IBI Investment House

What IBI Investment House does

IBI Investment House (TASE: IBI) is a publicly listed Israeli investment house founded in 1973 and headquartered in Tel Aviv, providing a comprehensive suite of investment management and financial services across retail, institutional, and corporate clients. The company operates through multiple distribution channels including a direct sales force for portfolio management, an inside sales team for capital services under IBI CAPITAL, institutional brokerage desks, and self-serve digital platforms including the IBI SMART Super App, SPARK, and NextGen trading systems that support trading on TASE and international exchanges (US, Canada, and global markets).

The company generates revenue through diversified streams: subscription/recurring fees on managed portfolios, alternative investment funds (12+ funds spanning US real estate debt, US consumer credit, non-performing loans, international content, Polish SME lending, Spanish REIT), hedge funds, and mutual funds; transaction-based commissions on self-directed brokerage; and professional services fees on equity compensation administration, M&A advisory, valuations, and financial trusts. Its product ecosystem includes sub-brands IBI CAPITAL (serving 2,000+ companies and 100,000+ benefit recipients), IBI TRADE (independent brokerage), IBI PILLAR (35 real estate funds across Israel, Germany, and the UK), IBI SMART (mobile trading), and S Cube (the largest tech valuation firm in Israel performing 650-700 valuations annually). The company maintains operating geographies across Israel, the United States, Poland, Germany, the UK, and Spain, with regulatory oversight from the Israeli Securities Authority.

Recent strategic activity has been oriented toward alternative investment fund expansion, including the launch of the INCEPTION content investment fund in partnership with Fremantle (May 2024), the FALCON US non-performing loan fund (September 2024), the TEVEL Poland SME lending fund, and the LION Spanish REIT fund, alongside the acquisition of the Pareto ESG fund's general partner (rebranded Ram Global) marking entry into hedge fund management.

Name

IBI Investment House

Legal name

אי.בי.אי בית השקעות בע"מ

Website

https://ibi.co.il

Company type

Public

Founded year

1973

Operating status

Operating

Headcount range

501–1,000 employees

Short description

IBI Investment House (TASE: IBI) is a publicly listed Israeli investment house offering portfolio management, self-directed trading, 12+ alternative investment funds, hedge funds, real estate investments, and corporate capital services to retail, institutional, and corporate clients across Israel, the US, and Europe.

Ownership category

akta.pro rank

Product category

Investment Management & Brokerage

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Open-End Investment Funds (525910), Other Financial Vehicles (52599), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Independent Broker-Dealers (Retail Network) (FSAAAAAC)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Multi-Sector / Total Return Fixed Income (FSAAAHAJ)

Keywords

• Investment management services
• Self-directed trading
• Alternative investment funds
• Capital markets brokerage
• Wealth management advisory

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

Revenue model

1. Portfolio Management (ניהול תיקי השקעות): Actively managed investment portfolios for private and institutional clients in Israel and internationally, with personalized investment strategies across multiple asset classes.
2. Alternative Investment Funds: Multiple alternative investment funds including real estate debt, consumer credit, international content financing, and private equity across the US and Europe, managed by IBI and offered to qualified investors.
3. Self-Directed Trading (IBI TRADE): Commission-based brokerage services for independent trading on TASE and international exchanges (US, Canada, and global markets), with low costs and advanced trading platforms.
4. Hedge Funds: Hedge fund management covering multiple asset classes with strategies targeting absolute returns, managed by a team led by Daniel Alon with over 12 years of experience.
5. Capital Services & Employee Benefits (IBI CAPITAL): Comprehensive equity compensation plan management, financial trust administration, M&A advisory, company valuations, wealth management, and accounting services serving over 2,000 companies and 100,000+ recipients.
6. Mutual Funds: Actively and passively managed mutual funds tracking leading Israeli and international indices, distributed directly and through the company's platform.
7. Real Estate Investments (IBI PILLAR): Real estate investment solutions in Israel and internationally, including hospitality, REIT funds, and income-generating properties.
8. Institutional Brokerage: Institutional brokerage and market-making services for institutional clients, including foreign currency exchange (CFX) and underwriting services.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels4 records

Core offering

IBI Investment House is a diversified Israeli investment house operating as a Tel Aviv Stock Exchange member since 1973. It provides portfolio management, self-directed trading on TASE and international markets, alternative investment funds (real estate debt, consumer credit, content financing, private equity), hedge funds, mutual funds, real estate investments, and institutional brokerage. Through its IBI CAPITAL division, it also delivers corporate capital services including employee equity compensation plan administration, financial trusts, M&A advisory, valuations, and wealth management for more than 2,000 corporate clients and 100,000+ benefit recipients.

Product overview

IBI Investment House is a comprehensive financial services platform offering portfolio management, independent trading, capital services, alternative investments, hedge funds, mutual funds, real estate investments, and institutional brokerage services. The core trading infrastructure includes proprietary platforms (SPARK, NextGen) and the IBI SMART Super App for mobile trading. Alternative investment offerings span multiple specialized funds including real estate debt (IBI Secured, FALCON, TEVEL), US consumer credit (IBI CCF, IBI QCF), international real estate (comRIT, IBI PILLAR, EVO, IBI LION), and content production (INCEPTION). Capital services include equity compensation management through Capital Expert and SmartForm platforms, with S Cube providing valuation services for the tech sector.

Differentiator

Problem solved

Functional benefit

Brands

• IBI CAPITAL: Capital services including wealth management, employee benefit plans, equity compensation, and M&A support. Serves over 2,000 companies and 100,000 benefit recipients.
• IBI TRADE
• IBI SMART
• IBI PILLAR
• IBI Quality
• S Cube
• IBI CCF
• IBI Secured
• IBI Volcano
• IBI Falcon
• IBI Tevel
• IBI Lion
• INCEPTION

Products and services

• Portfolio Management Actively managed investment portfolios for private and institutional clients in Israel and internationally, with personalized strategies across multiple asset classes.
• IBI TRADE (Self-Directed Brokerage) Commission-based independent brokerage for retail clients trading on TASE and international exchanges (US, Canada, global) with minimum initial deposit of 15,000 ILS.
• IBI SMART Super App Comprehensive mobile trading application enabling self-directed investors to trade on TASE and international markets with order management and portfolio monitoring features.
• SPARK Trading Platform Primary proprietary trading platform for Israeli securities (TASE), supporting advanced order types including LMT, MKT, Stop Loss, Stop Limit, Buy Above, LMO, LMC, Trailing Stop, OCO, GTC, and All Seasons orders.
• NextGen Trading Platform Advanced proprietary trading platform for Israeli and US markets, providing comprehensive market access and order execution capabilities.
• Alternative Investment Funds Suite of 12 alternative investment funds including real estate debt, consumer credit, international content financing, and private equity across the US and Europe, offered to qualified investors.
• Hedge Funds (IBI Quality / Ram Global) Diversified hedge fund offerings covering multiple asset classes with strategies targeting absolute returns, including Long/Short equity strategies, managed by a team led by Daniel Alon with over 12 years of experience.
• Mutual Funds Actively and passively managed mutual funds tracking leading Israeli and international indices, distributed directly and through the company's platform.
• IBI CAPITAL (Capital Services & Employee Benefits) Comprehensive equity compensation plan management, financial trust administration, M&A advisory, company valuations, wealth management, and accounting services serving over 2,000 companies and 100,000+ recipients.
• S Cube Valuations Valuation services for technology companies including 409A valuations, M&A support, impairment tests, and PPA work; the largest valuation firm in Israel's tech sector, performing approximately 650-700 valuations annually.
• IBI PILLAR (Real Estate Investments) Real estate investment division managing 35 real estate funds investing in residential, office, commercial, and hospitality properties in Germany, England, Spain, Israel, and other international markets.
• Institutional Brokerage & Market Making Institutional brokerage and market-making services for institutional clients, including foreign currency exchange (CFX) and underwriting services.
• Foreign Currency Exchange (CFX) Foreign currency exchange services for institutional clients.
• IBI Secured Fund Real estate debt fund providing short-term bridge mortgages (1-2 years) backed by US real estate assets, focused on 30 US states with demand for short-term financing.
• INCEPTION Fund Content investment fund in strategic partnership with Fremantle, financing international TV series and film productions with focus on English-language content.
• IBI FALCON Fund Real estate fund focusing on acquiring and monetizing non-performing loans (NPL) backed by US real estate assets in the United States, leveraging 8 years of experience from IBI Secured.
• IBI CCF Fund Consumer credit fund investing in US consumer lending through a P2P model with proprietary technology for credit underwriting.
• IBI TEVEL Fund Real estate debt fund providing loans to small and medium businesses in Poland against private real estate collateral, offering fixed interest rates and a 15% tax benefit.
• comRIT Fund Income-generating real estate fund focusing on income-producing US real estate assets with broad sectoral and geographic diversification.
• IBI LION Fund REIT fund investing in the Spanish real estate market as part of IBI's international real estate diversification strategy.
• EVO Hotel Fund Largest hotel investment fund in Israel under IBI PILLAR, investing in the hospitality sector domestically and internationally.
• Capital Expert Platform Online platform for IBI CAPITAL clients providing equity compensation management, trust services, and financial consulting for employees and employers.
• SmartForm Digital platform for processing equity compensation plans and employee benefit programs with streamlined administration.
• Underwriting and Issuance Services Underwriting and securities issuance services operated through subsidiary IBI UI.

Quantifiable outcome

• Over 50 years of operating history and track record in Israeli capital markets since 1973
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Five partnerships are on record, tiered core and minor.

• FremantlecoreStrategic or Co-development Partner · 4 September 2023Fremantle, one of the world's leading content production and distribution companies, entered into a strategic partnership with IBI for the creation of the INCEPTION content investment fund. The fund will finance a portfolio of international TV and film productions, leveraging Fremantle's extensive network of labels, producers, directors, and talent to identify and market projects. Investors benefit from IBI's service framework including dedicated support, professional service, risk management, research, and decision-support tools.
• Fremantle (INCEPTION Fund)coreStrategic or Co-development Partner · 4 September 2023Guy Hamayfer (founder of Abbot-Hamayfer, sold to Fremantle in 2016) leads the INCEPTION fund, which operates with exclusivity from Fremantle. Fremantle holds contracts with top-tier talent including director Paolo Sorrentino and actress Angelina Jolie.
• PwC (PricewaterhouseCoopers)minorOthersIBI SECURED, one of IBI's alternative investment funds focused on US real estate bridge loans, works with PwC as its external auditor — one of the first-tier service providers ensuring transparency and financial reporting quality.
• Goldfarb Gross ZolighmanminorOthersLegal counsel for IBI SECURED alternative investment fund, providing legal advisory services as part of the fund's first-tier service provider framework.
• Apex GlobalminorOthersAdministrator for IBI SECURED alternative investment fund, providing fund administration services as part of the fund's first-tier service provider framework.

Scale indicators4 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Altshuler Shaham: Major Israeli investment house providing asset management, brokerage, mutual funds, pension and provident products. Comparable to IBI in retail/institutional asset management and capital-markets services within Israel.
• Meitav Dash Investment House: One of Israel's largest independent investment houses offering portfolio management, brokerage, mutual funds, alternative investments and capital services. Most directly comparable to IBI by business model, product breadth, and target segments.
• Harel Capital Markets: Part of Harel Insurance group, Harel Capital Markets is an Israeli investment house offering brokerage, portfolio management and mutual funds. Closely comparable to IBI across retail and institutional investment services in Israel.
• Psagot Investment House: Israeli investment house offering portfolio management, mutual funds, brokerage and alternative investments. Directly comparable to IBI on multi-channel distribution and alternative-asset offerings for Israeli clients.
• Excellence Investment House: Israeli investment house providing portfolio management, mutual funds, brokerage and alternative investments. Directly comparable to IBI in serving Israeli retail, institutional and corporate clients with a multi-product platform.
• More Investment House (formerly Clal Finance): Israeli investment house offering brokerage, portfolio management, mutual funds and capital services. Directly comparable to IBI in product mix and target segments within the Israeli market.

Regional players

• Discount Capital (Israel Discount Bank): Investment and brokerage arm of Israel Discount Bank offering institutional brokerage, underwriting and alternative investments. Comparable to IBI's institutional brokerage, market-making and underwriting services within Israel.

Emerging players

• Interactive Brokers: Global low-cost multi-asset brokerage offering Israeli and international market access with advanced platforms. Comparable to IBI TRADE on the self-directed trading side, especially for cross-border retail and active-trader clients.

Broad incumbents

• Blackstone (Alternative Asset Management peer set): Global alternative asset manager with deep real-estate, credit and private-equity franchises. Comparable to IBI's alternative-fund platform (Secured, FALCON, TEVEL, PILLAR, INCEPTION) as a scaled benchmark for alternative-investment product breadth and AUM growth.
• Bank Hapoalim (Investment & Brokerage Division): Israel's largest bank with a material in-house investment, brokerage and asset-management arm. Overlaps with IBI across retail brokerage, mutual funds, and portfolio management but benefits from deposit base and branch network IBI lacks.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/IBI_Investment
• Facebookfacebook.com/IBIinvest
• LinkedInlinkedin.com/company/i.b.i-investment-house-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries7 records

Funding overview

Funding rounds

Investors

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

M&A

Investments2 records

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

Frequently asked questions about IBI Investment House