Wilshire

Los Angeles, United States Founded: 1972 • Age: 54 yrs Acquired By Motive Partners
Performance reporting solutions are provided for the financial services industry.
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About Wilshire

Wilshire is a company based in Los Angeles (United States) founded in 1972 was acquired by Motive Partners in October 2020.. The company has 243 employees as of December 31, 2021. Wilshire has completed 2 acquisitions, including Lyxor and Park Lexington. Wilshire offers products and services including Investment Database, Managed Portfolios, and OCIO Services. Wilshire operates in a competitive market with competitors including Jacobi, Alkymi, Landytech, Position Green and BI-SAM, among others.

  • Headquarter Los Angeles, United States
  • Employees 243 as on 31 Dec, 2021
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Wilshire Advisors, Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
    CC Capital

    & 1 more

  • Employee Count
    243

    as on Dec 31, 2021

  • Investments & Acquisitions
    Lyxor

    & 1 more

  • Acquired by
    Motive Partners

    (Oct 02, 2020)

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Products & Services of Wilshire

Wilshire offers a comprehensive portfolio of products and services, including Investment Database, Managed Portfolios, and OCIO Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides data tools for investment consulting and analysis.

Offers tailored portfolio management for institutional clients.

Delivers outsourced chief investment officer functions.

People of Wilshire
Headcount 200-500
Employee Profiles 31
Employee Profiles
People
Francisco Barajas
VP, Technology
People
Rebekah Chow
AVP, Investment Solutions
People
Qing Gu
SVP, Risk
People
Anthony Wicklund
Managing Director, Portfolio Manager

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Funding Insights of Wilshire

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Wilshire

Wilshire has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include CC Capital and Motive Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
-
Founded Year Domain Location
Private equity investments in financial services sector are facilitated.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Wilshire

Wilshire has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Lyxor and Park Lexington. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Advisory services are provided to institutional investors for financial engagements.
2011
Diversified investment management services are provided by Lyxor in Paris.
1998
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Wilshire

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Wilshire Comparisons

Employees
+
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Competitors of Wilshire

Wilshire operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Jacobi, Alkymi, Landytech, Position Green and BI-SAM, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Cloud-based portfolio design platform
domain founded_year HQ Location
Enterprise data digitization and analytics solutions are developed.
domain founded_year HQ Location
Data platform for risk management and investment performance analytics, automated and consolidated reporting
domain founded_year HQ Location
Sustainability reporting solutions are delivered online for companies.
domain founded_year HQ Location
Market Risk Analytic and Portfolio Construction Solutions.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Wilshire

Frequently Asked Questions about Wilshire

When was Wilshire founded?

Wilshire was founded in 1972.

Where is Wilshire located?

Wilshire is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.

Who is the current CEO of Wilshire?

Evan Russell Christian is the current CEO of Wilshire.

How many employees does Wilshire have?

As of Dec 31, 2021, the latest employee count at Wilshire is 243.

What does Wilshire do?

Wilshire was founded in 1972 in Los Angeles, United States, and operates within the financial services sector. Risk and performance analytics platforms are offered, alongside fund management, risk management, asset allocation, alternative asset solutions, and advisory services for investors and financial firms. Access to investment technology tools, consulting research, analytics research, and private market research is provided to support portfolio optimization.

Who are the top competitors of Wilshire?

Wilshire's top competitors include Jacobi, Alkymi and Landytech.

What products or services does Wilshire offer?

Wilshire offers Investment Database, Managed Portfolios, and OCIO Services.

How many acquisitions has Wilshire made?

Wilshire has made 2 acquisitions, including Lyxor, and Park Lexington.

Who are Wilshire's investors?

Wilshire has 2 investors. Key investors include CC Capital, and Motive Partners.

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