Altshuler Shaham Provident Funds Ltd.

๐Ÿ“ Tel Aviv, IL
๐Ÿท๏ธ pension
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Investment Thesis

Altshuler Shaham Provident Funds Ltd. is an Israeli investment house established in 1990. It manages approximately 200 billion โ‚ช for around 2.3 million clients and investors. The firm offers a wide range of financial products and services, including investment portfolio management, provident funds, study funds, pension funds, and mutual funds. They also provide complementary services such as retirement planning, hedge funds, trust services, foreign exchange services, and a digital wallet through subsidiary companies. Altshuler Shaham emphasizes responsible and calculated investment policies with a long-term perspective, while also being flexible and open-minded. Their investment managers aim to identify global trends and attractive investment opportunities, combining professionalism, ethics, excellence, and continuous innovation to adapt to changing market conditions. The firm considers its clients as its primary asset, constantly working to improve processes and diversify communication channels to provide clients with the most professional and tailored information. They prioritize client trust and work daily to maintain it. Altshuler Shaham Finanace, a public company within the group, was established in 2022 as part of a structural change where Altshuler Shaham Provident Funds and Pension, which became a public company in 2019, became a private entity fully owned by Altshuler Shaham Finanace. Altshuler Shaham Provident Funds and Pension is one of Israel's leading provident funds, holding the largest market share in managed provident funds. In recent years, Altshuler Shaham Finanace has also expanded its alternative investment activities, including real estate and other sectors. They market and distribute alternative investments in real estate, private equity, and global alternative funds through iFUNDS, which markets the iCapital International funds in Israel. In 2024, Altshuler Shaham Finanace entered the non-bank credit sector by establishing Altshuler Shaham Credit, which provides financing solutions for small and medium-sized businesses through its subsidiary, Altshuler Shaham Credit for Businesses. Altshuler Shaham Finanace is controlled by Altshuler Shaham Ltd. and Levinstein Yair Holdings Ltd.

Stage Focus
Multi-Stage

Preferred startup development maturity for initial funding deployment.

Sectors & Themes

Financial products, investment portfolio management, provident funds, study funds, pension funds, mutual funds, alternative investments (real estate, private equity, global alternative funds), non-bank credit for small and medium businesses

Core thematic spaces, technologies, and target market segments of interest.

Check Size Range
N/A

Standard financial allocation per investment round.

Outreach & Dossier Intelligence

Direct Verification Contact Email Pattern

[email protected] | [email protected]

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