Epsilon Investment House
- Company typePrivate
- Founded1988
- HeadquartersRamat Aviv, Israel
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
Epsilon Investment House firmographics
Firmographics- Name
- Epsilon Investment House
- Legal name
- Epsilon Portfolio Management Ltd. (אפסילון ניהול תיקי השקעות בע"מ)
- Website
- https://epsilon.co.il
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Epsilon Investment House industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Index Mutual Funds (Non-ETF) (FSAAAEAE), Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)
Keywords
Where Epsilon Investment House is headquartered
LocationHeadquarters
- HQ city
- Ramat Aviv
- HQ country
- Israel
- HQ region
- Middle East
Offices1 record
Markets served
Epsilon Investment House business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Management Fees: Fees charged for managed investment portfolio services. Clients receive commission benefits as part of being investment house clients. Fee structure likely based on assets under management (AUM) percentage.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Premium Managed Portfolio - Minimum 1.5 million NIS |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Epsilon Investment House product offering
Product offeringCore offering
Epsilon Investment House delivers premium managed investment portfolios for clients with a minimum 1.5 million NIS in investable assets, providing a dedicated personal investment manager and client relations manager, daily monitoring and control, monthly performance reporting, and customized investment policies aligned with each client's risk profile. The offering is complemented by mutual funds (Kesem), ESOP administration, institutional trading, alternative investments, wealth management (Phoenix W), and independent/global trading platforms (Extrade Pro, Global Extrade).
Product overview
Epsilon Investment House operates as a comprehensive financial services division under Phoenix Investment House, offering a unified platform of investment management and trading services. The core offering is the Epsilon premium managed investment portfolio for clients with 1.5 million ILS minimum, supported by dedicated investment managers. This core product is complemented by multiple specialized services including: Extrade Pro and Global Extrade for independent and international trading; Kesem mutual funds; Phoenix ESOP for equity compensation management; Phoenix W for wealth management; and institutional trading capabilities. The company serves private clients, companies, public bodies, institutional investors, foundations, and non-profits. Founded in 1988, Epsilon provides approximately 40 years of investment management experience with a client-centered approach.
Differentiator
Problem solved
Functional benefit
Products and services
- Epsilon Managed Investment Portfolio (אפסילון) Premium managed investment portfolio service for clients with minimum investable assets of 1.5 million NIS. Provides a dedicated personal investment manager and client relations manager, a customized investment policy aligned with the client's risk tolerance, daily monitoring and control, monthly portfolio performance reports, and full transparency through the client's bank website and personal client area on Epsilon's website. Targeted at affluent private clients seeking professional investment management with personal attention.
- Kesem Funds (קרנות קסם) Mutual fund offerings including tracked open-ended Israeli funds, providing investors with access to diversified professionally managed investment portfolios. Includes a guide to buying mutual funds and educational content on the benefits of mutual funds as an investment tool. Targeted at individual investors seeking diversified, professionally managed fund exposure.
- Phoenix ESOP Employee stock option plan services including mergers and acquisitions advisory, trust services for options and shares under Section 102 and equity compensation, source code escrow, and valuations. Targeted at corporate clients administering equity compensation programs.
- Phoenix W - Wealth Management (ניהול עושר) Family office wealth management services for high-net-worth individuals and families seeking comprehensive financial oversight. Targeted at HNW families needing coordinated financial planning and oversight.
- Phoenix Portfolio Management (ניהול תיקים) Portfolio management services including digital personalized investment portfolio management and personal investment portfolio services for business clients. Targeted at companies seeking professional portfolio management for corporate treasury and business assets.
- Extrade Pro Advanced trading platform offering fast transaction execution, real-time charts, and advanced analytics tools for independent trading on the Israeli exchange. Targeted at self-directed retail traders.
- Global Extrade Global trading platform enabling trading on international stock exchanges for clients seeking international market exposure. Targeted at self-directed traders with international investment interests.
- Kids Trading Account (חשבון מסחר לילדים) Investment account for children from age 0, enabling parents to start saving and investing on behalf of their children. Targeted at parents seeking to begin long-term investing for their children.
- Institutional Trading Desk (חדר מסחר מוסדי) Institutional brokerage services providing trading capabilities and market access for institutional investors and large-volume traders. Targeted at institutional clients and high-volume professional traders.
- Alternative Investments (השקעות אלטרנטיביות) Alternative investment products offering non-traditional investment opportunities for portfolio diversification. Targeted at qualified investors seeking non-traditional asset exposure.
- Personal Investment Desk (דסק השקעות אישי) Expert investment accompaniment service providing guidance from investment professionals for clients seeking professional advisory support. Targeted at self-directed clients who want professional guidance alongside their trading.
- Pension and Financial Agency (סוכנות פנסיונית ופיננסית) Pension and financial agency providing insurance and comprehensive financial planning services for individuals and businesses. Targeted at individuals and businesses planning pensions, insurance, and broader financial needs.
Companies that use Epsilon Investment House
Customer profileSegments4 records
Ideal customer profiles3 records
Epsilon Investment House technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Epsilon Investment House partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Epsilon Investment House competitors and assessment
Company assessmentDirect peers
- IBI Investment House: Israeli investment house offering managed portfolios, mutual funds, brokerage, and institutional services. Comparable across the full Epsilon product set including managed portfolios, mutual funds (similar to Kesem), and institutional trading.
- More Investment House: Israeli investment house providing managed portfolios, mutual funds, and trading services with a tech-forward digital platform. Comparable on managed portfolios and trading platform offerings (Extrade Pro vs. More's platform).
- Meitav Investment House: One of Israel's largest investment houses offering managed portfolios, mutual funds, and brokerage services to retail and institutional clients. Direct competitor in the same HNWI and institutional managed-portfolio space, with overlapping product structure (managed accounts, mutual funds, trading platforms).
- Excellence Investments (Psagot Excellence): Israeli investment house following the 2023 Psagot-Excellence merger, providing managed portfolios, mutual funds, and institutional asset management. Comparable on managed-portfolio services, mutual fund offerings (Kesem vs. Psagot/Excellence funds), and institutional trading capabilities.
- Harel Investment House: Diversified Israeli investment house with managed portfolio, mutual fund, and pension/financial advisory offerings. Comparable across Epsilon's Phoenix W (wealth management), Kesem (mutual funds), and Pension/Financial Agency product lines.
- Altshuler Shaham: Leading Israeli investment house specializing in managed investment portfolios and mutual funds with a strong HNWI focus. Closest direct peer on the premium managed-portfolio positioning, dedicated portfolio manager model, and HNWI minimum thresholds.
Broad incumbents
- Migdal Capital Markets: Diversified Israeli financial services group with investment management, insurance, and capital markets operations. Broader portfolio than Epsilon's HNWI focus, but overlapping on managed portfolios and mutual funds.
- Phoenix Holdings (Parent Group): Parent group of Epsilon, Israel's largest insurance and financial services group. Provides the broader context for Epsilon's positioning; not a direct competitor but the strategic ecosystem in which Epsilon operates.
- Bank Hapoalim (Private Banking): Israel's largest bank with a substantial private banking and managed portfolio division. Competes for the same HNWI segment in Israel but as part of a full-service banking group with broader capabilities.
Regional players
- Kidum Finance & Investment: Israeli investment advisory firm offering managed portfolios and financial advisory primarily through bank-affiliated channels. Comparable on the managed-portfolio service for Israeli HNWI clients, though smaller scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Epsilon Investment House social profiles
Digital presenceEpsilon Investment House financial estimates
Financial estimateRevenue estimate
Valuation estimate
Epsilon Investment House leadership team
Management profileNumber of profiles
Profiles6 records
Epsilon Investment House funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Epsilon Investment House M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Epsilon Investment House
What does Epsilon Investment House do?
Epsilon Investment House delivers premium managed investment portfolios for clients with a minimum 1.5 million NIS in investable assets, providing a dedicated personal investment manager and client relations manager, daily monitoring and control, monthly performance reporting, and customized investment policies aligned with each client's risk profile. The offering is complemented by mutual funds (Kesem), ESOP administration, institutional trading, alternative investments, wealth management (Phoenix W), and independent/global trading platforms (Extrade Pro, Global Extrade).
Is Epsilon Investment House a public or private company?
Epsilon Investment House is a private company. It is classified as corporate owned and is currently operating.
When was Epsilon Investment House founded?
Epsilon Investment House was founded in 1988. It employs 51 to 100 people.
Where is Epsilon Investment House based?
Epsilon Investment House is headquartered in Ramat Aviv, Israel, in the Middle East region.
How does Epsilon Investment House make money?
One revenue line is on record: investment Management Fees.
Who are Epsilon Investment House's main competitors?
Direct peers on record are IBI Investment House, More Investment House, Meitav Investment House, Excellence Investments (Psagot Excellence), Harel Investment House and Altshuler Shaham. Broad incumbents are Migdal Capital Markets, Phoenix Holdings (Parent Group) and Bank Hapoalim (Private Banking). Kidum Finance & Investment is listed as a regional player.
Does Epsilon Investment House have an API?
No public API is recorded for Epsilon Investment House.
What industry is Epsilon Investment House in?
Epsilon Investment House's product category is Investment Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAEAE, Index Mutual Funds (Non-ETF). Its NAICS code is 523940 and its SIC code is 6282.