Roeto
Roeto is an Israeli SaaS CRM platform purpose-built for insurance agents and financial advisors, offering direct integration with the Israeli pension clearinghouse and major Israeli insurers, AI-powered email-to-client attribution, and a client engagement portal for pension and insurance portfolio management.
- Company typePrivate
- Founded2014
- HeadquartersTel Aviv-yafo, Israel
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Roeto does
Roeto is an Israeli SaaS company that provides a CRM platform purpose-built for insurance agents and financial advisors managing pension and insurance client portfolios in Israel. Founded in 2014 and headquartered in Tel Aviv-Yafo, the company operates under the umbrella of I.B.I. Investment House Ltd. The platform targets the Israeli insurance market exclusively, with direct API integrations to the Israeli pension clearinghouse (המסלקה הפנסיונית) and to the major Israeli insurance carriers — Migdal, Harel, Clal, Harchava (The Phoenix), Menora, and Ayalon — enabling automated ingestion of production and commission (phishing/pishum) files.
The core product is a cloud-based CRM built on AWS infrastructure that centralizes cross-carrier data through a proprietary dashboard called RoetoPol, uses AI to automatically attribute incoming email correspondence and attachments to the relevant client file, and provides a client-facing portal with read-receipt engagement tracking. Additional functionality includes Gmail integration with read receipts, multi-mailbox synchronization, automated report dispatch, and full-data migration support from competing Israeli CRMs (B'Api, Atid, Barak, Aloni). The system is accessible via web, tablet, and mobile, with multilingual support.
The business model is a flat monthly SaaS subscription at ₪290/month (excluding VAT) covering up to three active users, with a free one-week trial and self-serve registration through the website. Direct sales handle larger agency accounts. Marketing is primarily website-driven, supplemented by customer referrals within the Israeli insurance advisor community. Named customers include Altshuler Shaham, Excellence, Gindi, Sela, Vega Finance, and Profit. The company holds an Israeli data registry license (רישיון לניהול מאגרי מידע) required for operating the CRM under Israeli privacy law. No funding rounds have been disclosed.
Roeto firmographics
Firmographics- Name
- Roeto
- Legal name
- רואטו בע"מ (Roeto Ltd.)
- Website
- https://roeto.co.il
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Roeto is an Israeli SaaS CRM platform purpose-built for insurance agents and financial advisors, offering direct integration with the Israeli pension clearinghouse and major Israeli insurers, AI-powered email-to-client attribution, and a client engagement portal for pension and insurance portfolio management.
- Ownership category
- akta.pro rank
Roeto industry classification
Industry- Product category
- Insurance CRM Software
- NAICS
- Insurance Agencies and Brokerages (52421), Computer Systems Design and Related Services (54151), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411), Life Insurance (6311), Investment Advice (6282)
- akta.pro primary industry
- Sales Force Automation (SFA) CRM (HDAEAFAA)
- akta.pro secondary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Roeto is headquartered
LocationHeadquarters
- HQ city
- Tel Aviv-yafo
- HQ country
- Israel
- HQ region
- Middle East
Offices1 record
Markets served
Roeto business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales
Revenue model
- SaaS Subscription: Monthly subscription model providing access to the CRM system including pension clearinghouse integration, AI email features, client portal, report automation, and up to 3 active users. Training is included at no additional cost.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Monthly subscription at ₪290 per month with up to 3 active users |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Roeto product offering
Product offeringCore offering
Roeto provides a premium cloud-based CRM SaaS platform for insurance agents and financial advisors in Israel to manage pension, insurance, and financial clients. The system directly integrates with the Israeli Pension Clearinghouse and major Israeli insurance companies (Migdal, Harel, Clal, Harchava/Phoenix, Menora, Ayalon) to automatically retrieve production and phishing files, centralize client communications via AI-driven email categorization, generate and dispatch reports, and track client engagement through a dedicated client portal.
Product overview
Roeto is a unified CRM platform for managing pension and financial clients, consisting of a core product — the Roeto CRM System — and two integrated modules: the Client Portal (פורטל הלקוחות) for client-facing self-service, and an AI-Powered Internal Mailing System (דיוור פנימי) for automated email-to-file attribution. The platform is designed for insurance agents and agencies, offering features including pension clearinghouse integration, automatic production file imports, reporting, task management, and data analytics.
Differentiator
Problem solved
Functional benefit
Brands
- RoetoPol: A feature that centralizes all information and data from the insurance mountain, pension clearinghouse, and manufacturers in one place along with informatively designed reports.
Products and services
- Roeto CRM System (מערכת רואטו) A premium cloud-based SaaS CRM designed for Israeli insurance agents and financial advisors to manage pension, life insurance, and financial client portfolios. Features include direct integration with the Israeli Pension Clearinghouse for automatic production and phishing file retrieval, integration with major Israeli insurers (Migdal, Harel, Clal, Phoenix, Menora, Ayalon), client management, AI-powered email-to-file attribution, reporting, task management, and multi-user support. Sold as a monthly subscription at ₪290 (excluding VAT) including up to three active users and free training.
Quantifiable outcome
- Reduces administrative operation time through automated report generation and dispatch
- +1 more outcomes
Companies that use Roeto
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles2 records
Roeto technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability3 records
Feature7 records
Roeto partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- MigdalcoreInsurance company integration for data exchange. Roeto can receive individual detail (Safed/Kaspit) production files from Migdal for automated client portfolio management.
- HarelcoreInsurance company integration for data exchange. Roeto can receive individual detail production files from Harel.
- ClalcoreInsurance company integration for data exchange. Roeto can receive individual detail production files from Clal.
- Harchava (The Phoenix)coreInsurance company integration for data exchange. Roeto can receive phishing and production files from Harchava (The Phoenix).
- MenoracoreInsurance company integration for data exchange. Roeto can receive individual detail production files from Menora.
- AyaloncoreInsurance company integration for data exchange. Roeto can receive individual detail production files from Ayalon.
- Israeli Pension Clearinghouse (המסלקה הפנסיונית)coreCore integration with the Israeli pension clearinghouse for automatic receipt of phishing and production files. Enables convenient access to all necessary information and automatic ongoing production requests.
- Har Habituach (הר הביטוח)coreCan receive phishing files from Har Habituach as part of pension clearinghouse integration.
- AWScoreAll systems run on AWS secure cloud infrastructure with comprehensive and frequent security checks.
- GooglecoreUses Google resources including Gmail API to access user account information for email sending, receiving, organization and scheduling. Access limited to requirements for these specific operations only.
- IBI Investment House (מבית איי.בי.איי בית השקעות)minorIBI Investment House is mentioned as the origin of Roeto, indicating organizational affiliation or parent company relationship.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Roeto competitors and assessment
Company assessmentDirect peers
- Atid CRM (עתיד): Israeli insurance and pension advisory CRM. Roeto lists Atid as a source system for data migration, indicating it competes head-to-head for the same Israeli agent customers.
- Barak CRM: Israeli insurance agent CRM. Listed by Roeto as a supported migration source, indicating it is an established competitor targeting the same Israeli insurance agent workflow.
- Aloni CRM (אלוני): Israeli insurance/pension advisory CRM. Roeto supports migration from Aloni, marking it as a direct competitor in the same niche.
- B'Api (באפי): Israeli insurance and pension CRM used by insurance agents. Roeto explicitly supports data migration FROM B'Api, confirming it as a direct Israeli competitor for the same agent segment.
Regional players
- Vertafore: Leading US-based provider of agency management and CRM software for insurance distributors. Operates in a different geography but is comparable as a verticalized insurance-agent management platform, illustrating where Roeto-style products are typically built at scale.
- Applied Systems: US-focused insurance agency management platform serving brokers and agents. Comparable to Roeto in product intent (vertical SaaS for insurance distribution), but at much larger scale and in a different geography.
Broad incumbents
- HubSpot CRM: Widely adopted general-purpose CRM with marketing automation, email tracking, and client portals. Competes for the same insurance agent customers who may prefer a broader, well-known platform over a vertical niche tool.
- Zoho CRM: General-purpose CRM suite with email integration, workflow automation, and client portals. Targets SMBs across many verticals including financial services, competing on breadth and price against vertical tools like Roeto.
- Salesforce Financial Services Cloud: Global CRM leader with a verticalized financial services edition used by insurance distributors and wealth managers. While it lacks Roeto's native Israeli pension clearinghouse integration, larger Israeli agencies may consider it for broader enterprise functionality.
- Microsoft Dynamics 365 Sales: Enterprise CRM from Microsoft with deep Office 365/Outlook integration (relevant to Roeto's Gmail-based workflows). Competes for larger insurance agencies that prefer Microsoft-centric stacks.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Roeto social profiles
Digital presenceRoeto compliance and trust
Trust signalCompliance1 record
Roeto financial estimates
Financial estimateRevenue estimate
Valuation estimate
Roeto leadership team
Management profileNumber of profiles
Roeto funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Roeto 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 Roeto
What does Roeto do?
Roeto provides a premium cloud-based CRM SaaS platform for insurance agents and financial advisors in Israel to manage pension, insurance, and financial clients. The system directly integrates with the Israeli Pension Clearinghouse and major Israeli insurance companies (Migdal, Harel, Clal, Harchava/Phoenix, Menora, Ayalon) to automatically retrieve production and phishing files, centralize client communications via AI-driven email categorization, generate and dispatch reports, and track client engagement through a dedicated client portal.
Is Roeto a public or private company?
Roeto is a private company. It is classified as corporate owned and is currently operating.
When was Roeto founded?
Roeto was founded in 2014. It employs 11 to 50 people.
Where is Roeto based?
Roeto is headquartered in Tel Aviv-yafo, Israel, in the Middle East region.
How does Roeto make money?
One revenue line is on record: saaS Subscription.
Who are Roeto's main competitors?
Direct peers on record are Atid CRM (עתיד), Barak CRM, Aloni CRM (אלוני) and B'Api (באפי). Regional players are Vertafore and Applied Systems. Broad incumbents are HubSpot CRM, Zoho CRM, Salesforce Financial Services Cloud and Microsoft Dynamics 365 Sales.
Does Roeto have an API?
No public API is recorded for Roeto.
What industry is Roeto in?
Roeto's product category is Insurance CRM Software. Its primary akta.pro industry code is HDAEAFAA, Sales Force Automation (SFA) CRM, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 52421 and its SIC code is 6411.