Upwisery

Founded in 2014, Upwisery operates in Fintech offering bespoke solutions in investment banking, private wealth, M&A tax and regulatory, and corporate insurance.

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What Upwisery does

Founded in 2014, Upwisery operates in Fintech offering bespoke solutions in investment banking, private wealth, M&A tax and regulatory, and corporate insurance. The firm serves mid-market enterprises, family offices, and ultra high-net-worth individuals, providing valuable insights to navigate uncertainties and expert advice to accelerate growth. Upwisery has been recognised among the top 10 private equity and M&A deal advisors in the India League Tables since 2022, and has successfully closed M&A and capital raising transactions exceeding 1 billion USD across various sectors. With a presence in six locations and a team of over 80 members, the company leverages its collective experience to deliver tailored services.

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Company facts compiled from public sources and last refreshed 9 September 2026. Details change; treat the company’s own site as the authority.

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