What is Waterfield Financial's NAICS code?

Waterfield Financial's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Diverse portfolio Waterfield Financial serves over 300 organizations across multiple industries including Banking, Finance, Insurance, Consulting, Defense, Security, Technology, Energy, Hospitality, and Real Estate. This suggests cross-selling opportunities across business lines like investment management, advisory services, and risk/insurance solutions to a broad enterprise client base.

Global footprint With offices in major U.S. cities and London, Waterfield has a global reach that can be leveraged to offer multinational investment strategies, cross-border wealth management, and currency/hedging services to multinational clients and family offices seeking centralized global governance.

Fortune 500 access Serving over 30 Fortune 500 companies indicates a proven capability to handle complex, high-exposure portfolios. This can be positioned as a differentiator when pitching refined discretionary or active management mandates to large, sophisticated institutional clients.

The Waterfield Way A clear cultural framework emphasizing ethics, excellence, client focus, and continuous improvement can be used in value-based selling to attract prospective clients who prioritize governance, transparency, and responsible investment approaches.

Growth signals Recent expansion into Discretionary Investment Services for India's UHNI and HNI market signals appetite for new high-net-worth client segments and international diversification. This presents opportunities to align service offerings with ultra-high-net-worth families seeking global investment solutions and family office setup support.

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Waterfield Financial Tech Stack

Waterfield Financial uses 8 technology products and services including Snowplow, Weebly, WordPress, and more. Explore Waterfield Financial's tech stack below.

Snowplow
Analytics
Weebly
Content Management System
WordPress
Content Management System
Shopify
E-commerce
Amazon Simple Email Service
Email
Microsoft 365
Email
OpenAI
Generative Ai
WP Engine
Platform As A Service

Media & News

Waterfield Financial's Email Address Formats

Waterfield Financial uses at least 4 email formats:

Waterfield Financial Email Formats	Example	Percentage
First.Last@waterfield.com	John.Doe@waterfield.com	93%
FirstL@waterfield.com	JohnD@waterfield.com	5%
Fir.Last@waterfield.com	Joh.Doe@waterfield.com	1%
FirstLa@waterfield.com	JohnDo@waterfield.com	1%

Frequently Asked Questions

What is Waterfield Financial's phone number?

You can contact Waterfield Financial's main corporate office by phone at

+1-260-602-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Waterfield Financial's official website and social media links?

Waterfield Financial's official website is waterfield.com and has social profiles on LinkedIn.

How much revenue does Waterfield Financial generate?

As of September 2026, Waterfield Financial's annual revenue is estimated to be $25M - $50M.

What is Waterfield Financial's SIC code and NAICS code?

Waterfield Financial's SIC code is 6029 - Commercial Banks, Not Elsewhere Classified and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Waterfield Financial have currently?

As of September 2026, Waterfield Financial has approximately 16 employees across 1 continents, including North America. Key team members include Chief Executive Officer: S. K., Vice President And Chief Of Staff: H. B. and Prudential Coordinator: S. B. A. Explore Waterfield Financial's employee directory with LeadIQ.

What industry does Waterfield Financial belong to?

Waterfield Financial operates in the Investment Management industry.

What technology does Waterfield Financial use?

Waterfield Financial's tech stack includes Snowplow, Weebly, WordPress, Shopify, Amazon Simple Email Service, Microsoft 365, OpenAI and WP Engine.

What is Waterfield Financial's email format?

Waterfield Financial's email format typically follows the pattern of First.Last@waterfield.com. Find more Waterfield Financial email formats with LeadIQ.

When was Waterfield Financial founded?

Waterfield Financial was founded in 1928.

Waterfield Financial

Q: What is Waterfield Financial's official website and social media links?

Waterfield Financial's official website is waterfield.com. Waterfield Financial has social profiles on LinkedIn.

Q: How many employees does Waterfield Financial have currently?

Waterfield Financial has approximately 16 employees.

Q: What technology does Waterfield Financial use?

Waterfield Financial's tech stack includes jQuery, React, reCAPTCHA, HTTP/3, Atlassian.

Investment ManagementIndiana, United States11-50 Employees

Waterfield Financial is a diversified investment management firm with a global footprint, serving more than 300 organizations and a substantial roster of Fortune 500 companies from offices in major cities across the United States and London. The company spans multiple industries, including banking, finance, insurance, consulting, defense, security, agriculture, technology, energy, hospitality, and real estate, indicating a broad approach to financial and advisory services for substantial corporate clients. Its stated framework, The Waterfield Way, emphasizes ethical standards, rigorous personnel selection, excellence, customer focus, shareholder value, and disciplined measurement and improvement, reflecting a structured governance and value-creation approach.