{"name":"Wilshire","domain":"wilshire.com","url":"https://optimly.ai/brand/wilshire","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Wilshire is a global financial services firm providing investment solutions, analytics and benchmark services to institutional investors, financial advisors and intermediaries.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"description","label":"Description","shape":"text","content":"Wilshire is a trusted investment partner serving approximately 300 institutional investors and financial intermediaries. The firm advises on over $1.6 trillion in assets and manages $221 billion in assets as of June 30, 2026, with offices worldwide.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"Improve investment outcomes for a better future through trusted relationships, innovative solutions and time-tested qualitative and quantitative insights.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Jason Schwarz, Chief Executive Officer; Josh Emanuel, Chief Investment Officer; Todd Cassler, Chief Revenue Officer; Leah Emkin, Chief Client Officer; Christina Walsh, Chief Financial Officer; Hanna Valva, Co-Chief Operating Officer and Chief Technology Officer; Jason Hubschman, Co-Chief Operating Officer and Co-Head of Alternative Managed Accounts; Erin Simpson, Head of Operations and Risk Management; Jeff Foley, Global Head of ParkLexington.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://wilshire.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, trusted, analytical, solutions-oriented and forward-looking.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1972","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"United States","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Acquired in 2021 by private equity firms CC Capital Partners and Motive Partners.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Wilshire helps investors navigate complex financial markets, understand and manage risk, identify opportunities, construct portfolios and improve long-term investment outcomes.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Investment advisory and consulting\nOutsourced CIO solutions\nAsset management\nAsset allocation and portfolio construction\nManager research and selection\nAlternative investment advisory and discretionary services\nFinancial analytics and risk management\nInvestment research","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Bespoke investment solutions\nOutsourced CIO solutions\nAlternative investment solutions\nFinancial products\nPortfolio models\nWilshire indexes, including the FT Wilshire 5000 Index and Wilshire Liquid Alternative Index\nWilshire Trust Universe Comparison Service","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services and investment management","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Institutional investors, financial advisors and intermediaries, central banks, pension funds, insurance companies, foundations, endowments, family offices and other financial institutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Institutional investors and financial intermediaries seeking investment advisory, asset management, alternative investment, analytics, risk management, portfolio modeling or benchmark solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Optimizing investment portfolios\nUnderstanding and managing investment risk\nAsset allocation and portfolio construction\nSelecting and evaluating investment managers\nManaging pension and retirement plan obligations\nDiversifying portfolios through alternative investments\nCreating customized investment solutions for financial intermediaries and their clients\nAccessing market benchmarks, indexes and peer-universe comparisons","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Improved investment outcomes\nBetter understanding of portfolio risks\nMaximized portfolio value\nDiversified portfolios\nEnhanced long-term returns\nInvestment solutions aligned with objectives, risk tolerance, values and preferences\nMore meaningful conversations between financial advisors and their clients","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wilshire.com","updated_at":"2026-11-07T07:04:38.185850+00:00"}]}],"last_refreshed_at":"2026-11-07T07:04:38.200668+00:00","last_changed_at":"2026-11-07T07:04:38.215732+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=61225698-fce1-4634-841d-ec0b9509cf49"}