Insights

Boutique investor Small but active investment manager serving high net-worth individuals and institutions with a value-focused, bottom-up research approach. Potential sales angle: provide scalable services or technology that enhances research workflow and client reporting for a firm with limited headcount.

Publicly listed Went public in December 2020 according to recent news. Potential cross-sell of institutional-grade analytics, compliance, and investor relations solutions that support public market reporting, liquidity management, and corporate communications.

Active small-cap drift Historically targets undiscovered small-cap opportunities and has a track record of stake building in niche names. Potential sales opportunity for boutique research platforms, enhanced deal flow, and access to alternative data tailored for small-cap due diligence.

Tech stack Uses iCIMS, WordPress, Shopify, Google Cloud, and various web analytics and CMS tools. Potential upsell of secure cloud solutions, data integration, enterprise-grade analytics, and marketing technology upgrades to optimize client acquisition and compliance.

Financial lightweight Revenue in the tens of millions with a lean employee base. Potential alignment for cost-efficient vendor partnerships, low-overhead SaaS deployments, and scalable services that fit a small team while delivering high impact on portfolio insights and reporting.

Similar companies to First Wilshire Securities Management, Inc.

First Wilshire Securities Management, Inc. Tech Stack

First Wilshire Securities Management, Inc. uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore First Wilshire Securities Management, Inc.'s tech stack below.

Media & News

First Wilshire Securities Management, Inc.'s Email Address Formats

First Wilshire Securities Management, Inc. uses at least 3 email formats:
First Wilshire Securities Management, Inc. Email FormatsExamplePercentage
FLast@firstwilshire.comJDoe@firstwilshire.com
64%
FirstL@firstwilshire.comJohnD@firstwilshire.com
22%
First@firstwilshire.comJohn@firstwilshire.com
14%

Frequently Asked Questions

What is First Wilshire Securities Management, Inc.'s phone number?

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You can contact First Wilshire Securities Management, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Wilshire Securities Management, Inc.'s official website and social media links?

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First Wilshire Securities Management, Inc.'s official website is firstwilshire.com and has social profiles on LinkedIn.

How much revenue does First Wilshire Securities Management, Inc. generate?

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As of August 2026, First Wilshire Securities Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is First Wilshire Securities Management, Inc.'s NAICS code?

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First Wilshire Securities Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does First Wilshire Securities Management, Inc. have currently?

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As of August 2026, First Wilshire Securities Management, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Client Services Director: R. C. Explore First Wilshire Securities Management, Inc.'s employee directory with LeadIQ.

What industry does First Wilshire Securities Management, Inc. belong to?

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First Wilshire Securities Management, Inc. operates in the Investment Management industry.

What technology does First Wilshire Securities Management, Inc. use?

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First Wilshire Securities Management, Inc.'s tech stack includes iCIMS, WordPress, Shopify, Google Cloud, jQuery, WP Engine, Google Search Console and Piwik PRO Core.

What is First Wilshire Securities Management, Inc.'s email format?

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First Wilshire Securities Management, Inc.'s email format typically follows the pattern of FLast@firstwilshire.com. Find more First Wilshire Securities Management, Inc. email formats with LeadIQ.

When was First Wilshire Securities Management, Inc. founded?

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First Wilshire Securities Management, Inc. was founded in 1977.
First Wilshire Securities Management, Inc. logo

First Wilshire Securities Management, Inc.

Investment ManagementCalifornia, United States2-10 Employees

First Wilshire Securities Management, Inc. operates in the investment management industry, focusing on identifying undervalued companies with strong growth potential and holding positions until market recognition occurs. The firm emphasizes in-depth, internally generated research to select undiscovered, small-cap opportunities for high net-worth individuals and institutional investors. Based in Pasadena, California, the company supports a client base that seeks value-driven exposure to equities, aiming to bridge valuation gaps through disciplined, patient portfolio management. While the firm is described as having a relatively small team, its long-standing approach since 1977 centers on a rigorous evaluation of prospects and price, applied to investments in smaller capitalization companies. A recent development noted is the company’s public listing in December 2020, reflecting a strategic milestone in its corporate timeline.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1977
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    First Wilshire Securities Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

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