The investment house manages approximately 200 billion NIS for approximately 2.3 million clients and investors. In 2024, Altshuler Shaham Finance expanded by entering the non-bank credit sector, offering financing solutions for small and medium-sized enterprises. The company maintains a competitive position through multi-channel distribution and diversified product offerings.
Cyborg Score Rationale
The firm manages ~200B NIS across ~2.3M clients, demonstrating significant scale and market reach. Strategic expansion into non-bank credit and alternative investments positions it well for growth. Strong historical performance with market-leading position in pension services.
Top Insights
Diversified revenue streams across provident funds, pension funds, alternative investments, and newly-launched credit operations
Market-leading position with ~200B NIS AUM and 2.3M clients across Israeli financial market
2024 entry into non-bank credit sector targeting SME financing demonstrates growth ambitions beyond traditional asset management
Established brand with 35+ years of combined leadership expertise and deep market relationships
Named Competitors
Pension Fund Management — Israeli asset manager and pension fund provider
Asset Management — Israeli financial services and asset management
Portfolio Management — Bank-affiliated investment and pension services
Recent Developments
(2024) Expansion into non-bank credit sector through new subsidiary Altshuler Shaham Credit Ltd
(2023) Altshuler Shaham Trade became TASE member enabling direct online trading access
(2022) Name change from A.S. Matrat Hanpaka Ltd to Altshuler Shaham Finance Ltd reflecting consolidated branding
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