Wilshire
Curated by SignalPerformance reporting platform enhancing investment outcomes for wealth managers.
Overview
Wilshire focuses on performance reporting for wealth managers, employing digital tools to analyze and present investment performance data. The platform consolidates financial data from various accounts and asset classes, offering real-time insights into portfolio returns, asset allocation, and risk exposure. It serves institutional investors, financial advisors, and intermediaries, providing advisory services, managed portfolios, and research insights. The use of machine learning algorithms is intended to enhance predictive capabilities for future performance trends, while data encryption is implemented to protect client information. The company emphasizes transparent communication and client engagement to potentially improve investment outcomes and foster long-term relationships.
Key facts
- Founded
- 1972
- Headquarters
- Los Angeles, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
48 rolesVice President, Wealth Business Development (Midwest)
Minneapolis, MN · On-site · Internship
Vice President, Wealth Business Development (West Coast)
Denver, CO · On-site · Internship
Client Solutions Analyst
Santa Monica, CA · On-site · Internship
