What Gefen does

Gefen Technologies is an Israeli-founded, ASX-listed B2B SaaS company that provides an AI-augmented CRM and distribution platform targeting insurance agents and financial advisors. The platform combines customer data aggregation from vendors, financial institutions, insurance carriers and customer-generated sources; algorithmic product matching across a broad catalog of insurance and financial products; an AI-driven Next Best Action recommendation engine; omnichannel communication (email, phone, chat, video, WhatsApp, SMS); agent website and landing-page management; and centralized social profile management. Together these modules are designed to reduce non-productive administrative work and increase agent distribution throughput of complex financial products such as life, health, disability, automobile, business, savings, mortgages and retirement-planning products.

The company's business model is a quote-based B2B SaaS subscription sold primarily through a partnership-led go-to-market that targets agencies and agent networks rather than individual consumers. Gefen positions its value proposition around three pillars: automating administrative tasks, delivering AI-driven next-best-action recommendations, and harnessing collective intelligence across a hyper-connected agent network. In February 2022 the company (jointly with Verify Insurance Agency Ltd.) acquired an 80% stake in Israeli technology vendor Roeto Ltd. for AUD 1.7 million to enhance platform capabilities. Across disclosed funding rounds, the company has raised approximately $15.9 million (a 2018 round of $14M from LIQUiDITY Group and a 2021 round of approximately $1.93M from Regal Funds Management).

Gefen is headquartered in Tel Aviv, Israel, with a regional office in Sydney, Australia. The company has 101–250 employees and operates primarily in two geographies (Israel and Australia) while marketing the platform's applicability to "global" financial-services distribution. The company is listed on the Australian Securities Exchange and is therefore subject to ASX continuous disclosure obligations, although specific revenue, ARR and customer-logo disclosures are not present in the available data.

Name

Gefen

Legal name

Gefen International AI Ltd.

Website

https://gefentechnologies.com

Company type

Public

Founded year

2016

Operating status

Operating

Headcount range

101–250 employees

Short description

Gefen Technologies is an ASX-listed Israeli-Australian B2B SaaS company that provides an AI-augmented CRM and distribution platform for insurance agents and financial advisors, featuring customer data aggregation, algorithmic product matching, and an AI-based Next Best Action recommendation engine.

Ownership category

akta.pro rank

Product category

Insurance and Financial Services CRM Software

NAICS

Portfolio Management and Investment Advice (523940), Software Publishers (513210)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

akta.pro secondary industries

Marketing Automation & Campaign Management CRM (HDAEAFAB), CRM Analytics, Revenue Intelligence & Forecasting (HDAEAFAI)

Keywords

• Insurance agent CRM
• Financial services platform
• Agent enablement software
• AI product matching
• Insurance distribution platform

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. SaaS Platform Subscription: Gefen generates revenue through a SaaS subscription model providing access to its proprietary platform for insurance and financial product distribution. The platform is used by agents in the insurance and financial sectors to manage customer relationships, distribute products, and run marketing campaigns.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Gefen offers an AI-powered SaaS CRM platform that enables insurance agents and financial advisors to distribute insurance and financial products. The platform aggregates customer data from multiple sources, algorithmically matches products to customer insights, and provides a Next Best Action recommendation engine. It supports omni-channel communication, agent online presence management, social profile management, and end-to-end agent commerce activities including product inventory and fulfillment.

Product overview

Gefen offers a unified SaaS CRM platform for financial services and insurance agents. The core Gefen Platform serves as the central hub, integrating multiple modules including the Next Best Action Engine (AI-based recommendation system), Agent Marketing Activities (omni-channel campaigns), Agent Commerce Activities (product inventory and fulfillment), Matched Finance and Insurance Products (smart matching), Agents Online Presence (website management), and Agents Social Presence (social profile management). The platform collects customer data from vendors, financial data, insurance data, and assets data to algorithmically match products with customer insights and provide data-driven solutions. The company also expanded through acquiring an 80% stake in Roeto Ltd. to enhance its technological capabilities for the insurance and financial sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Gefen Platform A comprehensive SaaS CRM platform for financial services and insurance agents that provides product distribution, customer data management, omni-channel communications, marketing activities, and customer relationship management from a single unified system.

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature7 records

Partnerships

Two partnerships are on record, tiered core.

• Roeto Ltd.coreTechnology or Integration · 7 February 2022Gefen International A.I. Limited, along with Verify Insurance Agency Ltd., acquired an 80% stake in Israeli technology company Roeto Ltd. for AUD 1.7 million. The acquisition was aimed at enhancing Gefen's SaaS CRM platform for agents in the insurance and financial sectors, supporting the company's growth strategy of expanding its agent network and technological offerings.
• Verify Insurance Agency Ltd.coreStrategic or Co-development PartnerVerify Insurance Agency Ltd. partnered with Gefen International A.I. Limited to jointly acquire an 80% stake in Israeli technology company Roeto Ltd. for AUD 1.7 million. This acquisition supports Gefen's growth strategy of expanding its agent network and technological offerings.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Salesforce: Dominant cloud CRM platform with Financial Services Cloud and Insurance Industry workflows. Competes broadly with Gefen across CRM, marketing automation, and AI-driven recommendations, though Salesforce is a horizontal platform rather than an insurtech-specific specialist.
• HubSpot: Major CRM and marketing automation platform offering omni-channel campaigns, landing pages, social media management, and AI-driven recommendations — closely overlapping with several modules of the Gefen Platform, though not specialized for insurance/financial advisors.
• Microsoft Dynamics 365: Enterprise CRM suite with financial services industry templates and Copilot AI recommendations. A broad incumbent competing across Gefen's core CRM, marketing automation, and analytics capabilities.
• Zoho CRM: CRM platform with workflow automation, marketing campaigns, AI assistant (Zia), and integrations used by financial advisors and small agencies. Competes with Gefen on price-sensitive segments of the SMB advisor market.
• SugarCRM: CRM platform with financial services vertical solutions, AI-driven forecasting, and marketing automation. Comparable to Gefen in serving mid-market financial services distribution, though as a horizontal CRM rather than insurtech-specialized.

Direct peers

• Redtail Technology: CRM purpose-built for financial advisors, providing contact management, workflow automation, and integrations with insurance/wealth products. Directly comparable to Gefen as an advisor-facing CRM, though with less emphasis on AI-driven product matching and omni-channel marketing.
• Wealthbox: CRM designed for financial advisors with workflow tools, integrations, and client engagement features. Closely comparable to Gefen's advisor-facing functionality, though narrower in insurance product coverage.
• Practifi: CRM and practice management platform for financial advisors and insurance brokers, offering client management, compliance, and engagement tools. A direct competitor in the advisor/broker enablement space.
• XPLAN (Iress): Financial planning and CRM software used by advisors and brokers in Australia, UK, and Asia. Directly comparable given Gefen's Australian HQ overlap and similar advisor-facing workflows.
• AgencyBloc: CRM and management system specifically built for insurance agencies, providing agent activity tracking, lead management, and policy workflows. A direct insurtech-CRM peer to Gefen's insurance-agent use cases.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gefen