Tamir Fishman & Co. Ltd.

What Tamir Fishman & Co. Ltd. does

Tamir Fishman & Co. Ltd. is a privately-held Israeli investment house headquartered in Tel Aviv that provides a full suite of retail wealth management products and services to individual investors in Israel. Its core product lines consist of (i) discretionary portfolio management (ניהול תיקים), (ii) a wholly-owned pension and insurance agency (סוכנות ביטוח פנסיונית) offering personalized pension and insurance brokerage, (iii) a range of mutual funds (קרנות נאמנות), (iv) hedge funds (קרנות גידור) pursuing flexible strategies, and (v) venture capital funds (קרנות הון סיכון) that invest in Israeli technology companies at various stages. The firm reports assets under management described qualitatively as "billions of shekels."

The company operates a hybrid go-to-market model combining an online self-serve channel for fast portfolio opening with a high-touch professional advisory layer that clients can graduate into. Revenue is generated primarily through recurring management fees on AUM (portfolio management, mutual funds, hedge funds, VC funds) plus insurance-agency commissions, all structured as subscription-style recurring streams. The firm is founder-led by Eldad Tamir, who serves as Founder and CEO with 30+ years of investment management, venture capital, and IPO experience, and is publicly visible as an economic commentator and lecturer across Israeli media. Marketing is conducted through the company website, ongoing research and guide articles (published 2023-2024), founder media appearances, and direct WhatsApp-based customer support. The firm serves only the Israeli domestic market and discloses no enterprise or institutional clients, partnerships, funding rounds, M&A activity, or AI/technology capabilities.

Name

Tamir Fishman & Co. Ltd.

Legal name

Tamir Fishman & Co. Ltd.

Website

https://tamirfishman.com

Company type

Private

Operating status

Operating

Short description

Tamir Fishman & Co. Ltd. is a privately-held Israeli investment house in Tel Aviv offering portfolio management, mutual funds, hedge funds, venture capital funds, and pension/insurance brokerage to individual retail investors across Israel.

Ownership category

akta.pro rank

Product category

Investment Management / Wealth Management

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Investment management
• Mutual funds
• Hedge funds
• Venture capital funds
• Pension brokerage

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, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Portfolio Management Fees: Fees generated from managing investment portfolios for individual clients with assets in the billions of shekels.
2. Mutual Fund Management: Revenue from managing a wide range of mutual funds with emphasis on risk diversification and global investment opportunities.
3. Hedge Fund Management: Fees from hedge funds focusing on attractive returns through flexible approaches and advanced investment strategies adapted to changing market conditions.
4. Venture Capital Fund Management: Management fees and carried interest from venture capital funds investing in leading Israeli technology companies at various stages.
5. Insurance Agency Commissions: Commissions from insurance agency offering personalized pension and insurance solutions.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Tamir Fishman & Co. Ltd. is an Israeli investment house that manages investment portfolios for individual clients, offers a range of mutual funds, hedge funds, and venture capital funds, and operates a pension and insurance brokerage agency. The firm manages assets worth billions of shekels and provides personalized investment solutions ranging from diversified mutual funds to alternative investments in Israeli technology companies.

Product overview

Tamir Fishman & Co. Ltd. is an Israeli investment house offering a comprehensive suite of financial products and services. The portfolio consists of online portfolio management, a pension and insurance agency, mutual funds, hedge funds, and venture capital funds. The company manages billions of shekels in assets and provides personalized investment solutions ranging from mutual funds and professional portfolio management to alternative investments including hedge funds and venture capital investing in Israeli technology companies.

Differentiator

Problem solved

Functional benefit

Brands

• Tamir Fishman Hedge Fund: Hedge fund focusing on achieving attractive returns through flexible investment strategies.
• Tamir Fishman Venture Capital Funds
• Pension Insurance Agency

Products and services

• Portfolio Management (ניהול תיקים) Online investment portfolio management service for individual clients, allowing users to open investment accounts quickly online and advance to professional portfolio management with assets in the billions of shekels under management.
• Pension and Insurance Agency (סוכנות ביטוח פנסיונית) Customized pension and insurance solutions delivered through Tamir Fishman's in-house insurance agency, with professional guidance aimed at securing a safe financial future for individual clients.
• Mutual Funds (קרנות נאמנות) A wide range of responsibly managed mutual funds letting investors select investment paths suited to their needs, with emphasis on risk diversification and global opportunities.
• Hedge Funds (קרנות גידור) Hedge funds focused on achieving attractive returns through a flexible approach and advanced investment strategies adapted to changing market conditions.
• Venture Capital Funds (קרנות הון סיכון) Venture capital funds that invest in leading Israeli technology companies at various stages, giving investors access to the growth of advanced industries in Israel.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• More Investment House: Mid-sized Israeli investment house providing portfolio management, mutual funds, and provident/pension offerings — parallel boutique competitive position.
• Analyst Securities I.M. Israeli investment house focused on managed portfolios and mutual funds for retail investors — closely comparable boutique offering to Israeli individuals.
• IBI Investment House: Israeli boutique investment house covering managed portfolios, mutual funds, and alternative investments — directly comparable in scale and product scope.
• Altshuler Shaham Investment House: One of Israel's leading independent investment houses providing portfolio management, mutual funds, and pension advisory — closely comparable full-service boutique positioning.
• Psagot Investment House: Israeli investment house offering mutual funds, portfolio management, and pension products to Israeli clients — directly comparable product mix and distribution model.
• Meitav Dash Investment House: Major Israeli investment house offering portfolio management, mutual funds, hedge funds, and brokerage — directly overlapping Tamir Fishman's core product set and Israeli retail client base.
• Excellence Investment House: Israeli investment house with a comparable product mix of managed portfolios, mutual funds, and pension/insurance solutions targeted at the same Israeli retail segment.
• Harel Insurance Investments & Financial Services: Israeli insurance/investment hybrid combining insurance agency, pension, and asset management — directly comparable to Tamir Fishman's integrated insurance agency + investment products.
• Migdal Insurance and Financial Holdings: Large Israeli insurance group with material asset management, mutual fund, and pension operations — directly comparable bundled insurance + investment proposition though at meaningfully larger scale.

Broad incumbents

• Phoenix Holdings: Diversified Israeli insurance, asset management, and pension conglomerate — overlapping product set with Tamir Fishman but operating at significantly greater scale across multiple verticals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

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 Tamir Fishman & Co. Ltd.