About Wilshire
Wilshire is a Technology company based in Los Angeles (United States) founded in 1972, and was acquired by Motive Partners in October 2020. Performance reporting solutions are provided for the financial services industry. The company has 243 employees. Wilshire has completed 2 acquisitions, including Lyxor and Park Lexington. Its chief executive, as recorded, is Evan Russell Christian. Its website wilshire.com draws about 38 thousand monthly visits. Wilshire offers products and services including Investment Database, Managed Portfolios, and OCIO Services. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is Wilshire Advisors, LLC. Its competitors include Jacobi, Alkymi and Ipreo; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Los Angeles, United States
- Employees 243
- Stage Acquired
- SectorsTechnology
- Website category Finance · Financial Planning and Management
- Email••••••••
- Website wilshire.com
- Social LinkedIn X
- Acquired by Motive Partners (Oct 2020)
- Legal Name Wilshire Advisors, Llc
- InvestorsCC Capital
& 1 more
- Employee Count243
- Investments & AcquisitionsLyxor
& 1 more
- Acquired byMotive Partners
(Oct 2020)
Products & Services of Wilshire
Wilshire offers a comprehensive portfolio of products and services, including Investment Database, Managed Portfolios, and OCIO Services.
Provides data tools for investment consulting and analysis.
Offers tailored portfolio management for institutional clients.
Delivers outsourced chief investment officer functions.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| cc.capital | ||||
Private equity investments in financial services sector are facilitated. | motivepartners.com | New York, United States |
Investor details for Wilshire
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People of Wilshire
32 people are tracked at Wilshire (24 in leadership, 8 in team); the tracked headcount is 243.
| Name | Role | Group |
|---|---|---|
Evan Russell Christian | CEO | Leadership |
Francisco Barajas | VP, Technology | Leadership |
Nicolae Tudor | Senior Vice President | Leadership |
Mike Wauters | Managing Director Finance | Leadership |
Anthony Wicklund | Managing Director, Portfolio Manager | Leadership |
Josh Emanuel | Chief Investment Officer | Leadership |
Andy Stewart | CEO, Wilshire | Leadership |
Tracy Gage | Vice President, Fixed Income Manager Research | Leadership |
Peter Svach | Senior Vice President Business Development And Strategy | Leadership |
Nathan Palmer | Managing Director, Head Of Portfolio Management | Leadership |
Jason Schwarz | President | Leadership |
Brice Shirimbere | Assistant Vice President | Leadership |
Reza Ghassemieh | Chief Benchmark Officer | Leadership |
Erin Simpson | Managing Director, Operations & Risk Management | Leadership |
Leah Emkin | Chief Client Officer | Leadership |
Jessica Nicosia | Managing Director | Leadership |
Scott Condron | COO | Leadership |
Emily Brown | CFO | Leadership |
Paul Drake | Managing Director & Chief Information Security Officer | Leadership |
Sandy S. Choi | Managing Director, General Counsel & Head of Compliance | Leadership |
12 more people are available in the full profile.
Complete people profiles for Wilshire
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Investments & Acquisitions by Wilshire
Wilshire has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Lyxor and Park Lexington.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Advisory services are provided to institutional investors for financial engagements. | parklexington.com | 2011 | Jul 2025 | •••• | ||
Diversified investment management services are provided by Lyxor in Paris. | lyxor.com | Paris, France | 1998 | Oct 2023 | •••• |
Complete acquisition details for Wilshire
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Timeline of Wilshire
4 dated milestones of Wilshire across 53 years, from founding to its latest funding, stage changes and deals.
- Founded Wilshire is founded.
- Exit Acquired by Motive Partners.
- Acquisition Acquires Lyxor.
- Acquisition Acquires Park Lexington.
Competitors of Wilshire
Wilshire has 3 listed competitors in our database, 2 of them funded. They include Jacobi, Alkymi and Ipreo.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| jacobistrategies.com | 2014 | San Francisco, United States | $25.6M | 72 | Cloud-based portfolio design platform | |
| alkymi.io | 2017 | New York, United States | $26M | Enterprise data digitization and analytics solutions are developed. | ||
| ipreo.com | 2006 | New York, United States | Workflow solutions to capital markets and corporate professionals |
Detailed competitors of Wilshire
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Web traffic of Wilshire
The website of Wilshire (wilshire.com) receives about 38.4K visits a month and ranks #810,518 among all websites worldwide, #8,771 in Financial Planning and Management.
- Monthly visits38.4K
▼ 5% vs previous month
- Unique visitors19.9K
per month
- Global rank#810,518
among all websites
- Category rank#8,771
Finance · Financial Planning and Management
- Bounce rate64%
- Pages per visit1.8
- Average visit54 sec
- DevicesDesktop 26% · Mobile 74%
Websites whose visitors overlap most with Wilshire. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| landmarkpartners.com | 100% | View details | |||
| factset.com | 94% | 1.7M | #36,523 | View details | |
callan.com | callan.com | 88% | #1,033,758 | – | |
russell.com | russell.com | 87% | – | ||
wilshirebank.com | wilshirebank.com | 69% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 30 similar websites and full traffic analytics for Wilshire
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Wilshire (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Wilshire
Complete news archive for Wilshire
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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 CEO of Wilshire, as recorded in our data.
Wilshire has 243 employees.
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 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.
Wilshire operates through Wilshire Advisors, Llc.
Yes. Wilshire was acquired by Motive Partners in October 2020.