Wilshire Tech Stack

Global institutional investment advisory and analytics firm

Financial Services Santa Monica, CA 201–500 employees Founded 1972 Privately Held

Wilshire serves roughly 500 institutional investors and intermediaries with fiduciary services, analytics, and private markets advisory. The tech stack is Excel-heavy with SQL, Python, and R for quantitative work, paired with Power BI and Tableau for reporting—a classic profile for a finance shop with mature analytics but limited modern data orchestration. Active hiring focuses on finance and data roles, with pain points clustered around data accuracy, integration, and reconciliation, suggesting operational friction as they scale or upgrade internal systems.

Tech Stack 15 technologies

Core StackPython GitHub Copilot NetSuite Power BI Tableau BambooHR Excel VBA SQL Microsoft Office R Concur SmartRecruiters LinkedIn Learning PowerPoint

What Wilshire Is Building

◆Challenges

Data accuracy and integrity
Automating data processes
Investigating data errors
Maintaining risk dashboards
Data integration challenges
Process automation
Maintaining data integrity
Reconciling financial data
Reconciliation challenges
Managing alternative investment risk

▲Active Projects

Data process automation
System upgrade support
Product development
Fund structuring
Global distribution initiatives
Evaluation and selection of third-party managers
Maintaining research databases
Portfolio construction and risk analytics systems
Quantitative models and data infrastructure
Risk management reporting systems

Hiring Activity

Decelerating25 roles · 3 in 30d

Department

Finance

Legal

Data

Seniority

Mid

Senior

Intern

Junior

Manager

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About Wilshire

Founded in 1972 and headquartered in Santa Monica, CA, Wilshire is a privately held financial services firm serving institutional clients globally. The firm operates across fiduciary services, index creation, private markets advisory, equity and fixed income analytics, and discretionary portfolio management. Clients include pension funds, endowments, foundations, and other institutional investors relying on Wilshire for investment structuring, risk analytics, and peer benchmarking. The company maintains offices worldwide and is actively scaling through system upgrades, fund structuring work, and the build-out of global distribution infrastructure.

HeadquartersSanta Monica, CA

Company Size201–500 employees

Founded1972

Hiring MarketsUnited States, United Kingdom

Frequently Asked Questions

What tech stack does Wilshire use?

Excel, VBA, SQL, Python, R, NetSuite, Power BI, and Tableau. GitHub Copilot, Microsoft Office, and BambooHR for internal operations.

What is Wilshire working on?

Data process automation, portfolio construction and risk analytics systems, fund structuring, evaluation of third-party managers, quantitative models and data infrastructure, and global distribution initiatives.