• Wealth Capital Technology Innovation

  • About Us

    Our Mission

    WCTI Partners, Inc. is a newly promoted investment adviser firm based in Philadelphia, PA since 2016. WCTI Partners, Inc. focuses on crafting custom-designed investment strategies for Private Equity & Venture Capital funds and investment firms to meet their risk tolerance, expected returns on investments, time horizons and overall objectives within a combination of income and growth-oriented investments.

    Our team is composed by seasoned experts who have been entrepreneurs and executives with a proven expertise, knowledge and insights in their key area and more specifically in private equity and venture capital. We provide our clients with investment advices on different investments such as open & closed-end funds, Exchange Traded Funds (ETF), convertible and preferred securities issued by startup and early-stage companies, and management consulting services.

  • "It's clear to me when you do private equity well, you're making companies more efficient and helping them grow and become more profitable. That success means our investors - such as public pension funds - benefit, which contributes to the economic wealth of society."

     

    David Rubenstein

  • Our Services

    Financial Advisory

    Transaction Advisory

    InvestmentManagement

    Outsourcing Deals

  • WCTI Partners, Inc. provides services such as financial and transaction advisories that respectively consist of assisting our clients in business due diligence and company valuation on both buy-side and sell-side. We also provide private equity & venture capital funds with investment management consulting services, deal flow management outsourcing, mergers & acquisitions and private equity & venture capital services. WCTI Partners, Inc. is registered with FINRA/SEC.

  • Our Industry

    Private Equity

    Venture Capital

    Technology Companies

    Impact Venture

    Medtech

    Cleantech

    Greentech

    IT

  • WCTI Partners, Inc. evolves in various professional and business sectors in accordance to services provided: Asset Management to private equity & venture capital funds, hedge funds, business development companies, SBIC and any registered investment companies and Technology Companies involved in Global Innovtation, Medtech, Cleantech, Greentech and Venture Philanthropy.

  • Our Blog

    Opinions

    November 3, 2018 · Opinion
    Since September 2018 WCTI Partners, Inc. has started to implement a new organizational approach based on its expertise on investment advisory and management. WCTI Partners acts henceforth as an investment firm providing investment advisory and fund management services to private equity and...
  • Corporate responsibility policy

    Since 2014 WCTI Partners, Inc. has been committed to the UN Global Compact corporate responsibility initiative and its principles in the areas of human rights, labour, the environment and anti-corruption. WCTI Partners, Inc. has recently adopted a code of ethics and conduct that applies to all directors, partners, officers and employees of the corporation.

  • Contact

    1515 Market Street, Suite 1200 Philadelphia, PA 19102
    United States
    (267) 535-5508
    Submit
    All Posts
    ×
    ×
    You may not access this website or use the information contained herein for any illegal purpose or in any manner inconsistent with these Terms of Use. You warrant that when using this website you will not violate or facilitate any violation of any applicable local, state, federal or international law, statute, regulation, code or ordinance, including, without limitation, regulations promulgated by or the rules of any national or other securities exchange. Permission to use this website shall terminate automatically if you breach any of the terms and conditions contained herein.
    
    You agree to access this website and use the information contained herein solely for your own noncommercial use and benefit, and not for resale or other transfer or disposition to, or use by or for the benefit of, any other person or entity. You agree not to use, transfer, distribute or dispose of any information contained in this website in any manner that could damage the business of WCTI PARTNERS INC. or its subsidiaries.
    
    Prior written permission from WCTI PARTNERS INC. is required for making more than a personal use copy of the content of this website or for copying large portions of this website, such as by bots, robots or spiders that “harvest” the site. If you seek permission for such use of this website, you must contact us at info@wctipartners.co.
    
    Although we intend to provide accurate and up-to-date information on this website, at times there may be errors in the information provided. We may not be able promptly to update or correct information even if we are aware that it is inaccurate, outdated or otherwise inappropriate. Therefore, this website is provided on an “as is” basis with no warranties of any kind. We do not warrant that the information on this website is accurate, reliable, up-to-date or correct, that this website will be available at any particular time or location, or that this website is free of viruses or other harmful components. Your use of this site and use or reliance upon any of its content is solely at your own risk. Neither WCTI PARTNERS INC. nor any of our members, officers, directors, employees or agents are responsible for any damages, liabilities or injury, including but not limited to indirect, incidental, special, exemplary, punitive or consequential damages, or for any lost profits or losses, however caused, arising out of your use of (or inability to use) this website or these Terms of Use.
    
    We cannot guarantee the security of this website. Electronic communications can be intercepted by third parties and, accordingly, transmissions made to or from links in this website may not be secure. Communications to WCTI PARTNERS INC. from links in this website, including any communications containing investment ideas, concepts, know-how, or techniques which may be considered confidential or proprietary by the sender, will not be treated as confidential or proprietary by WCTI PARTNERS INC. Anything transmitted by you to WCTI PARTNERS INC. through this website becomes the property of WCTI PARTNERS INC. and may be used by us for any lawful purpose. Persons wishing to protect such information should contact us in advance to enter into an appropriate, mutually agreed-upon written confidentiality or other agreement. WCTI PARTNERS INC. retains the right at all times, on behalf of itself or any private equity fund it manages now or in the future, to invest in any business, including any business that competes or may in the future compete with any party submitting information through this website.
    
    We are have no control over or responsibility for other websites that may be accessible from this website, the contents thereof, their security or privacy policies, or any products/services that may be offered by them. If you access any third party website through this website or because it is referred to in this website, you do so at your own risk. Links to or from this website do not constitute an endorsement by WCTI PARTNERS INC. of the parties or businesses which are so linked or necessarily indicate any affiliation between us and such parties or businesses.
    
    Nothing on this website is intended to constitute an offer or solicitation to buy or sell any security. Any offer or solicitation by WCTI PARTNERS INC. will be made only through a final private placement memorandum, subscription agreement and other related documents with respect to a particular investment opportunity and will be subject to the terms and conditions contained in such documents, including the qualifications necessary to become an investor. Although this website may include investment-related information, nothing on this website is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Any investments referred to on this website are included as representative investments only and are not necessarily reflective of the overall investment performance or advice of WCTI PARTNERS INC. Nothing on this website is intended to be, and you should not consider anything on this website to be, investment, accounting, tax or legal advice.
    ×
    DISCLAIMER :
    
    WCTI PARTNERS INC. is registered with FINRA/SEC located in Philadelphia, PA. WCTI PARTNERS INC. and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which WCTI PARTNERS INC. maintains clients. WCTI PARTNERS INC. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WCTI PARTNERS INC.'s web site is limited to the dissemination of general information regarding its investment advisory services, together with access to additional investment-related information, publications, and links, to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of WCTI PARTNERS INC.'s website on the Internet should not be construed by any consumer and/or prospective client as WCTI PARTNERS INC.'s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from WCTI PARTNERS INC.
    
    Any subsequent, direct communication by WCTI PARTNERS INC. with a client or prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WCTI PARTNERS INC., please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of WCTI PARTNERS INC.'s current written disclosure statement discussing WCTI PARTNERS INC.'s business operations, services, and fees is available from WCTI PARTNERS INC. upon written request. WCTI PARTNERS INC. does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WCTI PARTNERS INC.'s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
    
    Please remember that different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by WCTI PARTNERS INC.) will be profitable or equal any historical performance levels.
    
    Portions of WCTI PARTNERS INC.’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, WCTI PARTNERS INC. (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from WCTI PARTNERS INC., or from any other investment professional. WCTI PARTNERS INC. is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
    
    Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he will experience a certain level of results if WCTI PARTNERS INC. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of WCTI PARTNERS INC. by any of its clients. 
    Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.