Kesem Karon.ETF
Kesem Karon.ETF is the mutual funds and ETF division of Israel's The Phoenix Investment House, managing index-tracking, exchange-traded, actively managed, and leveraged/short funds for Israeli retail investors via the Extrade Pro digital platform.
- Company typePrivate
- Founded2004
- HeadquartersPetah Tiqva, Israel
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Kesem Karon.ETF does
Kesem Karon.ETF (קסם קרנות נאמנות וETF) is the mutual funds and ETF division of The Phoenix Investment House Ltd. (הפניקס בית השקעות בע"מ), a private diversified Israeli financial services group headquartered in Israel with operating presence in Petah Tiqva/Tel Aviv. The company manages four core fund categories: KTF index-tracking funds (קרנות מחקות), exchange-traded funds listed on the Tel Aviv Stock Exchange (קרנות סל), actively managed mutual funds (קרנות מנוהלות), and leveraged/short funds (קרנות ממונפות/בחסר). Distribution runs through the proprietary Extrade Pro trading platform, the Global Extrade international-trading interface, supported by phone, email, and a walk-in customer service office, with mobile apps available on both Apple App Store and Google Play.
Underlying technology centers on the Extrade Pro platform, which provides real-time charts, advanced analysis tools, and fast execution across web and mobile, plus a Global Extrade module for foreign-exchange trading. Supplementary tools include a BUFFER Fund Calculator and a Leveraged Funds Calculator that explain the payoff mechanics of structured and leveraged products. The organization shares research, marketing, and back-office functions with Phoenix, with the parent group's CEO (Avner Hadad) also serving as Co-CEO of Kesem. The Phoenix group ecosystem additionally supplies adjacent services — Portfolio Management, ESOP trust services under Israeli Section 102, and Wealth Management — that cross-sell into the same Israeli retail and HNW customer base.
The business model is fee-based, generating recurring revenue through management fees on assets under management across the four fund categories, augmented by ancillary fees from portfolio management, ESOP trust, and wealth management services. Pricing is not publicly itemized. The target customer is Israeli retail investors seeking diversified index, sector, commodity, currency, and leveraged exposure, with adjacent service lines reaching corporate clients via ESOP and HNW households via wealth management.
Kesem Karon.ETF firmographics
Firmographics- Name
- Kesem Karon.ETF
- Legal name
- Kesem Karon.ETF (קסם קרנות נאמנות וETF)
- Website
- https://ksmc.co.il
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Kesem Karon.ETF is the mutual funds and ETF division of Israel's The Phoenix Investment House, managing index-tracking, exchange-traded, actively managed, and leveraged/short funds for Israeli retail investors via the Extrade Pro digital platform.
- Ownership category
- akta.pro rank
Kesem Karon.ETF industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broad Market Equity ETFs (FSAAAFAA)
- akta.pro secondary industries
- Sector & Industry Equity ETFs (FSAAAFAC), Multi-Asset & Allocation ETFs (Balanced, Target Risk) (FSAAAFAF), Fixed Income ETFs (Government, Corporate, Munis, TIPS) (FSAAAFAD)
Keywords
Where Kesem Karon.ETF is headquartered
LocationHeadquarters
- HQ city
- Petah Tiqva
- HQ country
- Israel
- HQ region
- Middle East
Offices1 record
Markets served
Kesem Karon.ETF business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Mutual Fund Management: Kesem Karon manages mutual funds including ETFs, active funds, tracking funds, and leveraged/short funds. Revenue is generated through management fees charged on assets under management.
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Kesem Karon.ETF product offering
Product offeringCore offering
Kesem Karon.ETF manages and distributes a diversified lineup of Israeli mutual funds, including KTF index-tracking funds, ETFs listed on the Tel Aviv Stock Exchange, actively managed funds, and leveraged/short funds. Investors access these products through the proprietary Extrade Pro and Global Extrade trading platforms, supported by professional advisory and digital onboarding channels.
Product overview
Kesem Karon.ETF operates as a diversified investment fund platform under The Phoenix Investment House group, offering four main fund categories: KTF Index Funds (קרנות מחקות KTF), Exchange Traded Funds (קרנות סל ETF), Actively Managed Funds (קרנות מנוהלות), and Leveraged/Short Funds (קרנות ממונפות/בחסר). The platform is supported by trading infrastructure including Extrade Pro (advanced domestic and global trading platform) and Global Extrade. Supplementary tools include the BUFFER Fund Calculator and Leveraged Funds Calculator. Additional services encompass Portfolio Management, The Phoenix ESOP (employee equity trust services), and Wealth Management. The offering represents a comprehensive investment ecosystem spanning passive indexing, active management, and specialized leveraged strategies for Israeli investors.
Differentiator
Problem solved
Functional benefit
Products and services
- KTF Index Funds
- ETF Funds
- Actively Managed Funds
- Leveraged/Short Funds
- Extrade Pro Trading Platform
- Global Extrade Trading Platform
Companies that use Kesem Karon.ETF
Customer profileSegments1 record
Ideal customer profiles1 record
Kesem Karon.ETF technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Kesem Karon.ETF partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Phoenix Investment House (הפניקס בית השקעות)coreKesem Karon is an integral part of Phoenix Investment House group, operating as the mutual funds and ETF division. The CEO of Phoenix Investment House (Avner Hadad) serves as Co-CEO of Kesem Karon, demonstrating tight integration. Research and other operational functions are shared with Phoenix Investment House.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Kesem Karon.ETF competitors and assessment
Company assessmentDirect peers
- More Investment House: Israeli investment house offering mutual funds, ETFs, and wealth management. Comparable product suite and distribution approach to Kesem Karon in the Israeli market.
- Analyst IBI Investment House: Israeli investment house providing mutual funds, ETFs, and portfolio management services. Comparable as a mid-sized Israeli asset manager competing for retail fund flows.
- Meitav Dash Investment House: Major Israeli investment house offering mutual funds, ETFs, portfolio management, and brokerage. Competes head-to-head with Kesem in tracking funds, ETFs, and actively managed mutual funds on the Tel Aviv Stock Exchange.
- Excellence Investment House: Israeli investment house offering mutual funds, ETFs, and brokerage services including international trading. Direct peer with comparable digital trading capabilities and fund product mix.
- Harel Investments: Israeli investment house managing mutual funds, ETFs, and segregated portfolios. Direct competitor in the Israeli mutual fund and ETF market with broad retail distribution.
- Psagot Investment House: One of Israel's largest investment houses managing mutual funds, ETFs, and portfolio management services for retail and institutional clients. Direct competitor in Israeli mutual fund and ETF distribution with comparable product breadth.
- Migdal Investment House: Large Israeli asset manager offering mutual funds, ETFs, and portfolio management across pension, provident, and retail channels. Comparable in offering mix and Israeli retail focus.
Broad incumbents
- Bank Leumi Asset Management: Asset management division of a major Israeli bank offering mutual funds and portfolio management. Larger incumbent with deep retail banking distribution and institutional relationships.
- Bank Hapoalim Asset Management: Asset management arm of one of Israel's largest banks, offering mutual funds and portfolio management with deep retail banking distribution. Larger incumbent with broader product set.
- Tel Aviv Stock Exchange (TASE): Israel's primary securities exchange where Kesem's ETFs are listed. Operates the broader market infrastructure within which Kesem's ETF products trade and provides competing index products and data services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Kesem Karon.ETF social profiles
Digital presenceKesem Karon.ETF financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kesem Karon.ETF leadership team
Management profileNumber of profiles
Profiles14 records
Kesem Karon.ETF funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kesem Karon.ETF 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 Kesem Karon.ETF
What does Kesem Karon.ETF do?
Kesem Karon.ETF manages and distributes a diversified lineup of Israeli mutual funds, including KTF index-tracking funds, ETFs listed on the Tel Aviv Stock Exchange, actively managed funds, and leveraged/short funds. Investors access these products through the proprietary Extrade Pro and Global Extrade trading platforms, supported by professional advisory and digital onboarding channels.
Is Kesem Karon.ETF a public or private company?
Kesem Karon.ETF is a private company. It is classified as corporate owned and is currently operating.
When was Kesem Karon.ETF founded?
Kesem Karon.ETF was founded in 2004. It employs 1 to 10 people.
Where is Kesem Karon.ETF based?
Kesem Karon.ETF is headquartered in Petah Tiqva, Israel, in the Middle East region.
How does Kesem Karon.ETF make money?
One revenue line is on record: mutual Fund Management.
Who are Kesem Karon.ETF's main competitors?
Direct peers on record are More Investment House, Analyst IBI Investment House, Meitav Dash Investment House, Excellence Investment House, Harel Investments, Psagot Investment House and Migdal Investment House. Broad incumbents are Bank Leumi Asset Management, Bank Hapoalim Asset Management and Tel Aviv Stock Exchange (TASE).
Does Kesem Karon.ETF have an API?
No public API is recorded for Kesem Karon.ETF.
What industry is Kesem Karon.ETF in?
Kesem Karon.ETF's product category is Investment Management. Its primary akta.pro industry code is FSAAAFAA, Broad Market Equity ETFs, with a secondary code of FSAAAFAC, Sector & Industry Equity ETFs. Its NAICS code is 523940 and its SIC code is 6282.