Integrity, Excellence, Sustainability

Transforming investments into extraordinary outcomes for everyone involved!

Who We Are

At Wharton Capital LLP, Partnering with the titans of finance, we craft strategies that not only elevate portfolios but also empower the people behind them.Think of us as the financial matchmakers, connecting the dots between ambition and achievement.

With over 20 years of experience, we’ve seen it all.From market booms to busts, we’ve navigated the stormy seas of finance with the finesse of a seasoned sailor.

Our team of experts is driven by a results-oriented mindset, focused on generating long-term value for investors and ensuring that every dollar works at its full potential. We go beyond numbers, delivering comprehensive wealth management aligned with our clients’ long-term vision.

As an experienced investment partner, we bring together advanced tools, a highly skilled team, and strong execution capabilities to support the steady growth of our clients’ portfolios.

Transforming finance, one partnership at a time! 

Collab

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Wharton Capital Wins Big Award!

April 10, 2025

We just snagged the prestigious Global Finance Award! Who knew finance could be this glamorous?

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New Partnership with MegaBank Inc.

Jan 5, 2025

We’re teaming up with MegaBank Inc. to revolutionize investment strategies.

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Innovative Fund  Announcement!

Oct 30, 2024

Introducing our latest fund: The Wharton Ai+G Fund.

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Wharton Capital Goes Global!

Jun 25, 2024

We’re expanding our horizons! Wharton Capital is now making waves in  Asia. 

Trust

Wharton Capital transformed our investment strategy!

Kondō Masahiko, CEO of Global Finance

Their insights are invaluable; we’ve never been more confident!

Emily Johnson, CFO of MegaCorp

A game-changer in the investment world!

Michael Brown, Director at InvestSmart

Meet Us

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Sophia Huang
Chief Strategist
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Kevin Tong
Financial Analyst
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Olivia Krieger
Investor Relations
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Philip Berk
Senior Consultant
100+

Global Partners

20

Years Experience

800,000+

Investors Served

Join the Financial Revolution!

We believe a financial goal is more than just a number. It may represent a comfortable retirement for the people you serve. To help you go from ‘dreaming to doing’.

Our Esteemed Partners

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Contact Us


Address: 3733 Spruce Street
Philadelphia, PA 19104.6340