Investor 360

What Investor 360 does

Investor 360 is an Israel-based multi-family office headquartered in Tel Aviv, operating as a regulated portfolio management company under the Israel Securities Authority (ISA) supervision. The firm delivers integrated wealth management services across four pillars: regulated portfolio management, alternative investment access via the Qualified Investors Channel, pension and insurance agency services, and consolidated monitoring and reporting. Its client base spans affluent Israeli individuals (minimum ILS 300,000-400,000 entry), qualified investors (ILS 9.4M+ liquid assets threshold), and ultra-high-net-worth families (ILS 8M+ minimums in the ULTRA tier), with 154 qualified investor clients and 5 ULTRA families currently served under ILS 1.5 billion in supervised AUM.

The company's core technology stack comprises three proprietary quantitative systems: a Shiller CAPE-based ETF sector rotation model (claimed 87.7% variance explanation), a Smart Index algorithm filtering companies on 5-year financial ratios with equal-weight annual rebalancing, and an internal investment rating system screening bond issuers and equity candidates beyond external credit ratings. Distribution runs through direct advisory sales augmented by a content-led demand generation engine — weekly Investor Live webinars, a leading Israeli financial podcast, an educational course platform (investor360.club), and a gated Qualified Investors Channel aggregating access to 25+ alternative fund managers including Brookfield, HarbourVest, Pantheon, ICG, Neuberger Berman, and Viola Credit.

The revenue model is fee-based across nine portfolio strategies with tiered management fees ranging from 0% (bundled 50/50 and fund-only portfolios) to 1.2% (active Israeli value equities). Three Investor 360-branded mutual funds (managed externally via Eylon) extend reach into retail-accessible wrappers. Founded by Omer Rabinovitch and led by CEO Idan Klemer, the firm has operated for nearly a decade with an 11-50 person professional team including CFP-certified planners and a Chief Investment Officer, serving thousands of total clients across financial planning, portfolio management, and family office services.

Name

Investor 360

Legal name

Investor 360

Website

https://investor360.co.il

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Investor 360 is a Tel Aviv-based multi-family office and ISA-regulated portfolio manager serving Israeli affluent individuals, qualified investors, and ultra-high-net-worth families through proprietary quantitative investment models, a gated Qualified Investors Channel, and integrated wealth planning.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

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

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Multi-Sector / Total Return Fixed Income (FSAAAHAJ), Private Equity Fundraising Placement (FSAEALAB)

Keywords

• Wealth management services
• Financial planning advisory
• Portfolio management
• Family office services
• Investment management

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Portfolio Management Fees: Fees charged for actively managed investment portfolios. Management fee tiers vary by portfolio type: 0.5% for corporate bonds, 0.8% for passive Israeli/US equities, 1.0-1.2% for active/dividend equity portfolios, 0.4-0.6% for mixed/ETF portfolios. No management fees for 50/50 combined portfolios and fund-based portfolios.
2. Family Office / Wealth Management Services: Comprehensive wealth management and financial planning services for qualified investors and high-net-worth families. Revenue generated through ongoing advisory fees and portfolio management mandates. Minimum investment thresholds serve as de facto pricing mechanism.
3. Mutual Fund Management (via Eylon): External management of three mutual funds (Eylon-managed, Investor 360 as external investment manager): (1) Investor 360 (4D) Foreign Equities, (2) Investor 360 (4B) Israeli Value Equities, (3) Investor 360 (4D) Flexible. Revenue through management fees of the funds.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Investor 360 is a multi-family office that delivers holistic financial planning, portfolio management, and wealth management services to private clients, families, and qualified investors in Israel. It runs proprietary algorithmic investment models (Smart Index, Shiller CAPE-based ETF rotation) and externally managed mutual funds, and provides a gated Qualified Investors Channel for access to alternative investments such as private equity, private debt, and real estate funds.

Product overview

Investor 360 is a multi-family office financial services firm offering a comprehensive suite of wealth management, financial planning, and investment management services in Israel. The platform architecture consists of core services (Financial Planning and Family Office) supported by specialized sub-products including portfolio management models (Smart Index, ETF CAPE, active management), pension clearance services, and the Qualified Investors Channel for exclusive investment access. The company manages client assets through three proprietary mutual funds and offers multiple investment strategies across risk levels. Additional offerings include pension agency services, financial checkups, and a financial education platform with webinars and courses.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning A holistic financial planning service that maps a client family's financial, real estate, and pension assets, defines income sources and target returns, and builds a personalized investment roadmap with a structured 3-stage process (financial checkup, personalized investment plan, implementation and ongoing monitoring). Designed for affluent individuals, families, and pre/post-retirees in Israel.
• Family Office / Wealth Management

Quantifiable outcome

• 87.7% of future return variance explained by the enhanced Shiller CAPE model (correlation 0.936)
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Partnerships

28 partnerships are on record, tiered core, flagship and minor.

• Eylon Mutual Funds (איילון קרנות נאמנות בע"מ)coreTechnology or IntegrationEylon Mutual Funds serves as the external fund manager for three Investor 360-branded mutual funds: (1) Investor 360 (4D) Foreign Equities (Security No. 5135801), (2) Investor 360 (4B) Israeli Value Equities (Security No. 5135793), and (3) Investor 360 (4D) Flexible (Security No. 5136262). Investor 360 acts as the external investment manager selecting the fund portfolios while Eylon provides the regulatory fund administration and custody infrastructure.
• Atlantis Fund (קרן אטלנטיס)flagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with webinar presentations by fund manager Ziv Sapir. The channel hosts in-depth interviews and investment opportunity presentations for Atlantis Fund strategies.
• Pantheon & Altshuler Shaham FundsflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with Moshe Lipshitz and Adam Ben-Dror (Managing Partner and Head of Investments). Presents Pantheon's private equity and co-investment opportunities to Investor 360's qualified investor clients.
• Leader Capital Privé (לידר הון פרטי)flagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with CEO Itai Alnatan and COO Roei Rabid. Presents private equity and co-investment opportunities including ICG fund allocations and European private debt strategies.
• Phoenix Capital / Phoenix GroupflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with CEO Guy Fridler. Phoenix Capital presents private equity, private debt, and alternative investment opportunities to Investor 360's qualified investor clients.
• Value Advanced Investments (ווליו השקעות מתקדמות)flagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with senior executives. Represents Viola Credit strategies and alternative credit opportunities.
• Tandem CapitalcoreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with CEO Erez Berit and Deputy CEO Ron Halfner. Presents real estate and alternative investment opportunities.
• Objective (אובייקטיב)coreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with founder and CEO Boaz Varshabski. Presents alternative investment strategies.
• Falcon IBI (קרן FALCON IBI)coreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with managing partner Amir Golan. Presents international investment opportunities.
• iFundscoreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with managing partners Danny Zuckerman and Limor Ophaz Ratzon. Presents alternative investment fund opportunities.
• Viola Credit / ValueflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with Idan Vigdor, Alex Ginzburg, and Mirit Hefner. Presents credit investment strategies and alternative debt opportunities.
• Boligo Capital (בוליגו קפיטל)coreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with CEO Itai Goren. Presents US real estate investment opportunities.
• Reigo (רייגו)coreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with CEO and co-founder Yariv Omer. Presents AI-driven real estate lending strategies.
• Litivest & More / Shiblat Law FirmminorImplementation/ SI/ Consulting PartnerFeatured on the Qualified Investors Channel with advocates Ophir Smooha Berkatch and Gadi Ozen. Provides legal expertise on alternative investments and fund structures.
• Harel Finance Alternatives (הראל פיננסים אלטרנטיב)coreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with CEO Gavy Moshayev. Presents alternative investment opportunities including real estate debt.
• Finova CapitalminorStrategic or Co-development PartnerFeatured on the Qualified Investors Channel. Presents alternative lending and investment opportunities.
• Alto Real Estate Funds (אלטו קרנות נדל"ן)coreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with co-founder and Chairman Modi Kidon and co-founder and CEO Yinon Melamed. Presents international real estate investment opportunities.
• Arion Fund (קרן אריון)minorStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with Managing Partner Pinchas Treibess. Presents alternative investment strategies.
• Integer Asset ManagementflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with founder and CIO Tal Aluiah. Presents US market analysis and investment insights from decades of Wall Street experience.
• Neuberger Berman IsraelflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with Head of Neuberger Israel Daria Oknichnik. Presents private credit and fixed income strategies.
• Eagle Point CreditflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with co-founder and CEO Tom Maevsky alongside Altshuler Shaham. Presents CLO and structured credit opportunities.
• LS PowerflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with Leader Capital Privé. Presents North American energy infrastructure investment opportunities.
• ICGflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with Leader Capital Privé. Presents private credit and secondaries investment strategies.
• HarbourVestflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel. Presents global private equity fund-of-funds and co-investment opportunities.
• Brookfield Asset ManagementflagshipStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with exclusive presentations to qualified investors. Presents global real estate and infrastructure investment opportunities.
• Volcano DatacomcoreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with Managing Partner Ziv Sapir. Presents technology and data infrastructure investment opportunities.
• Premier Mental / Clearlake CapitalcoreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with extensive coverage. Presents US private equity and credit opportunities.
• Rami Levy Real EstatecoreStrategic or Co-development PartnerFeatured on the Qualified Investors Channel with CEO Moti Hein. Presents Israeli real estate market analysis and investment opportunities.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Altshuler Shaham: One of Israel's largest independent investment houses, offering wealth management, mutual funds, and pension advisory to retail and institutional clients. Directly comparable to Investor 360's regulated portfolio management and mutual fund business, but at vastly larger scale and with broader product distribution.
• Psagot Investment House: Major Israeli investment house managing mutual funds, pension assets, and brokerage services. Comparable across the multi-family office / qualified investor segment, with a similar focus on capital-markets advisory but significantly larger AUM.
• Meitav Dash Investments: Leading Israeli investment house offering mutual funds, portfolio management, and financial advisory to retail and institutional clients. Overlaps with Investor 360's wealth management and mutual fund products, with a much larger client base and broader distribution.
• Phoenix Investments / Phoenix Capital: Israeli investment house within the Phoenix Group, offering mutual funds, managed portfolios, and alternative investments. A featured partner on Investor 360's Qualified Investors Channel and a comparable provider of alternative investment access to qualified investors.
• Tachlit (Mutual Funds): Israeli mutual fund and investment management brand. Comparable in offering mutual fund products and managed portfolios, though at broader retail scale rather than focused on qualified investors.

Direct peers

• Eylon Mutual Funds: Israeli mutual fund manager that operates as the external fund manager for the three Investor 360-branded mutual funds. Directly comparable as a regulated mutual fund provider and portfolio management company, with overlapping client base in the Israeli market.
• Leader Capital Privé: Israeli alternative-investment platform specialising in private equity, private debt, and co-investment access for qualified investors. Featured on Investor 360's Qualified Investors Channel and a direct competitor in distributing alternative investment strategies to Israel's HNW market.
• Value Advanced Investments (Viola Credit): Israeli alternative-investment platform presenting Viola Credit strategies through Investor 360's Qualified Investors Channel. Comparable as a provider of alternative credit and structured strategies to qualified investors in Israel.
• Harel Finance Alternatives: Israeli alternative-investment platform within the Harel Insurance group, presenting alternative investment opportunities including real estate debt. Featured on Investor 360's Qualified Investors Channel and a direct competitor in serving qualified investors seeking alts.

Regional players

• Fisher Investments: Large US-headquartered private wealth manager serving high-net-worth individuals globally. Conceptually comparable as a fee-based, model-driven active wealth manager targeting affluent investors, though operating at much larger scale and with a different geographic focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks1 record

Key highlights7 records

Customer concentration

• Xx.com/live_investor
• YouTubeyoutube.com/channel/UC1TnmK41JakDg0-3xdV8scQ
• Facebookfacebook.com/investor360.il
• LinkedInlinkedin.com/company/investor360

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Investor 360