{"name":"I.b.i Investment House Ltd","domain":"ibi.co.il","url":"https://optimly.ai/brand/i-b-i-investment-house-ltd","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"IBI Investment House is a publicly traded Israeli investment house providing portfolio management, securities trading, mutual funds, alternative investments, hedge funds, and financial services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"description","label":"Description","shape":"text","content":"IBI Investment House offers investment and capital-markets solutions for private clients, institutional investors, corporations, employers, and other customers in Israel and internationally. Its services include portfolio management, independent trading, mutual funds, alternative investment funds, hedge funds, equity-compensation administration, trust services, and investment-related financial services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To create wealth by providing diverse, innovative, and high-quality investment solutions, while creating value for investors, customers, employees, and the surrounding community.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://ibi.co.il","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, informative, transparent, trustworthy, service-oriented, and innovation-focused.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"Over 50 years of experience in the capital market is stated; a specific founding year is not provided.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"One Ha'am 9, Tel Aviv, Israel.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"IBI Investment House is described as a publicly traded company whose shares trade on the Tel Aviv Stock Exchange. It operates through subsidiaries and related companies, including IBI Portfolio Management, IBI Mutual Funds Management, IBI Underwriting and Management, IBI Trade, IBI Capital, and other affiliated entities.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"IBI helps individuals, institutions, and companies manage, invest, diversify, and trade financial assets through a broad range of investment products and services, with solutions tailored to customer needs, goals, and risk considerations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Portfolio management for private and institutional clients\nIndependent trading in securities on the Tel Aviv Stock Exchange and international markets\nMutual fund management across domestic and international investment tracks\nAlternative investment funds, including U.S. real estate and credit strategies\nHedge fund management across multiple asset classes and strategies\nFinancial services and administration for employee benefit and equity-compensation plans\nTrust services and administration for business transactions\nInvestment research, market analysis, and investor education","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"IBI Portfolio Management\nIBI TRADE independent trading services\nIBI SMART trading application\nMutual funds\nAlternative investment funds\nHedge funds\nIBI CAPITAL financial services and employee benefit plans\nEquity-compensation and employee stock-option services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"The website describes independent trading services as offering low costs. It also advertises a promotion offering a ₪300 gift for opening an independent trading account, subject to the promotion's website terms.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, investment management, securities trading, capital markets, and employee equity-compensation administration.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Private clients, institutional investors, corporations, private and public companies, international companies, employers, employee-benefit recipients, and investors in Israel and abroad. IBI states that it serves tens of thousands of private, institutional, and corporate customers; IBI CAPITAL serves more than 2,000 companies and more than 100,000 benefit recipients and shareholders.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Private and institutional investors seeking portfolio management, mutual funds, alternative investments, hedge funds, or securities trading; corporations and employers needing equity-compensation, employee-benefit, trust, or financial administration services; and customers seeking diversified investment exposure in Israel and international markets.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing diversified investment portfolios aligned with personal or institutional goals\nTrading Israeli, U.S., Canadian, and other international securities\nInvesting through mutual funds across different domestic and international asset classes\nDiversifying portfolios with alternative investments such as real estate and credit funds\nAccessing hedge fund strategies across multiple asset classes\nAdministering employee benefit plans, stock options, and equity compensation\nSupporting mergers and acquisitions through trust, valuation, and financial services\nInvesting according to environmental, social, and governance criteria","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Personalized investment portfolios aligned with customer needs, preferences, and objectives\nAccess to Israeli and international securities markets\nBroader portfolio diversification through traditional and alternative investments\nPotential reduction in portfolio volatility through alternative investments with low correlation to tradable assets\nPersonal investment guidance and ongoing support\nAccess to advanced digital trading systems and the IBI SMART application\nAdministration and operational support for employee benefit and equity-compensation plans\nAccess to ESG investment opportunities focused on sustainability and emerging-economy sectors","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ibi.co.il","updated_at":"2026-11-07T06:55:00.775724+00:00"}]}],"last_refreshed_at":"2026-11-07T06:55:00.787199+00:00","last_changed_at":"2026-11-07T06:55:00.796620+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=47ffed08-cf22-4cb9-866a-7e51009f12fd"}