Tools & Technology
NAPAFIRMPARTNERS
Santa Monica, CA • wilshire.com
Charleston, SDC • wiserhinogroup.com
Wilshire Advisors, LLC
Wise Rhino Group
Key Contact(s)
Key Contact(s)
Brian Thomas 312.982.9049 • bthomas@wilshire.com Carolyn Pejsa 630.464.0456 • cpejsa@wilshire.com Leah Emkin 310.260.6689 • lemkin@wilshire.com
Peter Campagna 925.322.9135 • peter@wiserhinogroup.com Dick Darian 551.697.1165 • dick@wiserhinogroup.com Maggie Howe 828.855.5696 • maggie@wiserhinogroup.com
Firm Profile
Firm Profile
In Business Since: 1972 Wilshire is a global provider of market-leading indexes, advanced analytics, and multi-asset investment solutions. A trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries, our clients rely on us to improve investment outcomes for a better future. Wilshire advises on over $1.3 trillion in assets and manages $86 billion in assets and is headquartered in the United States with offices worldwide.
In Business Since: 2018 Wise Rhino Group provides M&A Advisory Services for Retirement and Wealth Advisory, Third-Party Administration and Financial Services Industry Technology firms. Founded in 2018, our team brings over one hundred years of cumulative experience in the Retirement, Wealth, TPA and Insurance verticals to deliver unbiased counsel and guidance to every engagement. Providing an array of services, we leverage an extensive network of industry relationships, internal research, and proprietary data to offer valuable go-forward strategies for key partners. Our unbiased approach combined with our knowledge of the overall marketplace helps our clients meet their specific goals, maximize enterprise value, and stay ahead.
Product / Service Category Asset Allocation, Advice/Guidance, Consulting/Plan Design, Other
Product / Service Description Wilshire oversees defined contribution solutions representing $205 billion in assets (as of June 30, 2023), including a comprehensive suite of institutionalcaliber ERISA 3(21) and ERISA 3(38) plan fiduciary services, along with participant advice and managed account solutions. Today more than 73,000 plans utilize Wilshire’s plan fiduciary services, and more than 280,000 plan participants utilize our managed account solutions. Wilshire is dedicated to expanding retirement plan coverage by empowering employers, their advisors and service providers with independent investment solutions focused on driving better outcomes.
Product / Service Category Advice/Guidance, Other
Product / Service Description Consistently focusing on the “Business” of your Retirement & Wealth Advisory Firm is critical for the impactful alignment of owners, staff, and clients. As consolidation continues and scaled players continue applying pressure to smaller Firms, plan sponsor and participant service models evolve, and fees compress – it will be more important than ever for owners to build more resilient businesses that drive increased enterprise value. Just as ERISA suggests with your institutional clients, advisory Firm leaders should consider prioritizing a period benchmarking of their business relative to other Firms in the broader marketplace. We have 75 years of combined experience in retirement and wealth and 5 years of specific experience providing valuations/assessments for more than 375+ Retirement & Wealth Advisory Firms. Only one-third of our clients have ultimately gone to market. With the other two-thirds, we assisted in the decision to either remain independent, merge or acquire. Wise Rhino Group is equipped with experience, data on hundreds of transactions and critical insights to help Firm leaders make the adjustments needed to survive and thrive going forward, while maximizing enterprise value growth. Our unbiased approach combined with our knowledge of the overall marketplace helps our clients meet their specific goals and get ahead of the curve. Our Core Services Include: • Valuations & Financial Benchmarking • Mergers, Acquisitions & Sale Advisory • Business Strategy Consulting • Succession Planning • Industry Analytics & Perspectives For more information about Wise Rhino Group and our trusted clients, visit our website at www.wiserhinogroup.com.
NAPABLACKBOOK2023
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