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Key people at Psagot Investment House.
Psagot Investment House operates as a prominent Israeli financial institution, delivering a comprehensive suite of investment solutions. The company provides self-directed trading platforms, institutional brokerage services, specialized trust management, and strategic credit solutions, alongside personalized investment management. Leveraging deep market knowledge with advanced technological capabilities, including AI-powered intelligence, Psagot empowers clients to navigate financial complexities effectively across various asset classes and markets. Its ecosystem integrates intuitive design with professional-grade tools for both individual and institutional investors.
The entity known as Psagot Investment House traces its origins to 1963, when Bank Leumi established Ofek Securities and Investments. This foundation later merged with Psagot Mutual Funds, formed in 1989, culminating in the unified Psagot Investment House in 2003. This evolution reflects a sustained presence in the Israeli financial landscape, building upon a heritage of banking and investment mastery. The firm's long history underscores its enduring commitment to expertise and market leadership, rather than the singular insight of an individual founder.
Psagot serves a diverse clientele, including individual investors utilizing its trading platforms, sophisticated institutional clients, and corporations seeking equity compensation program management. The company’s vision is centered on empowering clients with clarity and confidence, continually advancing its financial solutions through innovation. It aims to redefine industry standards by integrating cutting-edge technology and analytical tools, while upholding a distinguished legacy of trust and excellence for generations of investors.
Key people at Psagot Investment House.
Psagot Investment House has 2 tracked investments across 2 companies. The latest tracked deal is $6.5M Seed in Bridgewise in July 2022.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jul 7, 2022 | Bridgewise | $6.5M Seed | Dovi Frances | Avishai Abrahami, NIR Zohar |
| Mar 22, 2021 | Veev Group | $210.4M Series C | — | Migdal Insurance, More Investment House, Shavit Capital |