ParkLexington Acquisition Solidifies Wilshire's Leadership in Investment Analytics
Deal News | Jul 15, 2025 | Wilshire Associates Inc
Wilshire Advisors LLC, a prominent global financial services firm, has acquired ParkLexington Advisors, LLC, a data and analytics company focusing on enhancing operations, profitability, and performance for investment managers. This acquisition will significantly broaden Wilshire's capabilities in data analysis, cost transparency, and analytics, empowering it to deliver comprehensive solutions to its clientele. Previously, Wilshire expanded its service offerings through the acquisition of XTP Implementation Services in 2024. The integration of ParkLexington will further reinforce Wilshire's position as a leader in investment cost data, transparency, and analytics. ParkLexington's proven track record of reducing costs and maximizing profits for clients makes it a complementary addition to Wilshire's existing operations. Financial details of the transaction remain undisclosed. Key executives, including Wilshire CEO Jason Schwarz and ParkLexington Founder John Detweiler, have expressed their enthusiasm and strategic alignment in driving forward operational efficiency and profitability within the investment management sector.
Sectors
- Financial Services
- Data Analytics
Geography
- United States – Wilshire Advisors LLC is headquartered in the U.S., and the acquisition takes place under its jurisdiction.
Industry
- Financial Services – The industry encompasses firms like Wilshire that provide management, advisory, and analytical services for assets and investments.
- Data Analytics – Relevant because ParkLexington specializes in data and analytics for investment managers, enhancing profitability and performance.
Financials
- Not Disclosed – The financial terms of the acquisition were not publicly shared.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Wilshire Advisors LLC | Acquiring Company | Company | A global financial services firm advising on over $1.4 trillion in assets and managing $120 billion. |
| ParkLexington Advisors, LLC | Target Company | Company | A data and analytics firm improving operations and profitability for investment managers. |
| Jason Schwarz | CEO at Wilshire | Person | CEO leading Wilshire in its strategic acquisition of ParkLexington. |
| John Detweiler | Founder and Managing Partner at ParkLexington | Person | Founder of ParkLexington, driving strategic solutions for investment managers. |
| Andy Stewart | Executive Chairman at Wilshire | Person | Executive Chairman overseeing Wilshire's strategic expansions. |
| Houlihan Lokey | Financial Advisor | Company | Acted as the exclusive financial advisor to ParkLexington in the transaction. |