Psagot Investment House

What Psagot Investment House does

Psagot Investment House is a Tel Aviv-based, privately held Israeli investment house founded in 1963, operating across four core business lines: Psagot Trade (a self-directed retail trading platform with AI-driven analytics and mobile app), Institutional Brokerage (execution, block trades, and securities distribution across 160+ global markets), Trust Services under Psagot Equity (corporate escrow, real estate trust, SPV administration, and private family trusts), and Equity Compensation (Section 102 trust administration, cap table management, and digital currency compensation for Israeli companies). The technology stack centers on a proprietary AI-driven trading platform unifying Tel Aviv Stock Exchange and international market access, with FIX connectivity for institutional clients, multi-currency account management compliant with the Israeli Income Tax Ordinance, and dedicated trading desks segmented by asset class. Psagot is regulated by the Israel Securities Authority and is a TASE member, and serves as the operational representative for BlackRock funds in Israel, handling regulatory interface and distribution support.

Name

Psagot Investment House

Legal name

Psagot Investment House

Website

https://psagot.co.il

Company type

Private

Founded year

1963

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Psagot Investment House is an Israeli investment firm operating self-directed trading, institutional brokerage, trust services, and equity compensation platforms, serving retail investors, institutional clients, and Israeli corporations with AI-driven analytics and 160+ market access.

Ownership category

akta.pro rank

Product category

Brokerage and Investment Services

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Brokerage services
• Investment management
• Trust and escrow services
• Equity compensation administration
• Institutional trading

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Trading Commissions - TASE Securities: Commission-based revenue from buy/sell transactions on Tel Aviv Stock Exchange. Charges 0.07% of transaction value (minimum 2 ILS per action) for stocks, rights, and ETFs; 0.06% for bonds (minimum 2 ILS); 0.05% for short-term loans (minimum 2 ILS)
2. Trading Commissions - International Securities: Revenue from international securities trading: $0.01 per share for US stocks (minimum $6.50 per transaction); 0.15% for European stocks (minimum 15 EUR); 0.25% for foreign bonds (minimum 50 currency units); 0.25% for foreign funds
3. Account Management and Maintenance: Account fees including custody fees at 0.12% charged quarterly (0.03%); credit allocation fees based on agreement; no fees for basic transfers, deposits, or standard reports
4. Institutional Brokerage Services: Full-service institutional brokerage including block trades, open market transactions, and securities distribution. Revenue from advisory, structuring, and execution fees for capital market issuances
5. Trust and Escrow Services: Fiduciary services for corporate transactions, real estate deals, SPV management, and private trust administration. Revenue from setup fees and ongoing administration charges
6. Equity Compensation Administration: Management of employee stock option plans under Section 102, cap table administration, and compliance services for public and private companies
7. Investment Marketing and Distribution Fees: As a licensed investment marketer, Psagot may receive distribution, management, performance, and underwriting fees for securities acquired through offerings; commissions for portfolio transactions; and compensation from banks and third parties for services to clients

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Psagot Investment House is an Israeli financial services firm operating four core business lines: Psagot Trade (a self-directed AI-enabled trading platform for retail investors in Israeli and international securities), Institutional Brokerage (execution, block trades and securities distribution across 160+ global markets), Trust Services via Psagot Equity (corporate, real estate, SPV and private/family trust administration), and Equity Compensation management (Section 102 trusts, cap table administration, and digital currency compensation for Israeli companies).

Product overview

Psagot Investment House operates a diversified financial services platform organized into four core business lines: (1) Psagot Trade — an AI-powered self-directed trading platform for retail and active investors, offering execution and analytics across Israeli and global markets via web and mobile; (2) Institutional Brokerage — dedicated desks for block trades, open market transactions, and securities distribution serving institutional clients across 160+ markets; (3) Trust Services (Psagot Equity) — fiduciary services covering corporate escrow, real estate trust, SPV/fund administration, and private/family trusts; and (4) Equity Compensation (Psagot Equity) — Section 102 trust administration, cap table management, and digital asset compensation for private and public companies. The platform combines proprietary AI-driven analytics with human professional guidance across all service lines.

Differentiator

Problem solved

Functional benefit

Products and services

• Psagot Trade Self-directed trading platform for retail and active investors offering AI-driven market intelligence, real-time analytics, and trade execution across Israeli and international markets via an intuitive digital interface and mobile app.
• Institutional Brokerage Full-service institutional brokerage providing execution, block trades, open market transactions, securities distribution, and advisory services across more than 160 global markets for institutional investors.
• Trust Services Fiduciary services including corporate trust/escrow, real estate trust, SPV and fund administration, and private/family trust solutions for individuals and organizations, providing fiduciary oversight and digital transaction management.
• Equity Compensation End-to-end employee equity compensation management including Section 102 trust services, cap table management, and digital currency compensation solutions for Israeli private and public companies.

Quantifiable outcome

• 0.07% commission rate for TASE securities vs. typical bank rates of 0.25-0.45%
• +2 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature5 records

Partnerships

One partnership is on record.

• BlackRockcoreChannel Partner/ Reseller/ Distributor · 1 February 2025Psagot serves as the operational representative of BlackRock investment funds registered for trading in Israel. In this capacity, Psagot handles operational representation, regulatory interaction with the Israel Securities Authority and Tel Aviv Stock Exchange, and distribution support for BlackRock products to Israeli investors.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• eToro: Israel-founded multi-asset trading platform offering retail trading in international securities — direct competitor to Psagot Trade's self-directed retail franchise.
• IBI Investment House: Israeli boutique investment house providing brokerage, asset management, and trust services — competes with Psagot in retail brokerage and institutional execution.
• Meitav Investment House: One of Israel's largest investment houses offering retail brokerage, institutional trading, and asset management — directly competing with Psagot across retail and institutional segments of the Israeli market.
• Excellence Investments: Major Israeli investment house with retail brokerage, mutual funds, and institutional services — overlapping Psagot's retail trading, institutional brokerage, and asset management lines.
• Migdal Capital Markets: Israeli investment and brokerage firm with institutional execution and retail trading capabilities — competes head-to-head with Psagot Brokerage and the Psagot Trade platform.

Broad incumbents

• Bank Hapoalim: Israel's largest bank offering bundled brokerage, custody, and investment services — competes with Psagot across retail trading and trust services via incumbent bank-channel distribution.
• Harel Insurance Investments and Financial Services: Large Israeli insurance and financial services group with asset management, brokerage, and pension businesses — overlaps Psagot's institutional and pension-facing lines.
• Interactive Brokers: Global electronic broker offering multi-market, multi-currency trading access to retail and institutional clients — competes with Psagot's international securities execution and custody services.
• Discount Bank: Major Israeli bank offering retail brokerage and capital markets services — competes with Psagot in retail trading and institutional execution.
• Mizrahi-Tefahot Bank: Major Israeli bank with retail brokerage and investment services — competes with Psagot on retail commissions and bundled financial services for Israeli households.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubem.youtube.com/@psagotInvestment/videos
• Facebookfacebook.com/Psagot.co.il
• LinkedInlinkedin.com/company/psagot-investment-house
• Instagraminstagram.com/psagotinvestment?igsh=ZmVremZ6ampxdWJu
• Xx.com/HsqWt

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

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

M&A

Investments7 records

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

Frequently asked questions about Psagot Investment House