Insights

Growing Digital Asset Focus Wilshire’s recent acquisitions of ParkLexington Advisors and Xtp Group, along with its partnership with YieldStreet, highlight a strategic emphasis on expanding digital asset and private markets capabilities. This positions the firm as a key player in innovative asset classes, offering opportunities to provide tailored digital asset solutions and investment technology services.

Expanding Client Partnerships Wilshire’s collaboration with Advisors Asset Management and its focus on delivering holistic private market solutions suggest a strong demand for integrated asset management services. There are potential sales opportunities in offering enhanced analytics, customized asset allocation tools, and partnership solutions to institutional investors seeking diversified investment options.

Leadership and Innovation With recent leadership appointments, including hiring a new CEO and a Head of Product Strategy, Wilshire demonstrates its commitment to innovation and strategic growth. Engaging with the firm’s leadership could open opportunities to introduce cutting-edge fintech solutions, data analytics, and custom product development to support their expansion goals.

Global Expansion Wilshire’s global footprint, evidenced by offices worldwide, and its management of over 1.5 trillion dollars in assets indicate a broad geographic reach. There are significant opportunities to provide localized compliance, digital infrastructure, and regional investment services to support their international growth.

Market Position and Growth As a mid-sized player with revenues between 50 and 100 million dollars and a client base of around 500 major institutions, Wilshire is positioned as a growth-focused firm. Tailored offerings in innovative investment analytics, risk management tools, and integrated technology platforms could enhance their competitive edge and support their expanding asset management operations.

Wilshire Tech Stack

Wilshire uses 8 technology products and services including Bloomberg, Power BI, Adobe Illustrator, and more. Explore Wilshire's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Power BI
    Business Intelligence
  • Adobe Illustrator
    Cad & Graphics
  • cdnjs
    Content Delivery Network
  • Microsoft Access
    Database Management Software
  • LottieFiles
    Design
  • Adobe Creative Suite
    Visualisation Software
  • CSS
    Web Tools And Plugins

Media & News

Wilshire's Email Address Formats

Wilshire uses at least 1 format(s):
Wilshire Email FormatsExamplePercentage
FLast@wilshire.comJDoe@wilshire.com
75%
First.Last@wilshire.comJohn.Doe@wilshire.com
19%
FirstLast@wilshire.comJohnDoe@wilshire.com
4%
First@wilshire.comJohn@wilshire.com
2%

Frequently Asked Questions

Where is Wilshire's headquarters located?

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Wilshire's main headquarters is located at 1299 Ocean Avenue, Suite #600 Santa Monica, CA 90401 US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Wilshire's phone number?

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You can contact Wilshire's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wilshire's stock symbol?

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Wilshire is a publicly traded company; the company's stock symbol is WIBC.

What is Wilshire's official website and social media links?

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Wilshire's official website is wilshire.com and has social profiles on LinkedIn.

What is Wilshire's NAICS code?

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Wilshire's NAICS code is 52 - Finance and Insurance.

How many employees does Wilshire have currently?

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As of October 2025, Wilshire has approximately 473 employees across 3 continents, including North AmericaAsiaEurope. Key team members include CEO: D. T.Chief Revenue Officer: T. C.Chief Product Officer: C. C.. Explore Wilshire's employee directory with LeadIQ.

What industry does Wilshire belong to?

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Wilshire operates in the Financial Services industry.

What technology does Wilshire use?

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Wilshire's tech stack includes BloombergPower BIAdobe IllustratorcdnjsMicrosoft AccessLottieFilesAdobe Creative SuiteCSS.

What is Wilshire's email format?

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Wilshire's email format typically follows the pattern of FLast@wilshire.com. Find more Wilshire email formats with LeadIQ.

When was Wilshire founded?

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Wilshire was founded in 1972.

Wilshire

Financial ServicesCalifornia, United States201-500 Employees

Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire advises on over $1.5 trillion in assets and manages $123 billion in assets as of December 31, 2024. Wilshire is headquartered in the United States with offices worldwide.

Investing involves risk, including the possible loss of entire principal. Past performance is not indicative of future results. There is no guarantee that investment objectives will be achieved. Diversification neither guarantees a gain nor protects against a loss. Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy. Carefully consider the Wilshire Private Assets Fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by calling +1 855 520 7711. Investors should read the prospectus carefully before investing. Wilshire Private Assets Fund is distributed by SEI Investments Distribution Co, One Freedom Valley Dr, Oaks, PA 19456, which is not affiliated with Wilshire or any of its affiliates. Click here for important disclosures: https://www.wilshire.com/solutions/wilshire-private-assets-fund

Section iconCompany Overview

Headquarters
1299 Ocean Avenue, Suite #600 Santa Monica, CA 90401 US
Phone number
Stock Symbol
WIBC
NAICS Code
52 - Finance and Insurance
Founded
1972
Employees
201-500

Section iconFunding & Financials

  • $500M$1B

    Wilshire's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Wilshire's revenue is estimated to be in the range of $500M$1B

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