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Wharton Asset Management Company

Wharton Asset Management Company

Overview

Wharton Asset Management Company is a London-based single-family office that co-invests in early-stage private equity opportunities. It provides services including wealth management, corporate advisory, and trust and fiduciary services.

Portfolio Companies

3

Investments

Wharton Asset Management Company investments
CompanyDateStageLead
NeurovalensApr 2024Series A ExtensionCo-investor
CloudSight, Inc.Jan 2018SeedCo-investor
B-SecurNov 2021Series BCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

Portfolio analytics

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Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Wharton Asset Management Company based?

Wharton Asset Management Company is headquartered in London, England, United Kingdom.

When was Wharton Asset Management Company founded?

Founding year information for Wharton Asset Management Company is not publicly available.

How many portfolio companies does Wharton Asset Management Company have?

Wharton Asset Management Company has 3 portfolio companies in Caplight's dataset.

What are some companies in Wharton Asset Management Company's portfolio?

Portfolio companies visible on Caplight include Neurovalens, CloudSight, Inc., B-Secur.

What was Wharton Asset Management Company's most recent investment shown here?

Wharton Asset Management Company's most recent investment in this portfolio sample was in Neurovalens in 2024.

What sectors does Wharton Asset Management Company focus on?

Wharton Asset Management Company focuses on Healthcare & Life Sciences, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Cybersecurity, Enterprise Software, Consumer & Commerce.

What company stages does Wharton Asset Management Company focus on?

Wharton Asset Management Company typically invests at the Early stage.

Firmographic Details

HeadquartersLondon, England
Year FoundedN/A

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