Established Market Leader Peilim Portfolio Management is a prominent player in Israel's investment management industry, managing approximately NIS 17 billion and serving around 6,500 diverse clients, including private individuals, organizations, and government bodies.
Strong Financial Base With annual revenues estimated between 25 and 50 million USD and backing from Bank Hapoalim, Peilim demonstrates solid financial stability that can support expansion initiatives and technological investments.
Technology Utilization The company's use of advanced digital tools such as Drupal, Cloudflare, and Google Tag Manager indicates a focus on digital engagement and data-driven client services, suggesting opportunities to augment IT solutions and analytics offerings.
Potential for Growth Given its extensive client base and managed assets, Peilim may be interested in innovative financial products, portfolio optimization tools, or value-added services aimed at enhancing client retention and attracting new segments.
Ownership Independence Being fully owned by Bank Hapoalim provides a strategic advantage for partnership opportunities in banking integrations, compliance solutions, and financial technology collaborations tailored to large-scale asset management.