Wilshire

Los Angeles, United States Founded: 1972 • Age: 54 yrs Acquired By Motive Partners
Performance reporting solutions are provided for the financial services industry.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees 243 Tracked headcount
Investors 2 Known backers
Products 3 Services tracked
Competitors 8 Brand Intelligence

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
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Wilshire Advisors, Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • 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.

Product name locked
Category locked
Primary

Provides data tools for investment consulting and analysis.

Product name locked
Category locked
Locked

Offers tailored portfolio management for institutional clients.

Product name locked
Category locked
Locked

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

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Detailed funding history for Wilshire

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

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.

All
Venture Fund
Investor Description Founded Year Domain Location
-
Locked Locked Locked
Private equity investments in financial services sector are facilitated.
Locked Locked Locked
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Investor details for Wilshire

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Wilshire

Wilshire has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Lyxor and Park Lexington.

Investments
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Investment portfolio details for Wilshire

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  • Portfolio identities
  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Advisory services are provided to institutional investors for financial engagements.
Locked Locked 2011 Locked
Diversified investment management services are provided by Lyxor in Paris.
Locked Locked 1998 Locked
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Complete acquisition details for Wilshire

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  • Transaction dates
  • Acquired stakes
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  • Domains and locations

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Financial Statements - Wilshire

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Detailed financials for Wilshire

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  • Profit trends
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Wilshire Comparisons

Wilshire Primary company
Description
Performance reporting solutions are provided for the financi...
Location
Los Angeles, United States
Founded Year
1972
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
243
As of 2021
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Peer comparison for Wilshire

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
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  • Operating benchmarks

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Add Comparison
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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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Cloud-based portfolio design platform
Locked Locked Locked
Enterprise data digitization and analytics solutions are developed.
Locked Locked Locked
Data platform for risk management and investment performance analytics, automated and consolidated reporting
Locked Locked Locked
Sustainability reporting solutions are delivered online for companies.
Locked Locked Locked
Market Risk Analytic and Portfolio Construction Solutions.
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Detailed competitors of Wilshire

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  • Domains and locations
  • Full company profiles
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Latest news on Wilshire

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Complete news archive for Wilshire

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Wilshire

Wilshire was founded in 1972.

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

Evan Russell Christian is the current CEO of Wilshire.

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

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.

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

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

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

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

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