Wharton Business Group - Ownership and Business Overview

Financial ServicesCompany

Wharton Business Group Ownership

Who owns Wharton Business Group?

Wharton Business Group is owned by Alera Group. It was acquired on June 8, 2022.

Wharton Business Group Business Overview

Where is Wharton Business Group headquartered?

Wharton Business Group is headquartered in Malvern, Pennsylvania.

What sector is Wharton Business Group in?

Wharton Business Group is a financial services company.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 231 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 207 by strategics.

Wharton Business Group

Wharton Business Group LLC

110 Phoenixville Pike, Ste 300,
Malvern, Pennsylvania 19355
United States,
(484) 328-3590
www.whartonbusinessgroupllc.com

Wharton Business Group is an employee-owned wealth services firm in Pennsylvania that manages more than $3.5 billion in assets for business owners and institutions. Wharton Business Group is based in Malvern, Pennsylvania.


Company Summary

SECTOR

Financial Services

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