Alternatives to Wilshire
Wilshire provides market indexes, investment analytics and advisory services to institutional investors, financial advisors and intermediaries such as broker-dealers. It is also an investment manager and outsourced CIO, and the company says it advises on more than $1.6 trillion in assets. Read the Wilshire profile.
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
FinMason
Investment and risk analytics API for asset managers, wealth firms and insurers
- Asset managers
- RIAs
Data & researchCustom quote
CFRA
Independent equity, fund and ETF research and data for wealth firms
- Broker-dealers
- RIAs
- Banks and trust companies
- Family offices
Data & researchCustom quote
AlphaSense
AI search and research platform for investors and corporate strategy teams
- Asset managers
- Family offices
RPAGIn the news
Technology platform for retirement plan advisors and their firms
- RIAs
- Broker-dealers
- Asset managers
- Retirement plans
Data & researchTiered
Capital Preferences
Behavioral client discovery and preference profiling software for wealth managers
- RIAs
- Asset managers
Data & researchCustom quote
Clarity AIIn the news
Sustainability and ESG data platform for investors and wealth managers
- Asset managers
- Family offices
- Banks and trust companies
Data & researchCustom quote
DataPoints
Behavioral finance assessments and risk tolerance questionnaires for advisors
- RIAs
Data & researchPer seat