Phoenix Financial logo — Israeli financial services group with broad insurance, inves...

Phoenix Financial

Israeli financial services group with broad insurance, investment, asset management, credit, and distribution activities

Founded 1950 Israel Israel 815 employees Post Ipo Secondary Total: $446.00M Financial Services, Insurance

General Information

Company Name Phoenix Financial
Founded Year 1950
Location Israel Israel +1
Employees 815
Industries Financial Services, Insurance
Funding Stage Post Ipo Secondary
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About Phoenix Financial

Phoenix Holdings קבות הפניקס is a dynamic leader in Israeli financial services, offering a broad range of insurance, investment, asset management, credit, and distribution activities. Founded in 1950, the company has over 70 years of experience and manages a substantial $100 billion in assets, positioning itself as a leading multi-line insurance, asset management, investment, and financial services provider in Israel.

Key subsidiaries such as Phoenix Insurance, Excellence Investment House, Gama, and agencies including Shekel, Agam Leaderim, and Oren Mizrach contribute to the company's diverse portfolio. Its recent $446.00M Post-IPO Secondary investment at 04 November 2019 was backed by notable investors such as Centerbridge Partners and Gallatin Point Capital.

The Phoenix Group is well-positioned to continue leveraging Israel's vibrant and innovative economic landscape, providing value to both clients and shareholders. With a focus on service excellence, innovation, and solid client loyalty, the company is set to maintain its leading position in the market.

Taxonomy: Asset management, Investment, Financial services, Israeli economy, Wealth management, Business services, Client loyalty, Innovation, Distribution, Financial products, Risk management, Investment portfolio, Strategic partnerships, Corporate finance

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Post-IPO Secondary •••••• 2
Investor Investor
04 Nov 2019

Phoenix Financial Alternatives & Competitors

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FAQ About Phoenix Financial

Israeli financial services group with broad insurance, investment, asset management, credit, and distribution activities
Phoenix Financial was founded in 1950.
Phoenix Financial is headquartered in Israel.
Phoenix Financial operates in the following industries: Financial Services, Insurance.
Phoenix Financial has approximately 815 employees.
Phoenix Financial has completed 1 funding round, raising a total of $446.00M. The latest funding stage is Post Ipo Secondary.
Top alternatives and competitors to Phoenix Financial include FireSky Financial, LIQD Investments, Maestro Wealth Advisors, Auchel World/Grand Prospects Financial and Insurance Services , MARQUIS FINANCIAL MANAGEMENT GROUP, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Phoenix Financial and FireSky Financial are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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