Yelin Lapidot Investment House

What Yelin Lapidot Investment House does

Yelin Lapidot Investment House is an Israel-based private financial services firm that provides property management and investment services, headquartered in Tel Aviv. The firm was founded in 2004 and operates at a mid-sized scale with 101-250 employees, indicating a multi-decade operating history and a workforce consistent with a boutique-to-mid-market investment and real estate services platform rather than a large-scale institutional asset manager.

The firm's stated functional scope spans property management and investment services, which in the Israeli market typically encompasses real estate asset management, brokerage, advisory, and/or property management mandates for individual, family-office, and institutional clients. The company maintains a corporate web presence at yl-invest.co.il (Israeli country-code top-level domain), reinforcing its Israel-domiciled positioning; however, the live website returned only a verification/loader page during data collection, and no product detail, fee schedule, AUM figure, customer logos, partnership roster, or technology stack was accessible from the scrape.

On the business-model side, no pricing, revenue, or distribution data is available in the supplied inputs. There are no disclosed funding rounds, no M&A history, no app or product listings, no named leadership beyond what would be inferred from the corporate footprint, and no public ticker (the firm is privately held). As a result, revenue mechanics cannot be characterized with precision: revenue is most plausibly fee-based on assets under management or properties managed, but this is inferred from category convention rather than from disclosed evidence. Investors should treat product mix, AUM, fee compression, and customer concentration as primary diligence items.

Name

Yelin Lapidot Investment House

Website

https://www.yl-invest.co.il

Company type

Private

Founded year

2004

Headcount range

101–250 employees

Short description

Yelin Lapidot Investment House is a Tel Aviv-based, privately held firm founded in 2004 that provides property management and investment services, operating with 101-250 employees in the Israeli market.

Ownership category

akta.pro rank

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Core offering

Yelin Lapidot Investment House provides property management and investment services to clients. The firm operates as an investment house based in Tel Aviv, Israel, and was founded in 2004. The company maintains a workforce of 101-250 employees.

Differentiator

Problem solved

Functional benefit

Products and services

• Property Management
• Investment Services

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• IBI Investment House: Israeli investment house providing asset management, brokerage, and advisory services. Closely comparable in business mix and customer base to Yelin Lapidot.
• Leader Capital Markets: Israeli investment house focused on portfolio management and advisory services. Similar mid-sized private competitor in the Israeli investment management market.
• Altshuler Shaham: Major Israeli investment house providing portfolio management, mutual funds, and financial advisory. Comparable in core business model, scale, and target market to Yelin Lapidot Investment House.
• Psagot Investment House: A leading Israeli investment house offering asset management, mutual funds, and advisory services. Directly comparable to Yelin Lapidot as a domestic Israeli investment boutique serving retail and institutional clients with similar core offerings.
• Meitav Investment House: One of Israel's largest investment houses, offering brokerage, asset management, and corporate finance. A direct competitor in the Israeli investment management and advisory market.

Broad incumbents

• Phoenix Investment House: Israeli investment arm of Phoenix Group, offering asset management and advisory. Comparable investment services but as part of a larger insurance and financial conglomerate.
• Harel Capital Markets: Broader Israeli financial services group with investment management, brokerage, and insurance. Comparable investment advisory capabilities but operates at materially larger scale and broader scope.
• Clal Finance: Israeli financial services provider offering investment management, brokerage, and advisory. Comparable in offering to Yelin Lapidot but with broader institutional reach.
• Discount Capital (part of Israel Discount Bank): Investment banking and asset management arm of a major Israeli bank. Overlaps with Yelin Lapidot in investment management and advisory, but as part of a much larger banking group.

Regional players

• Analyst Securities: Israeli investment house offering brokerage, advisory, and asset management. Comparable in scale and Israeli market focus to Yelin Lapidot Investment House.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/yelin-lapidot-investment-house

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments3 records

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

Frequently asked questions about Yelin Lapidot Investment House