What Alt Group does

Alt Group is an Israeli boutique alternative investment advisory firm, headquartered in Tel Aviv, that provides institutional investors—including insurance companies, provident funds, business conglomerates, endowments, and family offices—with curated access to global private investment opportunities typically reserved for large institutions. The firm's offering is organized around five integrated service modules: Research (quantitative and qualitative sourcing and analysis of leading investment funds and illiquid assets), Asset Classes (private equity, private debt, infrastructure, real estate, and direct investments), Access (network-based introductions to leading private funds), Portfolio Creation (custom strategy development with cash flow and liquidity modeling), and Portfolio Maintenance (capital calls, investment committee updates, and realization support).

The firm's underlying technology stack is not publicly disclosed; the value proposition is built on human research, network relationships, and bespoke portfolio construction rather than on proprietary software. Business model is professional-services advisory, with revenue generated through fees from tailored institutional engagements sourced via direct relationship management; no pricing schedules are publicly disclosed. The team of six disclosed employees is led by co-founders Aharon Fogel (former Director General of Israel's Ministry of Finance) and Alex Ziser (CEO; former head of global and alternative investments at a leading Israeli insurance company), and the firm extends its distribution and product surface through strategic partnerships with NewVest (a U.S.-based institutional fintech for passive private-market index exposure) and IBI International Fund Management (part of IBI Capital).

Name

Alt Group

Legal name

Alt Group

Website

https://altgroup.co.il

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Alt Group is an Israeli boutique advisory firm that provides institutional investors such as insurance companies, provident funds, endowments, and family offices with access to global private alternative investments through research, network-based fund access, and custom portfolio construction services.

Ownership category

akta.pro rank

Product category

Alternative Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Alternative investments
• Institutional investment advisory
• Private equity access
• Portfolio construction services
• Fund research analysis

Headquarters

HQ city

Israel

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Portfolio Management Services: Alt Group provides institutional investment advisory services including sourcing, analysis, screening, and optimal exposure to global investment funds. The company helps clients develop long-term strategies and build custom alternative portfolios. Revenue appears to be generated through advisory fees, management support, and facilitation of access to exclusive investment opportunities for institutional clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Alt Group is an Israeli alternative investment advisory firm that provides qualified investors and smaller institutions with access to global private investment portfolios. Its core offering bundles research, fund access through an expansive network, custom portfolio construction, and ongoing portfolio maintenance across private equity, private debt, infrastructure, real estate, and direct investments.

Product overview

Alt Group is a financial services firm providing a unified platform for alternative institutional investments. The offering consists of a core alternative investments service supplemented by six integrated service modules: Research Services (quantitative and qualitative fund analysis), Asset Classes (private equity, private debt, infrastructure, real estate, and direct investments), Access Services (direct fund access through their network), Portfolio Maintenance (post-commitment support), and Portfolio Creation (custom strategy development). Together these services provide qualified investors and institutions access to global private markets traditionally reserved for large institutional investors.

Differentiator

Problem solved

Functional benefit

Products and services

• Alternative Institutional Investments Core offering of Alt Group providing qualified investors and smaller institutions access to a traditional, global private investment portfolio typically restricted to large institutional investors. Designed for insurance companies, provident funds, business conglomerates, endowments, and family offices.
• Research Services Quantitative and qualitative sourcing and analysis of the world's leading investment funds and illiquid investments, delivered by experienced analysts to support institutional client decisions.
• Asset Classes Coverage High-quality investment funds and illiquid assets focusing on private equity, private debt, infrastructure, real estate, and unique direct investment opportunities for institutional clients.
• Access Services Direct access to many of the best and most desired private investment funds worldwide through Alt Group's expansive network, providing an alternative investment portfolio with the highest institutional quality.
• Portfolio Maintenance Post-capital commitment support including managing capital calls, regular updates to investment committees and managers, and realization support throughout the holding period for direct investments.
• Portfolio Creation Development of investment strategies suitable for various macro-economic environments, building portfolios matching client risk profiles and modeling expected cash flows, exposures, and liquidity needs.

Named customers5 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• NewVestcoreStrategic or Co-development PartnerNewVest is an institutional fintech platform of index funds providing passive exposure to private markets. The partnership enables Alt Group clients to access low-fee index funds that seek to generate returns emulating pooled returns of asset classes with lower risk than single private fund investments. NewVest raised $220 million for its index funds in 2023.
• IBI International Fund ManagementcoreStrategic or Co-development PartnerIBI International Fund Management, part of IBI Capital, collaborates with Alt Group to offer exclusive access to alternative funds and unique investment opportunities in Israel and globally. The partnership specifically targets qualified investors and smaller institutions that typically don't have access to such options, leveraging IBI's extensive research and operational capabilities.

Recent moves3 records

Expansion highlights4 records

Direct peers

• Aksia: Independent advisor providing manager research, portfolio construction, and operational due diligence focused on alternative investments for institutional investors — directly comparable niche advisory to Alt Group.
• Meketa Investment Group: Institutional investment consulting firm providing asset allocation, manager research, and portfolio construction to endowments, foundations, pensions, and insurers — comparable institutional advisory model with alts focus.
• Albourne: Investment advisor specializing in alternative investments (private equity, hedge funds, real assets) for institutional investors — directly comparable focus and client base to Alt Group's alternatives advisory practice.
• Cambridge Associates: Global investment advisory firm serving institutional and private clients with portfolio construction, manager research, and access to private markets — closely comparable to Alt Group's institutional alternatives advisory model, though at materially larger scale.
• Cliffwater: Investment advisory firm specializing in alternative investments for institutional and private wealth clients, including private equity, private credit, real estate, and hedge funds — closely comparable alternatives focus and target client base.
• NEPC: Independent investment advisory firm serving institutional clients with asset allocation, manager research, and private markets advisory — directly comparable institutional advisory model to Alt Group.
• StepStone Group: Private markets investment advisory and management firm providing consulting, fund commitments, co-investments, and secondaries to institutional clients — overlapping service set and institutional client base with Alt Group.

Broad incumbents

• Mercer: Global consulting arm of Marsh McLennan providing institutional investment advisory including alternatives consulting — overlaps with Alt Group's mandate but operates as part of a much broader consulting and HR services platform.
• Aon: Global professional services firm offering institutional investment advisory through its wealth solutions business, with significant alternatives advisory capability — broader incumbent competing for the same institutional RFPs.

Regional players

• IBI Investment House: Israeli investment house that is both Alt Group's strategic partner and a regional competitor offering fund management and alternative investment access to Israeli qualified investors — most directly comparable on Israeli institutional turf.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/alt-group-alternative-institutional-investments

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Alt Group