Wilshire - About the company
Wilshire is an acquired company based in Los Angeles (United States), founded in 1972. It operates as a Performance reporting solutions for financial service industry. The company has 665 active competitors, including 104 funded and 102 that have exited. Its top competitors include companies like Addepar, KFin Technologies and FNZ.
Company Details
Wilshire provides performance reporting solutions for the financial service industry. It offers a risk and performance analytics platform, fund management, risk management, asset allocation, alternative asset solution, and advisory services for investors and financial firms. Also, provides access to investment technology tools, investment consulting research, analytics research, and private market research for optimizing portfolios.
- Website
- wilshire.com
- Social
- Email ID
- *****@wilshire.com
- Registered Address
- Amherst, Ohio
Key Metrics
Founded Year
1972
Location
Los Angeles, United States
Stage
Acquired
Ranked
32nd among 665 active competitors
Employee Count
1 as on May 31, 2026
Investment & Acquisitions
Exit Details
Acquired by Motive Partners (Oct 02, 2020)
Legal entities associated with Wilshire
Wilshire is associated with 4 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
WILSHIRE ADVISORS LLC CIN: 95-2755361 , United States, Active | Nov 02, 2020 | - | 234 (As on Dec 31, 2022) | - |
WILSHIRE ASSOCIATES INC. CIN: 811869993 , United States, Active | Dec 26, 999 | - | 2 (As on Dec 31, 2020) | - |
Mill Creek Wilshire Private Equity 2022, L.P. CIN: 1926199 , United States, Active | $5M - $25M (As on May 08, 2022) | - | - | |
WILSHIRE ASSOCIATES INCORPORATED CIN: 952755361 , United States, Active | Dec 31, 1999 | - | 254 (As on Dec 31, 2024) | - |
Wilshire's acquisition details
Wilshire got acquired by Motive Partners and CC Capital on Oct 02, 2020.
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Wilshire's funding and investors
Wilshire is a funded company.
Wilshire's founders and board of directors
Founder? Claim ProfileWilshire's employee count trend
Wilshire has 1 employees as of May 26. Here is Wilshire's employee count trend over the years:
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Wilshire's Competitors and alternates
Top competitors of Wilshire include Addepar, KFin Technologies and FNZ. Here is the list of Top 10 competitors of Wilshire, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Addepar 2009, Mountain View (United States), Series G | Wealth management solutions for advisors | $759M | 78/100 | |
2nd |  KFin Technologies 2017, Hyderabad (India), Public | App-based platform for investments in mutual funds | $42.1M | 75/100 | |
3rd |  FNZ 2003, London (United Kingdom), Acquired | Wealth management solutions for asset managers | $2.55B | 74/100 | |
4th | SEI 1968, Oaks (United States), Public | Wealth and investment management solutions for institutional investors | - | 74/100 | |
5th | Provides digital wealth management and curated investment platforms | $36.8M | 74/100 | ||
6th | Altruist 2018, Culver City (United States), Series F | Portfolio management software for financial advisors | $602M | 71/100 | |
7th |  Avaloq 1985, Zurich (Switzerland), Acquired | Cloud-based solutions for financial institutions | $301M | 70/100 | |
8th |  Broadridge 2007, Nassau (United States), Public | Provider of tech solution for financial service and customer communication | - | 70/100 | |
9th |  Centricity 2022, Gurugram (India), Seed | Digital private wealth management platform for individuals | $24M | 67/100 | |
10th | AdvisorEngine 2014, New York City (United States), Acquired | Wealth management software platform empowering financial advisors with technology and services | $60.1M | 64/100 | |
32nd |  Wilshire 1972, Los Angeles (United States), Acquired | Performance reporting solutions for financial service industry | - | - | 50/100 |
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Wilshire's Investments and acquisitions
Wilshire has acquired 3 companies including Park Lexington, Lyxor and Lyxor. Wilshire has not made any investments as of now.Here is the list of its acquisitions:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Jul 15, 2025 | Acquisition | 2011 | - | |
Oct 31, 2023 | Acquisition | 1998 | Paris (France) | |
Apr 07, 2021 | Acquisition | 1998 | Paris (France) |
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Here is the latest report on Wilshire's sector:
News related to Wilshire
Filter this listMedia has covered Wilshire for a total of 3 events in the last 1 year, 1 of them has been about partnerships.
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VettaFi Acquires GLIO Index Family from FT Wilshire, Rebrands IndicesNewsfile•Mar 02, 2026•VettaFi, Wilshire
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AAM Partners with Wilshire to Expand Distribution of the Wilshire Private Assets Fund
PR Newswire•May 14, 2025•AAM, Wilshire
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Wilshire to Acquire Lyxor Asset Management Inc. a Leading Alternative Investment Provider from AmundiBusinessFortNight•Oct 31, 2023•Wilshire, Lyxoretf, Amundi
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Bramshill Names Nicolas Amato Chief Risk OfficerPR Newswire•Jul 18, 2023•Bramshill Investments, Wilshire
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