advise > ELEVATE to greater heights with our bespoke solutions Our foundation is built on your continued patronage and our journey and accomplishments are a reflection of our trusted association: • Recognized among the top 10 PE & M&A deal advisors (based on the number of deals closed) in the India League Tables since CY'22. • 40+ family offices • Successfully closed M&A/ Capital Raising transactions of more than USD 1Bn+ across sectors. • Presence across 6 locations with 80+ team members • 16+ Partners with 300+ years of cumulative experience

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HeadquartersHyderabad, IndiaEmployees72(11 to 50)Founded year2014Websiteupwisery.comLinkedIn profileLinkedIn

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Top roles at Upwisery

55 distinct titles indexed · top 10 shown.

  • 4co-founder & partner
  • 4investment banking analyst
  • 3assistant manager
  • 3investment banking associate
  • 3senior manager
  • 2co-founder & partner - private wealth
  • 2partner - private wealth
  • 2senior vice president - investment banking
  • 2vice president- investment banking
  • 1"finance professional (cfa level 1) pivoting to front-end development | aspiring react developer | eager to leverage analytical skills in tech | currently on a career break and open to opportunities"
  • +45more titles

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