Company profile: Wilshire
1.1 - Company Overview
Company description
- Provider of investment advisory, consulting, and technology solutions, delivering objective, independent investment advice to investors worldwide. Offers portfolio optimization and risk analysis for institutional clients; financial analytics tools; US market index benchmarks across asset classes and styles; and advisory and discretionary solutions in private equity, private debt, and real assets.
Products and services
- Analytics: Wilshire architects enterprise-grade financial analytics systems supporting investment decision-making across various asset classes, delivering robust tools and components for multi-asset analysis
- Indexes: Wilshire develops US market-wide benchmark indexes covering asset classes and strategy styles, offering comprehensive views of the US markets for investors and institutions
- Investment Advisory: Wilshire delivers institutional-grade investment advisory services to optimize portfolios, understand risks, and maximize value for institutional clients, providing objective, independent investment advice to investors throughout the world.
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Wilshire
Trim
HQ: United States
Website
- Description: Provider of financial health services that empower customers across the United States to improve their financial lives, offering automated savings, negotiating decreased bills and bank fees, canceling subscriptions, and delivering spending analysis.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Subserveo
HQ: Canada
Website
- Description: Provider of complete automated compliance and surveillance solutions for broker-dealers and investment advisors across the U.S. and Canada; a patented offering relied on by compliance officers, branch managers, and business unit supervisors for daily compliance supervision, risk management, and reporting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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BondLink
HQ: United States
Website
- Description: Provider of technology products and tools to modernize the municipal bond market, including a cloud-based investor relations platform for issuers in the approximately $4 trillion market to communicate directly with bond investors, supporting enhanced transparency to investors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Vault
HQ: United States
Website
- Description: Provider of an investment platform that helps businesses offer retirement plans, giving employees the tax, savings, and retirement benefits of a typical 401(k). Also provides Traditional and Roth IRAs for individuals without employer-sponsored plans, and tools to automatically save for retirement whenever they're paid.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Termsheet
HQ: United States
Website
- Description: Provider of a platform for real estate investors that centralizes deals, relationships, data, documents, tasks, communications, and reports. Offers acquisitions, development, asset, and lender management tools, plus a technology stack for faster, smarter investing with integrations to Excel, Outlook, DocuSign, Hubspot, Slack, and Teams.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Wilshire
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Wilshire
2.2 - Growth funds investing in similar companies to Wilshire
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4 - Top valuation comps for Wilshire
4.2 - Public trading comparable groups for Wilshire
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