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Wilshire Associates Logo
Wilshire Associates Growth Score
53
CB Rank
90732
Heat Score
63
Wilshire Associates is an investment advisory firm that specializes in investment products, consulting services, and technology solutions.
Acquired by
CC Capital Logo
CC Capital
Founded
obfuscation
Private Santa Monica, California, United States251-500 wilshire.com/
Advice
Finance
Overview

Wilshire Associates
Amount Raised
obfuscation
Growth Score
53
Heat Score
63

Amount Raised
obfuscation
Growth Score53
-7 pts
in past quarter
Heat Score 63
1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Wilshire Associates

CB Rank
90732
Wilshire Associates is an investment advisory firm that specializes in investment products, consulting services, and technology solutions.
Acquired by
CC Capital Logo
CC Capital
Founded
obfuscation
Private Santa Monica, California, United States251-500 wilshire.com/
Advice
Finance

Key People

Details

Legal Name WILSHIRE ADVISORS, LLC
Operating Status Active
Company Type For Profit
Founders  Dennis Tito, Jeff Ennis
About the Company
Wilshire Associates provides innovative investment solutions and objective, independent investment advice to investors throughout the world.
Phone Number 201.984.4899
Predictions & Insights

Growth Insight

See this Growth Insight
Wilshire Associates is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Investment Advisory Services
Provides investment advice and consulting to institutional investors and financial intermediaries to optimize portfolios and manage risks.
Outsourced Chief Investment Officer (OCIO) Services
Delivers discretionary investment management and fiduciary oversight by managing investment portfolios on behalf of clients.

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Financials

Investments

Number of Funds 1
Number of Acquisitions 2

Investment Breakdown

Number of Funds 1
Number of Acquisitions 2

M&A Details

Wilshire Associates was acquired by CC Capital on
obfuscation
.
Transaction Name 
Wilshire Associates acquired by CC Capital Logo
Wilshire Associates acquired by CC Capital
Acquired by 
CC Capital Logo
CC Capital
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Employee Profiles 7 Contacts 314

Employee Profiles

News

News and Press

News•Oct 9, 2025
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News•Sep 18, 2025
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News•Sep 3, 2025
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News•Jul 21, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

6,315
-17.03%
 in past month

IT Spend

$11.9MThis year, Wilshire Associates is projected to spend $11.9M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
New Relic Logo
New Relic
100
Corporate Security Logo
Corporate Security
100
Cyber Security Logo
Cyber Security
100

Actively Used Products

24Wilshire Associates uses 24 technology products and services including HTML5, Adobe Fonts, and  Google Maps API, according to G2 Stack.

Active Website Tech Count

38Wilshire Associates is actively using 38 technologies for its website, according to BuiltWith. These include Mobile Non Scaleable Content, IPv6, and  HSTS IncludeSubdomains PreLoad.

Total IP

5Wilshire Associates has registered 5 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?
Wilshire Advisors - Risk And Performance Analytics Solutions Logo
Wilshire Advisors - Risk And Performance Analytics SolutionsSubsidiary
Frequently Asked Questions

Where is Wilshire Associates's headquarters? Wilshire Associates is located in Santa Monica, California, United States.Who are Wilshire Associates's competitors? Alternatives and possible competitors to Wilshire Associates may include Morgan Stanley, Aon, and  Mercer.
Who We Are
What We Do
Helpful Links
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